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Side-by-side financial comparison of ON Semiconductor (ON) and RESIDEO TECHNOLOGIES, INC. (REZI). Click either name above to swap in a different company.
RESIDEO TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($1.9B vs $1.6B, roughly 1.2× ON Semiconductor). ON Semiconductor runs the higher net margin — 16.4% vs 7.2%, a 9.3% gap on every dollar of revenue. On growth, RESIDEO TECHNOLOGIES, INC. posted the faster year-over-year revenue change (2.0% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $262.0M). Over the past eight quarters, RESIDEO TECHNOLOGIES, INC.'s revenue compounded faster (12.9% 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...
Resideo Technologies, Inc. is an American multinational company that was formed in 2018 out of a spin-off from Honeywell. It provides room air temperature, quality, and humidity control and security systems primarily in residential dwellings in the U.S. and internationally. The company operates in two segments: products and distribution. It manufactures and distributes smart-home and software products, including temperature and lighting control, security, and water and air monitoring. The com...
ON vs REZI — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.9B |
| Net Profit | $255.0M | $136.0M |
| Gross Margin | 37.9% | 29.6% |
| Operating Margin | 17.0% | 7.4% |
| Net Margin | 16.4% | 7.2% |
| Revenue YoY | -10.0% | 2.0% |
| Net Profit YoY | -32.9% | 491.3% |
| EPS (diluted) | $0.63 | $0.99 |
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 | $1.9B | ||
| Q3 25 | $1.5B | $1.9B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $1.7B | $1.9B | ||
| Q3 24 | $1.8B | $1.8B | ||
| Q2 24 | $1.7B | $1.6B | ||
| Q1 24 | $1.9B | $1.5B |
| Q4 25 | $255.0M | $136.0M | ||
| Q3 25 | $170.3M | $156.0M | ||
| Q2 25 | $-486.1M | $-825.0M | ||
| Q1 25 | — | $6.0M | ||
| Q4 24 | $379.9M | $23.0M | ||
| Q3 24 | $401.7M | $20.0M | ||
| Q2 24 | $338.2M | $30.0M | ||
| Q1 24 | $453.0M | $43.0M |
| Q4 25 | 37.9% | 29.6% | ||
| Q3 25 | 37.6% | 29.8% | ||
| Q2 25 | 20.3% | 29.3% | ||
| Q1 25 | — | 28.9% | ||
| Q4 24 | 45.2% | 28.5% | ||
| Q3 24 | 45.4% | 28.7% | ||
| Q2 24 | 45.2% | 28.1% | ||
| Q1 24 | 45.8% | 26.9% |
| Q4 25 | 17.0% | 7.4% | ||
| Q3 25 | 13.2% | 8.3% | ||
| Q2 25 | -39.7% | 9.1% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | 23.7% | 7.8% | ||
| Q3 24 | 25.3% | 6.9% | ||
| Q2 24 | 22.4% | 7.7% | ||
| Q1 24 | 28.2% | 8.6% |
| Q4 25 | 16.4% | 7.2% | ||
| Q3 25 | 11.6% | 8.4% | ||
| Q2 25 | -33.6% | -42.5% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | 22.1% | 1.2% | ||
| Q3 24 | 22.8% | 1.1% | ||
| Q2 24 | 19.5% | 1.9% | ||
| Q1 24 | 24.3% | 2.9% |
| Q4 25 | $0.63 | $0.99 | ||
| Q3 25 | $0.41 | $0.85 | ||
| Q2 25 | $-1.15 | $-5.59 | ||
| Q1 25 | — | $-0.02 | ||
| Q4 24 | $0.88 | $0.06 | ||
| Q3 24 | $0.93 | $0.07 | ||
| Q2 24 | $0.78 | $0.19 | ||
| Q1 24 | $1.04 | $0.29 |
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 | $661.0M |
