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Side-by-side financial comparison of ON Semiconductor (ON) and RXO, Inc. (RXO). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $1.5B, roughly 1.1× RXO, Inc.). ON Semiconductor runs the higher net margin — 16.4% vs -3.1%, a 19.6% gap on every dollar of revenue. On growth, ON Semiconductor posted the faster year-over-year revenue change (-10.0% vs -11.9%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% 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...
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
ON vs RXO — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.5B |
| Net Profit | $255.0M | $-46.0M |
| Gross Margin | 37.9% | — |
| Operating Margin | 17.0% | -2.9% |
| Net Margin | 16.4% | -3.1% |
| Revenue YoY | -10.0% | -11.9% |
| Net Profit YoY | -32.9% | -84.0% |
| EPS (diluted) | $0.63 | $-0.28 |
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 | $1.5B | ||
| Q3 25 | $1.5B | $1.4B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $1.7B | $1.7B | ||
| Q3 24 | $1.8B | $1.0B | ||
| Q2 24 | $1.7B | $930.0M | ||
| Q1 24 | $1.9B | $913.0M |
| Q4 25 | $255.0M | $-46.0M | ||
| Q3 25 | $170.3M | $-14.0M | ||
| Q2 25 | $-486.1M | $-9.0M | ||
| Q1 25 | — | $-31.0M | ||
| Q4 24 | $379.9M | $-25.0M | ||
| Q3 24 | $401.7M | $-243.0M | ||
| Q2 24 | $338.2M | $-7.0M | ||
| Q1 24 | $453.0M | $-15.0M |
| 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 24 | 45.8% | — |
| Q4 25 | 17.0% | -2.9% | ||
| Q3 25 | 13.2% | -0.5% | ||
| Q2 25 | -39.7% | — | ||
| Q1 25 | — | -2.1% | ||
| Q4 24 | 23.7% | -1.4% | ||
| Q3 24 | 25.3% | -1.9% | ||
| Q2 24 | 22.4% | — | ||
| Q1 24 | 28.2% | -1.3% |
| Q4 25 | 16.4% | -3.1% | ||
| Q3 25 | 11.6% | -1.0% | ||
| Q2 25 | -33.6% | -0.6% | ||
| Q1 25 | — | -2.2% | ||
| Q4 24 | 22.1% | -1.5% | ||
| Q3 24 | 22.8% | -23.4% | ||
| Q2 24 | 19.5% | -0.8% | ||
| Q1 24 | 24.3% | -1.6% |
| Q4 25 | $0.63 | $-0.28 | ||
| Q3 25 | $0.41 | $-0.08 | ||
| Q2 25 | $-1.15 | $-0.05 | ||
| Q1 25 | — | $-0.18 | ||
| Q4 24 | $0.88 | $-0.17 | ||
| Q3 24 | $0.93 | $-1.81 | ||
| Q2 24 | $0.78 | $-0.06 | ||
| Q1 24 | $1.04 | $-0.13 |
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 | $17.0M |
| Total DebtLower is stronger | $3.4B | $387.0M |
| Stockholders' EquityBook value | $7.9B | $1.5B |
| Total Assets | $13.0B | $3.3B |
| Debt / EquityLower = less leverage | 0.43× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | $17.0M | ||
| Q3 25 | $2.8B | $25.0M | ||
| Q2 25 | $3.0B | $18.0M | ||
| Q1 25 | — | $16.0M | ||
| Q4 24 | $3.0B | $35.0M | ||
| Q3 24 | $2.8B | $55.0M | ||
| Q2 24 | $2.7B | $7.0M | ||
| Q1 24 | $2.6B | $7.0M |
| Q4 25 | $3.4B | $387.0M | ||
| Q3 25 | $3.4B | $387.0M | ||
| Q2 25 | $3.4B | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | $3.4B | $351.0M | ||
| Q3 24 | $3.4B | $352.0M | ||
| Q2 24 | $3.4B | $370.0M | ||
| Q1 24 | $3.4B | $351.0M |
| Q4 25 | $7.9B | $1.5B | ||
| Q3 25 | $7.9B | $1.6B | ||
| Q2 25 | $8.0B | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $8.8B | $1.6B | ||
| Q3 24 | $8.6B | $1.7B | ||
| Q2 24 | $8.3B | $579.0M | ||
| Q1 24 | $8.1B | $582.0M |
| Q4 25 | $13.0B | $3.3B | ||
| Q3 25 | $13.1B | $3.2B | ||
| Q2 25 | $13.3B | $3.2B | ||
| Q1 25 | — | $3.3B | ||
| Q4 24 | $14.1B | $3.4B | ||
| Q3 24 | $13.9B | $3.4B | ||
| Q2 24 | $13.7B | $1.8B | ||
| Q1 24 | $13.5B | $1.8B |
| Q4 25 | 0.43× | 0.25× | ||
| Q3 25 | 0.43× | 0.24× | ||
| Q2 25 | 0.42× | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 0.38× | 0.22× | ||
| Q3 24 | 0.39× | 0.21× | ||
| Q2 24 | 0.41× | 0.64× | ||
| Q1 24 | 0.42× | 0.60× |
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 | $7.0M |
| Free Cash FlowOCF − Capex | $372.4M | $-9.0M |
| FCF MarginFCF / Revenue | 24.0% | -0.6% |
| Capex IntensityCapex / Revenue | 3.0% | 1.1% |
| Cash ConversionOCF / Net Profit | 1.64× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $7.0M | ||
| Q3 25 | $184.3M | $23.0M | ||
| Q2 25 | $602.3M | $23.0M | ||
| Q1 25 | — | $-2.0M | ||
| Q4 24 | $579.7M | $-7.0M | ||
| Q3 24 | $465.8M | $-7.0M | ||
| Q2 24 | $362.2M | $-5.0M | ||
| Q1 24 | $498.7M | $7.0M |
| Q4 25 | $372.4M | $-9.0M | ||
| Q3 25 | $106.1M | $9.0M | ||
| Q2 25 | $454.7M | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | $434.8M | $-19.0M | ||
| Q3 24 | $293.6M | $-18.0M | ||
| Q2 24 | $207.7M | $-16.0M | ||
| Q1 24 | $276.3M | $-4.0M |
| Q4 25 | 24.0% | -0.6% | ||
| Q3 25 | 7.2% | 0.6% | ||
| Q2 25 | 31.5% | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | 25.2% | -1.1% | ||
| Q3 24 | 16.7% | -1.7% | ||
| Q2 24 | 12.0% | -1.7% | ||
| Q1 24 | 14.8% | -0.4% |
| Q4 25 | 3.0% | 1.1% | ||
| Q3 25 | 5.3% | 1.0% | ||
| Q2 25 | 10.2% | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | 8.4% | 0.7% | ||
| Q3 24 | 9.8% | 1.1% | ||
| Q2 24 | 8.9% | 1.2% | ||
| Q1 24 | 11.9% | 1.2% |
| Q4 25 | 1.64× | — | ||
| Q3 25 | 1.08× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.53× | — | ||
| Q3 24 | 1.16× | — | ||
| Q2 24 | 1.07× | — | ||
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
