Let’s dig into the relative performance of Sensata Technologies (NYSE: ST) and its peers as we unravel the now-completed Q4 analog semiconductors earnings season.

Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to produce the majority of their own chips, as analog chip production does not require expensive leading edge nodes. Less dependent on major secular growth drivers, analog product cycles are much longer, often 5-7 years.

The 15 analog semiconductors stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 0.7% while next quarter’s revenue guidance was 7,670% above.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 10.7% since the latest earnings results.

Sensata Technologies (NYSE: ST)

Originally a temperature sensor control maker and a subsidiary of Texas Instruments for 60 years, Sensata Technology Holdings (NYSE: ST) is a leading supplier of analog sensors used in industrial and transportation applications, best known for its dominant position in the tire pressure monitoring systems in cars.

Sensata Technologies reported revenues of $917.9 million, up 1.1% year on year. This print exceeded analysts’ expectations by 0.6%. Despite the top-line beat, it was still a mixed quarter for the company with a beat of analysts’ EPS estimates but revenue guidance for next quarter meeting analysts’ expectations.

“With our Q4 and Full Year 2025 results, I am pleased to report that we delivered on our objectives for the first year of our transformation journey. We expanded margins sequentially each quarter this year, dramatically improved free cash flow, strengthened our balance sheet, and, in the fourth quarter, we returned to year-over-year revenue growth,” said Stephan von Schuckmann, Sensata’s Chief Executive Officer.

Unsurprisingly, the stock is down 8.8% since reporting and currently trades at $32.98.

Is now the time to buy Sensata Technologies? Access our full analysis of the earnings results here, it’s free.

Best Q4: Skyworks Solutions (NASDAQ: SWKS)

Result of a merger of Alpha Industries and the wireless communications division of Conexant, Skyworks Solutions (NASDAQ: SWKS) is a designer and manufacturer of chips used in smartphones, autos, and industrial applications to amplify, filter, and process wireless signals.

Skyworks Solutions reported revenues of $1.04 billion, down 3.1% year on year, outperforming analysts’ expectations by 3.4%. The business had an exceptional quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ adjusted operating income estimates.

Skyworks Solutions scored the biggest analyst estimates beat among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 2.2% since reporting. It currently trades at $54.70.

Is now the time to buy Skyworks Solutions? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Vishay Intertechnology (NYSE: VSH)

Named after the founder's ancestral village in present-day Lithuania, Vishay Intertechnology (NYSE: VSH) manufactures simple chips and electronic components that are building blocks of virtually all types of electronic devices.

Vishay Intertechnology reported revenues of $800.9 million, up 12.1% year on year, exceeding analysts’ expectations by 0.7%. Still, it was a slower quarter as it posted a significant miss of analysts’ adjusted operating income estimates and EPS in line with analysts’ estimates.

As expected, the stock is down 19.7% since the results and currently trades at $16.66.

Read our full analysis of Vishay Intertechnology’s results here.

onsemi (NASDAQ: ON)

Spun out of Motorola in 1999 and built through a series of acquisitions, onsemi (NASDAQ: ON) is a global provider of analog chips specializing in autos, industrial applications, and power management in cloud data centers.

onsemi reported revenues of $1.53 billion, down 11.2% year on year. This number met analysts’ expectations. However, it was a slower quarter as it produced revenue guidance for next quarter slightly missing analysts’ expectations and revenue in line with analysts’ estimates.

The stock is down 12.7% since reporting and currently trades at $56.83.

Read our full, actionable report on onsemi here, it’s free.

Analog Devices (NASDAQ: ADI)

Founded by two MIT graduates, Ray Stata and Matthew Lorber in 1965, Analog Devices (NASDAQ: ADI) is one of the largest providers of high performance analog integrated circuits used mainly in industrial end markets, along with communications, autos, and consumer devices.

Analog Devices reported revenues of $3.16 billion, up 30.4% year on year. This print surpassed analysts’ expectations by 1.4%. It was a very strong quarter as it also logged revenue guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates.

Analog Devices delivered the fastest revenue growth among its peers. The stock is down 6.6% since reporting and currently trades at $315.28.

Read our full, actionable report on Analog Devices here, it’s free.

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