The earnings call presented a positive outlook for Onto Innovation, with strong Q2 performance, strategic acquisitions, and expected growth in AI packaging and advanced nodes. Despite anticipated short-term revenue decline and tariff impacts in Q3, the company remains confident in a rebound in Q4.

Company Guidance

During the Onto Innovation Second Quarter Earnings Release Conference Call for 2025, the company reported a strong performance, with revenue of $253.6 million, marking a 5% year-over-year increase. The gross margin for the quarter stood at 54.5%, slightly impacted by tariffs, while the operating margin reached 25.9%. Earnings per share (EPS) were $1.25, influenced by foreign exchange and tax rate changes. Advanced nodes contributed $89 million, specialty devices and advanced packaging $117 million, and software and services $48 million to the revenue. The company announced a strategic acquisition of product lines from Semilab International, expected to add over $130 million in annual revenue and increase EPS by more than 10%. Looking ahead, third-quarter revenue is expected to range from $210 million to $225 million, with a projected rebound in the fourth quarter, aligning with first-half 2025 levels.

Strong Second Quarter Performance

Onto Innovation delivered strong revenue and operating margin in Q2, exceeding the midpoint of the guidance range with revenue at $253.6 million, a 5% increase year-over-year.

Strategic Acquisition

Announced a strategic agreement to acquire product lines from Semilab International, expected to add over $130 million in annual revenue and increase first-year earnings per share by more than 10%.

AI Packaging and Dragonfly Platform

Significant progress with the next-generation Dragonfly platform, achieving milestones with key customers and expecting to ship to several customers in the second half of the year.

Advanced Node Market

Second-quarter revenue from memory markets remained strong, with an expected nearly double revenue by year-end 2024.

Financial Position and Cash Flow

Cash from operations was $58 million, and the company ended the quarter with $895 million in cash and investments.

Onto Innovation (ONTO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ONTO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.86 / -	1.34	―	―	―
Aug 07, 2025	2025 (Q2)	1.28 / 1.25	1.32	-5.30% (-0.07)	―
May 08, 2025	2025 (Q1)	1.47 / 1.51	1.18	27.97% (+0.33)	―
Feb 06, 2025	2024 (Q4)	1.41 / 1.51	1.06	42.45% (+0.45)	―
Oct 31, 2024	2024 (Q3)	1.32 / 1.34	0.96	39.58% (+0.38)	―
Aug 08, 2024	2024 (Q2)	1.20 / 1.32	0.79	67.09% (+0.53)	―
May 09, 2024	2024 (Q1)	1.08 / 1.18	0.92	28.26% (+0.26)	―
Feb 08, 2024	2023 (Q4)	1.01 / 1.06	1.57	-32.48% (-0.51)	―
Nov 09, 2023	2023 (Q3)	0.95 / 0.96	1.35	-28.89% (-0.39)	―
Aug 10, 2023	2023 (Q2)	0.84 / 0.79	1.28	-38.28% (-0.49)	―

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
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%
Oct 31, 2024	$198.33	$176.10	-11.21%

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 Nov 05, 2025, After Close (Confirmed).

What is Onto Innovation Inc (ONTO) earnings time?

Onto Innovation Inc (ONTO) earnings time is at Nov 05, 2025, 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 (Q3) is 0.86.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing