{"filings":[{"id":554117,"accession_number":"0001193125-26-232522","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2026-05-20T20:01:25+00:00","items":["5.07","9.01"],"status":"ready","headline":"Onto Innovation stockholders re-elect all directors, approve say-on-pay, ratify EY auditor at 2026 annual meeting","event_type":"other_material","confidence":"high","bullets":["All seven director nominees elected; David B. Miller received 38.8M for, 3.2M against (highest opposition).","Advisory vote on executive compensation approved: 40.6M for, 1.2M against, 0.2M abstain.","Ratification of Ernst & Young as auditor for FY2026: 44.4M for, 178k against, 147k abstain.","Broker non-votes were 2.68M for director election and say-on-pay; none for auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":482436,"accession_number":"0001193125-26-227915","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2026-05-18T11:53:10+00:00","items":["8.01","9.01"],"status":"ready","headline":"Onto Innovation announces $1.1B convertible notes offering due 2031, $300M share repurchase","event_type":"debt","confidence":"high","bullets":["Offering of $1.1B aggregate principal amount of convertible senior notes due 2031; option for additional $165M.","Up to ~$300M of net proceeds used to repurchase common stock concurrently with pricing.","Remaining proceeds for general corporate purposes, including financing 27% acquisition of Rigaku Holdings.","Capped call transactions expected to reduce potential dilution upon conversion of the notes.","Notes are senior unsecured obligations; interest rate, conversion rate set at pricing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98381,"accession_number":"0001193125-26-206365","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Onto Innovation posts record Q1 revenue of $292M; to acquire 27% of Rigaku for ~$710M","event_type":"earnings","confidence":"high","bullets":["Record quarterly revenue of $292M, up nearly 10% sequentially from Q4 2025.","Dragonfly G5 qualified at a leading 2.5D logic customer and a high-bandwidth memory customer.","Atlas G6 selected by second logic customer for gate-all-around metrology; advanced nodes grew 13% in Q1.","Strategic collaboration with Rigaku: Onto to purchase 27% stake for ~$710M, expected close H2 2026; right to nominate one director."],"consensus_eps_estimate":null,"consensus_eps_actual":0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":291949000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98380,"accession_number":"0001193125-26-164529","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["1.01","7.01","8.01","9.01"],"status":"ready","headline":"Onto Innovation to acquire 27% stake in Rigaku for $710M; strategic partnership deepened","event_type":"m_and_a","confidence":"high","bullets":["Purchase price ~$710M for 61.1M shares (27% of Rigaku) from Carlyle affiliate; expected close H2 2026.","Acquisition to accelerate joint X-ray/OCD process control solutions; already selected by two key customers.","Investment expected to be accretive as of Dec 31, 2026; Onto gets one board seat.","$500M bridge loan commitment from Goldman Sachs to help finance the deal and related expenses.","Market for CD-SAXS and metrology solutions estimated >$1B in five years per TechInsights."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98379,"accession_number":"0001193125-26-158081","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Onto Innovation prelim Q1 rev $292M above guidance; Dragonfly G5 qualified for 2.5D AI packaging","event_type":"earnings","confidence":"high","bullets":["Preliminary Q1 FY2026 revenue of $292M, above prior guidance of $275-285M.","Q2 FY2026 guidance set at $320-330M, representing an 8% increase over prior outlook.","Dragonfly G5 system qualified for 2.5D AI packaging applications; initial shipments expected in June.","Dragonfly platform revenue expected to grow over 50% in 2026 compared to 2025.","Full Q1 financial results to be released after market close on May 5, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":291949000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113803,"accession_number":"0001193125-26-059380","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Onto Innovation reports record Q4 revenue $267M, FY 2025 revenue $1.005B","event_type":"earnings","confidence":"medium","bullets":["Record Q4 revenue of $267M; full year 2025 revenue reached $1.005B.","Completed acquisition of key product lines from Semilab International's materials analysis business.","Shipped next-gen Dragonfly systems to multiple customers; evaluation periods ongoing.","Closed volume purchase agreement >$240M with leading HBM manufacturer for Dragonfly 2D inspection and 3D metrology through 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":2.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":1005263000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130214,"accession_number":"0001193125-25-291346","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2025-11-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Onto Innovation adopts Nonqualified Deferred Compensation Plan effective Jan 1, 2026","event_type":"other_material","confidence":"high","bullets":["Plan allows eligible executives to defer up to 75% of salary and 100% of bonus, PSUs, and RSUs.","Non-employee directors may defer up to 100% of annual retainer, meeting fees, and RSUs.","Company may make discretionary contributions that vest immediately; all participant contributions fully vested.","Distributions available as lump sum or installments (2-10 years) upon separation, death, or disability.","Plan effective January 1, 2026; intended to comply with IRC Section 409A."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130213,"accession_number":"0001193125-25-283980","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["2.01","3.02","7.01","9.01"],"status":"ready","headline":"Onto Innovation completes $495M acquisition of Semilab USA product lines","event_type":"m_and_a","confidence":"high","bullets":["Acquired Semilab USA for $432.3M cash and 641,771 shares of Onto common stock.","Acquisition adds FAaST, CnCV and MBIR product lines for materials characterization.","Updates Q4 2025 revenue guidance to $258M–$275M, including $8M–$10M from Semilab.","Expects acquisition to add $0.02–$0.04 to diluted EPS in Q4 and $120M revenue in 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130212,"accession_number":"0001193125-25-269460","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Onto Innovation beats Q3 guidance; Dragonfly 3Di qualified by two HBM customers","event_type":"earnings","confidence":"low","bullets":["Revenue and EPS exceeded midpoint of previously announced Q3 guidance ranges.","Dragonfly 3Di qualified by two major HBM customers; also secured orders for 2.5D logic AI packaging.","Shipped initial Atlas G6 OCD systems to logic and memory customers; additional shipments expected in Q4.","Record cash from operations of ~$83.4M, representing 185% conversion of non-GAAP net income."],"consensus_eps_estimate":null,"consensus_eps_actual":2.