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Side-by-side financial comparison of ON Semiconductor (ON) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $1.6B, roughly 1.4× ON Semiconductor). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 16.4%, a 7.1% gap on every dollar of revenue. On growth, ON Semiconductor posted the faster year-over-year revenue change (-10.0% vs -36.8%). Over the past eight quarters, RENAISSANCERE HOLDINGS LTD's revenue compounded faster (-11.9% 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...
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
ON vs RNR — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $2.2B |
| Net Profit | $255.0M | $515.8M |
| Gross Margin | 37.9% | — |
| Operating Margin | 17.0% | — |
| Net Margin | 16.4% | 23.5% |
| Revenue YoY | -10.0% | -36.8% |
| Net Profit YoY | -32.9% | 72.6% |
| EPS (diluted) | $0.63 | $6.57 |
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.
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.6B | $3.0B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.7B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $255.0M | $760.5M | ||
| Q3 25 | $170.3M | $916.5M | ||
| Q2 25 | $-486.1M | $835.4M | ||
| Q1 25 | — | $170.0M | ||
| Q4 24 | $379.9M | $-189.7M | ||
| Q3 24 | $401.7M | $1.2B | ||
| Q2 24 | $338.2M | $503.9M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 17.0% | 42.5% | ||
| Q3 25 | 13.2% | 46.3% | ||
| Q2 25 | -39.7% | 41.8% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | 23.7% | -3.6% | ||
| Q3 24 | 25.3% | 43.7% | ||
| Q2 24 | 22.4% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 16.4% | 25.6% | ||
| Q3 25 | 11.6% | 28.7% | ||
| Q2 25 | -33.6% | 26.1% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | 22.1% | -8.3% | ||
| Q3 24 | 22.8% | 29.8% | ||
| Q2 24 | 19.5% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.63 | $16.16 | ||
| Q3 25 | $0.41 | $19.40 | ||
| Q2 25 | $-1.15 | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | $0.88 | $-3.76 | ||
| Q3 24 | $0.93 | $22.62 | ||
| Q2 24 | $0.78 | $9.41 |
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 | $1.6B |
| Total DebtLower is stronger | $3.4B | — |
| Stockholders' EquityBook value | $7.9B | $4.3B |
| Total Assets | $13.0B | $53.7B |
| Debt / EquityLower = less leverage | 0.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.9B | $1.7B | ||
| Q3 25 | $2.8B | $1.7B | ||
| Q2 25 | $3.0B | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $3.0B | $1.7B | ||
| Q3 24 | $2.8B | $1.6B | ||
| Q2 24 | $2.7B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $3.4B | $2.3B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.4B | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $3.4B | $1.9B | ||
| Q3 24 | $3.4B | $1.9B | ||
| Q2 24 | $3.4B | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $7.9B | $11.6B | ||
| Q3 25 | $7.9B | $11.5B | ||
| Q2 25 | $8.0B | $10.8B | ||
| Q1 25 | — | $10.3B | ||
| Q4 24 | $8.8B | $10.6B | ||
| Q3 24 | $8.6B | $11.2B | ||
| Q2 24 | $8.3B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $13.0B | $53.8B | ||
| Q3 25 | $13.1B | $54.5B | ||
| Q2 25 | $13.3B | $54.7B | ||
| Q1 25 | — | $53.6B | ||
| Q4 24 | $14.1B | $50.7B | ||
| Q3 24 | $13.9B | $52.8B | ||
| Q2 24 | $13.7B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | 0.20× | ||
| Q3 25 | 0.43× | 0.19× | ||
| Q2 25 | 0.42× | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 0.38× | 0.18× | ||
| Q3 24 | 0.39× | 0.17× | ||
| Q2 24 | 0.41× | 0.19× |
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 | — |
| Free Cash FlowOCF − Capex | $372.4M | — |
| FCF MarginFCF / Revenue | 24.0% | — |
| Capex IntensityCapex / Revenue | 3.0% | — |
| Cash ConversionOCF / Net Profit | 1.64× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $418.7M | $483.0M | ||
| Q3 25 | $184.3M | $1.6B | ||
| Q2 25 | $602.3M | $1.5B | ||
| Q1 25 | — | $157.8M | ||
| Q4 24 | $579.7M | $778.9M | ||
| Q3 24 | $465.8M | $1.5B | ||
| Q2 24 | $362.2M | $1.2B |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 1.64× | 0.64× | ||
| Q3 25 | 1.08× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | 1.53× | — | ||
| Q3 24 | 1.16× | 1.26× | ||
| Q2 24 | 1.07× | 2.41× |
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% |
RNR
Segment breakdown not available.
