{ "report_id": "security_on", "report_type": "security_detail", "site_path": "securities/on/index.html", "title": "ON - ON Semiconductor Operating Console", "ticker": "ON", "company": "ON Semiconductor", "as_of": "2026-07-04T22:42:34.366551Z", "generated_at": "2026-07-05T09:15:00-07:00", "summary": "Static report-layer operating console projection of the canonical ON Semiconductor knowledge lane, with a live selected-security chart module, proof-window ledger, exposure map, value-driver cards, guidance tests, KPI tiles, capital ledger, scenario cards, monitoring triggers, risk punch cards, diagnostics, and filing/source links.", "boundaries": { "canonical_research_storage": "../../../knowledge/wiki/lanes/security/on.md", "report_role": "Readable projection, routing surface, and chart host only.", "discovery_policy": "Read local report API outputs only; do not mutate discovery from this page.", "chart_rules_policy": "Persisted chart overlays and plan rules remain in 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"profile_object_ids_projected": [ "on_path_ai_capex_to_power_tree", "on_path_auto_industrial_cycle_to_utilization", "on_path_supply_scarcity_to_margin_mix", "on_path_trade_controls_to_accessible_demand", "on_path_beta_fragility_to_expectations", "on_fcst_revenue", "on_fcst_gross_margin", "on_fcst_cash_conversion", "on_fcst_ai_data_center", "on_exp_recovery_stabilizes", "on_exp_ai_power_optionality_builds", "on_exp_cash_and_buybacks_remain_mixed", "on_exp_expectation_sensitivity_stays_high", "on_scenario_base_margin_recovery", "on_scenario_upside_ai_power_scale", "on_scenario_downside_recovery_stalls", "on_trigger_confirm_q2_revenue_delivery", "on_trigger_invalidate_revenue_slips", "on_trigger_confirm_margin_recovery", "on_trigger_invalidate_margin_stalls", "on_trigger_watch_ai_scale_disclosure", "on_trigger_watch_buybacks_vs_fcf", "on_trigger_watch_auto_industrial_orders", "on_trigger_watch_expectation_fragility", "on_risk_auto_industrial_pause", "on_risk_margin_quality", "on_risk_ai_scale_disappointment", "on_risk_buybacks_above_fcf", "on_risk_expectations_ahead_of_proof", "on_unknown_transcript_history", "on_unknown_ai_scale", "on_unknown_peer_valuation", "on_unknown_debt_covenants", "on_unknown_policy_exposure" ], "source_refs_projected": [ "S1", "S2", "S3", "S4", "S5", "S6", "S7" ], "local_chart_endpoints": [ "/api/securities/ON/chart?frequency=daily&window=9m&as_of=latest", "/api/securities/ON/chart?frequency=weekly&window=5y&as_of=latest" ], "route_registry_route": "../../assets/security-page-routes.js#ON", "chart_level_registry_route": "../../assets/chart-level-rules.js#ON", "fallback_chart_route": "../index.html?ticker=ON", "runtime_artifacts": { "profile_output": "runs/autoresearch_security_profile_20260704_56/security_profile/children/on/output.json", "profile_input": "runs/autoresearch_security_profile_20260704_56/security_profile/children/on/input.json", "profile_parent_output": 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These links and dated notes are inherited from the filed ON research source captured on 2026-07-04.", "official_links": [ { "label": "FY2025 Form 10-K", "url": "https://www.sec.gov/Archives/edgar/data/1097864/000109786426000006/on-20251231.htm", "publication_date_or_period": "FY2025", "checked_at": "2026-07-04", "dated_note": "Primary filing route for FY2025 revenue, end-market mix, segment mix, margin reset, restructuring and impairment charges, and repurchase authorization context." }, { "label": "Q1 2026 Form 10-Q", "url": "https://www.sec.gov/Archives/edgar/data/1097864/000109786426000014/on-20260403.htm", "publication_date_or_period": "Quarter ended 2026-04-03", "checked_at": "2026-07-04", "dated_note": "Primary filing route for liquidity, gross debt, maturity ladder, revolver availability, and reportable segment context." }, { "label": "Q1 2026 earnings release exhibit", "url": "https://www.sec.gov/Archives/edgar/data/1097864/000114036126018868/ef20072220_ex99-1.htm", "publication_date_or_period": "Q1 2026", "checked_at": "2026-07-04", "dated_note": "Primary route for Q1 revenue, Q2 guidance, AI data-center growth language, GAAP and non-GAAP operating margin, and Q1 repurchase context." }, { "label": "2026 proxy", "url": "https://www.sec.gov/Archives/edgar/data/1097864/000109786426000010/on-20260401.htm", "publication_date_or_period": "2026 proxy", "checked_at": "2026-07-04", "dated_note": "Governance route for independent chair and committee structure, short-term incentive metrics, and long-term incentive design." } ], "street_view_items": [ { "provider": "Local discovery market data", "url": null, "as_of": "2026-07-02", "detail": "Filed lane used local adjusted daily OHLC data for close, returns, volatility, and peer-basket beta through 2026-07-02." }, { "provider": "Investor's Business Daily", "url": "https://www.investors.com/news/technology/on-stock-onsemi-q1-2026-earnings/", "as_of": "2026-07-04", "detail": "Outside-view