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Side-by-side financial comparison of ON Semiconductor (ON) and Reynolds Consumer Products Inc. (REYN). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $1.0B, roughly 1.5× Reynolds Consumer Products Inc.). ON Semiconductor runs the higher net margin — 16.4% vs 11.4%, a 5.0% gap on every dollar of revenue. On growth, Reynolds Consumer Products Inc. posted the faster year-over-year revenue change (1.2% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $200.0M). Over the past eight quarters, Reynolds Consumer Products Inc.'s revenue compounded faster (11.4% 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...
The Rival Company is an American manufacturer of small appliances that produces products under the Bionaire, Crock-Pot, Fasco, Patton, Pollenex, Rival, Simer, and White Mountain brands. It became a wholly owned subsidiary of Holmes Products Corp. in 1999, and later became a brand of Sunbeam Products, a subsidiary of Jarden Corporation, which purchased Holmes in 2005. Jarden, in turn, merged with Newell Rubbermaid in 2016. It is now part of the Newell Brands company.
ON vs REYN — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.0B |
| Net Profit | $255.0M | $118.0M |
| Gross Margin | 37.9% | 25.7% |
| Operating Margin | 17.0% | 14.8% |
| Net Margin | 16.4% | 11.4% |
| Revenue YoY | -10.0% | 1.2% |
| Net Profit YoY | -32.9% | -1.7% |
| EPS (diluted) | $0.63 | $0.55 |
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 | $1.0B | ||
| Q3 25 | $1.5B | $931.0M | ||
| Q2 25 | $1.4B | $938.0M | ||
| Q1 25 | — | $818.0M | ||
| Q4 24 | $1.7B | $1.0B | ||
| Q3 24 | $1.8B | $910.0M | ||
| Q2 24 | $1.7B | $930.0M | ||
| Q1 24 | $1.9B | $833.0M |
| Q4 25 | $255.0M | $118.0M | ||
| Q3 25 | $170.3M | $79.0M | ||
| Q2 25 | $-486.1M | $73.0M | ||
| Q1 25 | — | $31.0M | ||
| Q4 24 | $379.9M | $120.0M | ||
| Q3 24 | $401.7M | $86.0M | ||
| Q2 24 | $338.2M | $97.0M | ||
| Q1 24 | $453.0M | $49.0M |
| Q4 25 | 37.9% | 25.7% | ||
| Q3 25 | 37.6% | 25.0% | ||
| Q2 25 | 20.3% | 24.1% | ||
| Q1 25 | — | 23.1% | ||
| Q4 24 | 45.2% | 27.6% | ||
| Q3 24 | 45.4% | 26.3% | ||
| Q2 24 | 45.2% | 27.5% | ||
| Q1 24 | 45.8% | 24.1% |
| Q4 25 | 17.0% | 14.8% | ||
| Q3 25 | 13.2% | 11.0% | ||
| Q2 25 | -39.7% | 10.2% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | 23.7% | 15.5% | ||
| Q3 24 | 25.3% | 12.4% | ||
| Q2 24 | 22.4% | 12.4% | ||
| Q1 24 | 28.2% | 7.8% |
| Q4 25 | 16.4% | 11.4% | ||
| Q3 25 | 11.6% | 8.5% | ||
| Q2 25 | -33.6% | 7.8% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | 22.1% | 11.7% | ||
| Q3 24 | 22.8% | 9.5% | ||
| Q2 24 | 19.5% | 10.4% | ||
| Q1 24 | 24.3% | 5.9% |
| Q4 25 | $0.63 | $0.55 | ||
| Q3 25 | $0.41 | $0.38 | ||
| Q2 25 | $-1.15 | $0.35 | ||
| Q1 25 | — | $0.15 | ||
| Q4 24 | $0.88 | $0.57 | ||
| Q3 24 | $0.93 | $0.41 | ||
| Q2 24 | $0.78 | $0.46 | ||
| Q1 24 | $1.04 | $0.23 |
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 | $147.0M |
| Total DebtLower is stronger | $3.4B | $1.6B |
| Stockholders' EquityBook value | $7.9B | $2.3B |
