Onto Innovation reports Q4 EPS $1.26, consensus $1.26

Reports Q4 revenue $266.9M, consensus $267.3M. “2025 concluded on a strong note for Onto Innovation (ONTO), highlighted by record revenue for both the fourth quarter and the full year, the successful acquisition of select product lines from Semilab International, and the shipment of multiple next-generation Dragonfly(R) systems for high resolution 2D applications to customers beginning their evaluation periods,” said Mike Plisinski, chief executive officer of Onto Innovation. “With global AI investment fueling a robust upcycle in semiconductor capital equipment spending, our deep and broad portfolio across advanced packaging, advanced nodes and specialty devices positions us to capitalize on the high growth segments of the market. We are also seeing strong customer engagement across our new products to address their most critical metrology and inspection challenges, reinforcing our confidence in our ability to outgrow the semiconductor equipment market in 2026 and beyond.”