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Side-by-side financial comparison of ON Semiconductor (ON) and PACS Group, Inc. (PACS). 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× PACS Group, Inc.). ON Semiconductor runs the higher net margin — 16.4% vs 4.4%, a 12.0% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs -10.0%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% 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...
ON vs PACS — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.4B |
| Net Profit | $255.0M | $59.7M |
| Gross Margin | 37.9% | — |
| Operating Margin | 17.0% | 7.0% |
| Net Margin | 16.4% | 4.4% |
| Revenue YoY | -10.0% | 18.4% |
| Net Profit YoY | -32.9% | 3022.5% |
| EPS (diluted) | $0.63 | $0.42 |
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 | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.8B | $1.0B | ||
| Q2 24 | $1.7B | $981.4M | ||
| Q1 24 | $1.9B | $934.3M |
| Q4 25 | $255.0M | $59.7M | ||
| Q3 25 | $170.3M | $52.4M | ||
| Q2 25 | $-486.1M | $51.0M | ||
| Q1 25 | — | $28.5M | ||
| Q4 24 | $379.9M | $1.9M | ||
| Q3 24 | $401.7M | $15.6M | ||
| Q2 24 | $338.2M | $-10.9M | ||
| Q1 24 | $453.0M | $49.1M |
| Q4 25 | 37.9% | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 20.3% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 45.2% | — | ||
| Q3 24 | 45.4% | 17.1% | ||
| Q2 24 | 45.2% | 22.3% | ||
| Q1 24 | 45.8% | 21.2% |
| Q4 25 | 17.0% | 7.0% | ||
| Q3 25 | 13.2% | 6.4% | ||
| Q2 25 | -39.7% | 6.2% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | 23.7% | 1.7% | ||
| Q3 24 | 25.3% | 2.2% | ||
| Q2 24 | 22.4% | 0.1% | ||
| Q1 24 | 28.2% | 8.6% |
| Q4 25 | 16.4% | 4.4% | ||
| Q3 25 | 11.6% | 3.9% | ||
| Q2 25 | -33.6% | 3.9% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 22.1% | 0.2% | ||
| Q3 24 | 22.8% | 1.5% | ||
| Q2 24 | 19.5% | -1.1% | ||
| Q1 24 | 24.3% | 5.3% |
| Q4 25 | $0.63 | $0.42 | ||
| Q3 25 | $0.41 | $0.32 | ||
| Q2 25 | $-1.15 | $0.31 | ||
| Q1 25 | — | $0.17 | ||
| Q4 24 | $0.88 | $-0.03 | ||
| Q3 24 | $0.93 | $0.10 | ||
| Q2 24 | $0.78 | $-0.07 | ||
| Q1 24 | $1.04 | $0.38 |
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 | $197.0M |
| Total DebtLower is stronger | $3.4B | $353.2M |
| Stockholders' EquityBook value | $7.9B | $946.8M |
| Total Assets | $13.0B | $5.6B |
| Debt / EquityLower = less leverage | 0.43× | 0.37× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | $197.0M | ||
| Q3 25 | $2.8B | $355.7M | ||
| Q2 25 | $3.0B | $294.2M | ||
| Q1 25 | — | $287.5M | ||
| Q4 24 | $3.0B | $157.7M | ||
| Q3 24 | $2.8B | $49.5M | ||
| Q2 24 | $2.7B | $73.4M | ||
| Q1 24 | $2.6B | $81.2M |
| Q4 25 | $3.4B | $353.2M | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.4B | $411.9M | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.4B | — |
| Q4 25 | $7.9B | $946.8M | ||
| Q3 25 | $7.9B | $871.3M | ||
| Q2 25 | $8.0B | $806.8M | ||
| Q1 25 | — | $750.2M | ||
| Q4 24 | $8.8B | $709.6M | ||
| Q3 24 | $8.6B | $660.0M | ||
| Q2 24 | $8.3B | $572.1M | ||
| Q1 24 | $8.1B | $128.0M |
| Q4 25 | $13.0B | $5.6B | ||
| Q3 25 | $13.1B | $5.6B | ||
| Q2 25 | $13.3B | $5.5B | ||
| Q1 25 | — | $5.5B | ||
| Q4 24 | $14.1B | $5.2B | ||
| Q3 24 | $13.9B | $4.5B | ||
| Q2 24 | $13.7B | $3.9B | ||
| Q1 24 | $13.5B | $3.9B |
| Q4 25 | 0.43× | 0.37× | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.42× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.38× | 0.58× | ||
| 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 | $-3.4M |
| Free Cash FlowOCF − Capex | $372.4M | — |
| FCF MarginFCF / Revenue | 24.0% | — |
| Capex IntensityCapex / Revenue | 3.0% | — |
| Cash ConversionOCF / Net Profit | 1.64× | -0.06× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $-3.4M | ||
| Q3 25 | $184.3M | $204.8M | ||
| Q2 25 | $602.3M | $52.6M | ||
| Q1 25 | — | $150.2M | ||
| Q4 24 | $579.7M | $64.6M | ||
| Q3 24 | $465.8M | $209.2M | ||
| Q2 24 | $362.2M | $34.8M | ||
| Q1 24 | $498.7M | $58.8M |
| Q4 25 | $372.4M | — | ||
| Q3 25 | $106.1M | — | ||
| Q2 25 | $454.7M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $434.8M | — | ||
| Q3 24 | $293.6M | — | ||
| Q2 24 | $207.7M | — | ||
| Q1 24 | $276.3M | — |
| Q4 25 | 24.0% | — | ||
| Q3 25 | 7.2% | — | ||
| Q2 25 | 31.5% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 25.2% | — | ||
| Q3 24 | 16.7% | — | ||
| Q2 24 | 12.0% | — | ||
| Q1 24 | 14.8% | — |
| Q4 25 | 3.0% | — | ||
| Q3 25 | 5.3% | — | ||
| Q2 25 | 10.2% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 9.8% | — | ||
| Q2 24 | 8.9% | — | ||
| Q1 24 | 11.9% | — |
| Q4 25 | 1.64× | -0.06× | ||
| Q3 25 | 1.08× | 3.91× | ||
| Q2 25 | — | 1.03× | ||
| Q1 25 | — | 5.28× | ||
| Q4 24 | 1.53× | 33.78× | ||
| Q3 24 | 1.16× | 13.39× | ||
| Q2 24 | 1.07× | — | ||
| Q1 24 | 1.10× | 1.20× |
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% |
PACS
Segment breakdown not available.
