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Onto Innovation (ONTO) guidance history: what it guided and what it reported

Onto Innovation gave guidance in 12 earnings releases on file since Nov 9, 2023. Of 8 guided periods since reported, it met or beat its own guidance 7 times (88%). Revenue: 6 of 6, on average +3.7% against the guided midpoint.

Revenue

Onto Innovation Revenue: last guidance vs reportedOnto Innovation Revenue: last guidance vs reportedguided rangereported (above / within / below)Q1 2024Q2 2024Q3 2024Q4 2024$264MQ1 2025$267MQ2 2025$254MQ3 2025$218MQ1 2026$292MQ2 2026$343MQ3 2026

Met or beat 6 of 6 periods (2 above, 4 within, 0 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q3 2026$380M–$400M (Aug 6, 2026)—to be reported—
Q2 2026$320M–$330M (May 5, 2026)$343Mabove the range+5.6%
Q1 2026$250M–$265M (Nov 6, 2025)$292Mabove the range+13.4%
Q3 2025$210M–$225M (Aug 7, 2025)$218Mwithin the range+0.3%
Q2 2025$240M–$260M (May 8, 2025)$254Mwithin the range+1.4%
Q1 2025$260M–$274M (Feb 6, 2025)$267Mwithin the range-0.1%
Q4 2024$253M–$267M (Oct 31, 2024)$264Mwithin the range+1.5%
Q3 2024$245M–$255M (Aug 8, 2024)———
Q2 2024$230M–$240M (May 9, 2024)———
Q1 2024$215M–$230M (Feb 8, 2024)———

Gross margin

This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q3 202657.3%–57.8% (Aug 6, 2026)—to be reported—
Q2 202656.0%–56.5% (May 5, 2026)———
Q1 202653.5%–55.0% (Nov 6, 2025)———
Q3 202553.0%–55.0% (Aug 7, 2025)———

Adjusted gross margin

The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q1 202654.6% (Feb 19, 2026)———

GAAP operating margin

Onto Innovation GAAP operating margin: last guidance vs reportedOnto Innovation GAAP operating margin: last guidance vs reportedguided rangereported (above / within / below)Q1 202611.5%Q2 202618.5%Q3 2026

Met or beat 1 of 2 periods (0 above, 1 within, 1 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q3 202621.4%–22.4% (Aug 6, 2026)—to be reported—
Q2 202617.8%–18.7% (May 5, 2026)18.5%within the range+0.3 pts
Q1 202614.2%–15.6% (Feb 19, 2026)11.5%below the range-3.4 pts

Adjusted operating margin

The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q3 202631.5%–32.5% (Aug 6, 2026)—to be reported—
Q2 202628.0%–28.6% (May 5, 2026)———
Q1 202624.0%–26.0% (Nov 6, 2025)———
Q3 202518.0%–21.0% (Aug 7, 2025)———

GAAP EPS

This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.

PeriodGuided (and how it moved)ReportedResultvs midpoint
Q3 2026$1.54–$1.70 (Aug 6, 2026)—to be reported—
Q2 2026$1.09–$1.18 (May 5, 2026)———
Q1 2026$0.85–$1.00 (Nov 6, 2025)———
Q3 2025$0.52–$0.72 (Aug 7, 2025)———
Q2 2025$0.99–$1.13 (May 8, 2025)———
Q1 2025$1.14–$1.28 (Feb 6, 2025)———
Q4 2024$1.04–$1.19 (Oct 31, 2024)———
Q3 2024$0.98–$1.08 (Aug 8, 2024)———
Q2 2024$0.88–$1.00 (May 9, 2024)———
Q1 2024$0.74–$0.94 (Feb 8, 2024)———

The latest quarter

Onto Innovation, Q2 2026: revenue $343M (+35% year over year), operating margin 18.5%, net earnings $60.1M, operating cash flow $61.5M. The chart follows the revenue to costs, profit and cash.

Questions

Does Onto Innovation beat its guidance?

Onto Innovation gave guidance in 12 earnings releases on file since Nov 9, 2023. Of 8 guided periods since reported, it met or beat its own guidance 7 times (88%). Revenue: 6 of 6, on average +3.7% against the guided midpoint.

Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.