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Side-by-side financial comparison of ON Semiconductor (ON) and Williams-Sonoma, Inc. (WSM). Click either name above to swap in a different company.
Williams-Sonoma, 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 12.8%, a 3.6% gap on every dollar of revenue. On growth, Williams-Sonoma, Inc. posted the faster year-over-year revenue change (4.6% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $248.1M). Over the past eight quarters, Williams-Sonoma, Inc.'s revenue compounded faster (-9.1% 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...
Williams Sonoma is an American retailer of cookware, appliances, and home furnishings. It is owned by Williams-Sonoma, Inc., and was founded by Charles E. (Chuck) Williams in 1956.
ON vs WSM — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $1.9B |
| Net Profit | $255.0M | $241.6M |
| Gross Margin | 37.9% | 46.1% |
| Operating Margin | 17.0% | 17.0% |
| Net Margin | 16.4% | 12.8% |
| Revenue YoY | -10.0% | 4.6% |
| Net Profit YoY | -32.9% | -3.0% |
| EPS (diluted) | $0.63 | $1.96 |
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 | $1.8B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | $1.7B | $1.8B | ||
| Q3 24 | $1.8B | $1.8B | ||
| Q2 24 | $1.7B | $1.7B | ||
| Q1 24 | $1.9B | $2.3B |
| Q4 25 | $255.0M | $241.6M | ||
| Q3 25 | $170.3M | $247.6M | ||
| Q2 25 | $-486.1M | $231.3M | ||
| Q1 25 | — | $384.9M | ||
| Q4 24 | $379.9M | $249.0M | ||
| Q3 24 | $401.7M | $225.7M | ||
| Q2 24 | $338.2M | $265.7M | ||
| Q1 24 | $453.0M | $354.4M |
| Q4 25 | 37.9% | 46.1% | ||
| Q3 25 | 37.6% | 47.1% | ||
| Q2 25 | 20.3% | 44.3% | ||
| Q1 25 | — | 45.2% | ||
| Q4 24 | 45.2% | 46.7% | ||
| Q3 24 | 45.4% | 46.2% | ||
| Q2 24 | 45.2% | 48.3% | ||
| Q1 24 | 45.8% | 46.0% |
| Q4 25 | 17.0% | 17.0% | ||
| Q3 25 | 13.2% | 17.9% | ||
| Q2 25 | -39.7% | 16.8% | ||
| Q1 25 | — | 20.1% | ||
| Q4 24 | 23.7% | 17.8% | ||
| Q3 24 | 25.3% | 16.2% | ||
| Q2 24 | 22.4% | 19.5% | ||
| Q1 24 | 28.2% | 20.1% |
| Q4 25 | 16.4% | 12.8% | ||
| Q3 25 | 11.6% | 13.5% | ||
| Q2 25 | -33.6% | 13.4% | ||
| Q1 25 | — | 15.6% | ||
| Q4 24 | 22.1% | 13.8% | ||
| Q3 24 | 22.8% | 12.6% | ||
| Q2 24 | 19.5% | 16.0% | ||
| Q1 24 | 24.3% | 15.6% |
| Q4 25 | $0.63 | $1.96 | ||
| Q3 25 | $0.41 | $2.00 | ||
| Q2 25 | $-1.15 | $1.85 | ||
| Q1 25 | — | $1.02 | ||
| Q4 24 | $0.88 | $1.96 | ||
| Q3 24 | $0.93 | $1.74 | ||
| Q2 24 | $0.78 | $4.07 | ||
| Q1 24 | $1.04 | $5.42 |
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 | $884.7M |
| Total DebtLower is stronger | $3.4B | — |
| Stockholders' EquityBook value | $7.9B | $2.1B |
| Total Assets | $13.0B | $5.3B |
| Debt / EquityLower = less leverage | 0.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.9B | $884.7M | ||
| Q3 25 | $2.8B | $985.8M | ||
| Q2 25 | $3.0B | $1.0B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $3.0B | $826.8M | ||
| Q3 24 | $2.8B | $1.3B | ||
| Q2 24 | $2.7B | $1.3B | ||
| Q1 24 | $2.6B | $1.3B |
| 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 24 | $3.4B | — |
| Q4 25 | $7.9B | $2.1B | ||
| Q3 25 | $7.9B | $2.1B | ||
| Q2 25 | $8.0B | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $8.8B | $1.9B | ||
| Q3 24 | $8.6B | $2.3B | ||
| Q2 24 | $8.3B | $2.2B | ||
| Q1 24 | $8.1B | $2.1B |
| Q4 25 | $13.0B | $5.3B | ||
| Q3 25 | $13.1B | $5.2B | ||
| Q2 25 | $13.3B | $5.2B | ||
| Q1 25 | — | $5.3B | ||
| Q4 24 | $14.1B | $5.0B | ||
| Q3 24 | $13.9B | $5.2B | ||
| Q2 24 | $13.7B | $5.2B | ||
| Q1 24 | $13.5B | $5.3B |
| 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× | — | ||
| 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 | $316.3M |
| Free Cash FlowOCF − Capex | $372.4M | $248.1M |
| FCF MarginFCF / Revenue | 24.0% | 13.2% |
| Capex IntensityCapex / Revenue | 3.0% | 3.6% |
| Cash ConversionOCF / Net Profit | 1.64× | 1.31× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $418.7M | $316.3M | ||
| Q3 25 | $184.3M | $282.7M | ||
| Q2 25 | $602.3M | $118.9M | ||
| Q1 25 | — | $633.5M | ||
| Q4 24 | $579.7M | $253.5M | ||
| Q3 24 | $465.8M | $246.5M | ||
| Q2 24 | $362.2M | $226.8M | ||
| Q1 24 | $498.7M | $674.9M |
| Q4 25 | $372.4M | $248.1M | ||
| Q3 25 | $106.1M | $230.7M | ||
| Q2 25 | $454.7M | $60.7M | ||
| Q1 25 | — | $566.3M | ||
| Q4 24 | $434.8M | $170.1M | ||
| Q3 24 | $293.6M | $215.1M | ||
| Q2 24 | $207.7M | $187.3M | ||
| Q1 24 | $276.3M | $621.2M |
| Q4 25 | 24.0% | 13.2% | ||
| Q3 25 | 7.2% | 12.6% | ||
| Q2 25 | 31.5% | 3.5% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | 25.2% | 9.4% | ||
| Q3 24 | 16.7% | 12.0% | ||
| Q2 24 | 12.0% | 11.3% | ||
| Q1 24 | 14.8% | 27.3% |
| Q4 25 | 3.0% | 3.6% | ||
| Q3 25 | 5.3% | 2.8% | ||
| Q2 25 | 10.2% | 3.4% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | 8.4% | 4.6% | ||
| Q3 24 | 9.8% | 1.8% | ||
| Q2 24 | 8.9% | 2.4% | ||
| Q1 24 | 11.9% | 2.4% |
| Q4 25 | 1.64× | 1.31× | ||
| Q3 25 | 1.08× | 1.14× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 1.65× | ||
| Q4 24 | 1.53× | 1.02× | ||
| Q3 24 | 1.16× | 1.09× | ||
| Q2 24 | 1.07× | 0.85× | ||
| Q1 24 | 1.10× | 1.90× |
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% |
WSM
Segment breakdown not available.
