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Onto Innovation reported Q3 revenue of $410 million, up 19% sequentially and nearly 90% year-over-year, raised Q4 revenue guidance to $430 to $450 million, and ended with $1.3 billion in backlog.
Onto Innovation reported revenue of $409.7 million for three months ended September 30, 2026, up 87.8%, with gross margin reaching 54.8%. The Rigaku investment generated a $40.8 million unrealized loss.
Onto Innovation Inc. reported third-quarter revenue of $409.7 million, up 87.8%, and non-GAAP diluted EPS of $2.44. It expects fourth-quarter revenue of $430 million to $450 million and ended with $1.25 billion in cash and marketable securities.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Onto Innovation reported record Q2 revenue of $343 million (+35% YoY, +18% sequentially), with revenue, gross margin, operating margin, and EPS all exceeding the high end of guidance, and raised its second-half 2026 revenue growth outlook to more than 25% (up from 15%) alongside a higher full-year advanced packaging growth outlook of approximately 80% (up from 50%).
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Advanced Nodes revenue | 50% | the second quarter of 2026 | — |
| backlog | 1B | the second quarter of 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ONTO
this stock
Onto Innovation Inc.
|
$9.99B | +29.0% | +1.8% | 66.8 | 5.8% |
|
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$576.26B | +39.8% | — | — | 0.3% |
|
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|
$294.03B | +44.2% | -12.6% | 32.0 | 1.8% |
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|
$282.21B | +32.0% | +51.7% | 33.7 | 2.2% |
|
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|
$198.47B | — | +11.7% | 38.2 | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Onto Innovation reported revenue of $409.7 million for three months ended September 30, 2026, up 87.8%, with gross margin reaching 54.8%. The Rigaku investment generated a $40.8 million unrealized loss.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ONTO | +17.5% | -7.7% | -25.7% | +1.0% | +29.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +14.9% | -6.6% | -26.2% | +1.2% | +18.4% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
