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AI brief of an SEC Form 8-K · Onto Innovation (ONTO)

Onto Innovation Q4 revenue reaches record $267 million, but GAAP EPS falls to $0.21

Mixed Impact 3 of 5 earnings Written later

Onto Innovation reported fourth-quarter 2025 revenue of $266.9 million, up 1.1% year over year, and full-year revenue of $1.005 billion, up 1.8%. Profit fell sharply: fourth-quarter GAAP diluted EPS was $0.21 versus $0.98 a year earlier, and full-year GAAP diluted EPS was $2.78 versus $4.06. The company guided first-quarter 2026 revenue to $275 million to $285 million.

Key points

  • Q4 2025 revenue $266.9 million, up 1.1% from $263.9 million; GAAP operating margin 5.2% versus 16.1%
  • Q4 2025 GAAP diluted EPS $0.21 versus $0.98; non-GAAP diluted EPS $1.26 versus $1.51
  • Full-year 2025 revenue $1.005 billion; a volume purchase agreement estimated at over $240 million was closed with an HBM manufacturer
  • Q1 2026 guidance: revenue $275 million to $285 million; GAAP diluted EPS $0.74 to $0.84; non-GAAP diluted EPS $1.26 to $1.36

The filing

CompanyOnto Innovation (ONTO)
Form8-K, current report
Filed with the SECFeb 19, 2026, 4:11 PM ET
Accession number0001193125-26-059380

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:17 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 19, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.