Onto Innovation Q2 revenue above guidance; acquires Semilab lines for $545M

ONTO INNOVATION INC.

2025-Q2 EPS reported $1.99 revenue$520,204,000

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.

item 2.02item 9.01

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.