Jun 2026 (Q2 FY26) — Aug 6, 2026
Onto Innovation Q2 FY26 — Record Revenue and Backlog Driven by AI Demand
Read the full callOnto Innovation (ONTO) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Jan 2026
Onto Innovation earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 343 | +35.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 18.5 | +5.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 60.1 | +77.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$226.28 +2.53% · +$5.58
Performance +68.9% 1Y
1Y: $134.01 on 17 Oct 2025 → $226.28. High $378.45 (30 Jun 2026), low $124.09 (18 Nov 2025).
- Previous close
- $220.7
- 52-week range
- $124.09 – $378.45
- One year
- +66.79%
Overview
- Symbol
- ONTO
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 5, 2026
Onto Innovation Q1 FY26 — Strong Demand for AI Compute Drives Revenue Growth and Margin Expansion
Read the full callEvery analysed call
Onto Innovation earnings calls (ONTO)
Financials
What the filings say
Net profit, year on year: +77% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Jan 2026 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 252 | 264 | 267 | 254 | 218 | 267 | 292 | 343 |
| Operating profit | 53 | 42 | 63 | 32 | 24 | 14 | 34 | 64 |
| Operating margin | 21.0% | 16.1% | 23.7% | 12.7% | 10.9% | 5.2% | 11.5% | 18.5% |
| Profit before tax | 61 | 51 | 72 | 40 | 32 | 20 | 38 | 68 |
| Tax rate | 13.1% | 4.8% | 10.6% | 14.7% | 11.7% | 46.1% | 11.3% | 12.3% |
| Net profit | 53 | 49 | 64 | 34 | 28 | 11 | 34 | 60 |
| EPS ($ per share) | 1.07 | — | 1.30 | 0.69 | 0.58 | — | 0.68 | 1.22 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -7 | -5 | 26 | 169 | 363 | 482 | 665 | 744 |
| Total liabilities | 56 | 185 | 203 | 224 | 198 | 173 | 191 | 267 |
| Fixed assets | 19 | 98 | 92 | 82 | 92 | 104 | 124 | 127 |
| Total assets | 418 | 1,449 | 1,468 | 1,650 | 1,795 | 1,910 | 2,117 | 2,368 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Jan 2022 | Dec 2022 | Dec 2023 | Dec 2024 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 35 | 18 | 106 | 175 | 137 | 172 | 246 | 328 |
| Cash from investing | 34 | 4 | 49 | -142 | -56 | -103 | -227 | -122 |
| Cash from financing | -24 | -4 | -54 | 3 | -68 | -9 | -36 | -75 |
| Net cash flow | 45 | 18 | 6 | 33 | 6 | 58 | -21 | 133 |
| Capital expenditure | -8 | -7 | -4 | -12 | -18 | -23 | -32 | -29 |
| Free cash flow | 28 | 11 | 102 | 163 | 118 | 149 | 214 | 300 |
ONTO revenue by segment
| Segment | Q1 FY2024 | Q2 FY2024 | Q3 FY2024 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Systems and Software Revenue | 85% | 87% | 86% | 87% | 85% | 80% | 85% | 86% | +37.1% |
| Parts Revenue | 9% | 7% | 8% | 7% | 8% | 11% | 9% | 8% | +44.7% |
| Service Revenue | 6% | 6% | 6% | 6% | 8% | 9% | 6% | 6% | +5.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- TW 31%
- KR 29% ↓ 1 pt
- US 25% ↑ 16 pt
- Europe 5% ↓ 1 pt
- CN 4% ↓ 8 pt
- Southeast Asia 3% ↓ 3 pt
- JP 3% ↓ 2 pt
As ONTO cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
40 filings between Dec 2, 2025 and Sep 29, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$902.3K
2 sales by 2 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 12
- Award — granted as compensation
- 5
- Option exercise — converted options into shares
- 20
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| MILLER DAVID BRIAN | — | $600.0K | Sep 29, 2026 |
| Lynch Susan D | — | $302.3K | Aug 21, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 29, 2026 | MILLER DAVID BRIAN Director | Sale 10b5-1 plan | 2,000 | $600.0K |
| Sep 2, 2026 | Chen Shirley Senior Vice President of Custo | Tax withheld | 1,516 | $385.9K |
| Sep 2, 2026 | ROBERTS BRIAN K Chief Financial Officer | Tax withheld | 3,239 | $824.5K |
| Aug 21, 2026 | Lynch Susan D Director | Sale 10b5-1 plan | 1,000 | $302.3K |
