NYSE$ONTO

Onto Innovation Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Onto Innovation reported Q3 2025 revenue of $218.2M with net income of $28.2M and diluted EPS of $0.57.

Revenue was $218.2 million for the quarter ended September 27, 2025, with net income of $28.2 million. Semiconductor process control and lithography exposure drove demand across advanced packaging and front-end markets.

  • Q3 revenue $218.2M.
  • Net income $28.2M; diluted EPS $0.57.
  • Advanced packaging and metrology demand cited.
  • Semi capex cycles remain a key swing factor.

Headline financials

Total Revenue

$218M

Previous: $252M-13.5%
EPS (adj)

$0.57

Previous: $1.07-46.7%
Gross Margin

50.7%

Previous: 54.1%-6.3%
Non-GAAP Gross Margin

54.0%

Previous: 54.5%-0.9%
Operating Margin

10.9%

Previous: 21.0%-48.1%
Non-GAAP Operating Margin

21.1%

Previous: 27.8%-24.1%
Cash From Operations

$83.4M

No prior period
Non-GAAP Operating Income

$46.1M

Previous: $70M-34.2%
Non-GAAP Net Income

$45.1M

Previous: $66.4M-32.0%
Capital Expenditures

-$23.4M

Previous: -$27.3M+14.3%
Net Income

$28.2M

Previous: $153M-81.5%
Operating Income

$23.7M

Previous: $53.1M-55.4%
Gross Profit

$111M

Previous: $136M-18.9%

Revenue & EPS history

Onto Innovation · Revenue · Quarterly

$218M

Q3 2025-13.5%vs Q3 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

The 10-Q discusses operating priorities, liquidity, and risks; formal multi-year guidance varies by issuer.

Tailwinds

  • Management outlines strategic priorities and capital allocation.
  • Segment or product commentary supports the investment narrative.

Headwinds

  • Macro, rates, or input costs may affect margins.
  • One-time items can affect quarter-over-quarter comparability.

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 2025

Historical avgQ3 2025

+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%

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