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Side-by-side financial comparison of ON Semiconductor (ON) and Western Union CO (WU). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $982.7M, roughly 1.6× Western Union CO). ON Semiconductor runs the higher net margin — 16.4% vs 6.6%, a 9.9% gap on every dollar of revenue. On growth, Western Union CO posted the faster year-over-year revenue change (0.0% vs -10.0%). Over the past eight quarters, Western Union CO's revenue compounded faster (-1.9% 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...
The Western Union Company is an American multinational financial services corporation headquartered in Denver, Colorado.
ON vs WU — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $982.7M |
| Net Profit | $255.0M | $64.7M |
| Gross Margin | 37.9% | — |
| Operating Margin | 17.0% | 12.5% |
| Net Margin | 16.4% | 6.6% |
| Revenue YoY | -10.0% | 0.0% |
| Net Profit YoY | -32.9% | -47.6% |
| EPS (diluted) | $0.63 | $0.41 |
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 | — | $982.7M | ||
| Q4 25 | $1.6B | $972.0M | ||
| Q3 25 | $1.5B | $985.3M | ||
| Q2 25 | $1.4B | $983.6M | ||
| Q1 25 | — | $938.7M | ||
| Q4 24 | $1.7B | $1.0B | ||
| Q3 24 | $1.8B | $993.4M | ||
| Q2 24 | $1.7B | $1.0B |
| Q1 26 | — | $64.7M | ||
| Q4 25 | $255.0M | $114.4M | ||
| Q3 25 | $170.3M | $139.6M | ||
| Q2 25 | $-486.1M | $122.1M | ||
| Q1 25 | — | $123.5M | ||
| Q4 24 | $379.9M | $385.7M | ||
| Q3 24 | $401.7M | $264.8M | ||
| Q2 24 | $338.2M | $141.0M |
| Q1 26 | — | — | ||
| Q4 25 | 37.9% | 33.6% | ||
| Q3 25 | 37.6% | 34.7% | ||
| Q2 25 | 20.3% | 34.6% | ||
| Q1 25 | — | 34.0% | ||
| Q4 24 | 45.2% | 35.0% | ||
| Q3 24 | 45.4% | 34.2% | ||
| Q2 24 | 45.2% | 35.0% |
| Q1 26 | — | 12.5% | ||
| Q4 25 | 17.0% | 19.1% | ||
| Q3 25 | 13.2% | 20.5% | ||
| Q2 25 | -39.7% | 19.6% | ||
| Q1 25 | — | 18.9% | ||
| Q4 24 | 23.7% | 17.5% | ||
| Q3 24 | 25.3% | 16.6% | ||
| Q2 24 | 22.4% | 18.7% |
| Q1 26 | — | 6.6% | ||
| Q4 25 | 16.4% | 11.8% | ||
| Q3 25 | 11.6% | 14.2% | ||
| Q2 25 | -33.6% | 12.4% | ||
| Q1 25 | — | 13.2% | ||
| Q4 24 | 22.1% | 37.9% | ||
| Q3 24 | 22.8% | 26.7% | ||
| Q2 24 | 19.5% | 13.8% |
| Q1 26 | — | $0.41 | ||
| Q4 25 | $0.63 | $0.36 | ||
| Q3 25 | $0.41 | $0.43 | ||
| Q2 25 | $-1.15 | $0.37 | ||
| Q1 25 | — | $0.36 | ||
| Q4 24 | $0.88 | $1.14 | ||
| Q3 24 | $0.93 | $0.78 | ||
| Q2 24 | $0.78 | $0.41 |
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 | $909.2M |
| Total DebtLower is stronger | $3.4B | — |
| Stockholders' EquityBook value | $7.9B | $910.5M |
| Total Assets | $13.0B | $8.1B |
| Debt / EquityLower = less leverage | 0.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $909.2M | ||
| Q4 25 | $2.9B | $1.2B | ||
