earnings
confidence low
sentiment positive
materiality 0.70
Onto Innovation beats Q3 guidance; Dragonfly 3Di qualified by two HBM customers
ONTO INNOVATION INC.
2025-Q3 EPS reported
$2.57
revenue$738,397,000
- 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.
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