Jun 26, 2021

Onto Innovation Q2 2021 Earnings Report

Reported record quarterly revenue exceeding guidance, resulting in year-over-year growth.

Key Takeaways

Onto Innovation reported a strong second quarter in 2021, with record quarterly revenue of $193 million, representing a 43% year-over-year growth and a 14% sequential quarterly growth. Gross margin improved to 55%.

Quarterly revenue of $193 million represents 43% year over year growth compared to the second quarter of 2020 and 14% sequential quarterly growth.

Gross margin improved both year over year and over the first quarter of 2021 to 55%.

Specialty device and advanced packaging revenue grew by 45% over the first quarter.

Year to date cash flow from operations totaled $76 million or 21% of revenue; cash and marketable securities increased to $410.8 million.

Total Revenue
$193M
Previous year: $135M
+43.3%
EPS
$0.92
Previous year: $0.42
+119.0%
GAAP Gross Margin
55%
Previous year: 53%
+3.8%
Gross Profit
$105M
Previous year: $71.6M
+47.3%
Cash and Equivalents
$411M
Previous year: $312M
+31.6%
Free Cash Flow
$19.7M
Previous year: $36.4M
-45.7%
Total Assets
$1.55B
Previous year: $1.42B
+9.2%

Onto Innovation

Onto Innovation

Forward Guidance

The Company is currently anticipating revenue for the third quarter of 2021 to be in the range of $190 million to $200 million. Within this revenue range the Company is expecting GAAP net income per diluted share to be in the range of $0.62 to $0.76 and non-GAAP net income per diluted share to be in the range of $0.85 to $0.99.