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Side-by-side financial comparison of Lineage, Inc. (LINE) 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 $1.4B, roughly 1.1× Lineage, Inc.). ON Semiconductor runs the higher net margin — 16.4% vs -7.3%, a 23.7% gap on every dollar of revenue. On growth, Lineage, Inc. posted the faster year-over-year revenue change (3.1% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $35.0M).
Norwegian Cruise Line Holdings (NCLH) is a holding company that is based in the United States and domiciled in Bermuda. It operates three cruise lines as wholly owned subsidiaries: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. With its subsidiaries combined, it is the third-largest cruise operator in the world. It is a publicly traded company listed on the New York Stock Exchange.
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...
LINE vs ON — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.6B |
| Net Profit | $-100.0M | $255.0M |
| Gross Margin | 32.3% | 37.9% |
| Operating Margin | 2.5% | 17.0% |
| Net Margin | -7.3% | 16.4% |
| Revenue YoY | 3.1% | -10.0% |
| Net Profit YoY | 79.4% | -32.9% |
| EPS (diluted) | $-0.44 | $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 | — | $1.6B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.3B | $1.7B | ||
| Q1 24 | $1.3B | $1.9B |
| Q4 25 | — | $255.0M | ||
| Q3 25 | $-100.0M | $170.3M | ||
| Q2 25 | $-6.0M | $-486.1M | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $-71.0M | $379.9M | ||
| Q3 24 | $-485.0M | $401.7M | ||
| Q2 24 | $-68.0M | $338.2M | ||
| Q1 24 | $-40.0M | $453.0M |
| Q4 25 | — | 37.9% | ||
| Q3 25 | 32.3% | 37.6% | ||
| Q2 25 | 31.9% | 20.3% | ||
| Q1 25 | 32.2% | — | ||
| Q4 24 | 32.3% | 45.2% | ||
| Q3 24 | 32.8% | 45.4% | ||
| Q2 24 | 33.4% | 45.2% | ||
| Q1 24 | 33.4% | 45.8% |
| Q4 25 | — | 17.0% | ||
| Q3 25 | 2.5% | 13.2% | ||
| Q2 25 | 1.7% | -39.7% | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | -1.6% | 23.7% | ||
| Q3 24 | -38.6% | 25.3% | ||
| Q2 24 | 5.5% | 22.4% | ||
| Q1 24 | 7.6% | 28.2% |
| Q4 25 | — | 16.4% | ||
| Q3 25 | -7.3% | 11.6% | ||
| Q2 25 | -0.4% | -33.6% | ||
| Q1 25 | — | — | ||
| Q4 24 | -5.3% | 22.1% | ||
| Q3 24 | -36.3% | 22.8% | ||
| Q2 24 | -5.1% | 19.5% | ||
| Q1 24 | -3.0% | 24.3% |
| Q4 25 | — | $0.63 | ||
| Q3 25 | $-0.44 | $0.41 | ||
| Q2 25 | $-0.03 | $-1.15 | ||
| Q1 25 | $0.01 | — | ||
| Q4 24 | $-0.52 | $0.88 | ||
| Q3 24 | $-2.44 | $0.93 | ||
| Q2 24 | $-0.46 | $0.78 | ||
| Q1 24 | $-0.28 | $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 | $8.4B | $7.9B |
| Total Assets | $19.2B | $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 | $173.0M | $3.0B | ||
| Q3 24 | $409.0M | $2.8B | ||
| Q2 24 | $73.0M | $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 | — | $7.9B | ||
| Q3 25 | $8.4B | $7.9B | ||
| Q2 25 | $8.6B | $8.0B | ||
| Q1 25 | $8.6B | — | ||
| Q4 24 | $8.6B | $8.8B | ||
| Q3 24 | $9.0B | $8.6B | ||
| Q2 24 | $4.9B | $8.3B | ||
| Q1 24 | $5.6B | $8.1B |
| Q4 25 | — | $13.0B | ||
| Q3 25 | $19.2B | $13.1B | ||
| Q2 25 | $19.4B | $13.3B | ||
| Q1 25 | $18.8B | — | ||
| Q4 24 | $18.7B | $14.1B | ||
| Q3 24 | $19.3B | $13.9B | ||
| Q2 24 | $18.8B | $13.7B | ||
| Q1 24 | — | $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 | $230.0M | $418.7M |
| Free Cash FlowOCF − Capex | $35.0M | $372.4M |
| FCF MarginFCF / Revenue | 2.5% | 24.0% |
| Capex IntensityCapex / Revenue | 14.2% | 3.0% |
| Cash ConversionOCF / Net Profit | — | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $418.7M | ||
| Q3 25 | $230.0M | $184.3M | ||
| Q2 25 | $258.0M | $602.3M | ||
| Q1 25 | $139.0M | — | ||
| Q4 24 | — | $579.7M | ||
| Q3 24 | $186.0M | $465.8M | ||
| Q2 24 | $155.0M | $362.2M | ||
| Q1 24 | $105.0M | $498.7M |
| Q4 25 | — | $372.4M | ||
| Q3 25 | $35.0M | $106.1M | ||
| Q2 25 | $95.0M | $454.7M | ||
| Q1 25 | $-12.0M | — | ||
| Q4 24 | — | $434.8M | ||
| Q3 24 | $33.0M | $293.6M | ||
| Q2 24 | $-31.0M | $207.7M | ||
| Q1 24 | $-42.0M | $276.3M |
| Q4 25 | — | 24.0% | ||
| Q3 25 | 2.5% | 7.2% | ||
| Q2 25 | 7.0% | 31.5% | ||
| Q1 25 | -0.9% | — | ||
| Q4 24 | — | 25.2% | ||
| Q3 24 | 2.5% | 16.7% | ||
| Q2 24 | -2.3% | 12.0% | ||
| Q1 24 | -3.2% | 14.8% |
| Q4 25 | — | 3.0% | ||
| Q3 25 | 14.2% | 5.3% | ||
| Q2 25 | 12.1% | 10.2% | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | 11.5% | 9.8% | ||
| Q2 24 | 13.9% | 8.9% | ||
| Q1 24 | 11.1% | 11.9% |
| Q4 25 | — | 1.64× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | — | 1.07× | ||
| Q1 24 | — | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LINE
| Warehousing Operations | $883.0M | 64% |
| Other | $308.0M | 22% |
| Warehouse Lease | $60.0M | 4% |
| Food Sales | $52.0M | 4% |
| E Commerce And Other | $46.0M | 3% |
| Railcar Lease | $23.0M | 2% |
| Service Other | $5.0M | 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% |