| Total DebtLower is stronger | $3.4B | $3.2B |
| Stockholders' EquityBook value | $7.9B | $2.9B |
| Total Assets | $13.0B | $8.4B |
| Debt / EquityLower = less leverage | 0.43× | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | $661.0M | ||
| Q3 25 | $2.8B | $345.0M | ||
| Q2 25 | $3.0B | $753.0M | ||
| Q1 25 | — | $577.0M | ||
| Q4 24 | $3.0B | $692.0M | ||
| Q3 24 | $2.8B | $531.0M | ||
| Q2 24 | $2.7B | $413.0M | ||
| Q1 24 | $2.6B | $603.0M |
| Q4 25 | $3.4B | $3.2B | ||
| Q3 25 | $3.4B | $3.2B | ||
| Q2 25 | $3.4B | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $3.4B | $2.0B | ||
| Q3 24 | $3.4B | $2.0B | ||
| Q2 24 | $3.4B | $2.0B | ||
| Q1 24 | $3.4B | $1.4B |
| Q4 25 | $7.9B | $2.9B | ||
| Q3 25 | $7.9B | $2.8B | ||
| Q2 25 | $8.0B | $2.6B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | $8.8B | $3.3B | ||
| Q3 24 | $8.6B | $3.4B | ||
| Q2 24 | $8.3B | $3.3B | ||
| Q1 24 | $8.1B | $2.8B |
| Q4 25 | $13.0B | $8.4B | ||
| Q3 25 | $13.1B | $8.2B | ||
| Q2 25 | $13.3B | $8.5B | ||
| Q1 25 | — | $8.1B | ||
| Q4 24 | $14.1B | $8.2B | ||
| Q3 24 | $13.9B | $8.1B | ||
| Q2 24 | $13.7B | $8.0B | ||
| Q1 24 | $13.5B | $6.5B |
| Q4 25 | 0.43× | 1.11× | ||
| Q3 25 | 0.43× | 1.17× | ||
| Q2 25 | 0.42× | 0.77× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | 0.38× | 0.61× | ||
| Q3 24 | 0.39× | 0.60× | ||
| Q2 24 | 0.41× | 0.61× | ||
| Q1 24 | 0.42× | 0.51× |
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 | $299.0M |
| Free Cash FlowOCF − Capex | $372.4M | $262.0M |
| FCF MarginFCF / Revenue | 24.0% | 13.8% |
| Capex IntensityCapex / Revenue | 3.0% | 2.0% |
| Cash ConversionOCF / Net Profit | 1.64× | 2.20× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $-1.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $299.0M | ||
| Q3 25 | $184.3M | $-1.6B | ||
| Q2 25 | $602.3M | $200.0M | ||
| Q1 25 | — | $-65.0M | ||
| Q4 24 | $579.7M | $203.0M | ||
| Q3 24 | $465.8M | $147.0M | ||
| Q2 24 | $362.2M | $92.0M | ||
| Q1 24 | $498.7M | $2.0M |
| Q4 25 | $372.4M | $262.0M | ||
| Q3 25 | $106.1M | $-1.6B | ||
| Q2 25 | $454.7M | $180.0M | ||
| Q1 25 | — | $-96.0M | ||
| Q4 24 | $434.8M | $181.0M | ||
| Q3 24 | $293.6M | $125.0M | ||
| Q2 24 | $207.7M | $77.0M | ||
| Q1 24 | $276.3M | $-19.0M |
| Q4 25 | 24.0% | 13.8% | ||
| Q3 25 | 7.2% | -85.8% | ||
| Q2 25 | 31.5% | 9.3% | ||
| Q1 25 | — | -5.4% | ||
| Q4 24 | 25.2% | 9.7% | ||
| Q3 24 | 16.7% | 6.8% | ||
| Q2 24 | 12.0% | 4.8% | ||
| Q1 24 | 14.8% | -1.3% |
| Q4 25 | 3.0% | 2.0% | ||
| Q3 25 | 5.3% | 1.5% | ||
| Q2 25 | 10.2% | 1.0% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | 8.4% | 1.2% | ||
| Q3 24 | 9.8% | 1.2% | ||
| Q2 24 | 8.9% | 0.9% | ||
| Q1 24 | 11.9% | 1.4% |
| Q4 25 | 1.64× | 2.20× | ||
| Q3 25 | 1.08× | -10.07× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -10.83× | ||
| Q4 24 | 1.53× | 8.83× | ||
| Q3 24 | 1.16× | 7.35× | ||
| Q2 24 | 1.07× | 3.07× | ||
| Q1 24 | 1.10× | 0.05× |
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% |
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
