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Side-by-side financial comparison of Organon & Co. (OGN) 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 $1.5B, roughly 1.0× Organon & Co.). ON Semiconductor runs the higher net margin — 16.4% vs -13.6%, a 30.0% gap on every dollar of revenue. On growth, Organon & Co. posted the faster year-over-year revenue change (-5.3% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $96.0M). Over the past eight quarters, Organon & Co.'s revenue compounded faster (-3.6% CAGR vs -12.3%).
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
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...
OGN vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.6B |
| Net Profit | $-205.0M | $255.0M |
| Gross Margin | 49.2% | 37.9% |
| Operating Margin | -9.8% | 17.0% |
| Net Margin | -13.6% | 16.4% |
| Revenue YoY | -5.3% | -10.0% |
| Net Profit YoY | -288.1% | -32.9% |
| EPS (diluted) | $-0.78 | $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 | $1.5B | $1.6B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B | ||
| Q1 24 | $1.6B | $1.9B |
| Q4 25 | $-205.0M | $255.0M | ||
| Q3 25 | $160.0M | $170.3M | ||
| Q2 25 | $145.0M | $-486.1M | ||
| Q1 25 | $87.0M | — | ||
| Q4 24 | $109.0M | $379.9M | ||
| Q3 24 | $359.0M | $401.7M | ||
| Q2 24 | $195.0M | $338.2M | ||
| Q1 24 | $201.0M | $453.0M |
| Q4 25 | 49.2% | 37.9% | ||
| Q3 25 | 53.5% | 37.6% | ||
| Q2 25 | 54.8% | 20.3% | ||
| Q1 25 | 55.6% | — | ||
| Q4 24 | 56.3% | 45.2% | ||
| Q3 24 | 58.3% | 45.4% | ||
| Q2 24 | 58.4% | 45.2% | ||
| Q1 24 | 59.0% | 45.8% |
| Q4 25 | -9.8% | 17.0% | ||
| Q3 25 | 15.2% | 13.2% | ||
| Q2 25 | 14.4% | -39.7% | ||
| Q1 25 | 6.7% | — | ||
| Q4 24 | 8.1% | 23.7% | ||
| Q3 24 | 13.1% | 25.3% | ||
| Q2 24 | 14.6% | 22.4% | ||
| Q1 24 | 14.5% | 28.2% |
| Q4 25 | -13.6% | 16.4% | ||
| Q3 25 | 10.0% | 11.6% | ||
| Q2 25 | 9.1% | -33.6% | ||
| Q1 25 | 5.8% | — | ||
| Q4 24 | 6.8% | 22.1% | ||
| Q3 24 | 22.7% | 22.8% | ||
| Q2 24 | 12.1% | 19.5% | ||
| Q1 24 | 12.4% | 24.3% |
| Q4 25 | $-0.78 | $0.63 | ||
| Q3 25 | $0.61 | $0.41 | ||
| Q2 25 | $0.56 | $-1.15 | ||
| Q1 25 | $0.33 | — | ||
| Q4 24 | $0.42 | $0.88 | ||
| Q3 24 | $1.38 | $0.93 | ||
| Q2 24 | $0.75 | $0.78 | ||
| Q1 24 | $0.78 | $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 | $574.0M | $2.9B |
| Total DebtLower is stronger | $8.6B | $3.4B |
| Stockholders' EquityBook value | $752.0M | $7.9B |
| Total Assets | $12.9B | $13.0B |
| Debt / EquityLower = less leverage | 11.49× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $574.0M | $2.9B | ||
| Q3 25 | $672.0M | $2.8B | ||
| Q2 25 | $599.0M | $3.0B | ||
| Q1 25 | $547.0M | — | ||
| Q4 24 | $675.0M | $3.0B | ||
