Onto Innovation Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
41.2%projected annual EPS growth
Analyst Coverage
11analysts covering
FY Revenue (est.)
$1.4Bnext fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Annual Revenue Growth Rate Annually3,000.0%Target: Greater than 30% for FY 2026
Advanced Packaging Revenue Growth Annually5,000.0%Target: Greater than 50% for FY 2026
Advanced Nodes Business Growth Annually2,500.0%Target: Approximately 25% for FY 2026
Non-GAAP Operating Margin Quarterly2,670.0%Target: Greater than 30% by Q4 2026
Watch Items
- Rigaku Holdings Corporation Strategic Collaboration and 27% Stake AcquisitionTrigger: Transaction closing expected in H2 2026Action: Monitor regulatory approvals, integration of Ai Diffract software with Rigaku's CD-SAXS platforms, and board seat nomination.
- Dragonfly G5 Inspection System Adoption and Backlog ExecutionTrigger: Shipments starting in Q2 2026 under volume purchase agreementsAction: Track customer qualifications at leading 2.5D logic and high-bandwidth memory (HBM) customers, and execution of the $240M volume purchase agreement through 2027.
- Convertible Senior Notes Dilution and Capped Call PerformanceTrigger: Initial conversion price of $381.80 and cap price of $509.06Action: Evaluate the impact of the $1.3 billion 0.00% convertible senior notes due 2031 and the effectiveness of the capped call transactions in mitigating dilution.
Research as of 2 Sep 2026