| Total Assets | $13.0B | $4.9B |
| Debt / EquityLower = less leverage | 0.43× | 0.70× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | $147.0M | ||
| Q3 25 | $2.8B | $53.0M | ||
| Q2 25 | $3.0B | $57.0M | ||
| Q1 25 | — | $58.0M | ||
| Q4 24 | $3.0B | $137.0M | ||
| Q3 24 | $2.8B | $96.0M | ||
| Q2 24 | $2.7B | $101.0M | ||
| Q1 24 | $2.6B | $135.0M |
| Q4 25 | $3.4B | $1.6B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.4B | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $3.4B | $1.7B | ||
| Q3 24 | $3.4B | $1.7B | ||
| Q2 24 | $3.4B | $1.8B | ||
| Q1 24 | $3.4B | $1.8B |
| Q4 25 | $7.9B | $2.3B | ||
| Q3 25 | $7.9B | $2.2B | ||
| Q2 25 | $8.0B | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $8.8B | $2.1B | ||
| Q3 24 | $8.6B | $2.1B | ||
| Q2 24 | $8.3B | $2.0B | ||
| Q1 24 | $8.1B | $2.0B |
| Q4 25 | $13.0B | $4.9B | ||
| Q3 25 | $13.1B | $4.9B | ||
| Q2 25 | $13.3B | $4.9B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | $14.1B | $4.9B | ||
| Q3 24 | $13.9B | $4.8B | ||
| Q2 24 | $13.7B | $4.9B | ||
| Q1 24 | $13.5B | $4.9B |
| Q4 25 | 0.43× | 0.70× | ||
| Q3 25 | 0.43× | 0.75× | ||
| Q2 25 | 0.42× | 0.76× | ||
| Q1 25 | — | 0.77× | ||
| Q4 24 | 0.38× | 0.79× | ||
| Q3 24 | 0.39× | 0.84× | ||
| Q2 24 | 0.41× | 0.87× | ||
| Q1 24 | 0.42× | 0.92× |
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 | $237.0M |
| Free Cash FlowOCF − Capex | $372.4M | $200.0M |
| FCF MarginFCF / Revenue | 24.0% | 19.3% |
| Capex IntensityCapex / Revenue | 3.0% | 3.6% |
| Cash ConversionOCF / Net Profit | 1.64× | 2.01× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $316.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $237.0M | ||
| Q3 25 | $184.3M | $93.0M | ||
| Q2 25 | $602.3M | $91.0M | ||
| Q1 25 | — | $56.0M | ||
| Q4 24 | $579.7M | $182.0M | ||
| Q3 24 | $465.8M | $124.0M | ||
| Q2 24 | $362.2M | $84.0M | ||
| Q1 24 | $498.7M | $99.0M |
| Q4 25 | $372.4M | $200.0M | ||
| Q3 25 | $106.1M | $48.0M | ||
| Q2 25 | $454.7M | $51.0M | ||
| Q1 25 | — | $17.0M | ||
| Q4 24 | $434.8M | $141.0M | ||
| Q3 24 | $293.6M | $93.0M | ||
| Q2 24 | $207.7M | $65.0M | ||
| Q1 24 | $276.3M | $70.0M |
| Q4 25 | 24.0% | 19.3% | ||
| Q3 25 | 7.2% | 5.2% | ||
| Q2 25 | 31.5% | 5.4% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | 25.2% | 13.8% | ||
| Q3 24 | 16.7% | 10.2% | ||
| Q2 24 | 12.0% | 7.0% | ||
| Q1 24 | 14.8% | 8.4% |
| Q4 25 | 3.0% | 3.6% | ||
| Q3 25 | 5.3% | 4.8% | ||
| Q2 25 | 10.2% | 4.3% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | 8.4% | 4.0% | ||
| Q3 24 | 9.8% | 3.4% | ||
| Q2 24 | 8.9% | 2.0% | ||
| Q1 24 | 11.9% | 3.5% |
| Q4 25 | 1.64× | 2.01× | ||
| Q3 25 | 1.08× | 1.18× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | 1.53× | 1.52× | ||
| Q3 24 | 1.16× | 1.44× | ||
| Q2 24 | 1.07× | 0.87× | ||
| Q1 24 | 1.10× | 2.02× |
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% |
REYN
| Reynolds Cooking And Baking | $397.0M | 38% |
| Hefty Waste And Storage | $247.0M | 24% |
| Tableware Products | $229.0M | 22% |
| Presto Products | $164.0M | 16% |
