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Side-by-side financial comparison of Global Business Travel Group, Inc. (GBTG) and ON Semiconductor (ON). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $792.0M, roughly 2.0× Global Business Travel Group, Inc.). ON Semiconductor runs the higher net margin — 16.4% vs 10.5%, a 6.0% gap on every dollar of revenue. On growth, Global Business Travel Group, Inc. posted the faster year-over-year revenue change (34.0% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $13.0M). Over the past eight quarters, Global Business Travel Group, Inc.'s revenue compounded faster (13.9% CAGR vs -12.3%).
A travel management company (TMC) is a travel agency which manages organizations' corporate or business travel programs. Such companies will often provide an end-user online booking tool, mobile application, program management, and consulting teams, executive travel services, meetings and events support, reporting functionality, duty of care, and more. Non-Profit travel management companies also provide services to manage complex visa requirements, pre-trip medical needs, remote area travel, ...
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...
GBTG vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $792.0M | $1.6B |
| Net Profit | $83.0M | $255.0M |
| Gross Margin | — | 37.9% |
| Operating Margin | 3.7% | 17.0% |
| Net Margin | 10.5% | 16.4% |
| Revenue YoY | 34.0% | -10.0% |
| Net Profit YoY | 692.9% | -32.9% |
| EPS (diluted) | $0.16 | $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.
| Q4 25 | $792.0M | $1.6B | ||
| Q3 25 | $674.0M | $1.5B | ||
| Q2 25 | $631.0M | $1.4B | ||
| Q1 25 | $621.0M | — | ||
| Q4 24 | $591.0M | $1.7B | ||
| Q3 24 | $597.0M | $1.8B | ||
| Q2 24 | $625.0M | $1.7B | ||
| Q1 24 | $610.0M | $1.9B |
| Q4 25 | $83.0M | $255.0M | ||
| Q3 25 | $-62.0M | $170.3M | ||
| Q2 25 | $15.0M | $-486.1M | ||
| Q1 25 | $75.0M | — | ||
| Q4 24 | $-14.0M | $379.9M | ||
| Q3 24 | $-128.0M | $401.7M | ||
| Q2 24 | $27.0M | $338.2M | ||
| Q1 24 | $-19.0M | $453.0M |
| Q4 25 | — | 37.9% | ||
| Q3 25 | — | 37.6% | ||
| Q2 25 | — | 20.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 45.2% | ||
| Q3 24 | — | 45.4% | ||
| Q2 24 | — | 45.2% | ||
| Q1 24 | — | 45.8% |
| Q4 25 | 3.7% | 17.0% | ||
| Q3 25 | 1.8% | 13.2% | ||
| Q2 25 | 5.4% | -39.7% | ||
| Q1 25 | 8.9% | — | ||
| Q4 24 | 5.1% | 23.7% | ||
| Q3 24 | 4.5% | 25.3% | ||
| Q2 24 | 6.7% | 22.4% | ||
| Q1 24 | 2.6% | 28.2% |
| Q4 25 | 10.5% | 16.4% | ||
| Q3 25 | -9.2% | 11.6% | ||
| Q2 25 | 2.4% | -33.6% | ||
| Q1 25 | 12.1% | — | ||
| Q4 24 | -2.4% | 22.1% | ||
| Q3 24 | -21.4% | 22.8% | ||
| Q2 24 | 4.3% | 19.5% | ||
| Q1 24 | -3.1% | 24.3% |
| Q4 25 | $0.16 | $0.63 | ||
| Q3 25 | $-0.13 | $0.41 | ||
| Q2 25 | $0.03 | $-1.15 | ||
| Q1 25 | $0.16 | — | ||
| Q4 24 | $-0.04 | $0.88 | ||
| Q3 24 | $-0.28 | $0.93 | ||
| Q2 24 | $0.06 | $0.78 | ||
| Q1 24 | $-0.04 | $1.04 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $434.0M | $2.9B |
| Total DebtLower is stronger | $1.4B | $3.4B |