| Q3 24 | $763.0M | $2.8B | ||
| Q2 24 | $704.0M | $2.7B | ||
| Q1 24 | $575.0M | $2.6B |
| Q4 25 | $8.6B | $3.4B | ||
| Q3 25 | $8.8B | $3.4B | ||
| Q2 25 | $8.9B | $3.4B | ||
| Q1 25 | $9.0B | — | ||
| Q4 24 | $8.9B | $3.4B | ||
| Q3 24 | $8.7B | $3.4B | ||
| Q2 24 | $8.7B | $3.4B | ||
| Q1 24 | $8.7B | $3.4B |
| Q4 25 | $752.0M | $7.9B | ||
| Q3 25 | $906.0M | $7.9B | ||
| Q2 25 | $733.0M | $8.0B | ||
| Q1 25 | $542.0M | — | ||
| Q4 24 | $472.0M | $8.8B | ||
| Q3 24 | $493.0M | $8.6B | ||
| Q2 24 | $144.0M | $8.3B | ||
| Q1 24 | $48.0M | $8.1B |
| Q4 25 | $12.9B | $13.0B | ||
| Q3 25 | $13.6B | $13.1B | ||
| Q2 25 | $13.5B | $13.3B | ||
| Q1 25 | $13.2B | — | ||
| Q4 24 | $13.1B | $14.1B | ||
| Q3 24 | $12.8B | $13.9B | ||
| Q2 24 | $12.2B | $13.7B | ||
| Q1 24 | $11.9B | $13.5B |
| Q4 25 | 11.49× | 0.43× | ||
| Q3 25 | 9.74× | 0.43× | ||
| Q2 25 | 12.14× | 0.42× | ||
| Q1 25 | 16.52× | — | ||
| Q4 24 | 18.81× | 0.38× | ||
| Q3 24 | 17.75× | 0.39× | ||
| Q2 24 | 60.11× | 0.41× | ||
| Q1 24 | 181.54× | 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 | $141.0M | $418.7M |
| Free Cash FlowOCF − Capex | $96.0M | $372.4M |
| FCF MarginFCF / Revenue | 6.4% | 24.0% |
| Capex IntensityCapex / Revenue | 3.0% | 3.0% |
| Cash ConversionOCF / Net Profit | — | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $538.0M | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $141.0M | $418.7M | ||
| Q3 25 | $264.0M | $184.3M | ||
| Q2 25 | $220.0M | $602.3M | ||
| Q1 25 | $75.0M | — | ||
| Q4 24 | $390.0M | $579.7M | ||
| Q3 24 | $141.0M | $465.8M | ||
| Q2 24 | $332.0M | $362.2M | ||
| Q1 24 | $76.0M | $498.7M |
| Q4 25 | $96.0M | $372.4M | ||
| Q3 25 | $218.0M | $106.1M | ||
| Q2 25 | $181.0M | $454.7M | ||
| Q1 25 | $43.0M | — | ||
| Q4 24 | $335.0M | $434.8M | ||
| Q3 24 | $99.0M | $293.6M | ||
| Q2 24 | $300.0M | $207.7M | ||
| Q1 24 | $30.0M | $276.3M |
| Q4 25 | 6.4% | 24.0% | ||
| Q3 25 | 13.6% | 7.2% | ||
| Q2 25 | 11.4% | 31.5% | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 21.0% | 25.2% | ||
| Q3 24 | 6.3% | 16.7% | ||
| Q2 24 | 18.7% | 12.0% | ||
| Q1 24 | 1.8% | 14.8% |
| Q4 25 | 3.0% | 3.0% | ||
| Q3 25 | 2.9% | 5.3% | ||
| Q2 25 | 2.4% | 10.2% | ||
| Q1 25 | 2.1% | — | ||
| Q4 24 | 3.5% | 8.4% | ||
| Q3 24 | 2.7% | 9.8% | ||
| Q2 24 | 2.0% | 8.9% | ||
| Q1 24 | 2.8% | 11.9% |
| Q4 25 | — | 1.64× | ||
| Q3 25 | 1.65× | 1.08× | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 3.58× | 1.53× | ||
| Q3 24 | 0.39× | 1.16× | ||
| Q2 24 | 1.70× | 1.07× | ||
| Q1 24 | 0.38× | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OGN
Segment breakdown not available.
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% |