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":738397000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130211,"accession_number":"0001193125-25-236464","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2025-10-10T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Onto Innovation amends Semilab deal; excludes EIR business, price cut ~$50M to ~$495M","event_type":"m_and_a","confidence":"high","bullets":["EIR business (Fourier-Transform IR reflectometry) excluded; seller retains it; ~$13M (10% of Semilab 2025 revenue).","Base cash price reduced to $432.3M plus 641,771 shares; total ~$495M from originally ~$545M.","Acquired business (ex-EIR) expected to generate ~$120M annual revenue and be ~10% EPS accretive in year one.","DOJ issued Second Request; parties will refile HSR with revised scope, still targeting 2025 close.","Onto affirms Q3 FY2025 guidance (August 7, 2025); deal expected to close in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146771,"accession_number":"0000950170-25-105068","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Onto Innovation Q2 revenue above guidance; acquires Semilab lines for $545M","event_type":"earnings","confidence":"medium","bullets":["Revenue exceeded midpoint of guided range; CEO expects Q3 low watermark with Q4 recovery to Q1/Q2 levels.","Shipped >20 Dragonfly systems for sub-surface defect inspection in AI packaging; expanded to >10 customers for 3Di metrology.","Announced acquisition of Semilab product lines for ~$545M cash/stock; adds >$130M annual revenue, immediately accretive to EPS.","Dragonfly 3Di metrology adoption growing across co-packaged optics and advanced 2.5D logic packaging."],"consensus_eps_estimate":null,"consensus_eps_actual":1.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":520204000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146770,"accession_number":"0000950170-25-095287","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K/A","filed_at":"2025-07-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Onto Innovation discloses former CFO Mark Slicer's separation terms: $477k severance, equity acceleration","event_type":"leadership","confidence":"high","bullets":["Separation agreement with former CFO Mark Slicer provides 1x base salary ($477,405) paid over 12 months.","Pro-rata bonus for 2025 at 70% target of base salary, prorated for days employed, payable by March 2026.","RSUs and time-based PSUs vesting within 12 months after separation accelerated; performance PSUs vest by March 15, 2026.","Equity awards vesting after March 15, 2026 are forfeited; COBRA lump sum of $39,190.65.","Non-compete for 12 months (24 if fiduciary breach) and 24-month non-solicit included."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165204,"accession_number":"0001193125-25-152097","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Onto Innovation to acquire Semilab's materials analysis business for ~$545M","event_type":"m_and_a","confidence":"high","bullets":["Total consideration of $475M cash and 706,215 shares of ONTO stock (~$545M total based on June 27 close).","Acquisition adds four product lines for inline wafer contamination monitoring and materials interface characterization.","Portfolio has grown ~20% CAGR since 2021, projected to generate ~$130M annual revenue in 2025.","Expected to be immediately accretive to gross and operating margins, increasing non-GAAP EPS by >10% in first year.","Expected close in H2 2025, subject to US and Hungarian regulatory approvals; Q2 2025 guidance reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165203,"accession_number":"0000950170-25-086558","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Onto Innovation appoints Brian Roberts as CFO effective June 16, 2025","event_type":"leadership","confidence":"high","bullets":["Brian Roberts named CFO of Onto Innovation, effective June 16, 2025; previously CFO at Sensata Technologies (2023-2025) and Insulet (2009-2014).","Annual base salary of $525,000; cash bonus target 80% of base; $250,000 sign-on bonus with clawback provisions.","One-time RSU grant valued at $2.2M vesting ratably over 3 years; eligible for annual equity grants in FY2026 (50% time-based, 50% performance-based).","Severance: 1x base salary plus prorated bonus for termination without cause or for good reason; enhanced severance after change in control includes 1x target bonus.","Initial term through Sept 2, 2026, with automatic one-year renewals unless 90-day notice of non-extension given."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165202,"accession_number":"0000950170-25-085569","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CFO Mark Slicer departs Onto Innovation effective June 12, 2025","event_type":"leadership","confidence":"high","bullets":["CFO Mark Slicer's employment mutually terminated effective June 12, 2025.","Separation not due to any disagreement on operations, policies, or practices.","No successor CFO named; principal financial and accounting officer role vacant."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165201,"accession_number":"0000950170-25-075756","cik":704532,"company_name":"ONTO INNOVATION INC.","ticker":"ONTO","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Onto Innovation annual meeting elects all 7 director nominees, approves say-on-pay, ratifies EY","event_type":"other","confidence":"high","bullets":["All seven director nominees (Kelley, Lynch, Miller, Plisinski, Schwartz, Seams, Su) elected; Miller had highest against votes at 2.9M.","Advisory say-on-pay passed with 40,021,164 for, 1,505,709 against, and 46,516 abstain.","Ernst & Young ratified as independent auditor for fiscal year ending Jan 3, 2026: 43,571,777 for, 354,246 against.","Broker non-votes of 2,376,395 were recorded on director election and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}