Loading...
•
Jan 03
Onto Innovation Q4 2025 Earnings Report
Onto Innovation reported record fourth quarter 2025 revenue with lower GAAP profitability year over year.
Key Takeaways
Onto Innovation delivered record Q4 revenue of $266866000, with GAAP net income of $10529000 and diluted EPS of $0.21. Non-GAAP net income was $62258000 with non-GAAP EPS of $1.26, while gross margin declined year over year.
Record quarterly revenue of $266866000, up year over year.
GAAP net income of $10529000 with diluted EPS of $0.21.
Non-GAAP net income of $62258000 and non-GAAP EPS of $1.26.
Generated approximately $95000000 in cash from operations during the quarter.
Forward Guidance
For Q1 2026, the company expects revenue between $275000000 and $285000000, GAAP diluted EPS between $0.74 and $0.84, and non-GAAP diluted EPS between $1.26 and $1.36.
Positive Outlook
- Revenue guidance range of $275000000 to $285000000.
- Non-GAAP operating margin expected between 25.5% and 26.5%.
- Non-GAAP EPS guidance up to $1.36.
- Strong AI-driven semiconductor capital equipment demand.
- Large HBM volume purchase agreement supporting multi-year growth.
Challenges Ahead
- GAAP operating margin guidance between 14.2% and 15.6%, below non-GAAP levels.
- Gross margin declined year over year in Q4.
- GAAP net income significantly lower than prior year.
- Exposure to semiconductor capital spending cyclicality.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...