---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-269460"
form_type: "8-K"
ticker: "ONTO"
cik: "0000704532"
company_name: "ONTO INNOVATION INC."
filed_at: "2025-11-06T23:59:59+00:00"
generated_at: "2026-05-17T00:04:55.761751+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "low"
source: SEC EDGAR
---

# Onto Innovation beats Q3 guidance; Dragonfly 3Di qualified by two HBM customers

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-25-269460
- form_type: 8-K
- ticker: ONTO
- cik: 0000704532
- company_name: ONTO INNOVATION INC.
- filed_at: 2025-11-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: low
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/704532/000119312525269460/0001193125-25-269460-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/704532/000119312525269460/onto-20251106.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-269460
- JSON: https://secwatch.observer/filing/0001193125-25-269460.json
- Plain text: https://secwatch.observer/filing/0001193125-25-269460.txt

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