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Side-by-side financial comparison of ON Semiconductor (ON) and Vontier Corp (VNT). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.5B vs $808.5M, roughly 1.9× Vontier Corp). Vontier Corp runs the higher net margin — 15.3% vs 12.0%, a 3.3% gap on every dollar of revenue. On growth, ON Semiconductor posted the faster year-over-year revenue change (4.7% vs 4.1%). ON Semiconductor produced more free cash flow last quarter ($217.2M vs $174.8M). Over the past eight quarters, Vontier Corp's revenue compounded faster (3.4% 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...
Vontier Corporation is an industrial manufacturing company headquartered in Raleigh, North Carolina. It owns the brands Gilbarco Veeder-Root, Matco Tools and Teletrac Navman, including subsidiaries Hennessy Industries, Gasboy, and Global Traffic Technologies (GTT).
ON vs VNT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $808.5M |
| Net Profit | $181.8M | $123.5M |
| Gross Margin | 38.5% | — |
| Operating Margin | 57.9% | 18.9% |
| Net Margin | 12.0% | 15.3% |
| Revenue YoY | 4.7% | 4.1% |
| Net Profit YoY | — | 0.0% |
| EPS (diluted) | $0.45 | $0.85 |
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 | — | ||
| Q4 25 | $1.6B | $808.5M | ||
| Q3 25 | $1.5B | $752.5M | ||
| Q2 25 | $1.4B | $773.5M | ||
| Q1 25 | — | $741.1M | ||
| Q4 24 | $1.7B | $776.8M | ||
| Q3 24 | $1.8B | $750.0M | ||
| Q2 24 | $1.7B | $696.4M |
| Q1 26 | $181.8M | — | ||
| Q4 25 | $255.0M | $123.5M | ||
| Q3 25 | $170.3M | $102.8M | ||
| Q2 25 | $-486.1M | $91.9M | ||
| Q1 25 | — | $87.9M | ||
| Q4 24 | $379.9M | $123.5M | ||
| Q3 24 | $401.7M | $91.8M | ||
| Q2 24 | $338.2M | $70.1M |
| Q1 26 | 38.5% | — | ||
| Q4 25 | 37.9% | — | ||
| Q3 25 | 37.6% | 47.3% | ||
| Q2 25 | 20.3% | 47.9% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | 45.2% | — | ||
| Q3 24 | 45.4% | 47.2% | ||
| Q2 24 | 45.2% | 48.2% |
| Q1 26 | 57.9% | — | ||
| Q4 25 | 17.0% | 18.9% | ||
| Q3 25 | 13.2% | 18.9% | ||
| Q2 25 | -39.7% | 17.6% | ||
| Q1 25 | — | 17.6% | ||
| Q4 24 | 23.7% | 19.2% | ||
| Q3 24 | 25.3% | 17.5% | ||
| Q2 24 | 22.4% | 16.4% |
| Q1 26 | 12.0% | — | ||
| Q4 25 | 16.4% | 15.3% | ||
| Q3 25 | 11.6% | 13.7% | ||
| Q2 25 | -33.6% | 11.9% | ||
| Q1 25 | — | 11.9% | ||
| Q4 24 | 22.1% | 15.9% | ||
| Q3 24 | 22.8% | 12.2% | ||
| Q2 24 | 19.5% | 10.1% |
| Q1 26 | $0.45 | — | ||
| Q4 25 | $0.63 | $0.85 | ||
| Q3 25 | $0.41 | $0.70 | ||
| Q2 25 | $-1.15 | $0.62 | ||
| Q1 25 | — | $0.59 | ||
| Q4 24 | $0.88 | $0.82 | ||
| Q3 24 | $0.93 | $0.60 | ||
| Q2 24 | $0.78 | $0.45 |
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 | $492.2M |
| Total DebtLower is stronger | $3.0B | — |
| Stockholders' EquityBook value | $7.3B | $1.2B |
| Total Assets | $12.0B | $4.4B |
| Debt / EquityLower = less leverage | 0.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.9B | $492.2M | ||
| Q3 25 | $2.8B | $433.8M | ||
| Q2 25 | $3.0B | $364.2M | ||
| Q1 25 | — | $333.6M | ||
| Q4 24 | $3.0B | $356.4M | ||
| Q3 24 | $2.8B | $330.9M | ||
| Q2 24 | $2.7B | $331.3M |
| 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 | — | ||
| Q4 25 | $7.9B | $1.2B | ||
| Q3 25 | $7.9B | $1.2B | ||
| Q2 25 | $8.0B | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $8.8B | $1.1B | ||
| Q3 24 | $8.6B | $1.0B | ||
| Q2 24 | $8.3B | $1.0B |
| Q1 26 | $12.0B | — | ||
| Q4 25 | $13.0B | $4.4B | ||
| Q3 25 | $13.1B | $4.4B | ||
| Q2 25 | $13.3B | $4.4B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | $14.1B | $4.3B | ||
| Q3 24 | $13.9B | $4.3B | ||
| Q2 24 | $13.7B | $4.2B |
| 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 | $190.1M |
| Free Cash FlowOCF − Capex | $217.2M | $174.8M |
| FCF MarginFCF / Revenue | 14.4% | 21.6% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | 1.32× | 1.54× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $441.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $239.1M | — | ||
| Q4 25 | $418.7M | $190.1M | ||
| Q3 25 | $184.3M | $110.5M | ||
| Q2 25 | $602.3M | $100.0M | ||
| Q1 25 | — | $110.4M | ||
| Q4 24 | $579.7M | $168.1M | ||
| Q3 24 | $465.8M | $121.8M | ||
| Q2 24 | $362.2M | $46.1M |
| Q1 26 | $217.2M | — | ||
| Q4 25 | $372.4M | $174.8M | ||
| Q3 25 | $106.1M | $90.3M | ||
| Q2 25 | $454.7M | $83.3M | ||
| Q1 25 | — | $92.7M | ||
| Q4 24 | $434.8M | $148.0M | ||
| Q3 24 | $293.6M | $103.2M | ||
| Q2 24 | $207.7M | $22.3M |
| Q1 26 | 14.4% | — | ||
| Q4 25 | 24.0% | 21.6% | ||
| Q3 25 | 7.2% | 12.0% | ||
| Q2 25 | 31.5% | 10.8% | ||
| Q1 25 | — | 12.5% | ||
| Q4 24 | 25.2% | 19.1% | ||
| Q3 24 | 16.7% | 13.8% | ||
| Q2 24 | 12.0% | 3.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 1.9% | ||
| Q3 25 | 5.3% | 2.7% | ||
| Q2 25 | 10.2% | 2.2% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | 8.4% | 2.6% | ||
| Q3 24 | 9.8% | 2.5% | ||
| Q2 24 | 8.9% | 3.4% |
| Q1 26 | 1.32× | — | ||
| Q4 25 | 1.64× | 1.54× | ||
| Q3 25 | 1.08× | 1.07× | ||
| Q2 25 | — | 1.09× | ||
| Q1 25 | — | 1.26× | ||
| Q4 24 | 1.53× | 1.36× | ||
| Q3 24 | 1.16× | 1.33× | ||
| Q2 24 | 1.07× | 0.66× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ON
Segment breakdown not available.
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
