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Onto Innovation Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $1.38 |
| EPS actual | $1.42 |
| EPS Surprise | 2.90% |
| Revenue estimate | 292M |
| Revenue actual | 291.949M |
| Revenue Surprise | -0.0175% |
| Release date | Feb 19, 2026 |
| EPS estimate | $1.28 |
| EPS actual | $1.26 |
| EPS Surprise | -1.56% |
| Revenue estimate | 267.314M |
| Revenue actual | 266.866M |
| Revenue Surprise | -0.168% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.89 |
| EPS actual | $0.92 |
| EPS Surprise | 2.91% |
| Revenue estimate | 220.225M |
| Revenue actual | 218.193M |
| Revenue Surprise | -0.92% |
| Release date | Aug 06, 2026 |
| EPS estimate | $1.68 |
| EPS actual | - |
| Revenue estimate | 325.314M |
| Revenue actual | - |
| Expected change | +/- 4.70% |
Last 4 Quarters for Onto Innovation
Below you can see how ONTO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2026 |
| Price on release | - |
| EPS estimate | $1.68 |
| EPS actual | - |
| Date | Price |
|---|---|
| May 28, 2026 | $258.81 |
| May 29, 2026 | $258.24 |
| Jun 01, 2026 | $255.71 |
| Jun 02, 2026 | $278.02 |
| Jun 03, 2026 | $279.98 |
| Release date | Nov 06, 2025 |
| Price on release | $131.75 |
| EPS estimate | $0.89 |
| EPS actual | $0.92 |
| EPS surprise | 2.91% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $134.96 |
| Nov 03, 2025 | $131.71 |
| Nov 04, 2025 | $129.11 |
| Nov 05, 2025 | $135.76 |
| Nov 06, 2025 | $131.75 |
| Nov 07, 2025 | $139.09 |
| Nov 10, 2025 | $141.24 |
| Nov 11, 2025 | $133.44 |
| Nov 12, 2025 | $135.52 |
| 4 days before | -2.38% |
| 4 days after | 2.86% |
| On release day | 5.57% |
| Change in period | 0.415% |
| Release date | Feb 19, 2026 |
| Price on release | $225.33 |
| EPS estimate | $1.28 |
| EPS actual | $1.26 |
| EPS surprise | -1.56% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $214.71 |
| Feb 13, 2026 | $217.23 |
| Feb 17, 2026 | $220.29 |
| Feb 18, 2026 | $220.00 |
| Feb 19, 2026 | $225.33 |
| Feb 20, 2026 | $216.41 |
| Feb 23, 2026 | $213.24 |
| Feb 24, 2026 | $224.18 |
| Feb 25, 2026 | $225.22 |
| 4 days before | 4.95% |
| 4 days after | -0.0488% |
| On release day | -3.96% |
| Change in period | 4.89% |
| Release date | May 05, 2026 |
| Price on release | $305.00 |
| EPS estimate | $1.38 |
| EPS actual | $1.42 |
| EPS surprise | 2.90% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $284.34 |
| Apr 30, 2026 | $295.06 |
| May 01, 2026 | $292.92 |
| May 04, 2026 | $299.55 |
| May 05, 2026 | $305.00 |
| May 06, 2026 | $294.05 |
| May 07, 2026 | $274.03 |
| May 08, 2026 | $284.67 |
| May 11, 2026 | $287.52 |
| 4 days before | 7.27% |
| 4 days after | -5.73% |
| On release day | -3.59% |
| Change in period | 1.12% |
Onto Innovation Earnings Call Transcript Summary of Q1 2026
Onto Innovation reported strong Q1 2026 results, beating guidance across revenue, gross margin, operating margin and EPS. Q1 revenue was $292M, driven by strength in advanced nodes (Atlas G6 adoption, DRAM exposure) and rising shipments of the new Dragonfly G5 inspection platform and 3DI offerings in advanced packaging. Management expects continued momentum: Q2 revenue guidance of $320M–$330M (midpoint implies ~28% YoY growth) and full-year 2026 revenue growth of more than 30%, with advanced packaging revenue expected to grow >50% and advanced nodes ~25%. Gross margin expanded to 55.7% in Q1; management expects further margin expansion through 2026, targeting >30% operating margin by year-end. Onto announced a strategic investment in Rigaku (27% stake for ~$710M, expected to close H2 2026) to combine Rigaku’s X-ray systems with Onto’s Ai Diffract software and pursue hybrid metrology opportunities; management expects licensing revenue, tool sales uplift, and Rigaku dividends to materially offset foregone interest on cash used for the transaction. The company highlighted a record backlog, multi-customer pipeline for Dragonfly G5 (15+ applications across 10+ customers), growing traction in silicon photonics and panel-level packaging (JetStep qualifications), and confidence in outgrowing semiconductor WFE next year.
