Mar 29

Onto Innovation Q1 2025 Earnings Report

Reported record quarterly revenue and strong financial results for the first quarter of 2025

Key Takeaways

Onto Innovation achieved record quarterly revenue of $267 million in Q1 2025, driven by significant growth in advanced nodes. The company also reported strong GAAP and non-GAAP financial results, including record cash from operations.

Record quarterly revenue of $267 million, marking the seventh consecutive quarter of growth.

Advanced nodes revenue doubled quarter-over-quarter, showing strength in leading-edge DRAM, NAND, and gate-all-around devices.

Non-GAAP diluted earnings per share of $1.51 exceeded GAAP diluted earnings per share of $1.30.

Record cash from operations of $92 million, representing 35% of revenue.

Total Revenue
$267M
Previous year: $229M
+16.5%
EPS
$1.51
Previous year: $1.18
+28.0%
GAAP Gross Margin
54%
Previous year: 52%
+3.8%
Non-GAAP Gross Margin
55%
Previous year: 52%
+5.8%
Non-GAAP Operating Income
$76.5M
Gross Profit
$143M
Previous year: $118M
+21.1%
Cash and Equivalents
$851M
Previous year: $741M
+14.8%
Total Assets
$2.12B
Previous year: $1.95B
+8.3%

Onto Innovation

Onto Innovation

Forward Guidance

For the second fiscal quarter ending June 28, 2025, the company expects revenue between $240 million and $260 million, GAAP diluted EPS between $0.99 and $1.13, and non-GAAP diluted EPS between $1.21 and $1.35.