AI brief of an SEC Form 8-K · Onto Innovation (ONTO)
Onto Innovation Q3 revenue rises 88% to record $410 million; Q4 outlook given
Onto Innovation reported fiscal third-quarter 2026 revenue of $409.7 million, up 87.8% from a year earlier, with GAAP net income of $46.8 million, or $0.95 diluted EPS, versus $0.57 a year earlier. The company also guided fourth-quarter 2026 revenue to $430 million to $450 million and non-GAAP diluted EPS to $2.59 to $2.79, while a $40.8 million unrealized loss on its Rigaku investment weighed on GAAP results.
Key points
- Q3 revenue of $409.7 million vs. $218.2 million in Q3 2025; non-GAAP diluted EPS of $2.44 vs. $0.92
- GAAP net income of $46.8 million includes a $40.8 million unrealized loss on the Rigaku investment
- Q4 2026 guidance: revenue of $430 million to $450 million; GAAP diluted EPS of $1.95 to $2.07
- Cash, equivalents and marketable securities of $1.25 billion at September 30, 2026; backlog above $1.3 billion
The filing
CompanyOnto Innovation (ONTO)
Form8-K, current report
Filed with the SECNov 9, 2026, 4:08 PM ET
Accession number0001193125-26-453582
Written by AI on Nov 9, 2026, 4:11 PM ET, from this filing only.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.