Mar 28, 2020

Onto Innovation Q1 2020 Earnings Report

Reported a sequential revenue growth and achieved non-GAAP EPS at the high end of guidance.

Key Takeaways

Onto Innovation reported first quarter revenue of $139.9 million, representing a 16% sequential increase. The company's non-GAAP EPS was $0.39, at the high end of the guidance. The company also repurchased $34 million of its stock in the first quarter.

Revenue of $139.9 million, representing 16% sequential growth and at the upper end of guidance.

Advanced packaging process control solutions, primarily for 5G products, helped drive a 22% growth in macro inspection revenue.

Revenue from advanced nodes grew 29% over the fourth quarter in support of logic/foundry and DRAM expansions.

Quarterly GAAP diluted EPS of ($0.09); Non-GAAP diluted EPS of $0.39, at the high end of guidance and includes stock-based compensation expense.

Total Revenue
$140M
Previous year: $60.9M
+129.8%
EPS
$0.39
Previous year: $0.3
+30.0%
Gross profit margin
45%
Non-GAAP gross margin
52%
Gross Profit
$62.6M
Previous year: $32M
+95.6%
Cash and Equivalents
$292M
Previous year: $95.2M
+206.6%
Free Cash Flow
$7.9M
Previous year: -$2.89M
-373.8%
Total Assets
$1.42B
Previous year: $382M
+270.5%

Onto Innovation

Onto Innovation

Forward Guidance

The Company is currently anticipating revenue for the second quarter 2020 to be approximately $134 million, with an upside range of +3% and a downside range of -5% due to heightened concerns over COVID-19. Within this revenue range the Company is expecting GAAP net income per diluted share to be in the range of $0.04 to $0.16 and non-GAAP net income per diluted share to be in the range of $0.29 to $0.41.