| Q3 25 | $2.8B | $947.8M | ||
| Q2 25 | $3.0B | $1.0B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $3.0B | $1.5B | ||
| Q3 24 | $2.8B | $1.1B | ||
| Q2 24 | $2.7B | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | $3.4B | $2.9B | ||
| Q3 25 | $3.4B | $2.5B | ||
| Q2 25 | $3.4B | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | $3.4B | $3.0B | ||
| Q3 24 | $3.4B | $2.1B | ||
| Q2 24 | $3.4B | $2.1B |
| Q1 26 | — | $910.5M | ||
| Q4 25 | $7.9B | $957.8M | ||
| Q3 25 | $7.9B | $925.4M | ||
| Q2 25 | $8.0B | $883.6M | ||
| Q1 25 | — | $939.4M | ||
| Q4 24 | $8.8B | $968.9M | ||
| Q3 24 | $8.6B | $652.7M | ||
| Q2 24 | $8.3B | $440.8M |
| Q1 26 | — | $8.1B | ||
| Q4 25 | $13.0B | $8.3B | ||
| Q3 25 | $13.1B | $7.8B | ||
| Q2 25 | $13.3B | $8.0B | ||
| Q1 25 | — | $8.3B | ||
| Q4 24 | $14.1B | $8.4B | ||
| Q3 24 | $13.9B | $7.7B | ||
| Q2 24 | $13.7B | $8.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | 3.01× | ||
| Q3 25 | 0.43× | 2.70× | ||
| Q2 25 | 0.42× | 2.83× | ||
| Q1 25 | — | 2.61× | ||
| Q4 24 | 0.38× | 3.04× | ||
| Q3 24 | 0.39× | 3.29× | ||
| Q2 24 | 0.41× | 4.88× |
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 | $109.0M |
| Free Cash FlowOCF − Capex | $372.4M | — |
| FCF MarginFCF / Revenue | 24.0% | — |
| Capex IntensityCapex / Revenue | 3.0% | 4.8% |
| Cash ConversionOCF / Net Profit | 1.64× | 1.68× |
| TTM Free Cash FlowTrailing 4 quarters | $1.4B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $109.0M | ||
| Q4 25 | $418.7M | $135.4M | ||
| Q3 25 | $184.3M | $260.4M | ||
| Q2 25 | $602.3M | $-300.0K | ||
| Q1 25 | — | $148.2M | ||
| Q4 24 | $579.7M | $134.0M | ||
| Q3 24 | $465.8M | $212.1M | ||
| Q2 24 | $362.2M | $-33.8M |
| Q1 26 | — | — | ||
| Q4 25 | $372.4M | $115.5M | ||
| Q3 25 | $106.1M | $252.7M | ||
| Q2 25 | $454.7M | $-7.8M | ||
| Q1 25 | — | $144.8M | ||
| Q4 24 | $434.8M | $119.7M | ||
| Q3 24 | $293.6M | $205.1M | ||
| Q2 24 | $207.7M | $-38.9M |
| Q1 26 | — | — | ||
| Q4 25 | 24.0% | 11.9% | ||
| Q3 25 | 7.2% | 25.6% | ||
| Q2 25 | 31.5% | -0.8% | ||
| Q1 25 | — | 15.4% | ||
| Q4 24 | 25.2% | 11.8% | ||
| Q3 24 | 16.7% | 20.6% | ||
| Q2 24 | 12.0% | -3.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 3.0% | 2.0% | ||
| Q3 25 | 5.3% | 0.8% | ||
| Q2 25 | 10.2% | 0.8% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | 8.4% | 1.4% | ||
| Q3 24 | 9.8% | 0.7% | ||
| Q2 24 | 8.9% | 0.5% |
| Q1 26 | — | 1.68× | ||
| Q4 25 | 1.64× | 1.18× | ||
| Q3 25 | 1.08× | 1.87× | ||
| Q2 25 | — | -0.00× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | 1.53× | 0.35× | ||
| Q3 24 | 1.16× | 0.80× | ||
| Q2 24 | 1.07× | -0.24× |
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% |
WU
Segment breakdown not available.
