営業利益の前年比成長率が売上成長率の2倍に
オンセミ（onsemi、本社：米国アリゾナ州スコッツデール）2026年5月4日 – オンセミ（Nasdaq: ON）は、2026年第1四半期の決算結果を発表しました。主なハイライトは以下のとおりです。
- 売上高は15億1,300万ドルで当社ガイダンスの中間値を上回る
- GAAPベースおよび非GAAPベースの売上総利益率はともに38.5%
- GAAPベースの営業利益率は(3.5)%、非GAAPベースの営業利益率は19.1%
- GAAPベースの希薄化後1株当たり損失は(0.08)ドル、非GAAPベースの希薄化後1株当たり利益は0.64ドル
- 自社株買いは3億4,600万ドルで、フリー・キャッシュ・フローの約160%に相当
オンセミで社長兼CEOを務めるハッサーン・エル・コーリー（Hassane El-Khoury）は、次のように述べています。
「この四半期を通じて需要が堅調に推移し、景気循環の底を脱して回復軌道に乗ったことで、業績は予想を上回る結果となりました。当社のAIデータセンター向け事業は勢いを増しており、前期比で30%以上の成長を達成しました。今後の見通しについては、当社の事業の健全な基盤に加え、自動車、産業機器、そしてAIデータセンターの各分野における半導体需要の増加がもたらす長期的な機会に期待を寄せています。」
オンセミでEVP兼CFOを務めるサッド・トレント（Thad Trent）は、次のように述べています。
「業務改善によって営業利益が前年比10%増となり、売上成長率の2倍の伸びを記録する強力な営業レバレッジを実現しました。当社の強固なポートフォリオと最適化されたコスト構造により、市場環境の継続的な改善に伴い、利益率と収益をさらに向上させる態勢が整っています。今後も引き続き、強固なフリー・キャッシュ・フローを生み出し、株主への還元を行います。規律あるアプローチを通じて、株主に対する長期的な価値創造を継続することに注力してまいります。」
事業ハイライト：
- 複数のチップベンダーや主要なハイパースケーラーがパワーツリー全体で採用を拡大した結果、AIデータセンターの売上高が前年比で2倍以上に増加
- オンセミのEliteSiCは、航続距離の延長や急速充電を可能にし、900V EVアーキテクチャへの移行で業界をリード。吉利汽車（Geely）やNIOとの協業も拡大
- Treoベースの10BASE-T1Sイーサネットソリューションの量産出荷を開始して、北米の主要OEMにおける次世代ゾーンアーキテクチャを支援し。ソフトウェア定義車両（SDV）のモメンタムを加速
- Sineng Electricの430 kW液冷式エネルギー貯蔵システムおよび320 kWソーラーインバーター向け電源として、新たなデザインウィンの獲得を発表
テレカンファレンス
onsemiは、2026年5月4日（米国東部時間）午後5時より、金融コミュニティ向けのカンファレンスコールを開催し、本発表内容および2026年第1四半期決算について説明します。
本カンファレンスコールの模様は、onsemi公式ウェブサイトのインベスター・リレーションズページ
（http://www.onsemi.com）にて、リアルタイム音声ウェブキャストとして配信されます。ウェブキャストのリプレイは、ライブ配信終了後約1時間後より同サイト上で視聴可能となり、約30日間提供される予定です。
また、投資家および関係者の皆さまは、 こちらより事前登録によりカンファレンスコールへ参加することも可能です。
* Diluted shares outstanding can vary as a result of, among other things, the vesting of restricted stock units, the incremental dilutive shares from the convertible notes, and the repurchase or the issuance of stock or convertible notes or the sale of treasury shares. In periods when the quarterly average stock price per share exceeds $52.97 for the 0% Notes, and $103.87 for the 0.50% Notes, the non-GAAP diluted share count and non-GAAP net income per share include the anti-dilutive impact of the hedge transactions entered concurrently with the 0% Notes, and the 0.50% Notes, respectively. At an average stock price per share between $52.97 and $74.34 for the 0% Notes, and $103.87 and $156.78 for the 0.50% Notes, the hedging activity offsets the potentially dilutive effect of the 0% Notes, and the 0.50% Notes, respectively. In periods when the quarterly average stock price exceeds $74.34 for the 0% Notes, and $156.78 for the 0.50% Notes, the dilutive impact of the warrants issued concurrently with such notes is included in the diluted shares outstanding. GAAP and non-GAAP diluted share counts are based on either the previous quarter's average stock price or the stock price as of the last day of the previous quarter, whichever is higher.
** Special items may include: amortization of acquisition-related intangibles; expensing of appraised inventory fair market value step-up; restructuring-related cost of revenue charges; non-recurring facility costs; in-process research and development expenses; restructuring, asset impairments and other, net; goodwill impairment charges; gains and losses on debt prepayment; actuarial (gains) losses on pension plans and other pension benefits; and certain other special items, as necessary. These special items are out of our control and could change significantly from period to period. As a result, we are not able to reasonably estimate and separately present the individual impact or probable significance of these special items, and we are similarly unable to provide a reconciliation of the non-GAAP measures. The reconciliation that is unavailable would include a forward-looking income statement, balance sheet and statement of cash flows in accordance with GAAP. For this reason, we use a projected range of the aggregate amount of special items in order to calculate our projected non-GAAP operating expense outlook.
*** We believe these non-GAAP measures provide important supplemental information to investors. We use these measures, together with GAAP measures, for internal managerial purposes and as a means to evaluate period-to-period comparisons. However, we do not, and you should not, rely on non-GAAP financial measures alone as measures of our performance. We believe that non-GAAP financial measures reflect an additional way of viewing aspects of our operations that, when taken together with GAAP results and the reconciliations to corresponding GAAP financial measures that we also provide in our releases, provide a more complete understanding of factors and trends affecting our business. Because non-GAAP financial measures are not standardized, it may not be possible to compare these financial measures with other companies’ non-GAAP financial measures, even if they have similar names.
FORWARD LOOKING STATEMENTS
This document includes “forward-looking statements,” as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included or incorporated in this document could be deemed forward-looking statements, particularly statements about the future financial performance of onsemi, including financial guidance for the second quarter of 2026. Forward-looking statements are often characterized by the use of words such as “believes,” “estimates,” “expects,” “projects,” “may,” “will,” “intends,” “plans,” “anticipates,” “should” or similar expressions or by discussions of strategy, plans or intentions. All forward-looking statements in this document are made based on our current expectations, forecasts, estimates and assumptions and involve risks, uncertainties and other factors that could cause results or events to differ materially from those expressed in the forward-looking statements. Certain factors that could affect our future results or events are described under Part I, Item 1A “Risk Factors” in the 2025 Annual Report on Form 10-K filed with the Securities and Exchange Commission (“SEC”) on February 9, 2026 (the “2025 Form 10-K”) and from time to time in our other SEC reports. Readers are cautioned not to place undue reliance on forward-looking statements. We assume no obligation to update such information, which speaks only as of the date made, except as may be required by law. Investing in our securities involves a high degree of risk and uncertainty, and you should carefully consider the trends, risks and uncertainties described in this document, our 2025 Form 10-K and other reports filed with or furnished to the SEC before making any investment decision with respect to our securities. If any of these trends, risks or uncertainties actually occurs or continues, our business, financial condition or operating results could be materially adversely affected, the trading prices of our securities could decline, and you could lose all or part of your investment. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by this cautionary statement.
FINANCIALS
