How do ON Semiconductor and Yum! Brands compare by revenue?

ON Semiconductor reported revenue of $1.6B in Q3 FY2025, while Yum! Brands reported $2.5B in Q4 FY2025. Yum! Brands is 1.6× larger by last-quarter revenue.

Which is growing revenue faster, ON Semiconductor or Yum! Brands?

ON Semiconductor's latest revenue grew -10.0% year-over-year, versus 6.5% for Yum! Brands. Yum! Brands is growing faster on a YoY basis.

Which has a higher gross margin, ON Semiconductor or Yum! Brands?

ON Semiconductor's gross margin is 37.9% vs Yum! Brands's 67.6%. Yum! Brands converts more of each revenue dollar into gross profit.

Which has a higher net margin, ON Semiconductor or Yum! Brands?

ON Semiconductor's net margin is 16.4% vs Yum! Brands's 21.3%. Yum! Brands has the higher bottom-line margin.

Which generates more free cash flow, ON Semiconductor or Yum! Brands?

ON Semiconductor generated $372.4M of free cash flow last quarter, versus $482.0M for Yum! Brands. Free cash flow is operating cash flow minus capital expenditure — what's actually left for dividends, buybacks and debt repayment.

What is the 2-year revenue CAGR for ON Semiconductor vs Yum! Brands?

Over the trailing 8 quarters, ON Semiconductor compounded revenue at roughly -12.3% per year, versus 25.5% for Yum! Brands. Yum! Brands has the faster medium-term growth trajectory.

Where does this ON vs YUM data come from?

All figures are parsed directly from SEC EDGAR 10-Q / 10-K / 20-F / 6-K filings (for US-listed issuers) or EDINET filings (for Japanese issuers), then normalised into a common schema. Numbers update automatically as new filings are released.

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Side-by-side financial comparison of ON Semiconductor (ON) and Yum! Brands (YUM). Click either name above to swap in a different company.

Yum! Brands is the larger business by last-quarter revenue ($2.5B vs $1.6B, roughly 1.6× ON Semiconductor). Yum! Brands runs the higher net margin — 21.3% vs 16.4%, a 4.8% gap on every dollar of revenue. On growth, Yum! Brands posted the faster year-over-year revenue change (6.5% vs -10.0%). Yum! Brands produced more free cash flow last quarter ($482.0M vs $372.4M). Over the past eight quarters, Yum! Brands's revenue compounded faster (25.5% CAGR vs -12.3%).

ON SemiconductorONEarnings & Financial Report

Nasdaq · Information Technology · Semiconductors & Related Devices

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...

Yum! BrandsYUMEarnings & Financial Report

NYSE · Consumer Discretionary · Restaurants

Yum! Brands, Inc. is an American multinational fast food corporation. It was formed in 1977 as a subsidiary of PepsiCo, after the company acquired KFC, Pizza Hut, and Taco Bell. PepsiCo divested the brands in 1997, and these consolidated as Yum!. The company operates KFC, Pizza Hut, Taco Bell, Habit Burger & Grill, and several technology companies.

ON vs YUM — Head-to-Head

Bigger by revenue

YUM

1.6× larger

$2.5B

$1.6B

Growing faster (revenue YoY)

YUM

+16.4% gap

6.5%

-10.0%

Higher net margin

YUM

4.8% more per $

21.3%

16.4%

More free cash flow

YUM

$109.6M more FCF

$482.0M

$372.4M

Faster 2-yr revenue CAGR

YUM

Annualised

25.5%

-12.3%

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric	ON	YUM
Revenue	$1.6B	$2.5B
Net Profit	$255.0M	$535.0M
Gross Margin	37.9%	67.6%
Operating Margin	17.0%	29.3%
Net Margin	16.4%	21.3%
Revenue YoY	-10.0%	6.5%
Net Profit YoY	-32.9%	26.5%
EPS (diluted)	$0.63	$1.91

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.

Revenue

YUM

Q4 25	$1.6B	$2.5B
Q3 25	$1.5B	$2.0B
Q2 25	$1.4B	$1.9B
Q1 25	—	$1.8B
Q4 24	$1.7B	$2.4B
Q3 24	$1.8B	$1.8B
Q2 24	$1.7B	$1.8B
Q1 24	$1.9B	$1.6B

Net Profit

YUM

Q4 25	$255.0M	$535.0M
Q3 25	$170.3M	$397.0M
Q2 25	$-486.1M	$374.0M
Q1 25	—	$253.0M
Q4 24	$379.9M	$423.0M
Q3 24	$401.7M	$382.0M
Q2 24	$338.2M	$367.0M
Q1 24	$453.0M	$314.0M

Gross Margin

YUM

Q4 25	37.9%	67.6%
Q3 25	37.6%	70.3%
Q2 25	20.3%	71.0%
Q1 25	—	70.9%
Q4 24	45.2%	69.2%
Q3 24	45.4%	71.4%
Q2 24	45.2%	73.3%
Q1 24	45.8%	75.0%

