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Side-by-side financial comparison of KB HOME (KBH) and ON Semiconductor (ON). Click either name above to swap in a different company.
KB HOME 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 6.0%, a 10.5% gap on every dollar of revenue. On growth, ON Semiconductor posted the faster year-over-year revenue change (-10.0% vs -15.3%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $290.1M). Over the past eight quarters, KB HOME's revenue compounded faster (7.4% CAGR vs -12.3%).
KB Home is an American homebuilding company founded in 1957 as Kaufman & Broad in Detroit, Michigan. It was the first company to be traded on the New York Stock Exchange as a home builder. Its headquarters are in Los Angeles, California.
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...
KBH vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $1.6B |
| Net Profit | $101.5M | $255.0M |
| Gross Margin | — | 37.9% |
| Operating Margin | — | 17.0% |
| Net Margin | 6.0% | 16.4% |
| Revenue YoY | -15.3% | -10.0% |
| Net Profit YoY | -46.7% | -32.9% |
| EPS (diluted) | $1.55 | $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 | $1.6B | $1.5B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $1.8B | $1.8B | ||
| Q2 24 | $1.7B | $1.7B | ||
| Q1 24 | $1.5B | $1.9B |
| Q4 25 | $101.5M | $255.0M | ||
| Q3 25 | $109.8M | $170.3M | ||
| Q2 25 | $107.9M | $-486.1M | ||
| Q1 25 | $109.6M | — | ||
| Q4 24 | $190.6M | $379.9M | ||
| Q3 24 | $157.3M | $401.7M | ||
| Q2 24 | $168.4M | $338.2M | ||
| Q1 24 | $138.7M | $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 | — | 17.0% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | — | -39.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | — | 25.3% | ||
| Q2 24 | — | 22.4% | ||
| Q1 24 | — | 28.2% |
| Q4 25 | 6.0% | 16.4% | ||
| Q3 25 | 6.8% | 11.6% | ||
| Q2 25 | 7.1% | -33.6% | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 9.5% | 22.1% | ||
| Q3 24 | 9.0% | 22.8% | ||
| Q2 24 | 9.9% | 19.5% | ||
| Q1 24 | 9.4% | 24.3% |
| Q4 25 | $1.55 | $0.63 | ||
| Q3 25 | $1.61 | $0.41 | ||
| Q2 25 | $1.50 | $-1.15 | ||
| Q1 25 | $1.49 | — | ||
| Q4 24 | $2.50 | $0.88 | ||
| Q3 24 | $2.04 | $0.93 | ||
| Q2 24 | $2.15 | $0.78 | ||
| Q1 24 | $1.76 | $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 | — | $2.9B |
| Total DebtLower is stronger | — | $3.4B |
| Stockholders' EquityBook value | $3.9B | $7.9B |
| Total Assets | $6.7B | $13.0B |
| Debt / EquityLower = less leverage | — | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $2.6B |
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.4B |
| Q4 25 | $3.9B | $7.9B | ||
| Q3 25 | $3.9B | $7.9B | ||
| Q2 25 | $4.0B | $8.0B | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $4.1B | $8.8B | ||
| Q3 24 | $4.0B | $8.6B | ||
| Q2 24 | $4.0B | $8.3B | ||
| Q1 24 | $3.9B | $8.1B |
| Q4 25 | $6.7B | $13.0B | ||
| Q3 25 | $7.0B | $13.1B | ||
| Q2 25 | $7.0B | $13.3B | ||
| Q1 25 | $7.0B | — | ||
| Q4 24 | $6.9B | $14.1B | ||
| Q3 24 | $6.8B | $13.9B | ||
| Q2 24 | $6.8B | $13.7B | ||
| Q1 24 | $6.7B | $13.5B |
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 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 | $303.8M | $418.7M |
| Free Cash FlowOCF − Capex | $290.1M | $372.4M |
| FCF MarginFCF / Revenue | 17.1% | 24.0% |
| Capex IntensityCapex / Revenue | 0.8% | 3.0% |
| Cash ConversionOCF / Net Profit | 2.99× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $287.3M | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $303.8M | $418.7M | ||
| Q3 25 | $197.7M | $184.3M | ||
| Q2 25 | $168.4M | $602.3M | ||
| Q1 25 | $-334.3M | — | ||
| Q4 24 | $362.6M | $579.7M | ||
| Q3 24 | $-89.9M | $465.8M | ||
| Q2 24 | $61.5M | $362.2M | ||
| Q1 24 | $28.5M | $498.7M |
| Q4 25 | $290.1M | $372.4M | ||
| Q3 25 | $185.8M | $106.1M | ||
| Q2 25 | $156.9M | $454.7M | ||
| Q1 25 | $-345.5M | — | ||
| Q4 24 | $352.6M | $434.8M | ||
| Q3 24 | $-99.4M | $293.6M | ||
| Q2 24 | $51.2M | $207.7M | ||
| Q1 24 | $19.1M | $276.3M |
| Q4 25 | 17.1% | 24.0% | ||
| Q3 25 | 11.5% | 7.2% | ||
| Q2 25 | 10.3% | 31.5% | ||
| Q1 25 | -24.8% | — | ||
| Q4 24 | 17.6% | 25.2% | ||
| Q3 24 | -5.7% | 16.7% | ||
| Q2 24 | 3.0% | 12.0% | ||
| Q1 24 | 1.3% | 14.8% |
| Q4 25 | 0.8% | 3.0% | ||
| Q3 25 | 0.7% | 5.3% | ||
| Q2 25 | 0.8% | 10.2% | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 0.5% | 8.4% | ||
| Q3 24 | 0.5% | 9.8% | ||
| Q2 24 | 0.6% | 8.9% | ||
| Q1 24 | 0.6% | 11.9% |
| Q4 25 | 2.99× | 1.64× | ||
| Q3 25 | 1.80× | 1.08× | ||
| Q2 25 | 1.56× | — | ||
| Q1 25 | -3.05× | — | ||
| Q4 24 | 1.90× | 1.53× | ||
| Q3 24 | -0.57× | 1.16× | ||
| Q2 24 | 0.37× | 1.07× | ||
| Q1 24 | 0.21× | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
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% |
