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Side-by-side financial comparison of DuPont (DD) and ON Semiconductor (ON). Click either name above to swap in a different company.
DuPont is the larger business by last-quarter revenue ($1.7B vs $1.6B, roughly 1.1× ON Semiconductor). ON Semiconductor runs the higher net margin — 16.4% vs 9.8%, a 6.7% gap on every dollar of revenue. On growth, DuPont posted the faster year-over-year revenue change (4.0% vs -10.0%). Over the past eight quarters, ON Semiconductor's revenue compounded faster (-12.3% CAGR vs -27.2%).
DuPont de Nemours, Inc., commonly shortened to DuPont, is an American multinational chemical company first formed in 1802 by French-American chemist and industrialist Éleuthère Irénée du Pont de Nemours. The company played a major role in the development of the U.S. state of Delaware and first arose as a major supplier of gunpowder.
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
DD vs ON — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $1.6B |
| Net Profit | $164.0M | $255.0M |
| Gross Margin | 35.8% | 37.9% |
| Operating Margin | — | 17.0% |
| Net Margin | 9.8% | 16.4% |
| Revenue YoY | 4.0% | -10.0% |
| Net Profit YoY | — | -32.9% |
| EPS (diluted) | $0.36 | $0.63 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.7B | — | ||
| Q4 25 | $-2.5B | $1.6B | ||
| Q3 25 | $3.1B | $1.5B | ||
| Q2 25 | $3.3B | $1.4B | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | $1.7B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $3.2B | $1.7B |
| Q1 26 | $164.0M | — | ||
| Q4 25 | $-126.0M | $255.0M | ||
| Q3 25 | $-123.0M | $170.3M | ||
| Q2 25 | $59.0M | $-486.1M | ||
| Q1 25 | $-589.0M | — | ||
| Q4 24 | $-118.0M | $379.9M | ||
| Q3 24 | $454.0M | $401.7M | ||
| Q2 24 | $178.0M | $338.2M |
| Q1 26 | 35.8% | — | ||
| Q4 25 | — | 37.9% | ||
| Q3 25 | 38.9% | 37.6% | ||
| Q2 25 | 37.3% | 20.3% | ||
| Q1 25 | 37.4% | — | ||
| Q4 24 | 36.4% | 45.2% | ||
| Q3 24 | 37.4% | 45.4% | ||
| Q2 24 | 37.1% | 45.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.0% | ||
| Q3 25 | 10.6% | 13.2% | ||
| Q2 25 | 9.4% | -39.7% | ||
| Q1 25 | -14.0% | — | ||
| Q4 24 | 1.4% | 23.7% | ||
| Q3 24 | 18.4% | 25.3% | ||
| Q2 24 | 9.3% | 22.4% |
| Q1 26 | 9.8% | — | ||
| Q4 25 | 4.9% | 16.4% | ||
| Q3 25 | -4.0% | 11.6% | ||
| Q2 25 | 1.8% | -33.6% | ||
| Q1 25 | -19.2% | — | ||
| Q4 24 | -3.8% | 22.1% | ||
| Q3 24 | 14.2% | 22.8% | ||
| Q2 24 | 5.6% | 19.5% |
| Q1 26 | $0.36 | — | ||
| Q4 25 | $-0.30 | $0.63 | ||
| Q3 25 | $-0.29 | $0.41 | ||
| Q2 25 | $0.14 | $-1.15 | ||
| Q1 25 | $-1.41 | — | ||
| Q4 24 | $-0.28 | $0.88 | ||
| Q3 24 | $1.08 | $0.93 | ||
| Q2 24 | $0.42 | $0.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $710.0M | $2.9B |
| Total DebtLower is stronger | $3.2B | $3.4B |
| Stockholders' EquityBook value | $14.2B | $7.9B |
