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Side-by-side financial comparison of M/I HOMES, INC. (MHO) 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 $1.1B, roughly 1.4× M/I HOMES, INC.). ON Semiconductor runs the higher net margin — 16.4% vs 5.6%, a 10.9% gap on every dollar of revenue. On growth, M/I HOMES, INC. posted the faster year-over-year revenue change (-4.8% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $-13.0M). Over the past eight quarters, M/I HOMES, INC.'s revenue compounded faster (4.7% CAGR vs -12.3%).
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
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...
MHO vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.6B |
| Net Profit | $64.0M | $255.0M |
| Gross Margin | 17.4% | 37.9% |
| Operating Margin | 6.5% | 17.0% |
| Net Margin | 5.6% | 16.4% |
| Revenue YoY | -4.8% | -10.0% |
| Net Profit YoY | -52.1% | -32.9% |
| EPS (diluted) | $2.42 | $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 | $1.1B | $1.6B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $976.1M | — | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $1.0B | $1.9B |
| Q4 25 | $64.0M | $255.0M | ||
| Q3 25 | $106.5M | $170.3M | ||
| Q2 25 | $121.2M | $-486.1M | ||
| Q1 25 | $111.2M | — | ||
| Q4 24 | $133.5M | $379.9M | ||
| Q3 24 | $145.4M | $401.7M | ||
| Q2 24 | $146.7M | $338.2M | ||
| Q1 24 | $138.1M | $453.0M |
| Q4 25 | 17.4% | 37.9% | ||
| Q3 25 | 24.5% | 37.6% | ||
| Q2 25 | 24.7% | 20.3% | ||
| Q1 25 | 25.9% | — | ||
| Q4 24 | 24.6% | 45.2% | ||
| Q3 24 | 27.1% | 45.4% | ||
| Q2 24 | 27.9% | 45.2% | ||
| Q1 24 | 27.1% | 45.8% |
| Q4 25 | 6.5% | 17.0% | ||
| Q3 25 | 12.0% | 13.2% | ||
| Q2 25 | 13.4% | -39.7% | ||
| Q1 25 | 14.4% | — | ||
| Q4 24 | 13.6% | 23.7% | ||
| Q3 24 | 15.9% | 25.3% | ||
| Q2 24 | 16.8% | 22.4% | ||
| Q1 24 | 16.6% | 28.2% |
| Q4 25 | 5.6% | 16.4% | ||
| Q3 25 | 9.4% | 11.6% | ||
| Q2 25 | 10.4% | -33.6% | ||
| Q1 25 | 11.4% | — | ||
| Q4 24 | 11.1% | 22.1% | ||
| Q3 24 | 12.7% | 22.8% | ||
| Q2 24 | 13.2% | 19.5% | ||
| Q1 24 | 13.2% | 24.3% |
| Q4 25 | $2.42 | $0.63 | ||
| Q3 25 | $3.92 | $0.41 | ||
| Q2 25 | $4.42 | $-1.15 | ||
| Q1 25 | $3.98 | — | ||
| Q4 24 | $4.71 | $0.88 | ||
| Q3 24 | $5.10 | $0.93 | ||
| Q2 24 | $5.12 | $0.78 | ||
| Q1 24 | $4.78 | $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 | $3.2B | $7.9B |
| Total Assets | $4.8B | $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 | $3.2B | $7.9B | ||
| Q3 25 | $3.1B | $7.9B | ||
| Q2 25 | $3.1B | $8.0B | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $2.9B | $8.8B | ||
| Q3 24 | $2.8B | $8.6B | ||
| Q2 24 | $2.7B | $8.3B | ||
| Q1 24 | $2.6B | $8.1B |
| Q4 25 | $4.8B | $13.0B | ||
| Q3 25 | $4.8B | $13.1B | ||
| Q2 25 | $4.7B | $13.3B | ||
| Q1 25 | $4.6B | — | ||
| Q4 24 | $4.5B | $14.1B | ||
| Q3 24 | $4.5B | $13.9B | ||
| Q2 24 | $4.3B | $13.7B | ||
| Q1 24 | $4.2B | $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 | $-8.7M | $418.7M |
| Free Cash FlowOCF − Capex | $-13.0M | $372.4M |
| FCF MarginFCF / Revenue | -1.1% | 24.0% |
| Capex IntensityCapex / Revenue | 0.4% | 3.0% |
| Cash ConversionOCF / Net Profit | -0.14× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $127.7M | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-8.7M | $418.7M | ||
| Q3 25 | $43.4M | $184.3M | ||
| Q2 25 | $37.8M | $602.3M | ||
| Q1 25 | $64.9M | — | ||
| Q4 24 | $104.4M | $579.7M | ||
| Q3 24 | $-67.9M | $465.8M | ||
| Q2 24 | $27.5M | $362.2M | ||
| Q1 24 | $115.8M | $498.7M |
| Q4 25 | $-13.0M | $372.4M | ||
| Q3 25 | $42.0M | $106.1M | ||
| Q2 25 | $35.1M | $454.7M | ||
| Q1 25 | $63.5M | — | ||
| Q4 24 | $102.3M | $434.8M | ||
| Q3 24 | $-68.5M | $293.6M | ||
| Q2 24 | $22.0M | $207.7M | ||
| Q1 24 | $115.5M | $276.3M |
| Q4 25 | -1.1% | 24.0% | ||
| Q3 25 | 3.7% | 7.2% | ||
| Q2 25 | 3.0% | 31.5% | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 8.5% | 25.2% | ||
| Q3 24 | -6.0% | 16.7% | ||
| Q2 24 | 2.0% | 12.0% | ||
| Q1 24 | 11.0% | 14.8% |
| Q4 25 | 0.4% | 3.0% | ||
| Q3 25 | 0.1% | 5.3% | ||
| Q2 25 | 0.2% | 10.2% | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.2% | 8.4% | ||
| Q3 24 | 0.1% | 9.8% | ||
| Q2 24 | 0.5% | 8.9% | ||
| Q1 24 | 0.0% | 11.9% |
| Q4 25 | -0.14× | 1.64× | ||
| Q3 25 | 0.41× | 1.08× | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | 0.78× | 1.53× | ||
| Q3 24 | -0.47× | 1.16× | ||
| Q2 24 | 0.19× | 1.07× | ||
| Q1 24 | 0.84× | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 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% |
