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Side-by-side financial comparison of ON Semiconductor (ON) and Public Storage (PSA). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $1.2B, roughly 1.3× Public Storage). Public Storage runs the higher net margin — 41.7% vs 16.4%, a 25.3% gap on every dollar of revenue. On growth, Public Storage posted the faster year-over-year revenue change (3.3% vs -10.0%). Over the past eight quarters, Public Storage's revenue compounded faster (2.5% 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...
Public Storage, headquartered in Glendale, California, is a real estate investment trust that invests in self storage. It is the largest brand of self-storage services in the US and owns approximately 9% of the self storage square footage in the U.S. As of December 31, 2024, the company operated 3,073 self-storage facilities containing an aggregate of 221 million net rentable square feet of space.
ON vs PSA — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.2B |
| Net Profit | $255.0M | $507.1M |
| Gross Margin | 37.9% | — |
| Operating Margin | 17.0% | 40.7% |
| Net Margin | 16.4% | 41.7% |
| Revenue YoY | -10.0% | 3.3% |
| Net Profit YoY | -32.9% | -17.5% |
| EPS (diluted) | $0.63 | $2.59 |
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 | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.9B | $1.2B |
| Q4 25 | $255.0M | $507.1M | ||
| Q3 25 | $170.3M | $511.1M | ||
| Q2 25 | $-486.1M | $358.4M | ||
| Q1 25 | — | $407.8M | ||
| Q4 24 | $379.9M | $614.6M | ||
| Q3 24 | $401.7M | $430.3M | ||
| Q2 24 | $338.2M | $518.1M | ||
| Q1 24 | $453.0M | $508.9M |
| Q4 25 | 37.9% | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 20.3% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 45.2% | — | ||
| Q3 24 | 45.4% | — | ||
| Q2 24 | 45.2% | — | ||
| Q1 24 | 45.8% | — |
| Q4 25 | 17.0% | 40.7% | ||
| Q3 25 | 13.2% | 42.3% | ||
| Q2 25 | -39.7% | 30.4% | ||
| Q1 25 | — | 34.8% | ||
| Q4 24 | 23.7% | 52.4% | ||
| Q3 24 | 25.3% | 36.7% | ||
| Q2 24 | 22.4% | 44.6% | ||
| Q1 24 | 28.2% | 44.3% |
| Q4 25 | 16.4% | 41.7% | ||
| Q3 25 | 11.6% | 41.8% | ||
| Q2 25 | -33.6% | 29.8% | ||
| Q1 25 | — | 34.5% | ||
| Q4 24 | 22.1% | 52.2% | ||
| Q3 24 | 22.8% | 36.2% | ||
| Q2 24 | 19.5% | 44.2% | ||
| Q1 24 | 24.3% | 44.0% |
| Q4 25 | $0.63 | $2.59 | ||
| Q3 25 | $0.41 | $2.62 | ||
| Q2 25 | $-1.15 | $1.76 | ||
| Q1 25 | — | $2.04 | ||
| Q4 24 | $0.88 | $3.22 | ||
| Q3 24 | $0.93 | $2.16 | ||
| Q2 24 | $0.78 | $2.66 | ||
| Q1 24 | $1.04 | $2.60 |
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 | $318.1M |
| Total DebtLower is stronger | $3.4B | $10.3B |
| Stockholders' EquityBook value | $7.9B | $9.2B |
| Total Assets | $13.0B | $20.2B |
| Debt / EquityLower = less leverage | 0.43× | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | $318.1M | ||
| Q3 25 | $2.8B | $296.5M | ||
| Q2 25 | $3.0B | $1.1B | ||
| Q1 25 | — | $287.2M | ||
| Q4 24 | $3.0B | $447.4M | ||
| Q3 24 | $2.8B | $599.0M | ||
| Q2 24 | $2.7B | $542.3M | ||
| Q1 24 | $2.6B | $271.6M |
| Q4 25 | $3.4B | $10.3B | ||
| Q3 25 | $3.4B | $10.0B | ||
| Q2 25 | $3.4B | $10.4B | ||
| Q1 25 | — | $9.4B | ||
| Q4 24 | $3.4B | $9.4B | ||
| Q3 24 | $3.4B | $9.5B | ||
| Q2 24 | $3.4B | $9.4B | ||
| Q1 24 | $3.4B | $9.1B |
| Q4 25 | $7.9B | $9.2B | ||
| Q3 25 | $7.9B | $9.3B | ||
| Q2 25 | $8.0B | $9.4B | ||
| Q1 25 | — | $9.6B | ||
| Q4 24 | $8.8B | $9.7B | ||
| Q3 24 | $8.6B | $9.6B | ||
| Q2 24 | $8.3B | $9.7B | ||
| Q1 24 | $8.1B | $9.9B |
| Q4 25 | $13.0B | $20.2B | ||
| Q3 25 | $13.1B | $20.1B | ||
| Q2 25 | $13.3B | $20.5B | ||
| Q1 25 | — | $19.6B | ||
| Q4 24 | $14.1B | $19.8B | ||
| Q3 24 | $13.9B | $19.8B | ||
| Q2 24 | $13.7B | $19.8B | ||
| Q1 24 | $13.5B | $19.6B |
| Q4 25 | 0.43× | 1.11× | ||
| Q3 25 | 0.43× | 1.08× | ||
| Q2 25 | 0.42× | 1.11× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | 0.38× | 0.96× | ||
| Q3 24 | 0.39× | 0.99× | ||
| Q2 24 | 0.41× | 0.97× | ||
| Q1 24 | 0.42× | 0.91× |
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 | $733.6M |
| Free Cash FlowOCF − Capex | $372.4M | — |
| FCF MarginFCF / Revenue | 24.0% | — |
| Capex IntensityCapex / Revenue | 3.0% | — |
| Cash ConversionOCF / Net Profit | 1.64× | 1.45× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $733.6M | ||
| Q3 25 | $184.3M | $875.1M | ||
| Q2 25 | $602.3M | $872.7M | ||
| Q1 25 | — | $705.1M | ||
| Q4 24 | $579.7M | $768.6M | ||
| Q3 24 | $465.8M | $798.8M | ||
| Q2 24 | $362.2M | $895.3M | ||
| Q1 24 | $498.7M | $665.6M |
| 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× | 1.45× | ||
| Q3 25 | 1.08× | 1.71× | ||
| Q2 25 | — | 2.43× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | 1.53× | 1.25× | ||
| Q3 24 | 1.16× | 1.86× | ||
| Q2 24 | 1.07× | 1.73× | ||
| Q1 24 | 1.10× | 1.31× |
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% |
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |
