ONTO
Onto Innovation Inc.154.25
-1.77-1.13%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
7.66BP/E (TTM)
43.45Basic EPS (TTM)
3.55Dividend Yield
0%Recent Filings
8-K
Adopts deferred comp plan
Onto Innovation adopted its Nonqualified Deferred Compensation Plan on November 19, 2025, effective January 1, 2026, under Item 5.02(e). Executives and select directors can defer up to 75% of base salary, 100% of bonuses and RSUs/PSUs; Company may add discretionary contributions, all vesting immediately. Distributions trigger on separation or specified dates. Plan aids retention. Unfunded.
8-K
Closes Semilab USA acquisition
Onto Innovation closed its $432M cash and 641,771-share acquisition of Semilab USA on November 17, 2025, adding FAaST®, CnCV®, and MBIR product lines for advanced materials analysis. It bolsters capabilities in logic, memory, and packaging while updating Q4 revenue guidance to $258-275M, with the deal contributing $8-10M. Integration risks loom large.
8-K
Q3 revenue dips, cash soars
Onto Innovation posted Q3 revenue of $218.2M, down 13.5% year-over-year, with non-GAAP EPS of $0.92 versus $1.34 last year; yet cash from operations hit a record $83.4M. Dragonfly 3Di qualified by two major HBM customers, Atlas G6 shipments underway. Q4 guides $250M-$265M revenue. Cash flow crushes it.
10-Q
Q3 FY2025 results
Onto Innovation's Q3 results lack detailed financial statements in the filing, so topline revenue, profitability momentum, margins, and EPS deltas remain undisclosed. No y/y or q/q figures for revenue, operating income, cash flow, or debt appear here. Liquidity posture and segments go unmentioned. No M&A or non-GAAP metrics defined and reconciled in the 10-Q. Numbers speak first. Risk Factors highlight ongoing legal proceedings.
8-K
Q2 beat, Semilab buy announced
Onto Innovation reported Q2 2025 revenue of $253.6 million, up 5% year-over-year, with non-GAAP EPS of $1.25 amid strong Dragonfly system shipments for AI packaging. The company announced a $545 million acquisition of Semilab product lines, expected to add over $130 million in annual revenue and boost EPS immediately. Q3 guidance signals a revenue dip to $210-225 million, but Q4 should rebound with AI spend acceleration. Integration risks loom for the deal.
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