ONTO · Onto Innovation Inc.
$331.71
-6.11 (-1.81%)
At close · Aug 14
Market Cap
$16.56B
Shares
49.07M
Onto Innovation Inc. Earnings Call Transcripts
Every quarterly earnings call for Onto Innovation Inc. (ONTO) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲32.5%
$256.31M
$51.58M
'22 Q2
22-10-27
▲12.2%
$253.27M
$66.21M
'22 Q4
23-02-09
▼17.5%
$199.16M
$29.07M
'23 Q1
23-05-04
▼25.6%
$190.66M
$25.90M
'23 Q2
23-08-10
▼18.5%
$207.19M
$35.89M
'23 Q3
23-11-09
▼13.6%
$218.86M
−$90.73M
'23 Q4
24-02-08
▲14.9%
$228.85M
$46.85M
'24 Q1
24-05-09
▲27.1%
$242.33M
$52.95M
'24 Q2
24-08-08
▲21.7%
$252.21M
$53.05M
'24 Q3
24-10-31
▲20.6%
$263.94M
−$152.65M
'24 Q4
25-02-06
▲16.5%
$266.61M
$64.09M
'25 Q1
25-05-08
▲4.7%
$253.60M
$33.91M
'25 Q2
25-08-07
▼13.5%
$218.19M
$28.22M
'25 Q3
25-11-06
▲1.1%
$266.87M
$10.53M
'25 Q4
26-02-19
▲9.5%
$291.95M
$33.75M
'26 Q1
26-05-05
LATEST
▲35.3%
$343.13M
$60.10M
'26 Q2
26-08-06
Capital Markets Day
Investor event
2026-12-17
Analyst Day
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-09
Citi 2026 Global TMT Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-08-27
Deutsche Bank 2026 Technology Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-08-24
Jefferies 2026 Semiconductor, IT Hardware & Communications Technology Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-08-19
Needham 7th Annual Virtual Semiconductor & SemiCap 1x1 Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-08-12
Oppenheimer 29th Annual Virtual Technology, Internet & Communications Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-08-06
Onto Innovation 2026 2nd Quarter Earnings Release Conference Call
Revenue
$343.13M
▲ 35.3% YoY Diluted EPS
$1.21
▲ 75.4% YoY Gross margin
53.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-05
Onto Innovation Inc. Q1 FY2026 Earnings Call
Confident tone
Rogaku (Ragaku) strategic partnership and investment
Advanced packaging momentum (Dragonfly G5, 3DI, JetStep)
Backlog, guidance and second-half outlook
Revenue
$291.95M
▲ 9.5% YoY Diluted EPS
$0.67
▼ 48.5% YoY Gross margin
50.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-19
Onto Innovation Inc. Q4 FY2025 Earnings Call
Confident tone
Advanced Packaging Growth
Volume Purchase Agreement / Backlog
Financial Performance and Margins
Revenue
$266.87M*
▲ 1.1% YoY Gross margin
46.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2026-01-13
28th Annual Needham Growth Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q3
2025-11-06
Onto Innovation Inc. Q3 FY2025 Earnings Call
Confident tone
3Di technology and HBM qualifications
2026 outlook and visibility
Advanced packaging / AI packaging demand
Revenue
$218.19M
▼ 13.5% YoY Diluted EPS
$0.57
▼ 46.7% YoY Gross margin
50.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Onto Innovation Inc. Q2 FY2025 Earnings Call
Confident tone
AI Packaging / Dragonfly
Third Quarter Trough / Q4 Rebound
Specialty Devices and Advanced Packaging
Revenue
$253.60M
▲ 4.7% YoY Diluted EPS
$0.69
▼ 35.5% YoY Gross margin
48.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Onto Innovation Inc. Q1 FY2025 Earnings Call
Positive tone
Revenue and Earnings Performance
Advanced Nodes Demand
Tariffs and Manufacturing Resiliency
Revenue
$266.61M
▲ 16.5% YoY Diluted EPS
$1.30
▲ 38.3% YoY Gross margin
53.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-06
Onto Innovation Inc. Q4 FY2024 Earnings Call
Confident tone
AI advanced packaging demand
Advanced nodes and gate-all-around
R&D and new product launches
Revenue
$263.94M*
▲ 20.6% YoY Gross margin
50.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-31
Onto Innovation Inc. Q3 FY2024 Earnings Call
Confident tone
AI advanced packaging / HBM
JetStep lithography pushouts / Q4 outlook
Capacity expansion and lead times
Revenue
$252.21M
