Welcome to our dedicated page for Onto Innovation news (Ticker: ONTO), a resource for investors and traders seeking the latest updates and insights on Onto Innovation stock.
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) announced qualification of the new Dragonfly G5 system for 2.5D AI advanced packaging with initial shipments expected in June. The platform uses proprietary optics and AI-enhanced software to boost sensitivity, throughput, and reduce cost of ownership.
The company gave a preliminary Q1 2026 revenue estimate of $292 million, above prior outlook, and set Q2 2026 guidance of $320–$330 million, an 8% raise. Dragonfly platforms are expected to grow >50% in 2026 versus 2025.
Onto Innovation (NYSE: ONTO) launched the Dragonfly® G5 inspection and metrology platform and announced double‑digit order commitments for both Dragonfly G5 and 3Di technology from a leading HBM manufacturer, with shipments expected to begin in Q2 2026.
The platform claims defect sensitivity to 150nm, throughput up to 5x prior generation, and new ML and multi‑mode illumination features; Onto expects the platform to address an incremental $500M serviceable available market and cites >30% growth in advanced packaging in 2026.
Onto Innovation (NYSE: ONTO) said its senior management will attend investor conferences in early March 2026. Management will be at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 3 and the Cantor Global Technology & Industrial Growth Conference in New York on March 11.
One-on-one meetings will be available; scheduling is through bank salespeople.
Onto Innovation (NYSE: ONTO) reported record Q4 2025 revenue of $266.9M and full-year revenue of $1.005B. The company completed acquisition of select Semilab product lines and secured a volume purchase agreement estimated at $240M for HBM Dragonfly 2D/3D systems through 2027. Gross margin and GAAP operating income narrowed in Q4; cash and short-term investments ended at $639.6M.
Management provided Q1 2026 guidance: revenue $275M–$285M and non-GAAP EPS $1.26–$1.36.
Onto Innovation (NYSE: ONTO) will report fourth quarter and full year 2025 results after market close on February 19, 2026. A conference call and live audio webcast will be hosted by CEO Michael P. Plisinski and CFO Brian Roberts at 4:30 p.m. ET.
Dial-in and webcast registration details are provided for live participation; a replay will be available on the company website for one year.
Onto Innovation (NYSE: ONTO) announced that CEO Michael Plisinski and CFO Brian Roberts will participate in the 28th Annual Needham Growth Conference at the Lotte New York Palace Hotel on January 13–14, 2026.
Plisinski will take part in a fireside chat at 11:45 a.m. ET on January 13. The presentation will be live webcast and accessible on the company investor relations site at investors.ontoinnovation.com. Company representatives will be available for one-on-one meetings on January 13 and 14.
All conference materials and an archived webcast will be posted on the investor relations page and remain available for one year.
Onto Innovation (NYSE: ONTO) received the "Excellent Production Support" award from Taiwan Semiconductor Manufacturing Co (TSMC) in recognition of the company's support to TSMC's 2025 deliveries and its use of artificial intelligence in process control. The award was presented by Cliff Hou of TSMC and accepted by Ramil Yaldaei, COO of Onto Innovation, during a ceremony on November 25, 2025. The company cited its integration of machine learning and predictive analytics into metrology and inspection systems and highlighted proactive supply chain management and manufacturing agility as reasons for the recognition. CEO Michael Plisinski commented on the team's execution and the company's role in supporting partners as they ramp new technologies.
Onto Innovation (NYSE: ONTO) completed the acquisition of key product lines from Semilab's materials analysis business for approximately $495 million, adding FAaST, CnCV and MBIR product families to its portfolio.
The deal expands Onto’s inline wafer contamination monitoring, materials characterization and surface charge metrology capabilities and brings Semilab engineering, support and applications teams under Onto’s global footprint.
For Q4 the company updated revenue guidance to $258–$275 million and expects the acquisition to contribute ~$8–$10 million of revenue from closing through Jan 3, 2026, be immediately accretive excluding purchase accounting, and add ~$0.02–$0.04 to diluted EPS. Management expects ~$120 million of revenue from the acquired lines in 2026, likely weighted to H2.
Onto Innovation (NYSE: ONTO) said senior management will attend three investor conferences in November–December 2025 and will be available for one‑on‑one meetings.
Events and dates: RBC TIMT Conference in New York on Nov 19, 2025; UBS Global Technology and AI in Scottsdale on Dec 1–2, 2025; Barclays 23rd Annual Global Technology in San Francisco on Dec 10, 2025. To schedule meetings, investors should contact their bank salesperson.
Onto Innovation (NYSE: ONTO) reported third quarter 2025 results with Q3 revenue $218.2M and GAAP EPS $0.57. Revenue fell 13.5% year-over-year; non-GAAP EPS was $0.92. Gross margin was 50.7% (non-GAAP 54.0%). The company generated a record $83.4M cash from operations in Q3 and ended the quarter with $983.9M of cash and short-term investments.
Product progress included full qualification of Dragonfly 3Di for two HBM customers and initial Atlas G6 OCD shipments to leading logic and memory customers. For Q4 FY2025 the company expects revenue $250M–$265M, gross margin 53.5%–55%, and non-GAAP diluted EPS of $1.18–$1.33.