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Side-by-side financial comparison of NEWELL BRANDS INC. (NWL) and ON Semiconductor (ON). Click either name above to swap in a different company.
NEWELL BRANDS INC. is the larger business by last-quarter revenue ($1.9B vs $1.6B, roughly 1.2× ON Semiconductor). ON Semiconductor runs the higher net margin — 16.4% vs -16.6%, a 33.0% gap on every dollar of revenue. On growth, NEWELL BRANDS INC. posted the faster year-over-year revenue change (-2.7% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $91.0M). Over the past eight quarters, NEWELL BRANDS INC.'s revenue compounded faster (7.1% CAGR vs -12.3%).
Newell Brands Inc. is an American conglomerate of consumer and commercial products. The company's brands and products include Rubbermaid storage/or waste disposal containers; home organization and reusable container products; Contigo and Bubba water bottles; Coleman outdoor products; writing instruments glue ; children's products ; cookware and small appliances and fragrance products.
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...
NWL vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.6B |
| Net Profit | $-315.0M | $255.0M |
| Gross Margin | 33.1% | 37.9% |
| Operating Margin | -14.3% | 17.0% |
| Net Margin | -16.6% | 16.4% |
| Revenue YoY | -2.7% | -10.0% |
| Net Profit YoY | -483.3% | -32.9% |
| EPS (diluted) | $-0.75 | $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 | $1.9B | $1.6B | ||
| Q3 25 | $1.8B | $1.5B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $1.9B | $1.8B | ||
| Q2 24 | $2.0B | $1.7B | ||
| Q1 24 | $1.7B | $1.9B |
| Q4 25 | $-315.0M | $255.0M | ||
| Q3 25 | $21.0M | $170.3M | ||
| Q2 25 | $46.0M | $-486.1M | ||
| Q1 25 | $-37.0M | — | ||
| Q4 24 | $-54.0M | $379.9M | ||
| Q3 24 | $-198.0M | $401.7M | ||
| Q2 24 | $45.0M | $338.2M | ||
| Q1 24 | $-9.0M | $453.0M |
| Q4 25 | 33.1% | 37.9% | ||
| Q3 25 | 34.1% | 37.6% | ||
| Q2 25 | 35.4% | 20.3% | ||
| Q1 25 | 32.1% | — | ||
| Q4 24 | 34.2% | 45.2% | ||
| Q3 24 | 34.9% | 45.4% | ||
| Q2 24 | 34.4% | 45.2% | ||
| Q1 24 | 30.5% | 45.8% |
| Q4 25 | -14.3% | 17.0% | ||
| Q3 25 | 6.6% | 13.2% | ||
| Q2 25 | 8.8% | -39.7% | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 0.5% | 23.7% | ||
| Q3 24 | -6.2% | 25.3% | ||
| Q2 24 | 8.0% | 22.4% | ||
| Q1 24 | 1.0% | 28.2% |
| Q4 25 | -16.6% | 16.4% | ||
| Q3 25 | 1.2% | 11.6% | ||
| Q2 25 | 2.4% | -33.6% | ||
| Q1 25 | -2.4% | — | ||
| Q4 24 | -2.8% | 22.1% | ||
| Q3 24 | -10.2% | 22.8% | ||
| Q2 24 | 2.2% | 19.5% | ||
| Q1 24 | -0.5% | 24.3% |
| Q4 25 | $-0.75 | $0.63 | ||
| Q3 25 | $0.05 | $0.41 | ||
| Q2 25 | $0.11 | $-1.15 | ||
| Q1 25 | $-0.09 | — | ||
| Q4 24 | $-0.13 | $0.88 | ||
| Q3 24 | $-0.48 | $0.93 | ||
| Q2 24 | $0.11 | $0.78 | ||
