vs
Side-by-side financial comparison of Jefferies Financial Group Inc. (JEF) and ON Semiconductor (ON). Click either name above to swap in a different company.
Jefferies Financial Group Inc. 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 12.6%, a 3.8% gap on every dollar of revenue. Jefferies Financial Group Inc. produced more free cash flow last quarter ($1.9B vs $372.4M).
Jefferies Financial Group Inc. is an American financial services company based in New York City. It is listed on the New York Stock Exchange and is a part of the Fortune 1000.
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...
JEF vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $1.6B |
| Net Profit | $211.3M | $255.0M |
| Gross Margin | 95.7% | 37.9% |
| Operating Margin | 15.2% | 17.0% |
| Net Margin | 12.6% | 16.4% |
| Revenue YoY | — | -10.0% |
| Net Profit YoY | — | -32.9% |
| EPS (diluted) | $0.85 | $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 | $1.7B | $1.6B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.0B | $1.7B | ||
| Q1 24 | $971.2M | $1.9B |
| Q4 25 | $211.3M | $255.0M | ||
| Q3 25 | $242.5M | $170.3M | ||
| Q2 25 | $91.4M | $-486.1M | ||
| Q1 25 | $136.8M | — | ||
| Q4 24 | — | $379.9M | ||
| Q3 24 | $181.0M | $401.7M | ||
| Q2 24 | $154.7M | $338.2M | ||
| Q1 24 | $156.4M | $453.0M |
| Q4 25 | 95.7% | 37.9% | ||
| Q3 25 | 97.7% | 37.6% | ||
| Q2 25 | 96.5% | 20.3% | ||
| Q1 25 | 96.4% | — | ||
| Q4 24 | — | 45.2% | ||
| Q3 24 | 96.9% | 45.4% | ||
| Q2 24 | 96.4% | 45.2% | ||
| Q1 24 | 96.4% | 45.8% |
| Q4 25 | 15.2% | 17.0% | ||
| Q3 25 | 22.1% | 13.2% | ||
| Q2 25 | 11.0% | -39.7% | ||
| Q1 25 | 13.2% | — | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | 20.7% | 25.3% | ||
| Q2 24 | 22.0% | 22.4% | ||
| Q1 24 | 22.7% | 28.2% |
| Q4 25 | 12.6% | 16.4% | ||
| Q3 25 | 16.1% | 11.6% | ||
| Q2 25 | 7.4% | -33.6% | ||
| Q1 25 | 12.0% | — | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | 14.8% | 22.8% | ||
| Q2 24 | 14.9% | 19.5% | ||
| Q1 24 | 16.1% | 24.3% |
| Q4 25 | $0.85 | $0.63 | ||
| Q3 25 | $1.01 | $0.41 | ||
| Q2 25 | $0.40 | $-1.15 | ||
| Q1 25 | $0.57 | — | ||
| Q4 24 | — | $0.88 | ||
| Q3 24 | $0.75 | $0.93 | ||
| Q2 24 | $0.64 | $0.78 | ||
| Q1 24 | $0.66 | $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 | $14.0B | $2.9B |
| Total DebtLower is stronger | $15.9B | $3.4B |
| Stockholders' EquityBook value | $10.6B | $7.9B |
| Total Assets | $76.0B | $13.0B |
| Debt / EquityLower = less leverage | 1.50× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.0B | $2.9B | ||
| Q3 25 | $11.5B | $2.8B | ||
| Q2 25 | $11.3B | $3.0B | ||
| Q1 25 | $11.2B | — | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | $10.6B | $2.8B | ||
| Q2 24 | $10.8B | $2.7B | ||
| Q1 24 | $7.6B | $2.6B |
| Q4 25 | $15.9B | $3.4B | ||
| Q3 25 | $16.0B | $3.4B | ||
