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Form 8-K · Current Report · Filed 2026-02-19

Onto Innovation Reports Record 2025 Q4 Revenue and Full Year Results

Onto Innovation Inc. announced financial results for the fourth quarter and full year of 2025, reporting a record quarterly revenue of $267 million and full year revenue of $1.005 billion. The company achieved a GAAP gross margin of 46.4% for Q4 and 49.7% for the full year. GAAP net income was $10.5 million for Q4 and $136.8 million for the full year, with non-GAAP net income figures at $62.3 million and $243.5 million, respectively. Non-GAAP diluted earnings per share for Q4 and the full year were $1.26 and $4.94. Onto Innovation also completed the acquisition of key product lines from Semilab International and expects Q1 2026 revenue to be between $275 million and $285 million with a non-GAAP operating margin of 25.5% to 26.5%.

Filer
Onto Innovation Inc. ONTO · NYSE
Filed
Accession
0001193125-26-059380
CIK
0000704532
Signal
High impactTechnology

Items reported

Item events

Reported Item

Earnings Beat General Statement M&A Transaction

Market reaction

Close before filing

$220.00

Next session

-1.6%

Since filing

+17.5%

Latest close

$258.58

What happened, not what will happen — closing prices around the filing date.

About Onto Innovation Inc.

Onto Innovation Inc. is a leading company specializing in the development and provision of comprehensive metrology and inspection solutions for the semiconductor industry. Its primary function is to provide advanced analysis tools that ensure semiconductor manufacturers maintain high levels of quality and performance in their products. Onto Innovation's technology enables precise measurements and inspections, critical in the production of various electronic components including memory devices, logic chips, and power management systems. Notable for its cutting-edge technology, Onto Innovation’s systems are pivotal in the fabrication of nanoscale devices. The company serves a wide market including foundries, integrated device manufacturers (IDMs), and research institutions, impacting sectors such as consumer electronics, automotive, and telecommunications. With an ongoing evolution in electronics and the push for miniaturization, Onto Innovation plays a crucial role. In the financial market, Onto Innovation Inc. stands out as a key player in the semiconductor supply chain, known for its innovation and contributions to the emerging trends in semiconductor technology. Its market significance is underscored by its ability to adapt to the fast-paced advancements in the semiconductor industry, making it a critical enabler of future technological advancements.

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