Operating Margin

YUM

Q4 25	17.0%	29.3%
Q3 25	13.2%	33.7%
Q2 25	-39.7%	32.2%
Q1 25	—	30.7%
Q4 24	23.7%	27.8%
Q3 24	25.3%	33.9%
Q2 24	22.4%	34.4%
Q1 24	28.2%	32.5%

Net Margin

YUM

Q4 25	16.4%	21.3%
Q3 25	11.6%	20.1%
Q2 25	-33.6%	19.3%
Q1 25	—	14.2%
Q4 24	22.1%	17.9%
Q3 24	22.8%	20.9%
Q2 24	19.5%	20.8%
Q1 24	24.3%	19.6%

EPS (diluted)

YUM

Q4 25	$0.63	$1.91
Q3 25	$0.41	$1.41
Q2 25	$-1.15	$1.33
Q1 25	—	$0.90
Q4 24	$0.88	$1.49
Q3 24	$0.93	$1.35
Q2 24	$0.78	$1.28
Q1 24	$1.04	$1.10

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric	ON	YUM
Cash + ST InvestmentsLiquidity on hand	$2.9B	$709.0M
Total DebtLower is stronger	$3.4B	$11.9B
Stockholders' EquityBook value	$7.9B	$-7.3B
Total Assets	$13.0B	$8.2B
Debt / EquityLower = less leverage	0.43×	—

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments

YUM

Q4 25	$2.9B	$709.0M
Q3 25	$2.8B	$1.0B
Q2 25	$3.0B	$677.0M
Q1 25	—	$607.0M
Q4 24	$3.0B	$707.0M
Q3 24	$2.8B	$548.0M
Q2 24	$2.7B	$520.0M
Q1 24	$2.6B	$652.0M

Total Debt

YUM

Q4 25	$3.4B	$11.9B
Q3 25	$3.4B	$11.5B
Q2 25	$3.4B	$10.4B
Q1 25	—	$11.3B
Q4 24	$3.4B	$11.3B
Q3 24	$3.4B	$11.2B
Q2 24	$3.4B	$11.1B
Q1 24	$3.4B	$11.1B

Stockholders' Equity

YUM

Q4 25	$7.9B	$-7.3B
Q3 25	$7.9B	$-7.5B
Q2 25	$8.0B	$-7.7B
Q1 25	—	$-7.8B
Q4 24	$8.8B	$-7.6B
Q3 24	$8.6B	$-7.7B
Q2 24	$8.3B	$-7.6B
Q1 24	$8.1B	$-7.8B

Total Assets

YUM

Q4 25	$13.0B	$8.2B
Q3 25	$13.1B	$7.2B
Q2 25	$13.3B	$6.9B
Q1 25	—	$6.7B
Q4 24	$14.1B	$6.7B
Q3 24	$13.9B	$6.5B
Q2 24	$13.7B	$6.4B
Q1 24	$13.5B	$6.2B

Debt / Equity

YUM

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	ON	YUM
Operating Cash FlowLast quarter	$418.7M	$617.0M
Free Cash FlowOCF − Capex	$372.4M	$482.0M
FCF MarginFCF / Revenue	24.0%	19.2%
Capex IntensityCapex / Revenue	3.0%	5.4%
Cash ConversionOCF / Net Profit	1.64×	1.15×
TTM Free Cash FlowTrailing 4 quarters	$1.4B	$1.6B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow

YUM

Q4 25	$418.7M	$617.0M
Q3 25	$184.3M	$543.0M
Q2 25	$602.3M	$446.0M
Q1 25	—	$404.0M
Q4 24	$579.7M	$513.0M
Q3 24	$465.8M	$471.0M
Q2 24	$362.2M	$342.0M
Q1 24	$498.7M	$363.0M

Free Cash Flow

YUM

Q4 25	$372.4M	$482.0M
Q3 25	$106.1M	$449.0M
Q2 25	$454.7M	$375.0M
Q1 25	—	$333.0M
Q4 24	$434.8M	$407.0M
Q3 24	$293.6M	$419.0M
Q2 24	$207.7M	$292.0M
Q1 24	$276.3M	$314.0M

FCF Margin

YUM

Q4 25	24.0%	19.2%
Q3 25	7.2%	22.7%
Q2 25	31.5%	19.4%
Q1 25	—	18.6%
Q4 24	25.2%	17.2%
Q3 24	16.7%	22.9%
Q2 24	12.0%	16.6%
Q1 24	14.8%	19.6%

Capex Intensity

YUM

Q4 25	3.0%	5.4%
Q3 25	5.3%	4.7%
Q2 25	10.2%	3.7%
Q1 25	—	4.0%
Q4 24	8.4%	4.5%
Q3 24	9.8%	2.8%
Q2 24	8.9%	2.8%
Q1 24	11.9%	3.1%

Cash Conversion

YUM

Q4 25	1.64×	1.15×
Q3 25	1.08×	1.37×
Q2 25	—	1.19×
Q1 25	—	1.60×
Q4 24	1.53×	1.21×
Q3 24	1.16×	1.23×
Q2 24	1.07×	0.93×
Q1 24	1.10×	1.16×

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%