| Q2 25 | $15.4B | $3.4B | ||
| Q1 25 | $14.8B | — | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | $12.9B | $3.4B | ||
| Q2 24 | $12.7B | $3.4B | ||
| Q1 24 | $9.9B | $3.4B |
| Q4 25 | $10.6B | $7.9B | ||
| Q3 25 | $10.4B | $7.9B | ||
| Q2 25 | $10.3B | $8.0B | ||
| Q1 25 | $10.2B | — | ||
| Q4 24 | — | $8.8B | ||
| Q3 24 | $10.0B | $8.6B | ||
| Q2 24 | $9.9B | $8.3B | ||
| Q1 24 | $9.8B | $8.1B |
| Q4 25 | $76.0B | $13.0B | ||
| Q3 25 | $69.3B | $13.1B | ||
| Q2 25 | $67.3B | $13.3B | ||
| Q1 25 | $70.2B | — | ||
| Q4 24 | — | $14.1B | ||
| Q3 24 | $63.3B | $13.9B | ||
| Q2 24 | $63.0B | $13.7B | ||
| Q1 24 | $60.9B | $13.5B |
| Q4 25 | 1.50× | 0.43× | ||
| Q3 25 | 1.53× | 0.43× | ||
| Q2 25 | 1.49× | 0.42× | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | 1.29× | 0.39× | ||
| Q2 24 | 1.28× | 0.41× | ||
| Q1 24 | 1.01× | 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 | $2.0B | $418.7M |
| Free Cash FlowOCF − Capex | $1.9B | $372.4M |
| FCF MarginFCF / Revenue | 114.2% | 24.0% |
| Capex IntensityCapex / Revenue | 3.4% | 3.0% |
| Cash ConversionOCF / Net Profit | 9.30× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.7B | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $418.7M | ||
| Q3 25 | $184.2M | $184.3M | ||
| Q2 25 | $-978.3M | $602.3M | ||
| Q1 25 | $-2.7B | — | ||
| Q4 24 | — | $579.7M | ||
| Q3 24 | — | $465.8M | ||
| Q2 24 | — | $362.2M | ||
| Q1 24 | $-1.3B | $498.7M |
| Q4 25 | $1.9B | $372.4M | ||
| Q3 25 | $126.0M | $106.1M | ||
| Q2 25 | $-1.0B | $454.7M | ||
| Q1 25 | $-2.7B | — | ||
| Q4 24 | — | $434.8M | ||
| Q3 24 | — | $293.6M | ||
| Q2 24 | — | $207.7M | ||
| Q1 24 | $-1.4B | $276.3M |
| Q4 25 | 114.2% | 24.0% | ||
| Q3 25 | 8.4% | 7.2% | ||
| Q2 25 | -83.3% | 31.5% | ||
| Q1 25 | -237.2% | — | ||
| Q4 24 | — | 25.2% | ||
| Q3 24 | — | 16.7% | ||
| Q2 24 | — | 12.0% | ||
| Q1 24 | -139.4% | 14.8% |
| Q4 25 | 3.4% | 3.0% | ||
| Q3 25 | 3.9% | 5.3% | ||
| Q2 25 | 3.6% | 10.2% | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 9.8% | ||
| Q2 24 | — | 8.9% | ||
| Q1 24 | 9.9% | 11.9% |
| Q4 25 | 9.30× | 1.64× | ||
| Q3 25 | 0.76× | 1.08× | ||
| Q2 25 | -10.70× | — | ||
| Q1 25 | -19.48× | — | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | — | 1.07× | ||
| Q1 24 | -8.04× | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JEF
| Investment Banking Underwriting | $555.6M | 33% |
| Principal Transactions Revenue | $378.3M | 23% |
| Commissions And Other Fees | $356.0M | 21% |
| Other | $177.8M | 11% |
| Internet Connection And Boadband Revenue | $57.0M | 3% |
| Other Sources Of Revenue Miscellaneous | $53.3M | 3% |
| Real Estate | $50.7M | 3% |
| Strategic Affiliates Revenue | $13.8M | 1% |
| Asset Management1 | $12.1M | 1% |
| Fixed Income Services | $1.6M | 0% |
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% |
