The latest call
FetchingOnto Innovation Inc. reported on November 9, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
ONTO · NYSE · Technology · Semiconductor Equipment and Materials
$203.54-2.9%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed November 9, 2026
Company outlook: revenue of $430M to $450M for Fiscal Q4 2026 — up 64.9% on a year earlier, slower than the 87.8% just reported
Just reported
From Onto Innovation Inc.'s results release of November 9, 2026; its quarterly report has since been filed.
Actual
$409.7M
+88% y/y
+19% q/q
Guided
$390M
midpoint
Actual
$2.44
Guided
$2.28
midpoint
| Measure | 3 months toSep 30, 2026 | 3 months toSep 27, 2025 | Change |
|---|---|---|---|
| Total Revenue | $409.7M | $218.2M | +87.79% |
| Profit | $46.8M | $28.2M | +65.98% |
| Profit per share | $0.95 | $0.57 | +66.67% |
| Free Cash Flow | $77.2M | $82M | -5.89% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
Onto Innovation Inc. reported on November 9, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“Our outstanding results this quarter reflect excellent execution by our team and continued strength in the markets we serve,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
Onto Innovation is a leader in process control, combining global scale with an expanded portfolio of leading-edge technologies that include: unpatterned wafer quality; 3D metrology spanning chip features from nanometer scale transistors to large die interconnects; macro defect inspection of wafers and 4 packages; metal interconnect composition; factory analytics; and lithography for advanced semiconductor packaging. Our breadth of offerings across the entire semiconductor value chain combined with our connected thinking approach results in a unique perspective to help solve our customers’ most difficult yield, device performance, quality, and reliability issues. Onto Innovation strives to optimize customers’ critical path of progress by making them smarter, faster and more efficient. Headquartered in Wilmington, Massachusetts, Onto Innovation supports customers with a worldwide sales and service organization. Additional information can be found at www.ontoinnovation.com . Source: Onto Innovation Inc. ONTO-I
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Onto Innovation Inc.’s Item 2.02 8-K filed November 9, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
EPS, GAAP: $0.95 · +67% y/y
Actual
$95.4M
+303% y/y
+50% q/q
Guided
—
No guide given
Operating income, adjusted: $133.5M
Q4 2026
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.