---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-25-105068"
form_type: "8-K"
ticker: "ONTO"
cik: "0000704532"
company_name: "ONTO INNOVATION INC."
filed_at: "2025-08-07T23:59:59+00:00"
generated_at: "2026-05-17T18:36:46.232038+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "medium"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000950170-25-105068
- form_type: 8-K
- ticker: ONTO
- cik: 0000704532
- company_name: ONTO INNOVATION INC.
- filed_at: 2025-08-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: medium
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/704532/000095017025105068/0000950170-25-105068-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/704532/000095017025105068/onto-20250807.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-25-105068
- JSON: https://secwatch.observer/filing/0000950170-25-105068.json
- Plain text: https://secwatch.observer/filing/0000950170-25-105068.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.