Jan 01, 2022

Onto Innovation Q4 2021 Earnings Report

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

Key Takeaways

Onto Innovation reported record fourth-quarter revenue of $225.6 million, a 45% year-over-year increase. The company's GAAP EPS was $0.94, and non-GAAP EPS was $1.23. The company is guiding for continued revenue growth in the first quarter of 2022.

Record quarterly revenue of $226 million exceeds guidance, resulting in 45% year-over-year growth

Quarterly gross profit margin improved to 55% from 49% in the same period last year

Fourth quarter operating margin improved to 22% GAAP and 31% non-GAAP, in line with the Company’s long-term operating model

Quarterly diluted earnings per share of $0.94 increased 135% year-over-year and non-GAAP diluted earnings per share of $1.23 increased 71% year-over-year

Total Revenue
$226M
Previous year: $155M
+45.5%
EPS
$1.23
Previous year: $0.72
+70.8%
Gross profit margin
55%
Previous year: 49%
+12.2%
Non-GAAP gross margin
55%
Previous year: 54%
+1.9%
Gross Profit
$124M
Previous year: $75.3M
+64.3%
Cash and Equivalents
$511M
Previous year: $374M
+36.8%
Total Assets
$1.65B
Previous year: $1.47B
+12.4%

Onto Innovation

Onto Innovation

Forward Guidance

Management provided an outlook for the first quarter, the fiscal period ending April 2, 2022. Based on current estimates, management expects: $226 million to $240 million in revenue and $1.13 to $1.20 in diluted non-GAAP EPS

Positive Outlook

  • $226 million to $240 million in revenue
  • $0.86 to $0.93 in diluted GAAP EPS
  • $1.13 to $1.20 in diluted non-GAAP EPS