Sep 28, 2024

Onto Innovation Q3 2024 Earnings Report

Announced third quarter results, driven by solid execution leading to revenue, gross margin, and EPS in the upper half of guidance.

Key Takeaways

Onto Innovation reported strong Q3 2024 results with revenue of $252 million, driven by a recovery in advanced nodes and strength in advanced packaging supporting AI demand. GAAP EPS was $1.07 and non-GAAP EPS was $1.34, near the high end of the guidance range. The company also achieved record cash from operations of $67 million, or 27% of revenue.

Revenue of $252 million led by a recovery in advanced nodes and continued strength in advanced packaging supporting strong AI demand.

GAAP gross margin 54% and non-GAAP gross margin of 55%.

GAAP diluted earnings per share of $1.07 and non-GAAP diluted earnings per share of $1.34 were near the high end of guidance range.

Record cash from operations of $67 million, or 27% of revenue.

Total Revenue
$252M
Previous year: $207M
+21.7%
EPS
$1.34
Previous year: $0.96
+39.6%
Gross profit margin
54%
Previous year: 52%
+3.8%
Non-GAAP gross margin
55%
Previous year: 52%
+5.8%
Gross Profit
$136M
Previous year: $107M
+27.6%
Cash and Equivalents
$855M
Previous year: $630M
+35.9%
Free Cash Flow
$59.2M
Previous year: $21M
+182.1%
Total Assets
$2.07B
Previous year: $1.86B
+11.3%

Onto Innovation

Onto Innovation

Forward Guidance

For the fourth fiscal quarter ending December 28, 2024, the Company expects revenue to be in the range of $253 to $267 million. GAAP diluted earnings per share is expected to be in the range of $1.04 to $1.19. Non-GAAP diluted earnings per share is expected to be in the range of $1.33 to $1.48.

Positive Outlook

  • Revenue is expected to be in the range of $253 to $267 million.
  • GAAP diluted earnings per share is expected to be in the range of $1.04 to $1.19.
  • Non-GAAP diluted earnings per share is expected to be in the range of $1.33 to $1.48.