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Sep 27, 2025
Onto Innovation Q3 2025 Earnings Report
Onto Innovation reported its third quarter 2025 financial results, with revenue and earnings per share exceeding guidance, driven by advancements in advanced packaging process control technologies.
Key Takeaways
Onto Innovation delivered a solid third quarter, with revenue of $218.2 million and non-GAAP diluted earnings per share of $0.92, both surpassing the midpoint of their guidance. The company achieved record cash from operations and made significant progress in advanced packaging process control with the qualification of Dragonfly® 3Di™ technology by two major HBM customers and initial shipments of Atlas® G6 OCD systems.
Revenue for Q3 2025 was $218.2 million, exceeding the midpoint of guidance.
Non-GAAP diluted EPS reached $0.92, also above the midpoint of guidance.
Record cash from operations of approximately $83.4 million was generated in the third quarter.
Dragonfly® 3Di™ technology was fully qualified by two major HBM customers and secured orders for 2.5D logic applications supporting AI packaging.
Forward Guidance
For the fourth fiscal quarter ending January 3, 2026, Onto Innovation expects revenue between $250 million and $265 million, gross margin of 53.5% to 55%, non-GAAP operating margin of 24% to 26%, GAAP diluted EPS of $0.85 to $1.00, and non-GAAP diluted EPS of $1.18 to $1.33.
Positive Outlook
- Expected revenue increase to $250 million to $265 million for Q4 2025.
- Anticipated improvement in gross margin to 53.5% to 55% for Q4 2025.
- Projected non-GAAP operating margin of 24% to 26% for Q4 2025.
- Higher non-GAAP diluted EPS guidance of $1.18 to $1.33 for Q4 2025.
- Continued momentum in advanced packaging process control technologies.
Historical Earnings Impact
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