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Side-by-side financial comparison of ON Semiconductor (ON) and RH (RH). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $883.8M, roughly 1.8× RH). ON Semiconductor runs the higher net margin — 16.4% vs 4.1%, a 12.3% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $83.0M). Over the past eight quarters, RH's revenue compounded faster (9.4% 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...
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
ON vs RH — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $883.8M |
| Net Profit | $255.0M | $36.3M |
| Gross Margin | 37.9% | 44.1% |
| Operating Margin | 17.0% | 12.0% |
| Net Margin | 16.4% | 4.1% |
| Revenue YoY | -10.0% | 8.9% |
| Net Profit YoY | -32.9% | 9.3% |
| EPS (diluted) | $0.63 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $1.5B | $899.2M | ||
| Q2 25 | $1.4B | $814.0M | ||
| Q1 25 | — | $812.4M | ||
| Q4 24 | $1.7B | $811.7M | ||
| Q3 24 | $1.8B | $829.7M | ||
| Q2 24 | $1.7B | $727.0M | ||
| Q1 24 | $1.9B | $738.3M |
| Q4 25 | $255.0M | $36.3M | ||
| Q3 25 | $170.3M | $51.7M | ||
| Q2 25 | $-486.1M | $8.0M | ||
| Q1 25 | — | $13.9M | ||
| Q4 24 | $379.9M | $33.2M | ||
| Q3 24 | $401.7M | $29.0M | ||
| Q2 24 | $338.2M | $-3.6M | ||
| Q1 24 | $453.0M | $11.4M |
| Q4 25 | 37.9% | 44.1% | ||
| Q3 25 | 37.6% | 45.5% | ||
| Q2 25 | 20.3% | 43.7% | ||
| Q1 25 | — | 44.7% | ||
| Q4 24 | 45.2% | 44.5% | ||
| Q3 24 | 45.4% | 45.2% | ||
| Q2 24 | 45.2% | 43.5% | ||
| Q1 24 | 45.8% | 43.5% |
| Q4 25 | 17.0% | 12.0% | ||
| Q3 25 | 13.2% | 14.3% | ||
| Q2 25 | -39.7% | 6.9% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | 23.7% | 12.5% | ||
| Q3 24 | 25.3% | 11.6% | ||
| Q2 24 | 22.4% | 7.5% | ||
| Q1 24 | 28.2% | 8.7% |
| Q4 25 | 16.4% | 4.1% | ||
| Q3 25 | 11.6% | 5.8% | ||
| Q2 25 | -33.6% | 1.0% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | 22.1% | 4.1% | ||
| Q3 24 | 22.8% | 3.5% | ||
| Q2 24 | 19.5% | -0.5% | ||
| Q1 24 | 24.3% | 1.5% |
| Q4 25 | $0.63 | $1.83 | ||
| Q3 25 | $0.41 | $2.62 | ||
| Q2 25 | $-1.15 | $0.40 | ||
| Q1 25 | — | $0.71 | ||
| Q4 24 | $0.88 | $1.66 | ||
| Q3 24 | $0.93 | $1.45 | ||
| Q2 24 | $0.78 | $-0.20 | ||
| Q1 24 | $1.04 | $0.91 |
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 | $43.1M |
| Total DebtLower is stronger | $3.4B | — |
| Stockholders' EquityBook value | $7.9B | $3.3M |
| Total Assets | $13.0B | $4.8B |
| Debt / EquityLower = less leverage | 0.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | $43.1M | ||
| Q3 25 | $2.8B | $34.6M | ||
| Q2 25 | $3.0B | $46.1M | ||
| Q1 25 | — | $30.4M | ||
| Q4 24 | $3.0B | $87.0M | ||
| Q3 24 | $2.8B | $78.3M | ||
| Q2 24 | $2.7B | $101.8M | ||
| Q1 24 | $2.6B | $123.7M |
| Q4 25 | $3.4B | — | ||
| 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 | $3.3M | ||
| Q3 25 | $7.9B | $-40.9M | ||
| Q2 25 | $8.0B | $-110.8M | ||
| Q1 25 | — | $-163.6M | ||
| Q4 24 | $8.8B | $-183.0M | ||
| Q3 24 | $8.6B | $-234.7M | ||
| Q2 24 | $8.3B | $-289.9M | ||
| Q1 24 | $8.1B | $-297.4M |
| Q4 25 | $13.0B | $4.8B | ||
| Q3 25 | $13.1B | $4.7B | ||
| Q2 25 | $13.3B | $4.7B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | $14.1B | $4.5B | ||
| Q3 24 | $13.9B | $4.4B | ||
| Q2 24 | $13.7B | $4.2B | ||
| Q1 24 | $13.5B | $4.1B |
| Q4 25 | 0.43× | — | ||
| 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 | $131.9M |
| Free Cash FlowOCF − Capex | $372.4M | $83.0M |
| FCF MarginFCF / Revenue | 24.0% | 9.4% |
| Capex IntensityCapex / Revenue | 3.0% | 5.5% |
| Cash ConversionOCF / Net Profit | 1.64× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $131.9M | ||
| Q3 25 | $184.3M | $137.7M | ||
| Q2 25 | $602.3M | $86.6M | ||
| Q1 25 | — | $-18.8M | ||
| Q4 24 | $579.7M | $-31.4M | ||
| Q3 24 | $465.8M | $11.2M | ||
| Q2 24 | $362.2M | $56.1M | ||
| Q1 24 | $498.7M | $-114.0M |
| Q4 25 | $372.4M | $83.0M | ||
| Q3 25 | $106.1M | $80.7M | ||
| Q2 25 | $454.7M | $34.1M | ||
| Q1 25 | — | $-69.7M | ||
| Q4 24 | $434.8M | $-96.0M | ||
| Q3 24 | $293.6M | $-37.9M | ||
| Q2 24 | $207.7M | $-10.1M | ||
| Q1 24 | $276.3M | $-251.5M |
| Q4 25 | 24.0% | 9.4% | ||
| Q3 25 | 7.2% | 9.0% | ||
| Q2 25 | 31.5% | 4.2% | ||
| Q1 25 | — | -8.6% | ||
| Q4 24 | 25.2% | -11.8% | ||
| Q3 24 | 16.7% | -4.6% | ||
| Q2 24 | 12.0% | -1.4% | ||
| Q1 24 | 14.8% | -34.1% |
| Q4 25 | 3.0% | 5.5% | ||
| Q3 25 | 5.3% | 6.3% | ||
| Q2 25 | 10.2% | 6.5% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | 8.4% | 8.0% | ||
| Q3 24 | 9.8% | 5.9% | ||
| Q2 24 | 8.9% | 9.1% | ||
| Q1 24 | 11.9% | 18.6% |
| Q4 25 | 1.64× | 3.64× | ||
| Q3 25 | 1.08× | 2.66× | ||
| Q2 25 | — | 10.78× | ||
| Q1 25 | — | -1.35× | ||
| Q4 24 | 1.53× | -0.95× | ||
| Q3 24 | 1.16× | 0.39× | ||
| Q2 24 | 1.07× | — | ||
| Q1 24 | 1.10× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
