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Side-by-side financial comparison of ON Semiconductor (ON) and BeOne Medicines Ltd. (ONC). 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× BeOne Medicines Ltd.). ON Semiconductor runs the higher net margin — 16.4% vs 4.4%, a 12.0% gap on every dollar of revenue. On growth, BeOne Medicines Ltd. posted the faster year-over-year revenue change (32.8% vs -10.0%). BeOne Medicines Ltd. produced more free cash flow last quarter ($379.8M vs $372.4M). Over the past eight quarters, BeOne Medicines Ltd.'s revenue compounded faster (41.2% CAGR vs -12.3%).
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...
BeOne Medicines Ltd.ONCEarnings & Financial Report
BeOne Medicines, formerly known as BeiGene, Ltd. is a multinational oncology company. It specializes in the development of drugs for cancer treatment.
ON vs ONC — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.5B |
| Net Profit | $255.0M | $66.5M |
| Gross Margin | 37.9% | 90.5% |
| Operating Margin | 17.0% | 12.4% |
| Net Margin | 16.4% | 4.4% |
| Revenue YoY | -10.0% | 32.8% |
| Net Profit YoY | -32.9% | 143.8% |
| EPS (diluted) | $0.63 | $0.05 |
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 | $1.5B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.8B | $1.0B | ||
| Q2 24 | $1.7B | $929.2M | ||
| Q1 24 | $1.9B | $751.7M |
| Q4 25 | $255.0M | $66.5M | ||
| Q3 25 | $170.3M | $124.8M | ||
| Q2 25 | $-486.1M | $94.3M | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | $379.9M | $-151.9M | ||
| Q3 24 | $401.7M | $-121.3M | ||
| Q2 24 | $338.2M | $-120.4M | ||
| Q1 24 | $453.0M | $-251.2M |
| Q4 25 | 37.9% | 90.5% | ||
| Q3 25 | 37.6% | 86.1% | ||
| Q2 25 | 20.3% | 87.5% | ||
| Q1 25 | — | 85.2% | ||
| Q4 24 | 45.2% | 85.8% | ||
| Q3 24 | 45.4% | 83.0% | ||
| Q2 24 | 45.2% | 85.1% | ||
| Q1 24 | 45.8% | 83.4% |
| Q4 25 | 17.0% | 12.4% | ||
| Q3 25 | 13.2% | 11.5% | ||
| Q2 25 | -39.7% | 6.7% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | 23.7% | -7.0% | ||
| Q3 24 | 25.3% | -12.0% | ||
| Q2 24 | 22.4% | -11.5% | ||
| Q1 24 | 28.2% | -34.8% |
| Q4 25 | 16.4% | 4.4% | ||
| Q3 25 | 11.6% | 8.8% | ||
| Q2 25 | -33.6% | 7.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | 22.1% | -13.5% | ||
| Q3 24 | 22.8% | -12.1% | ||
| Q2 24 | 19.5% | -13.0% | ||
| Q1 24 | 24.3% | -33.4% |
| Q4 25 | $0.63 | $0.05 | ||
| Q3 25 | $0.41 | $0.08 | ||
| Q2 25 | $-1.15 | $0.06 | ||
| Q1 25 | — | $0.00 | ||
| Q4 24 | $0.88 | $-0.10 | ||
| Q3 24 | $0.93 | $-0.09 | ||
| Q2 24 | $0.78 | $-0.09 | ||
| Q1 24 | $1.04 | $-0.19 |
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 | $4.5B |
| Total DebtLower is stronger | $3.4B | $836.4M |
| Stockholders' EquityBook value | $7.9B | $4.4B |
| Total Assets | $13.0B | $8.2B |
| Debt / EquityLower = less leverage | 0.43× | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | $4.5B | ||
| Q3 25 | $2.8B | $4.0B | ||
| Q2 25 | $3.0B | $2.8B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | $3.0B | $2.6B | ||
| Q3 24 | $2.8B | $2.7B | ||
| Q2 24 | $2.7B | $2.6B | ||
| Q1 24 | $2.6B | $2.8B |
| Q4 25 | $3.4B | $836.4M | ||
| 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 | $4.4B | ||
| Q3 25 | $7.9B | $4.1B | ||
| Q2 25 | $8.0B | $3.8B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $8.8B | $3.3B | ||
| Q3 24 | $8.6B | $3.4B | ||
| Q2 24 | $8.3B | $3.4B | ||
| Q1 24 | $8.1B | $3.4B |
| Q4 25 | $13.0B | $8.2B | ||
| Q3 25 | $13.1B | $7.6B | ||
| Q2 25 | $13.3B | $6.3B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | $14.1B | $5.9B | ||
| Q3 24 | $13.9B | $5.8B | ||
| Q2 24 | $13.7B | $5.7B | ||
| Q1 24 | $13.5B | $5.7B |
| Q4 25 | 0.43× | 0.19× | ||
| 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 | $418.7M | $417.3M |
| Free Cash FlowOCF − Capex | $372.4M | $379.8M |
| FCF MarginFCF / Revenue | 24.0% | 25.4% |
| Capex IntensityCapex / Revenue | 3.0% | 2.5% |
| Cash ConversionOCF / Net Profit | 1.64× | 6.28× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $941.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $417.3M | ||
| Q3 25 | $184.3M | $402.6M | ||
| Q2 25 | $602.3M | $263.6M | ||
| Q1 25 | — | $44.1M | ||
| Q4 24 | $579.7M | $75.2M | ||
| Q3 24 | $465.8M | $188.4M | ||
| Q2 24 | $362.2M | $-95.6M | ||
| Q1 24 | $498.7M | $-308.6M |
| Q4 25 | $372.4M | $379.8M | ||
| Q3 25 | $106.1M | $354.5M | ||
| Q2 25 | $454.7M | $219.8M | ||
| Q1 25 | — | $-12.3M | ||
| Q4 24 | $434.8M | $-17.3M | ||
| Q3 24 | $293.6M | $54.7M | ||
| Q2 24 | $207.7M | $-205.5M | ||
| Q1 24 | $276.3M | $-465.1M |
| Q4 25 | 24.0% | 25.4% | ||
| Q3 25 | 7.2% | 25.1% | ||
| Q2 25 | 31.5% | 16.7% | ||
| Q1 25 | — | -1.1% | ||
| Q4 24 | 25.2% | -1.5% | ||
| Q3 24 | 16.7% | 5.5% | ||
| Q2 24 | 12.0% | -22.1% | ||
| Q1 24 | 14.8% | -61.9% |
| Q4 25 | 3.0% | 2.5% | ||
| Q3 25 | 5.3% | 3.4% | ||
| Q2 25 | 10.2% | 3.3% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | 8.4% | 8.2% | ||
| Q3 24 | 9.8% | 13.3% | ||
| Q2 24 | 8.9% | 11.8% | ||
| Q1 24 | 11.9% | 20.8% |
| Q4 25 | 1.64× | 6.28× | ||
| Q3 25 | 1.08× | 3.22× | ||
| Q2 25 | — | 2.79× | ||
| Q1 25 | — | 34.71× | ||
| 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
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% |
ONC
Segment breakdown not available.
