ON Semiconductor (ON) Q2 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, August 11, 2026 astatine 9:20 AM CDT 48 min read

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DATE

Tuesday, Aug. 4, 2026 astatine 8:00 a.m. ET

CALL PARTICIPANTS

• Vice President of Investor Relations and Corporate Development - Parag Agarwal

• President and Chief Executive Officer - Hassane El-Khoury

• Chief Financial Officer - Thad Trent

Full Conference Call Transcript

Operator: Good day, and convey you for lasting by. Welcome to the onsemi Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please beryllium advised that today's league is being recorded. I would present similar to manus the league implicit to your talker today, Parag Agarwal, Vice President of Investor Relations and Corporate Development.

Parag Agarwal: Thank you, Josh. Good afternoon, and convey you for joining onsemi's Second Quarter Results Conference Call. I americium joined contiguous by Hassane El-Khoury, our President and CEO; and Thad Trent, our CFO. This telephone is being webcast successful the Investor Relations conception of our website astatine www.onsemi.com. A replay of this webcast, on with our 2nd 4th net release, volition beryllium disposable connected our website astir 1 hr pursuing this league call, and the recorded webcast volition beryllium disposable for astir 30 days pursuing this league call. Additional accusation is posted connected the Investor Relations conception of our website. Our net merchandise and this presumption see definite non-GAAP fiscal measures.

Reconciliation of these non-GAAP fiscal measures to the astir straight comparable GAAP fiscal measures and a treatment of definite limitations erstwhile utilizing non-GAAP fiscal measures are included successful our net release, which is posted separately connected our website successful the Investor Relations section. During the people of this league call, we'll marque projections oregon different forward-looking statements regarding aboriginal events oregon the aboriginal fiscal show of the company. We privation to caution that specified statements are taxable to risks and uncertainties that could origin existent events oregon results to disagree materially from projections.

Important factors that tin impact our business, including factors that could origin existent results to disagree materially from our forward-looking statements, are described successful our astir caller Form 10-Ks, Form 10-Qs and different filings with the Securities and Exchange Commission and successful our net merchandise for the 2nd quarter. Our estimation oregon different forward-looking statements mightiness change, and the institution assumes nary work to update forward-looking statements to bespeak existent results, alteration assumptions oregon different events that whitethorn hap but arsenic required by law. Now fto maine crook it implicit to Hassane. Hassane?