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Onto Innovation (ONTO) investor relations material
Onto Innovation Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Q3 2025 revenue was $218.2 million, exceeding guidance midpoints but down 13.5%-14% year-over-year, mainly due to lower DRAM and NAND sales.
Net income for Q3 was $28.2 million (GAAP EPS $0.57; non-GAAP EPS $0.92), with strong operational execution and new technology qualifications.
Gross margin improved to 51% GAAP (non-GAAP: 54%), driven by lower inventory write-downs and product mix.
Cash and marketable securities rose to $983.9 million, with record Q3 cash from operations of $83.4 million (185% of non-GAAP net income).
Pending Semilab acquisition, amended to exclude a small product line, is expected to close soon and be accretive to revenue and earnings in 2026.
Financial highlights
Q3 2025 revenue: $218.2 million (down from $252.2 million in Q3 2024).
Q3 2025 net income: $28.2 million (down from $53.1 million in Q3 2024).
Q3 gross margin: 51% GAAP, 54% non-GAAP; Q3 operating margin: 21.1% non-GAAP.
Q3 cash from operations: $83.4 million; cash and marketable securities at quarter-end: $983.9 million.
Nine-month 2025 revenue: $738.4 million (up 2% year-over-year); nine-month net income: $126.2 million.
Outlook and guidance
Q4 2025 revenue expected between $250 million and $265 million, up 15%-21% sequentially.
Q4 gross margin guidance: 53.5%-55%; non-GAAP operating margin: 24%-26%.
Q4 GAAP diluted EPS expected $0.85-$1.00; non-GAAP EPS $1.18-$1.33; 49.4 million shares outstanding.
Sequential growth expected in the first half of 2026, with more significant growth in the second half as new products ramp.
Management expects continued volatility in semiconductor capital spending and ongoing impacts from export controls and tariffs.
Dragonfly 3Di AI packaging market opportunity
Drivers for Q4 revenue guidance increase
Capital allocation strategy for cash reserves
3Di HBM capabilities and 2026 revenue impact
Offshoring strategy's 2026 margin expansion
Semilab amended deal: Regulatory concerns, timing
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Next Onto Innovation earnings date
Q4 20256 Feb, 2026
Next Onto Innovation earnings date
Q4 20256 Feb, 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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