Onto Innovation Inc. reports developments in semiconductor process-control equipment, including metrology, macro defect inspection, lithography for advanced packaging, factory analytics and wafer-quality systems. News commonly centers on operating results, guidance, customer evaluations and qualifications for Dragonfly® inspection platforms and 3Di™ metrology used in advanced packaging and high-bandwidth memory manufacturing.
Company updates also cover product launches, completed product-line acquisitions, material agreements, investor events and governance matters for a business serving chipmakers through U.S. manufacturing and a worldwide sales and service organization.
Onto Innovation (NYSE: ONTO) will release its third-quarter 2026 financial results after the market closes on November 9, 2026. Chief Executive Officer Michael P. Plisinski and Chief Financial Officer Brian Roberts will host a conference call and audio webcast at 4:30 p.m. ET that day. A replay will remain available on the company’s website for one year.
Onto Innovation (NYSE: ONTO) received SK hynix’s Best Partner Award for technology achievement at Partners Day on September 28, 2026.
The recognition honored Onto’s development of a defect prevention system for high-bandwidth memory (HBM) applications. Onto was the only company recognized for technology achievement at the event. The company said its Dragonfly G5 inspection system helps identify hidden defects earlier in production, reducing the risk of yield loss for SK hynix. The award reflects collaboration between SK hynix and Onto’s product and customer success teams on HBM manufacturing.
Onto Innovation (ONTO) opened registration for its analyst event on December 17, 2026, at the New York Stock Exchange. Executive presentations, Q&A and technology sessions are scheduled from 9:30 a.m. to 1:00 p.m. ET. In-person attendees must RSVP by December 9 for NYSE access. A live webcast will begin at 9:30 a.m. ET on the company website.
Onto Innovation (NYSE: ONTO) will host a company-sponsored Analyst Event on December 17, 2026 at the New York Stock Exchange in New York City, featuring presentations from its executive leadership team. Additional details and registration will be provided later.
Senior management will also participate in several investor conferences from August 12 to September 9, 2026, including events hosted by Oppenheimer, Needham, Jefferies, Deutsche Bank and Citi. A fireside chat with CEO Michael Plisinski at the Citi 2026 Global TMT Conference on September 9 at 3:55 p.m. ET will be webcast live and archived for one year on the company’s website.
Onto Innovation (NYSE: ONTO) has closed its previously announced acquisition of a 27% minority equity stake in Rigaku Holdings Corporation from Atom Investment, an affiliate of Carlyle, for approximately US$720 million. The investment deepens their strategic collaboration, initiated in April 2026, to develop next‑generation X-ray-based process control solutions for semiconductor manufacturing.
According to Onto Innovation, the stake will be accounted for under the fair value option method and Rigaku’s financial results will not be consolidated. Onto Innovation will also nominate a director to serve on Rigaku’s board.
Onto Innovation (NYSE: ONTO) reported record Q2 2026 revenue of $343.1 million, up 35.3% year-over-year and nearly 18% sequentially, with revenue, gross margin, operating margin and EPS all above the high end of its non-GAAP guidance. GAAP gross margin rose to (non-GAAP 57.0%), and GAAP operating income increased to $63.6 million, or 18.5% of revenue (non-GAAP $102.8 million, 30.0% margin). GAAP net income was $60.1 million, or $1.21 diluted EPS; non-GAAP net income was $96.0 million, or $1.93 diluted EPS.
Advanced Nodes revenue grew 50% sequentially to a quarterly record, and Specialty Devices and Advanced Packaging also reached all-time highs. The company reported a backlog exceeding $1 billion for the first time and ended Q2 with $1.88 billion in cash and short-term investments. For Q3 2026, Onto Innovation expects revenue of $380–$400 million, gross margin of 57.3–57.8%, GAAP operating margin of 21.4–22.4%, non-GAAP operating margin of 31.5–32.5%, GAAP diluted EPS of $1.54–$1.70, and non-GAAP diluted EPS of $2.18–$2.38.
Onto Innovation (NYSE: ONTO) will release its second quarter 2026 financial results shortly after the market close on August 6, 2026. Management will host a conference call and live audio webcast at 4:30 p.m. ET, with replay access available for one year on the company’s website.
Onto Innovation (NYSE:ONTO) announced that its senior management will participate in several upcoming investor conferences.
Events include the B. Riley Securities conference on May 21 in Marina Del Rey, the TD Cowen TMT conference on May 27 in New York, the Evercore 2026 TMT Global Conference on June 2 in San Francisco, and the Stifel 2026 Boston Cross Sector 1x1 Conference on June 3 in Boston. Management will be available for one-on-one meetings.
Onto Innovation (NYSE: ONTO) priced an upsized private offering of $1.3 billion 0.00% Convertible Senior Notes due 2031 to qualified institutional buyers under Rule 144A, with an additional $200 million option.
Net proceeds are estimated at $1.274–$1.470 billion, supporting capped calls, $205 million share repurchases, and general corporate purposes including a planned Rigaku stake.
Onto Innovation (NYSE: ONTO) plans a private offering of $1.1 billion convertible senior notes due 2031 to qualified institutional buyers under Rule 144A. An additional $165 million option may be granted. Proceeds will fund capped call transactions, up to $300 million in share repurchases, and general corporate purposes, potentially including financing a 27% Rigaku Holdings stake.