| Total Assets | $21.4B | $13.0B |
| Debt / EquityLower = less leverage | 0.22× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $710.0M | — | ||
| Q4 25 | $715.0M | $2.9B | ||
| Q3 25 | $2.0B | $2.8B | ||
| Q2 25 | $1.8B | $3.0B | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.9B | $3.0B | ||
| Q3 24 | $1.6B | $2.8B | ||
| Q2 24 | $1.5B | $2.7B |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $3.4B | ||
| Q3 25 | $7.0B | $3.4B | ||
| Q2 25 | $5.3B | $3.4B | ||
| Q1 25 | $5.3B | — | ||
| Q4 24 | $5.3B | $3.4B | ||
| Q3 24 | $7.2B | $3.4B | ||
| Q2 24 | $7.2B | $3.4B |
| Q1 26 | $14.2B | — | ||
| Q4 25 | $13.9B | $7.9B | ||
| Q3 25 | $22.9B | $7.9B | ||
| Q2 25 | $23.1B | $8.0B | ||
| Q1 25 | $22.8B | — | ||
| Q4 24 | $23.4B | $8.8B | ||
| Q3 24 | $24.2B | $8.6B | ||
| Q2 24 | $23.3B | $8.3B |
| Q1 26 | $21.4B | — | ||
| Q4 25 | $21.6B | $13.0B | ||
| Q3 25 | $38.0B | $13.1B | ||
| Q2 25 | $36.6B | $13.3B | ||
| Q1 25 | $36.0B | — | ||
| Q4 24 | $36.6B | $14.1B | ||
| Q3 24 | $37.5B | $13.9B | ||
| Q2 24 | $36.6B | $13.7B |
| Q1 26 | 0.22× | — | ||
| Q4 25 | 0.23× | 0.43× | ||
| Q3 25 | 0.31× | 0.43× | ||
| Q2 25 | 0.23× | 0.42× | ||
| Q1 25 | 0.23× | — | ||
| Q4 24 | 0.23× | 0.38× | ||
| Q3 24 | 0.30× | 0.39× | ||
| Q2 24 | 0.31× | 0.41× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $418.7M |
| Free Cash FlowOCF − Capex | — | $372.4M |
| FCF MarginFCF / Revenue | — | 24.0% |
| Capex IntensityCapex / Revenue | 6.1% | 3.0% |
| Cash ConversionOCF / Net Profit | — | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-700.0M | $418.7M | ||
| Q3 25 | $497.0M | $184.3M | ||
| Q2 25 | $381.0M | $602.3M | ||
| Q1 25 | $382.0M | — | ||
| Q4 24 | $564.0M | $579.7M | ||
| Q3 24 | $737.0M | $465.8M | ||
| Q2 24 | $527.0M | $362.2M |
| Q1 26 | — | — | ||
| Q4 25 | $-850.0M | $372.4M | ||
| Q3 25 | $379.0M | $106.1M | ||
| Q2 25 | $265.0M | $454.7M | ||
| Q1 25 | $133.0M | — | ||
| Q4 24 | $403.0M | $434.8M | ||
| Q3 24 | $628.0M | $293.6M | ||
| Q2 24 | $425.0M | $207.7M |
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 24.0% | ||
| Q3 25 | 12.3% | 7.2% | ||
| Q2 25 | 8.1% | 31.5% | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | 13.0% | 25.2% | ||
| Q3 24 | 19.7% | 16.7% | ||
| Q2 24 | 13.4% | 12.0% |
| Q1 26 | 6.1% | — | ||
| Q4 25 | -5.9% | 3.0% | ||
| Q3 25 | 3.8% | 5.3% | ||
| Q2 25 | 3.6% | 10.2% | ||
| Q1 25 | 8.1% | — | ||
| Q4 24 | 5.2% | 8.4% | ||
| Q3 24 | 3.4% | 9.8% | ||
| Q2 24 | 3.2% | 8.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.64× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | 6.46× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 1.62× | 1.16× | ||
| Q2 24 | 2.96× | 1.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DD
Segment breakdown not available.
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
