Sep 26, 2020

Onto Innovation Q3 2020 Earnings Report

Reported financial results for the third quarter of 2020.

Key Takeaways

Onto Innovation reported third-quarter revenue of $126.5 million. Specialty device and advanced packaging revenue surged 44%. The GAAP net income for the third quarter of 2020 was $8.1 million, or $0.16 per diluted share and non-GAAP net income was $19.6 million, or $0.40 per diluted share.

Revenue of $126.5 million was impacted by the timing in metrology spending predominantly from two customers.

Specialty device and advanced packaging revenue surged 44% in the quarter driven by strong demand for process control for the 5G ecosystem and advanced packaging for high-power computing (HPC) and RF modules.

Gross margin improved to 54%, above previous guidance.

Cash and marketable securities increased $28.3 million in the third quarter and cash from operations was 21% of revenue in the quarter.

Total Revenue
$126M
Previous year: $62.9M
+101.0%
EPS
$0.4
Previous year: $0.26
+53.8%
Gross profit margin
54%
Gross Profit
$68.9M
Previous year: $31.5M
+118.6%
Cash and Equivalents
$340M
Previous year: $51M
+567.3%
Free Cash Flow
$25.2M
Previous year: -$461K
-5567.7%
Total Assets
$1.43B
Previous year: $396M
+261.1%

Onto Innovation

Onto Innovation

Forward Guidance

The Company is currently anticipating revenue for the fourth quarter 2020 to be in the range of $145 to $155 million. Within this revenue range the Company is expecting GAAP net income per diluted share to be in the range of $0.35 to $0.49 and non-GAAP net income per diluted share to be in the range of $0.55 to $0.66.