route used by the filed source for Q1 2026 beat-and-guide market-reaction context." }, { "provider": "Investopedia", "url": "https://www.investopedia.com/chipmaker-onsemi-ceo-warns-of-cautious-customer-behavior-the-stock-is-falling-11784299", "as_of": "2026-07-04", "detail": "Stale 2025 market-reaction route retained only for narrative-history context, not current facts." } ] }, "chart": { "ticker": "ON", "initializer": "assets/report.js initializeSecurityChartPage reads data-security-ticker=\"ON\"", "api_required": true, "daily_endpoint": "/api/securities/ON/chart?frequency=daily&window=9m&as_of=latest", "weekly_endpoint": "/api/securities/ON/chart?frequency=weekly&window=5y&as_of=latest", "price_source": "Local report API backed by discovery daily_ohlc and derived weekly rows.", "instrument_source": "Local report API backed by discovery instruments.", "chart_level_registry_route": "../../assets/chart-level-rules.js#ON", "route_registry_route": "../../assets/security-page-routes.js#ON", "fallback_route": "../index.html?ticker=ON", "overlay_policy": "Do not store page-specific chart overlays or trigger prices in report.json or HTML." }, "page_sections": [ { "id": "selected-security", "title": "Selected-Security Chart", "role": "Live local API chart host and chart-rule attachment point." }, { "id": "current-company-view", "title": "Current Company View", "role": "Setup, measured base, proof issue, valuation context, and next evidence." }, { "id": "selected-security-trade-plan", "title": "Selected Security Trade Plan", "role": "Shared chart-level registry trade-plan host rendered by report.js when available." }, { "id": "business-profile-exposure", "title": "Business Profile, Segments, And Exposure", "role": "Auto, industrial, segment, AI power, and disclosure-limit map." }, { "id": "relative-value-drivers", "title": "Relative Value And Drivers", "role": "Revenue, margin, AI optionality, and cash-conversion driver cards." }, { "id": "guidance-path", "title": "Guidance Path And Tests", "role": "Q2 delivery, margin quality, and AI scale proof tests." }, { "id": "operating-evidence-kpis", "title": "KPIs And Catalysts", "role": "Revenue, gross margin, margin spread, cash conversion, and Q2 catalyst tiles." }, { "id": "financial-quality-capital-allocation", "title": "Financial Quality And Capital Allocation", "role": "Liquidity, debt, cash quality, and buyback-discipline ledger." }, { "id": "competitive-position", "title": "Competitive Position", "role": "What is proven versus not proven in ON's power, SiC, sensing, and AI power positioning." }, { "id": "ownership-flows-valuation-street", "title": "Ownership, Flows, Valuation, And Tape", "role": "Tape, valuation, flows, short interest, insider flow, and outside-view context." }, { "id": "scenario-assessment", "title": "Scenario Assessment", "role": "Base, upside, and downside operating scenarios." }, { "id": "monitoring-triggers", "title": "Monitoring Trigger Board", "role": "Evidence checks for revenue, margin, AI scale, cash flow, core demand, and rerating fragility." }, { "id": "risks-invalidations-quality-flags", "title": "Risks, Invalidations, And Quality Flags", "role": "Risk punch cards for end-market cyclicality, margin quality, AI scale, buybacks, expectations, and source coverage." }, { "id": "diagnostics-freshness-unknowns", "title": "Freshness And Known Unknowns", "role": "Knowledge review date, market-data freshness, chart dependency, and missing-source diagnostics." }, { "id": "links-filings", "title": "Links And Filings", "role": "Human-readable route bay for the lane, report metadata, fallback chart, primary SEC filings, outside-view item, and local discovery reports." } ], "machine_provenance_limitations": [ "Raw source ids, claim ids, evidence ids, object ids, hashes, runtime artifact paths, and artifact lineage mechanics are retained in report.json rather than visible HTML.", "The report is a projection contract and should not become a second canonical research layer.", "No chart overlays, chart trigger prices, or portfolio instructions are stored in this page." ], "revision": { "generated_by": "report-security-page worker plus ticker-local manual projection cleanup", "generated_for_phase": "report-security-pages", "source_run_id": "autoresearch_security_profile_20260704_56", "created_or_refreshed_at": "2026-07-05T09:15:00-07:00", "create_vs_refresh": "create", "notes": [ "Created the ON detailed security page because reports/securities/on did not previously exist.", "Projected the canonical ON security lane into the shared security article page contract.", "Kept visible HTML free of raw source ids, claim ids, evidence ids, hashes, raw artifact paths, and runtime artifact paths.", "Kept chart overlays and trade-plan rules delegated to shared registries.", "Did not edit shared CSS, shared JS, route registry, chart-level registry, or any other ticker page." ] } }