Onto Innovation Inc. is a global leader in designing, manufacturing, and supporting cutting-edge process control solutions. The company's diverse portfolio encompasses tools ...
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Est. EPS $2.30 · Revenue $391.60M · 8 analysts
Est. EPS $2.47 · Revenue $411.93M · 8 analysts
Est. EPS $8.10 · Revenue $1.44B · 8 analysts
Est. EPS $2.66 · Revenue $437.13M · 3 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.0B | +1.8% | +17.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $136.8M | -32.2% | +78.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +49.7% | -4.7% | +6.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +13.2% | -30.2% | +39.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +13.6% | -33.4% | +51.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $299.8M | +40.2% | +154.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +29.8% | +37.7% | +116.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.8% | +5.7% | — |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 5.79x | -33.3% | +58.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.4B | +11.8% | +54.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.78 vs 4.97 | -44.1% | 1.21 vs 2.30 | -47.4% |
| Revenue Surprise | $1.0B vs $1.0B | -0.0% | $343.1M vs $391.6M | -12.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Lynch Susan D | director | Common Stock | D | 1,000 | $302.30 |
| May 20, 2026 | Su May | director | Common Stock | A | 761 | — |
| May 20, 2026 | SEAMS CHRISTOPHER A | director | Common Stock | A | 761 | — |
| May 20, 2026 | SCHWARTZ STEPHEN S | director | Common Stock | A | 761 | — |
| May 20, 2026 | MILLER DAVID BRIAN | director | Common Stock | A | 761 | — |
Operator: Good day, and welcome to the Onto Innovation First Quarter Earnings Release Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Sidney Ho. Please go ahead. Shek Ho: Thank you, Tarren, and good afternoon, everyone. Onto Innovation issued its 2026 first quarter financial results this afternoon shortly after the market closed. If you did not receive a copy of the release, please refer to the company's website where a copy of the release is posted. Joining us on the call today are Michael Plisinski, Chief Executive Officer; and Brian Roberts, Chief Financial Officer. I'd like to remind you that the statements made by management on this call will contain forward-looking statements within the meaning of the federal securities laws. Those statements are subject to a range of changes, risks, and uncertainties that can cause actual results to vary materially. For more information regarding risk factors that may impact Onto Innovation's results, I would encourage you to review our earnings release and our SEC filings. Onto Innovation does not undertake the obligation to update these forward-looking statements in light of new information or future events. Today's discussion of our financial results will be presented on a non-GAAP financial basis, unless otherwise specified. As a reminder, a detailed reconciliation between GAAP and non-GAAP results can be found in today's earnings release. Let me now turn the call over to our CEO, Mike Plisinski. Mike? Michael Plisinski: Thank you, Sidney. Good afternoon, everyone, and thank you for joining us on our call today. The Onto Innovation team is off to an outstanding start to the year as the momentum in our business continues to build in support of strong demand for AI compute. This surge in demand across both front-end and advanced packaging resulted in first quarter revenue above our original guidance range and is expected to continue with the heightened outlook for the second quarter revenue, which at the midpoint represents a 20% increase year-over-year. Momentum should continue into the second half of the year with rising customer expansions enhanced by accelerating new product adoption and a growing backlog, all indicating more than 15% sequential revenue growth in the second half of the year. In total, we expect revenue growth of more than 30% in 2026. This momentum is driven by the insatiable end market demand for high-performance compute and supporting process technologies, including silicon photonics. Customers benefit from our broad and synergistic portfolio of optical process control technologies, which through our software are capable of working together to provide more actionable intelligence to manufacturers. The announcement of our strategic collaboration with the leader in X-ray technology, Rigaku, expands this capability significantly. So while optical metrology is preferred for high-volume manufacturing, additional needs are …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Michael Plisinski | Chief Executive Officer & Director | USD 1,384,872 | Male | 1970 | Active |
Ido Dolev | Executive Vice President of Product Solutions Group | USD 1,070,817 | Male | 1981 | Active |
Brian K. Roberts | Chief Financial Officer | USD 854,795 | Male | 1971 | Active |
Yoon Ah E. Oh | Senior Vice President, General Counsel & Company Secretary | USD 699,412 | Female | 1982 | Active |
Shirley Chen | Senior vice president of customer success | USD 655,990 | Female | 1976 | Active |
Ramil Yaldaei | SVP & COO | USD 625,542 | Male | 1965 | Active |
Michel Rosa | Chief Marketing Officer & Senior Vice President of Strategy | — | — | — | Active |
Shek Ming | Vice President of Investor Relations | — | Male | — | Active |
Tom Bauer | Senior Vice President of Global human resources | — | Male | — | Active |
First Trust Advisors LP decreased its stake in Onto Innovation Inc. (NYSE: ONTO) by 7.4% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 161,953 shares of the semiconductor company's stock after selling 12,978 shares during the quarter.
In the most recent trading session, Onto Innovation (ONTO) closed at $241.89, indicating a -7.79% shift from the previous trading day.
Castleark Management LLC lowered its stake in shares of Onto Innovation Inc. (NYSE: ONTO) by 32.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 29,030 shares of the semiconductor company's stock after selling 13,940 shares during the quarter. Castleark Management LLC owned
On July 27, 2026, Onto Innovation Inc (ONTO) shares fell 3.8% to $262.33. This decline continues a downward trend, with the stock down 5.8% over the past week a
Entropy Technologies LP bought a new stake in Onto Innovation Inc. (NYSE: ONTO) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 14,031 shares of the semiconductor company's stock, valued at approximately $2,877,000. Several other hedge funds have also bought and sold
