Jun 29, 2024

Onto Innovation Q2 2024 Earnings Report

Exceeded revenue guidance driven by AI packaging and gate-all-around node orders.

Key Takeaways

Onto Innovation reported strong Q2 2024 results, with revenue exceeding the high end of guidance due to demand for AI packaging and orders for emerging gate-all-around nodes. The company achieved record cash from operations and saw revenue from specialty and advanced packaging customers reach a new quarterly high.

Revenue reached $242 million, surpassing the high end of guidance.

GAAP and non-GAAP gross margin were both 53%.

GAAP EPS was $1.07, and non-GAAP EPS was $1.32, both above guidance ranges.

Record cash from operations of $65 million, representing 27% of revenue.

Total Revenue
$242M
Previous year: $191M
+27.1%
EPS
$1.32
Previous year: $0.79
+67.1%
Gross profit margin
53%
Previous year: 53%
+0.0%
Non-GAAP gross margin
53%
Previous year: 53%
+0.0%
Gross Profit
$128M
Previous year: $100M
+27.6%
Cash and Equivalents
$786M
Previous year: $610M
+28.9%
Free Cash Flow
$53M
Previous year: $27.1M
+95.9%
Total Assets
$2.01B
Previous year: $1.82B
+10.1%

Onto Innovation

Onto Innovation

Forward Guidance

For the third fiscal quarter ending September 28, 2024, the Company expects revenue to be in the range of $245 to $255 million and non-GAAP diluted earnings per share is expected to be in the range of $1.25 to $1.35.

Positive Outlook

  • Revenue is expected to be in the range of $245 to $255 million.
  • GAAP diluted earnings per share is expected to be in the range of $0.98 to $1.08.
  • Non-GAAP diluted earnings per share is expected to be in the range of $1.25 to $1.35.