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Side-by-side financial comparison of ON Semiconductor (ON) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.5B vs $688.9M, roughly 2.2× Trade Desk (The)). ON Semiconductor runs the higher net margin — 12.0% vs 5.8%, a 6.2% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (11.9% vs 4.7%). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (8.6% CAGR vs -9.9%).
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...
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
ON vs TTD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $688.9M |
| Net Profit | $181.8M | $40.0M |
| Gross Margin | 38.5% | — |
| Operating Margin | 57.9% | 9.7% |
| Net Margin | 12.0% | 5.8% |
| Revenue YoY | 4.7% | 11.9% |
| Net Profit YoY | — | -21.6% |
| EPS (diluted) | $0.45 | $0.08 |
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 | $1.5B | $688.9M | ||
| Q4 25 | $1.6B | $846.8M | ||
| Q3 25 | $1.5B | $739.4M | ||
| Q2 25 | $1.4B | $694.0M | ||
| Q1 25 | — | $616.0M | ||
| Q4 24 | $1.7B | $741.0M | ||
| Q3 24 | $1.8B | $628.0M | ||
| Q2 24 | $1.7B | $584.5M |
| Q1 26 | $181.8M | $40.0M | ||
| Q4 25 | $255.0M | $186.9M | ||
| Q3 25 | $170.3M | $115.5M | ||
| Q2 25 | $-486.1M | $90.1M | ||
| Q1 25 | — | $50.7M | ||
| Q4 24 | $379.9M | $182.2M | ||
| Q3 24 | $401.7M | $94.2M | ||
| Q2 24 | $338.2M | $85.0M |
| Q1 26 | 38.5% | — | ||
| Q4 25 | 37.9% | 80.7% | ||
| Q3 25 | 37.6% | 78.1% | ||
| Q2 25 | 20.3% | 78.2% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | 45.2% | 81.7% | ||
| Q3 24 | 45.4% | 80.5% | ||
| Q2 24 | 45.2% | 81.1% |
| Q1 26 | 57.9% | 9.7% | ||
| Q4 25 | 17.0% | 30.3% | ||
| Q3 25 | 13.2% | 21.8% | ||
| Q2 25 | -39.7% | 16.8% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | 23.7% | 26.4% | ||
| Q3 24 | 25.3% | 17.3% | ||
| Q2 24 | 22.4% | 16.2% |
| Q1 26 | 12.0% | 5.8% | ||
| Q4 25 | 16.4% | 22.1% | ||
| Q3 25 | 11.6% | 15.6% | ||
| Q2 25 | -33.6% | 13.0% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | 22.1% | 24.6% | ||
| Q3 24 | 22.8% | 15.0% | ||
| Q2 24 | 19.5% | 14.5% |
| Q1 26 | $0.45 | $0.08 | ||
| Q4 25 | $0.63 | $0.39 | ||
| Q3 25 | $0.41 | $0.23 | ||
| Q2 25 | $-1.15 | $0.18 | ||
| Q1 25 | — | $0.10 | ||
| Q4 24 | $0.88 | $0.36 | ||
| Q3 24 | $0.93 | $0.19 | ||
| Q2 24 | $0.78 | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.4B | $878.4M |
| Total DebtLower is stronger | $3.0B | — |
| Stockholders' EquityBook value | $7.3B | $2.5B |
| Total Assets | $12.0B | $5.7B |
| Debt / EquityLower = less leverage | 0.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $2.4B | $878.4M | ||
| Q4 25 | $2.9B | $1.3B | ||
| Q3 25 | $2.8B | $1.4B | ||
| Q2 25 | $3.0B | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $3.0B | $1.9B | ||
| Q3 24 | $2.8B | $1.7B | ||
| Q2 24 | $2.7B | $1.5B |
| Q1 26 | $3.0B | — | ||
| 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 26 | $7.3B | $2.5B | ||
| Q4 25 | $7.9B | $2.5B | ||
| Q3 25 | $7.9B | $2.6B | ||
| Q2 25 | $8.0B | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $8.8B | $2.9B | ||
| Q3 24 | $8.6B | $2.6B | ||
| Q2 24 | $8.3B | $2.4B |
| Q1 26 | $12.0B | $5.7B | ||
| Q4 25 | $13.0B | $6.2B | ||
| Q3 25 | $13.1B | $5.9B | ||
| Q2 25 | $13.3B | $6.0B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | $14.1B | $6.1B | ||
| Q3 24 | $13.9B | $5.5B | ||
| Q2 24 | $13.7B | $5.2B |
| Q1 26 | 0.41× | — | ||
| 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× | — |
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 | $239.1M | $391.8M |
| Free Cash FlowOCF − Capex | $217.2M | — |
| FCF MarginFCF / Revenue | 14.4% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 1.32× | 9.80× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $239.1M | $391.8M | ||
| Q4 25 | $418.7M | $311.6M | ||
| Q3 25 | $184.3M | $224.7M | ||
| Q2 25 | $602.3M | $165.0M | ||
| Q1 25 | — | $291.4M | ||
| Q4 24 | $579.7M | $199.4M | ||
| Q3 24 | $465.8M | $273.3M | ||
| Q2 24 | $362.2M | $81.3M |
| Q1 26 | $217.2M | — | ||
| Q4 25 | $372.4M | $285.3M | ||
| Q3 25 | $106.1M | $158.3M | ||
| Q2 25 | $454.7M | $119.8M | ||
| Q1 25 | — | $232.3M | ||
| Q4 24 | $434.8M | $179.2M | ||
| Q3 24 | $293.6M | $224.6M | ||
| Q2 24 | $207.7M | $59.1M |
| Q1 26 | 14.4% | — | ||
| Q4 25 | 24.0% | 33.7% | ||
| Q3 25 | 7.2% | 21.4% | ||
| Q2 25 | 31.5% | 17.3% | ||
| Q1 25 | — | 37.7% | ||
| Q4 24 | 25.2% | 24.2% | ||
| Q3 24 | 16.7% | 35.8% | ||
| Q2 24 | 12.0% | 10.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 3.1% | ||
| Q3 25 | 5.3% | 9.0% | ||
| Q2 25 | 10.2% | 6.5% | ||
| Q1 25 | — | 9.6% | ||
| Q4 24 | 8.4% | 2.7% | ||
| Q3 24 | 9.8% | 7.8% | ||
| Q2 24 | 8.9% | 3.8% |
| Q1 26 | 1.32× | 9.80× | ||
| Q4 25 | 1.64× | 1.67× | ||
| Q3 25 | 1.08× | 1.94× | ||
| Q2 25 | — | 1.83× | ||
| Q1 25 | — | 5.75× | ||
| Q4 24 | 1.53× | 1.09× | ||
| Q3 24 | 1.16× | 2.90× | ||
| Q2 24 | 1.07× | 0.96× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
