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Side-by-side financial comparison of ON Semiconductor (ON) and SOMNIGROUP INTERNATIONAL INC. (SGI). Click either name above to swap in a different company.
SOMNIGROUP INTERNATIONAL 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 7.5%, a 8.9% gap on every dollar of revenue. On growth, SOMNIGROUP INTERNATIONAL INC. posted the faster year-over-year revenue change (54.7% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $41.1M). Over the past eight quarters, SOMNIGROUP INTERNATIONAL INC.'s revenue compounded faster (25.3% 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...
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
ON vs SGI — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.9B |
| Net Profit | $255.0M | $140.8M |
| Gross Margin | 37.9% | 44.0% |
| Operating Margin | 17.0% | 13.2% |
| Net Margin | 16.4% | 7.5% |
| Revenue YoY | -10.0% | 54.7% |
| Net Profit YoY | -32.9% | 95.8% |
| EPS (diluted) | $0.63 | $0.71 |
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 | $2.1B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $1.8B | $1.3B | ||
| Q2 24 | $1.7B | $1.2B | ||
| Q1 24 | $1.9B | $1.2B |
| Q4 25 | $255.0M | $140.8M | ||
| Q3 25 | $170.3M | $177.4M | ||
| Q2 25 | $-486.1M | $99.0M | ||
| Q1 25 | — | $-33.1M | ||
| Q4 24 | $379.9M | $71.9M | ||
| Q3 24 | $401.7M | $130.0M | ||
| Q2 24 | $338.2M | $106.1M | ||
| Q1 24 | $453.0M | $76.3M |
| Q4 25 | 37.9% | 44.0% | ||
| Q3 25 | 37.6% | 44.9% | ||
| Q2 25 | 20.3% | 44.0% | ||
| Q1 25 | — | 36.2% | ||
| Q4 24 | 45.2% | 43.3% | ||
| Q3 24 | 45.4% | 45.4% | ||
| Q2 24 | 45.2% | 44.9% | ||
| Q1 24 | 45.8% | 43.1% |
| Q4 25 | 17.0% | 13.2% | ||
| Q3 25 | 13.2% | 14.8% | ||
| Q2 25 | -39.7% | 9.6% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | 23.7% | 10.6% | ||
| Q3 24 | 25.3% | 15.5% | ||
| Q2 24 | 22.4% | 14.0% | ||
| Q1 24 | 28.2% | 11.1% |
| Q4 25 | 16.4% | 7.5% | ||
| Q3 25 | 11.6% | 8.4% | ||
| Q2 25 | -33.6% | 5.3% | ||
| Q1 25 | — | -2.1% | ||
| Q4 24 | 22.1% | 6.0% | ||
| Q3 24 | 22.8% | 10.0% | ||
| Q2 24 | 19.5% | 8.6% | ||
| Q1 24 | 24.3% | 6.4% |
| Q4 25 | $0.63 | $0.71 | ||
| Q3 25 | $0.41 | $0.83 | ||
| Q2 25 | $-1.15 | $0.47 | ||
| Q1 25 | — | $-0.17 | ||
| Q4 24 | $0.88 | $0.40 | ||
| Q3 24 | $0.93 | $0.73 | ||
| Q2 24 | $0.78 | $0.60 | ||
| Q1 24 | $1.04 | $0.43 |
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 | — |
| Total DebtLower is stronger | $3.4B | $4.6B |
| Stockholders' EquityBook value | $7.9B | $3.1B |
| Total Assets | $13.0B | $11.6B |
| Debt / EquityLower = less leverage | 0.43× | 1.47× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.6B | — |
| Q4 25 | $3.4B | $4.6B | ||