| May 20, 2026 | Lynch Susan D Director | Award | 761 | $0 |
| May 20, 2026 | Su May Director | Award | 761 | $0 |
| May 20, 2026 | MILLER DAVID BRIAN Director | Award | 761 | $0 |
| May 20, 2026 | SEAMS CHRISTOPHER A Director | Award | 761 | $0 |
| May 20, 2026 | Kelley Stephen Douglas Director | Award | 761 | $0 |
| May 20, 2026 | SCHWARTZ STEPHEN S Director | Award | 761 | $0 |
| May 15, 2026 | YALDAEI RAMIL Chief Operating Officer | Tax withheld | 218 | $59.2K |
| May 15, 2026 | OH Yoon Ah SVP, Gen Counsel & Corp Sec | Tax withheld | 530 | $144.0K |
| May 15, 2026 | YALDAEI RAMIL Chief Operating Officer | Tax withheld | 625 | $169.9K |
| Mar 3, 2026 | YALDAEI RAMIL Chief Operating Officer | Tax withheld | 615 | $127.6K |
| Mar 3, 2026 | Plisinski Michael P Chief Executive Officer | Tax withheld | 3,742 | $776.5K |
| Mar 3, 2026 | OH Yoon Ah SVP, Gen Counsel & Corp Sec | Tax withheld | 417 | $86.5K |
| Mar 3, 2026 | Dolev Ido EVP, Prod Solutions Grp | Tax withheld | 819 | $169.9K |
| Mar 2, 2026 | Plisinski Michael P Chief Executive Officer | Award | 14,479 | $0 |
| Mar 2, 2026 | OH Yoon Ah SVP, Gen Counsel & Corp Sec | Award | 2,408 | $0 |
| Mar 2, 2026 | ROBERTS BRIAN K Chief Financial Officer | Award | 3,096 | $0 |
| Mar 2, 2026 | YALDAEI RAMIL Chief Operating Officer | Award | 7,683 | $0 |
| Mar 2, 2026 | Dolev Ido EVP, Prod Solutions Grp | Award | 3,440 | $0 |
| Mar 2, 2026 | Chen Shirley SVP Customer Success | Award | 2,523 | $0 |
| Mar 1, 2026 | YALDAEI RAMIL Chief Operating Officer | Tax withheld | 347 | $74.9K |
| Mar 1, 2026 | Plisinski Michael P Chief Executive Officer | Option exercise | 4,597 | $0 |
| Mar 1, 2026 | Plisinski Michael P Chief Executive Officer | Tax withheld | 2,222 | $479.7K |
| Mar 1, 2026 | Plisinski Michael P Chief Executive Officer | Tax withheld | 1,925 | $415.6K |
| Mar 1, 2026 | OH Yoon Ah SVP, Gen Counsel & Corp Sec | Option exercise | 724 | $0 |
| Mar 1, 2026 | OH Yoon Ah SVP, Gen Counsel & Corp Sec | Tax withheld | 307 | $66.3K |
| Mar 1, 2026 | OH Yoon Ah SVP, Gen Counsel & Corp Sec | Tax withheld | 267 | $57.6K |
| Mar 1, 2026 | YALDAEI RAMIL Chief Operating Officer | Option exercise | 649 | $0 |
| Mar 1, 2026 | YALDAEI RAMIL Chief Operating Officer | Tax withheld | 276 | $59.6K |
| Feb 14, 2026 | OH Yoon Ah SVP, Gen Counsel & Corp Sec | Option exercise | 3,084 | $0 |
| Feb 14, 2026 | OH Yoon Ah SVP, Gen Counsel & Corp Sec | Tax withheld | 1,094 | $237.6K |
| Feb 14, 2026 | OH Yoon Ah SVP, Gen Counsel & Corp Sec | Tax withheld | 501 | $108.8K |
| Feb 14, 2026 | Plisinski Michael P Chief Executive Officer | Tax withheld | 3,632 | $789.0K |
| Feb 14, 2026 | Plisinski Michael P Chief Executive Officer | Tax withheld | 8,919 | $1.94M |
| Feb 14, 2026 | Plisinski Michael P Chief Executive Officer | Option exercise | 18,445 | $0 |
| Dec 24, 2025 | Plisinski Michael P Chief Executive Officer | Gift | 25,000 | $0 |
| Dec 2, 2025 | Dolev Ido EVP, Prod Solutions Grp | Tax withheld | 3,183 | $490.2K |
| Oct 3, 2025 | YALDAEI RAMIL Chief Operating Officer | Tax withheld | 594 | $85.4K |
| Sep 2, 2025 | ROBERTS BRIAN K Chief Financial Officer | Award | 21,175 | $0 |
| Sep 2, 2025 | Chen Shirley SVP, Customer Success | Award | 12,994 | $0 |
| Jun 2, 2025 | Dolev Ido EVP, Prod Solutions Grp | Award | 5,391 | $0 |
| Jun 2, 2025 | Dolev Ido EVP, Prod Solutions Grp | Award | 21,562 | $0 |
| May 21, 2025 | Su May Director | Award | 2,114 | $0 |
| May 21, 2025 | Kelley Stephen Douglas Director | Award | 2,114 | $0 |
| May 21, 2025 | Lynch Susan D Director | Award | 2,114 | $0 |
| May 21, 2025 | MILLER DAVID BRIAN Director | Award | 2,114 | $0 |
| May 21, 2025 | SCHWARTZ STEPHEN S Director | Award | 2,114 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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