| Q1 24 | $-0.02 | $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 | $203.0M | $2.9B |
| Total DebtLower is stronger | — | $3.4B |
| Stockholders' EquityBook value | $2.4B | $7.9B |
| Total Assets | $10.7B | $13.0B |
| Debt / EquityLower = less leverage | — | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $203.0M | $2.9B | ||
| Q3 25 | $229.0M | $2.8B | ||
| Q2 25 | $219.0M | $3.0B | ||
| Q1 25 | $233.0M | — | ||
| Q4 24 | $198.0M | $3.0B | ||
| Q3 24 | $494.0M | $2.8B | ||
| Q2 24 | $382.0M | $2.7B | ||
| Q1 24 | $372.0M | $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 | $2.4B | $7.9B | ||
| Q3 25 | $2.7B | $7.9B | ||
| Q2 25 | $2.7B | $8.0B | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.8B | $8.8B | ||
| Q3 24 | $2.9B | $8.6B | ||
| Q2 24 | $3.1B | $8.3B | ||
| Q1 24 | $3.1B | $8.1B |
| Q4 25 | $10.7B | $13.0B | ||
| Q3 25 | $11.3B | $13.1B | ||
| Q2 25 | $11.5B | $13.3B | ||
| Q1 25 | $11.3B | — | ||
| Q4 24 | $11.0B | $14.1B | ||
| Q3 24 | $11.8B | $13.9B | ||
| Q2 24 | $12.0B | $13.7B | ||
| Q1 24 | $12.1B | $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 | $161.0M | $418.7M |
| Free Cash FlowOCF − Capex | $91.0M | $372.4M |
| FCF MarginFCF / Revenue | 4.8% | 24.0% |
| Capex IntensityCapex / Revenue | 3.7% | 3.0% |
| Cash ConversionOCF / Net Profit | — | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $17.0M | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $161.0M | $418.7M | ||
| Q3 25 | $374.0M | $184.3M | ||
| Q2 25 | $-58.0M | $602.3M | ||
| Q1 25 | $-213.0M | — | ||
| Q4 24 | $150.0M | $579.7M | ||
| Q3 24 | $282.0M | $465.8M | ||
| Q2 24 | $32.0M | $362.2M | ||
| Q1 24 | $32.0M | $498.7M |
| Q4 25 | $91.0M | $372.4M | ||
| Q3 25 | $315.0M | $106.1M | ||
| Q2 25 | $-117.0M | $454.7M | ||
| Q1 25 | $-272.0M | — | ||
| Q4 24 | $54.0M | $434.8M | ||
| Q3 24 | $231.0M | $293.6M | ||
| Q2 24 | $-21.0M | $207.7M | ||
| Q1 24 | $-27.0M | $276.3M |
| Q4 25 | 4.8% | 24.0% | ||
| Q3 25 | 17.4% | 7.2% | ||
| Q2 25 | -6.0% | 31.5% | ||
| Q1 25 | -17.4% | — | ||
| Q4 24 | 2.8% | 25.2% | ||
| Q3 24 | 11.9% | 16.7% | ||
| Q2 24 | -1.0% | 12.0% | ||
| Q1 24 | -1.6% | 14.8% |
| Q4 25 | 3.7% | 3.0% | ||
| Q3 25 | 3.3% | 5.3% | ||
| Q2 25 | 3.0% | 10.2% | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 4.9% | 8.4% | ||
| Q3 24 | 2.6% | 9.8% | ||
| Q2 24 | 2.6% | 8.9% | ||
| Q1 24 | 3.6% | 11.9% |
| Q4 25 | — | 1.64× | ||
| Q3 25 | 17.81× | 1.08× | ||
| Q2 25 | -1.26× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | 0.71× | 1.07× | ||
| Q1 24 | — | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NWL
| Kitchen | $538.0M | 28% |
| Writing | $370.0M | 20% |
| Commercial | $320.0M | 17% |
| Financial Institution Two | $286.0M | 15% |
| Baby | $259.0M | 14% |
| Outdoor And Recreation | $142.0M | 7% |
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% |
