NYSE$ONTO

Onto Innovation Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Announced third quarter results, driven by solid execution leading to revenue, gross margin, and EPS in the upper half of guidance.

Onto Innovation reported strong Q3 2024 results with revenue of $252 million, driven by a recovery in advanced nodes and strength in advanced packaging supporting AI demand. GAAP EPS was $1.07 and non-GAAP EPS was $1.34, near the high end of the guidance range. The company also achieved record cash from operations of $67 million, or 27% of revenue.

  • Revenue of $252 million led by a recovery in advanced nodes and continued strength in advanced packaging supporting strong AI demand.
  • GAAP gross margin 54% and non-GAAP gross margin of 55%.
  • GAAP diluted earnings per share of $1.07 and non-GAAP diluted earnings per share of $1.34 were near the high end of guidance range.
  • Record cash from operations of $67 million, or 27% of revenue.

Headline financials

Total Revenue

$252M

Previous: $207M+21.7%
EPS

$1.07

Previous: $0.96+11.5%
Gross Margin

54.1%

Previous: 52.0%+4.0%
Non-GAAP Gross Margin

54.5%

Previous: 52.0%+4.8%
Operating Margin

21.0%

No prior period
Non-GAAP Operating Margin

27.8%

No prior period
Non-GAAP Operating Income

$70M

No prior period
Non-GAAP Net Income

$66.4M

No prior period
Capital Expenditures

-$27.3M

Previous: -$20.1M-35.6%
Free Cash Flow

$126M

Previous: $15.8M+696.0%
Net Income

$153M

Previous: $35.9M+325.9%
Operating Income

$53.1M

Previous: $34M+56.1%
Gross Profit

$136M

Previous: $107M+27.6%
R&D Expense

$28.3M

Previous: $26.1M+8.2%
Stock-Based Comp

$7.1M

Previous: $6.05M+17.3%

Revenue & EPS history

Onto Innovation · Revenue · Quarterly

$252M

Q3 2024+21.7%vs Q3 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

For the fourth fiscal quarter ending December 28, 2024, the Company expects revenue to be in the range of $253 to $267 million. GAAP diluted earnings per share is expected to be in the range of $1.04 to $1.19. Non-GAAP diluted earnings per share is expected to be in the range of $1.33 to $1.48.

Tailwinds

  • Revenue is expected to be in the range of $253 to $267 million.
  • GAAP diluted earnings per share is expected to be in the range of $1.04 to $1.19.
  • Non-GAAP diluted earnings per share is expected to be in the range of $1.33 to $1.48.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.5%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+0.8%

Avg return

30 days after

55%

35 / 64 earnings

Positive

+17.6%

Q2 2024

Best reaction

-30.2%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.0%-5.7%-17.0%
Q4 2025-4.1%-0.0%-11.2%
Q3 2025+5.8%+2.9%+19.5%
Q1 2025-30.2%-17.9%-24.2%
Q4 2024-11.2%-19.9%-36.9%
Q3 2024-15.1%-16.2%-20.8%
Q2 2024+17.6%+21.8%+8.1%
Q1 2024+8.8%+10.7%+5.4%
Q4 2023+13.6%+6.2%+16.8%
Q3 2023+9.6%+10.3%+12.5%
Q2 2023-7.2%-5.5%+8.5%
Q1 2023+3.8%+2.8%+29.0%
Q4 2022-1.7%-0.1%-2.0%
Q3 2022+0.3%+5.0%+19.9%
Q2 2022-7.0%-3.4%-17.8%
Q1 2022+7.0%-0.9%+14.8%
Q4 2021+2.9%-3.2%-11.6%
Q3 2021+10.1%+6.7%+10.2%
Q2 2021+8.8%+8.4%+9.6%
Q1 2021-0.3%-6.8%+4.4%
Q4 2020+2.5%+1.1%-4.2%
Q3 2020+8.6%+17.2%+38.9%
Q2 2020-1.7%-10.6%-18.1%
Q1 2020+0.9%+9.3%+13.0%
Q4 2019-6.4%-5.8%-23.2%
Q3 2019+3.3%+2.9%-2.0%
Q2 2019-13.7%
Q1 2019-1.3%
Q4 2018-0.9%
Q3 2018+3.9%
Q2 2018+5.9%
Q1 2018-3.8%
Q4 2017-0.5%
Q3 2017-0.9%
Q2 2017-0.4%
Q1 2017-2.2%
Q4 2016+3.5%
Q3 2016+1.1%
Q2 2016+0.6%
Q1 2016-2.2%
Q4 2015+2.0%
Q3 2015+13.3%
Q2 2015-13.0%
Q1 2015-0.6%
Q4 2014+1.4%
Q3 2014+4.1%
Q2 2014+3.9%
Q1 2014+0.3%
Q4 2013+0.8%
Q3 2013-1.2%
Q2 2013+3.0%
Q1 2013-2.0%
Q4 2012-1.7%
Q3 2012-3.7%
Q2 2012-0.4%
Q1 2012+2.1%
Q4 2011+1.8%
Q4 2010+1.8%
Q3 2011-3.6%
Q2 2011+7.7%
Q1 2011+7.7%
Q3 2010-3.7%
Q2 2010+1.8%
Q1 2010-1.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro