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ON Semiconductor Corporation (ON) Q2 2026 Earnings Call Transcript

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ON Semiconductor Corporation (ON) Q2 2026 Earnings Call August 3, 2026 5:00 PM EDT

Company Participants

Parag Agarwal – Vice President of Investor Relations & Corporate Development
Hassane El-Khoury – President, CEO & Director
Thad Trent – Executive VP, CFO, Treasurer & Principal Accounting Officer

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Conference Call Participants

Vivek Arya – BofA Securities, Research Division
Timothy Arcuri – UBS Investment Bank, Research Division
Joseph Quatrochi – Wells Fargo Securities, LLC, Research Division
Quinn Bolton – Needham & Company, LLC, Research Division
Christopher Rolland – Susquehanna Financial Group, LLLP, Research Division
Blayne Curtis – Jefferies LLC, Research Division
Thomas O’Malley – Barclays Bank PLC, Research Division
Tore Svanberg – Stifel, Nicolaus & Company, Incorporated, Research Division
James Schneider – Goldman Sachs Group, Inc., Research Division
Joseph Moore – Morgan Stanley, Research Division
Vijay Rakesh – Mizuho Securities USA LLC, Research Division

Presentation

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Operator

Good day, and thank you for standing by. Welcome to the onsemi Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded. I would now like to hand the conference over to your speaker today, Parag Agarwal, Vice President of Investor Relations and Corporate Development.

Parag Agarwal
Vice President of Investor Relations & Corporate Development

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Thank you, Josh. Good afternoon, and thank you for joining onsemi’s Second Quarter Results Conference Call. I am joined today by Hassane El-Khoury, our President and CEO; and Thad Trent, our CFO. This call is being webcast in the Investor Relations section of our website at www.onsemi.com. A replay of this webcast, along with our second quarter earnings release, will be available on our website approximately 1 hour following this conference call, and the recorded webcast will be available for approximately 30 days following this conference call.

Additional information is posted on the Investor Relations section of our website. Our earnings release and this presentation include certain

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