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Side-by-side financial comparison of ON Semiconductor (ON) and Construction Partners, Inc. (ROAD). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $809.5M, roughly 1.9× Construction Partners, Inc.). ON Semiconductor runs the higher net margin — 16.4% vs 2.1%, a 14.3% gap on every dollar of revenue. On growth, Construction Partners, Inc. posted the faster year-over-year revenue change (44.1% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $47.1M). Over the past eight quarters, Construction Partners, Inc.'s revenue compounded faster (47.6% 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...
Alexander Construction Company was a Palm Springs, California, residential development company that built over 2,200 houses in the Coachella Valley of Riverside County, California, between 1955 and 1965.
ON vs ROAD — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $809.5M |
| Net Profit | $255.0M | $17.2M |
| Gross Margin | 37.9% | 15.0% |
| Operating Margin | 17.0% | 6.2% |
| Net Margin | 16.4% | 2.1% |
| Revenue YoY | -10.0% | 44.1% |
| Net Profit YoY | -32.9% | 663.9% |
| EPS (diluted) | $0.63 | $0.31 |
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 | $809.5M | ||
| Q3 25 | $1.5B | $899.8M | ||
| Q2 25 | $1.4B | $779.3M | ||
| Q1 25 | — | $571.6M | ||
| Q4 24 | $1.7B | $561.6M | ||
| Q3 24 | $1.8B | $538.2M | ||
| Q2 24 | $1.7B | $517.8M | ||
| Q1 24 | $1.9B | $371.4M |
| Q4 25 | $255.0M | $17.2M | ||
| Q3 25 | $170.3M | $56.6M | ||
| Q2 25 | $-486.1M | $44.0M | ||
| Q1 25 | — | $4.2M | ||
| Q4 24 | $379.9M | $-3.1M | ||
| Q3 24 | $401.7M | $29.3M | ||
| Q2 24 | $338.2M | $30.9M | ||
| Q1 24 | $453.0M | $-1.1M |
| Q4 25 | 37.9% | 15.0% | ||
| Q3 25 | 37.6% | 17.7% | ||
| Q2 25 | 20.3% | 16.9% | ||
| Q1 25 | — | 12.5% | ||
| Q4 24 | 45.2% | 13.6% | ||
| Q3 24 | 45.4% | 15.6% | ||
| Q2 24 | 45.2% | 16.1% | ||
| Q1 24 | 45.8% | 10.4% |
| Q4 25 | 17.0% | 6.2% | ||
| Q3 25 | 13.2% | 11.2% | ||
| Q2 25 | -39.7% | 10.6% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | 23.7% | 2.5% | ||
| Q3 24 | 25.3% | 8.5% | ||
| Q2 24 | 22.4% | 8.8% | ||
| Q1 24 | 28.2% | 0.8% |
| Q4 25 | 16.4% | 2.1% | ||
| Q3 25 | 11.6% | 6.3% | ||
| Q2 25 | -33.6% | 5.7% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | 22.1% | -0.5% | ||
| Q3 24 | 22.8% | 5.4% | ||
| Q2 24 | 19.5% | 6.0% | ||
| Q1 24 | 24.3% | -0.3% |
| Q4 25 | $0.63 | $0.31 | ||
| Q3 25 | $0.41 | $1.03 | ||
| Q2 25 | $-1.15 | $0.79 | ||
| Q1 25 | — | $0.08 | ||
| Q4 24 | $0.88 | $-0.06 | ||
| Q3 24 | $0.93 | $0.55 | ||
| Q2 24 | $0.78 | $0.59 | ||
| Q1 24 | $1.04 | $-0.02 |
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 | $104.1M |
| Total DebtLower is stronger | $3.4B | — |
| Stockholders' EquityBook value | $7.9B | $969.1M |
| Total Assets | $13.0B | $3.4B |
| Debt / EquityLower = less leverage | 0.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | $104.1M | ||
| Q3 25 | $2.8B | $156.1M | ||
| Q2 25 | $3.0B | $114.3M | ||
| Q1 25 | — | $101.9M | ||
| Q4 24 | $3.0B | $132.5M | ||
| Q3 24 | $2.8B | $74.7M | ||
| Q2 24 | $2.7B | $56.3M | ||
| Q1 24 | $2.6B | $48.0M |
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.4B | $515.0M | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.4B | — |
| Q4 25 | $7.9B | $969.1M | ||
| Q3 25 | $7.9B | $912.0M | ||
| Q2 25 | $8.0B | $853.3M | ||
| Q1 25 | — | $807.9M | ||
| Q4 24 | $8.8B | $811.1M | ||
| Q3 24 | $8.6B | $573.7M | ||
| Q2 24 | $8.3B | $552.9M | ||
| Q1 24 | $8.1B | $525.0M |
| Q4 25 | $13.0B | $3.4B | ||
| Q3 25 | $13.1B | $3.2B | ||
| Q2 25 | $13.3B | $2.9B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $14.1B | $2.6B | ||
| Q3 24 | $13.9B | $1.5B | ||
| Q2 24 | $13.7B | $1.4B | ||
| Q1 24 | $13.5B | $1.3B |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.43× | 1.78× | ||
| Q2 25 | 0.42× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | 0.90× | ||
| 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 | $82.6M |
| Free Cash FlowOCF − Capex | $372.4M | $47.1M |
| FCF MarginFCF / Revenue | 24.0% | 5.8% |
| Capex IntensityCapex / Revenue | 3.0% | 4.4% |
| Cash ConversionOCF / Net Profit | 1.64× | 4.80× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $186.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $82.6M | ||
| Q3 25 | $184.3M | $112.0M | ||
| Q2 25 | $602.3M | $83.0M | ||
| Q1 25 | — | $55.6M | ||
| Q4 24 | $579.7M | $40.7M | ||
| Q3 24 | $465.8M | $95.9M | ||
| Q2 24 | $362.2M | $34.6M | ||
| Q1 24 | $498.7M | $18.2M |
| Q4 25 | $372.4M | $47.1M | ||
| Q3 25 | $106.1M | $78.9M | ||
| Q2 25 | $454.7M | $46.4M | ||
| Q1 25 | — | $14.2M | ||
| Q4 24 | $434.8M | $13.8M | ||
| Q3 24 | $293.6M | $78.4M | ||
| Q2 24 | $207.7M | $19.7M | ||
| Q1 24 | $276.3M | $-10.6M |
| Q4 25 | 24.0% | 5.8% | ||
| Q3 25 | 7.2% | 8.8% | ||
| Q2 25 | 31.5% | 5.9% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | 25.2% | 2.5% | ||
| Q3 24 | 16.7% | 14.6% | ||
| Q2 24 | 12.0% | 3.8% | ||
| Q1 24 | 14.8% | -2.8% |
| Q4 25 | 3.0% | 4.4% | ||
| Q3 25 | 5.3% | 3.7% | ||
| Q2 25 | 10.2% | 4.7% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | 8.4% | 4.8% | ||
| Q3 24 | 9.8% | 3.3% | ||
| Q2 24 | 8.9% | 2.9% | ||
| Q1 24 | 11.9% | 7.7% |
| Q4 25 | 1.64× | 4.80× | ||
| Q3 25 | 1.08× | 1.98× | ||
| Q2 25 | — | 1.88× | ||
| Q1 25 | — | 13.20× | ||
| Q4 24 | 1.53× | — | ||
| Q3 24 | 1.16× | 3.27× | ||
| Q2 24 | 1.07× | 1.12× | ||
| Q1 24 | 1.10× | — |
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% |
ROAD
Segment breakdown not available.