| Stockholders' EquityBook value | $1.6B | $7.9B |
| Total Assets | $4.9B | $13.0B |
| Debt / EquityLower = less leverage | 0.88× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $434.0M | $2.9B | ||
| Q3 25 | $427.0M | $2.8B | ||
| Q2 25 | $601.0M | $3.0B | ||
| Q1 25 | $552.0M | — | ||
| Q4 24 | $536.0M | $3.0B | ||
| Q3 24 | $524.0M | $2.8B | ||
| Q2 24 | $515.0M | $2.7B | ||
| Q1 24 | $475.0M | $2.6B |
| Q4 25 | $1.4B | $3.4B | ||
| Q3 25 | $1.4B | $3.4B | ||
| Q2 25 | $1.4B | $3.4B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $3.4B | ||
| Q3 24 | $1.4B | $3.4B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.4B |
| Q4 25 | $1.6B | $7.9B | ||
| Q3 25 | $1.5B | $7.9B | ||
| Q2 25 | $1.2B | $8.0B | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $8.8B | ||
| Q3 24 | $1.1B | $8.6B | ||
| Q2 24 | $1.2B | $8.3B | ||
| Q1 24 | $1.2B | $8.1B |
| Q4 25 | $4.9B | $13.0B | ||
| Q3 25 | $4.8B | $13.1B | ||
| Q2 25 | $3.9B | $13.3B | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.6B | $14.1B | ||
| Q3 24 | $3.8B | $13.9B | ||
| Q2 24 | $3.8B | $13.7B | ||
| Q1 24 | $3.8B | $13.5B |
| Q4 25 | 0.88× | 0.43× | ||
| Q3 25 | 0.91× | 0.43× | ||
| Q2 25 | 1.15× | 0.42× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.32× | 0.38× | ||
| Q3 24 | 1.26× | 0.39× | ||
| Q2 24 | — | 0.41× | ||
| Q1 24 | — | 0.42× |
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 | $52.0M | $418.7M |
| Free Cash FlowOCF − Capex | $13.0M | $372.4M |
| FCF MarginFCF / Revenue | 1.6% | 24.0% |
| Capex IntensityCapex / Revenue | 4.9% | 3.0% |
| Cash ConversionOCF / Net Profit | 0.63× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $104.0M | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $52.0M | $418.7M | ||
| Q3 25 | $71.0M | $184.3M | ||
| Q2 25 | $57.0M | $602.3M | ||
| Q1 25 | $53.0M | — | ||
| Q4 24 | $65.0M | $579.7M | ||
| Q3 24 | $85.0M | $465.8M | ||
| Q2 24 | $73.0M | $362.2M | ||
| Q1 24 | $49.0M | $498.7M |
| Q4 25 | $13.0M | $372.4M | ||
| Q3 25 | $38.0M | $106.1M | ||
| Q2 25 | $27.0M | $454.7M | ||
| Q1 25 | $26.0M | — | ||
| Q4 24 | $33.0M | $434.8M | ||
| Q3 24 | $59.0M | $293.6M | ||
| Q2 24 | $49.0M | $207.7M | ||
| Q1 24 | $24.0M | $276.3M |
| Q4 25 | 1.6% | 24.0% | ||
| Q3 25 | 5.6% | 7.2% | ||
| Q2 25 | 4.3% | 31.5% | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 5.6% | 25.2% | ||
| Q3 24 | 9.9% | 16.7% | ||
| Q2 24 | 7.8% | 12.0% | ||
| Q1 24 | 3.9% | 14.8% |
| Q4 25 | 4.9% | 3.0% | ||
| Q3 25 | 4.9% | 5.3% | ||
| Q2 25 | 4.8% | 10.2% | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | 5.4% | 8.4% | ||
| Q3 24 | 4.4% | 9.8% | ||
| Q2 24 | 3.8% | 8.9% | ||
| Q1 24 | 4.1% | 11.9% |
| Q4 25 | 0.63× | 1.64× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | 3.80× | — | ||
| Q1 25 | 0.71× | — | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | 2.70× | 1.07× | ||
| Q1 24 | — | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GBTG
| Travel | $620.0M | 78% |
| Other | $172.0M | 22% |
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% |
