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Onto Innovation Inc (ONTO)
NYSE:ONTO
Earnings Data
Report Date
Feb 05, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
1.27Last Year’s EPS
1.51Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance in Q3, with revenue and growth expectations being met or exceeded. Onto Innovation showed significant progress in advanced packaging, advanced nodes, and cash generation. However, the company continues to face challenges from tariffs and NAND revenue weakness, and there were delays in the Semilab acquisition. Overall, the positive highlights outweigh the lowlights, indicating a positive outlook.Company Guidance
Revenue and Growth Exceed Expectations
Onto Innovation reported third-quarter revenue of $218.2 million, slightly ahead of the midpoint of its guidance range. The company expects revenue growth of approximately 18% at the midpoint of its Q4 guidance range, driven by strong demand in advanced packaging.
Advanced Packaging and Nodes Achievements
The 3Di technology was successfully qualified at two high-bandwidth memory customers, and the next-generation Dragonfly system is launching with initial shipments expected soon. Advanced nodes revenue is expected to double from $148.5 million in 2024 to approximately $300 million in 2025.
Strong Cash Generation
Cash from operations increased sequentially to $83 million from $58 million in Q2, representing cash conversion of approximately 185% of non-GAAP net income.
Successful Offshoring and Integration Efforts
Onto Innovation successfully shipped over 30% of its tools from extended factories in Asia during Q3, with plans to ship over 60% by Q1 2026. The company is preparing for the close and successful integration of the Semilab acquisition.
ONTO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ONTO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | $131.75 | $139.09 | +5.57% |
Aug 07, 2025 | $92.68 | $102.88 | +11.01% |
May 08, 2025 | $126.81 | $88.50 | -30.21% |
Feb 06, 2025 | $210.59 | $186.96 | -11.22% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Onto Innovation Inc (ONTO) report earnings?
Onto Innovation Inc (ONTO) is schdueled to report earning on Feb 05, 2026, After Close (Confirmed).
What is Onto Innovation Inc (ONTO) earnings time?
Onto Innovation Inc (ONTO) earnings time is at Feb 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ONTO EPS forecast?
ONTO EPS forecast for the fiscal quarter 2025 (Q4) is 1.27.