ONTO INNOVATION INC.

ONTO INNOVATION INC.ONTOEarnings & Financial Report

NYSE · Industrials · Measuring & Controlling Devices, NEC

Onto Innovation Inc. is an American semiconductor company formed in 2019 from the merger of Rudolph Technologies, Inc. and Nanometrics Incorporated. It is a provider of process and process control equipment and software for microelectronic manufacturing industries.

Revenue

$242.3M

Gross Profit

$128.2M

Operating Profit

$48.8M

Net Profit

$52.9M

Gross Margin

52.9%

Operating Margin

20.2%

Net Margin

21.9%

YoY Growth

21.7%

EPS

$1.07

ONTO INNOVATION INC. Q2 FY2024 Financial Summary

ONTO INNOVATION INC. reported revenue of $242.3M (up 21.7% YoY) for Q2 FY2024, with a net profit of $52.9M (up 82.2% YoY) (21.9% margin). Cost of goods sold was $114.1M, operating expenses totaled $79.4M.

Key Financial Metrics

Total Revenue$242.3M
Net Profit$52.9M
Gross Margin52.9%
Operating Margin20.2%
Report PeriodQ2 FY2024

Revenue Breakdown

ONTO INNOVATION INC. Q2 FY2024 revenue of $242.3M breaks down across 3 segments, led by Systems And Software Revenue at $210.4M (86.8% of total).

SegmentRevenue% of Total
Systems And Software Revenue$210.4M86.8%
Parts Revenue$16.8M6.9%
Transferred Over Time$14.6M6.0%

ONTO INNOVATION INC. Revenue by Segment — Quarterly Trend

ONTO INNOVATION INC. revenue by segment across the last 4 reported quarters, showing how each business line (such as Systems And Software Revenue and Parts Revenue) has evolved quarter over quarter.

SegmentQ3 FY2025Q2 FY2025Q1 FY2025Q4 FY2024
Systems And Software Revenue$173.8M$214.5M$231.2M$228.0M
Parts Revenue$23.9M$19.8M$18.2M$19.7M
Transferred Over Time$17.3M$16.1M

ONTO INNOVATION INC. Annual Revenue by Year

ONTO INNOVATION INC. annual revenue history includes year-by-year totals (for example, 2024 revenue was $987.3M).

YearAnnual Revenue
2024$987.3M

ONTO INNOVATION INC. Quarterly Revenue & Net Profit History

ONTO INNOVATION INC. results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q3 FY2025$218.2M-13.5%$28.2M12.9%
Q2 FY2025$253.6M+4.7%$33.9M13.4%
Q1 FY2025$266.6M+16.5%$64.1M24.0%
Q4 FY2024$263.9M+20.6%$48.8M18.5%
Q3 FY2024$252.2M+21.7%$53.1M21.0%
Q2 FY2024$242.3M+21.7%$52.9M21.9%
Q1 FY2024$228.8M$46.9M20.5%
Q3 FY2023$207.2M-19.2%$35.9M17.3%

Income Statement

Q3 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025
Revenue$207.2M$228.8M$242.3M$252.2M$263.9M$266.6M$253.6M$218.2M
YoY Growth-19.2%N/A21.7%21.7%20.6%16.5%4.7%-13.5%

Balance Sheet

Q3 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025
Assets$1.86B$1.95B$2.01B$2.07B$2.12B$2.12B$2.14B$2.19B
Liabilities$166.0M$171.8M$173.7M$169.8M$191.2M$195.4M$177.0M$184.5M
Equity$1.70B$1.78B$1.83B$1.90B$1.93B$1.92B$1.96B$2.00B

Cash Flow

Q3 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025
Operating CF$60.3M$57.1M$65.3M$67.2M$56.0M$92.0M$57.9M$83.4M