| Q3 25 | $3.4B | $4.5B | ||
| Q2 25 | $3.4B | $4.8B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | $3.4B | $3.7B | ||
| Q3 24 | $3.4B | $2.2B | ||
| Q2 24 | $3.4B | $2.4B | ||
| Q1 24 | $3.4B | $2.5B |
| Q4 25 | $7.9B | $3.1B | ||
| Q3 25 | $7.9B | $3.0B | ||
| Q2 25 | $8.0B | $2.8B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $8.8B | $559.0M | ||
| Q3 24 | $8.6B | $564.5M | ||
| Q2 24 | $8.3B | $411.8M | ||
| Q1 24 | $8.1B | $326.6M |
| Q4 25 | $13.0B | $11.6B | ||
| Q3 25 | $13.1B | $11.4B | ||
| Q2 25 | $13.3B | $11.4B | ||
| Q1 25 | — | $11.3B | ||
| Q4 24 | $14.1B | $6.0B | ||
| Q3 24 | $13.9B | $4.6B | ||
| Q2 24 | $13.7B | $4.6B | ||
| Q1 24 | $13.5B | $4.6B |
| Q4 25 | 0.43× | 1.47× | ||
| Q3 25 | 0.43× | 1.51× | ||
| Q2 25 | 0.42× | 1.69× | ||
| Q1 25 | — | 1.79× | ||
| Q4 24 | 0.38× | 6.69× | ||
| Q3 24 | 0.39× | 3.95× | ||
| Q2 24 | 0.41× | 5.92× | ||
| Q1 24 | 0.42× | 7.74× |
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 | $99.4M |
| Free Cash FlowOCF − Capex | $372.4M | $41.1M |
| FCF MarginFCF / Revenue | 24.0% | 2.2% |
| Capex IntensityCapex / Revenue | 3.0% | 3.1% |
| Cash ConversionOCF / Net Profit | 1.64× | 0.71× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $633.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $99.4M | ||
| Q3 25 | $184.3M | $408.2M | ||
| Q2 25 | $602.3M | $186.1M | ||
| Q1 25 | — | $106.4M | ||
| Q4 24 | $579.7M | $129.1M | ||
| Q3 24 | $465.8M | $256.6M | ||
| Q2 24 | $362.2M | $150.6M | ||
| Q1 24 | $498.7M | $130.2M |
| Q4 25 | $372.4M | $41.1M | ||
| Q3 25 | $106.1M | $360.3M | ||
| Q2 25 | $454.7M | $149.4M | ||
| Q1 25 | — | $82.4M | ||
| Q4 24 | $434.8M | $108.2M | ||
| Q3 24 | $293.6M | $240.2M | ||
| Q2 24 | $207.7M | $122.1M | ||
| Q1 24 | $276.3M | $98.7M |
| Q4 25 | 24.0% | 2.2% | ||
| Q3 25 | 7.2% | 17.0% | ||
| Q2 25 | 31.5% | 7.9% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | 25.2% | 9.0% | ||
| Q3 24 | 16.7% | 18.5% | ||
| Q2 24 | 12.0% | 9.9% | ||
| Q1 24 | 14.8% | 8.3% |
| Q4 25 | 3.0% | 3.1% | ||
| Q3 25 | 5.3% | 2.3% | ||
| Q2 25 | 10.2% | 2.0% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | 8.4% | 1.7% | ||
| Q3 24 | 9.8% | 1.3% | ||
| Q2 24 | 8.9% | 2.3% | ||
| Q1 24 | 11.9% | 2.6% |
| Q4 25 | 1.64× | 0.71× | ||
| Q3 25 | 1.08× | 2.30× | ||
| Q2 25 | — | 1.88× | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.53× | 1.80× | ||
| Q3 24 | 1.16× | 1.97× | ||
| Q2 24 | 1.07× | 1.42× | ||
| Q1 24 | 1.10× | 1.71× |
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% |
SGI
| Mattress Firm Segment | $892.1M | 48% |
| Tempur Sealy North America Segment | $620.5M | 33% |
| Tempur Sealy International Segment | $355.8M | 19% |
