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Onto Innovation (ONTO) guidance and outlook

Onto Innovation (ONTO) gave its guidance on Nov 9, 2026: Revenue +45% for FY2026; Revenue $430M–$450M for the quarter ending Dec 31, 2026; Gross margin 57.7%–58.3% for the quarter ending Dec 31, 2026; Operating margin 24.4%–24.8% for the quarter ending Dec 31, 2026. Onto Innovation's 10-Q filed Nov 9, 2026 makes 9 forward-looking statements.

Guidance and outlook

Onto Innovation Revenue: guidance against what was reportedOnto Innovation Revenue: guidance against what was reportedguided rangereported (above / within / below)Q4 2024Q1 2025$267MQ2 2025$254MQ3 2025$218MQ1 2026$292MQ2 2026$343MQ3 2026$410MQ4 2026
Met or beat 6 of 6 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Onto Innovation: what its forward-looking statements are about (10-Q filed 2026-11-09)Onto Innovation: what its forward-looking statements are about (10-Q filed 2026-11-09)Other4Demand4Costs1
9 statements; tone +0.22 (−1 all cautious, +1 all confident); 2 hedged.
Onto Innovation: outlook statements against the filing beforeOnto Innovation: outlook statements against the filing beforeConfident3Cautious1

Latest guidance

MetricPeriodRangeChange
Revenuethe quarter ending Dec 31, 2026$410Mnew
RevenueFY2026+45%new
Revenuethe quarter ending Dec 31, 2026$430M–$450Mnew
Gross marginthe quarter ending Dec 31, 202657.7%–58.3%new
Operating marginthe quarter ending Dec 31, 202624.4%–24.8%new
Operating marginthe quarter ending Dec 31, 202633.5%–34.5%new
EPSthe quarter ending Dec 31, 2026$1.95–$2.07new
EPSthe quarter ending Dec 31, 2026$2.59–$2.79new

From the earnings release filed Nov 9, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 9, 2026

Onto Innovation's latest quarter

Onto Innovation, Q3 2026: revenue $410M (+88% year over year), operating margin 23.3%, net earnings $46.8M, operating cash flow $78.8M. The chart follows the revenue to costs, profit and cash.

Questions

Did Onto Innovation raise or lower its guidance?

Onto Innovation (ONTO) gave its guidance on Nov 9, 2026: Revenue +45% for FY2026; Revenue $430M–$450M for the quarter ending Dec 31, 2026; Gross margin 57.7%–58.3% for the quarter ending Dec 31, 2026; Operating margin 24.4%–24.8% for the quarter ending Dec 31, 2026.

What does Onto Innovation expect?

the Company’s ability to realize the anticipated benefits of the Rigaku Transaction; our expectations of the semiconductor market outlook; the anticipated effects of tariffs and trade disputes on our business and financial results;

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Updated Nov 10, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.