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Onto Innovation
Onto Innovation (ONTO) investor relations material
Onto Innovation Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved record Q4 revenue of $267 million and full-year revenue of $1,005 million for 2025.
Completed the acquisition of Semilab in mid-November, contributing $9 million in Q4 revenue.
Advanced packaging orders for AI devices more than doubled in Q4, driving strong momentum into 2026.
Backlog nearly doubled over the last three months, providing strong visibility and support for continued growth.
Secured a $240+ million volume purchase agreement with a leading HBM manufacturer for DragonflyⓇ systems.
Financial highlights
Q4 gross margin improved by 50 basis points to 54.6% from Q3; non-GAAP gross margin was 54.6% (up from 54.5%).
Q4 operating margin rose to 25.2% non-GAAP; GAAP operating income was $13.9 million (5.2% margin), non-GAAP $67.2 million (25.2% margin).
Adjusted diluted EPS for Q4 was $1.26; GAAP EPS $0.21.
Generated record quarterly cash of $95 million, with cash conversion at 150% of non-GAAP net income.
Adopted the One Big Beautiful Bill Tax Act, resulting in $19 million cash tax savings in 2025 and an estimated $14 million in 2026.
Outlook and guidance
Q1 2026 revenue expected between $275 million and $285 million; Q2 revenue projected to exceed $300 million.
Core business growth for H1 2026 forecasted at 12%-14% over H2 2025.
Gross margin expected to improve by 50 basis points in Q1 2026; Q1 2026 gross margin projected at 54.6% to 55.6%.
Q1 2026 non-GAAP operating margin guidance at 25.5%-26.5%; GAAP at 14.2%-15.6%.
Q1 EPS expected in the range of $1.26-$1.36 non-GAAP, $0.74-$0.84 GAAP, with a 16% tax rate and 49.9 million shares outstanding.
Advanced packaging revenue projected to grow over 30% in 2026; advanced nodes expected to grow in the mid-teens percentage.
How does the HBM deal impact 2026 growth outlook?
What capabilities did Semilab acquisition add?
Explain Q1 2026 non-GAAP operating margin gap
HBM VPA: 2026/2027 revenue split evolution
Panel-level packaging: Drivers for renewed growth
G5 adoption: Triggers for accelerated upside
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Next Onto Innovation earnings date
Q1 20267 May, 2026
Onto Innovation
Next Onto Innovation earnings date
Q1 20267 May, 2026
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Frequently asked questions
Onto Innovation Inc. is a innovative company involved in the design, development, manufacture, and support of process control tools that performs macro defect inspection and 2D/3D optical metrology, lithography systems, and process control analytical software worldwide. ONTO is based in Santa Clara, California and has roughly 180 employees working in 3 sites (2 in Santa Clara, 1 in Taiwan). The company offers a wide-ranging product portfolio for conventional photomask inspection as well as ultra-violet lithography, multiple patterning lithography, EUV mask inspection and process control.
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