▲ 21.7% YoY Diluted EPS
$1.07
▲ 46.6% YoY Gross margin
54.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
Onto Innovation Inc. Q2 FY2024 Earnings Call
Confident tone
AI-driven advanced packaging demand
Gate-all-around / advanced nodes
Financial performance and cash generation
Revenue
$242.33M
▲ 27.1% YoY Diluted EPS
$1.07
▲ 101.9% YoY Gross margin
52.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Onto Innovation Inc. Q1 FY2024 Earnings Call
Positive tone
Advanced Nodes / Gate-All-Around
Backlog & Customer Order Trends
Specialty & Advanced Packaging
Revenue
$228.85M
▲ 14.9% YoY Diluted EPS
$0.94
▲ 59.3% YoY Gross margin
51.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-08
Onto Innovation Inc. Q4 FY2023 Earnings Call
Confident tone
Advanced nodes / gate-all-around
Advanced packaging growth
AI-driven Dragonfly demand
Revenue
$218.86M*
▼ 13.6% YoY Gross margin
49.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-09
Onto Innovation Inc. Q3 FY2023 Earnings Call
Revenue
$207.19M
▼ 18.5% YoY Diluted EPS
$0.73
▼ 30.5% YoY Gross margin
51.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-10
Onto Innovation Inc. Q2 FY2023 Earnings Call
Revenue
$190.66M
▼ 25.6% YoY Diluted EPS
$0.53
▼ 48.5% YoY Gross margin
52.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Onto Innovation Inc. Q1 FY2023 Earnings Call
Revenue
$199.16M
▼ 17.5% YoY Diluted EPS
$0.59
▼ 44.9% YoY Gross margin
52.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-09
Onto Innovation Inc. Q4 FY2022 Earnings Call
Revenue
$253.27M*
▲ 12.2% YoY Gross margin
54.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q2
2022-10-27
Onto Innovation Inc. Q2 FY2022 Earnings Call
Revenue
$256.31M
▲ 32.5% YoY Diluted EPS
$1.03
▲ 45.1% YoY Gross margin
51.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q3
2022-10-27
Onto Innovation Inc. Q3 FY2022 Earnings Call
Revenue
$254.25M
▲ 26.8% YoY Diluted EPS
$1.05
▲ 43.8% YoY Gross margin
54.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Onto Innovation Inc. Q1 FY2022 Earnings Call
Revenue
$241.35M
▲ 42.6% YoY Diluted EPS
$1.07
▲ 118.4% YoY Gross margin
54.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-08
Onto Innovation Inc. Q4 FY2021 Earnings Call
Revenue
$225.64M*
▲ 45.5% YoY Gross margin
54.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Onto Innovation Inc. Q3 FY2021 Earnings Call
Revenue
$200.59M
▲ 58.6% YoY Diluted EPS
$0.73
▲ 356.2% YoY Gross margin
54.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Onto Innovation Inc. Q2 FY2021 Earnings Call
Revenue
$193.39M
▲ 43.3% YoY Diluted EPS
$0.71
▲ 373.3% YoY Gross margin
54.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
Onto Innovation Inc. Q1 FY2021 Earnings Call
Revenue
$169.28M
▲ 21% YoY Diluted EPS
$0.49
Gross margin
53.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-04
Onto Innovation Inc. Q4 FY2020 Earnings Call
Revenue
$155.13M*
▲ 28.7% YoY Gross margin
48.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-02
Onto Innovation Inc. Q3 FY2020 Earnings Call
Revenue
$126.49M
▲ 101% YoY Diluted EPS
$0.16
▼ 38.5% YoY Gross margin
54.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Onto Innovation Inc. Q2 FY2020 Earnings Call
Revenue
$134.95M
▲ 119.4% YoY Diluted EPS
$0.15
▼ 31.8% YoY Gross margin
53.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Onto Innovation Inc. Q1 FY2020 Earnings Call
Revenue
$139.93M
▲ 129.8% YoY Diluted EPS
$-0.09
▼ 130% YoY Gross margin
44.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-06
Onto Innovation Inc. Q4 FY2019 Earnings Call
Revenue
$120.56M*
▲ 92% YoY Gross margin
32.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–34 of 34 earnings calls
Key facts
CIK
704532
CUSIP
683344105
13F (30d)
646 filings
628 filers
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