Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus estimates across all key metrics: revenue reached a record $343.1M vs. $325.3M expected, while non-GAAP EPS of $1.93 beat the $1.69 consensus by 14.2%. Performance was driven by a 50% sequential surge in Advanced Nodes and record demand for AI-related Advanced Packaging (2.5D logic and HBM). Strong execution and a record backlog exceeding $1B led to Q3 guidance of $380M–$400M, well above current market expectations, signaling sustained AI infrastructure momentum.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Onto Innovation(ONTO) the Revenue is 343.13 M (+35.3%), Beat estimate;the EBIT is 102.82 M (+56.7%), Beat estimate;the EPS is 1.21 (+75.36%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.34B35.30%
0.33B28.26%
+0.02B7.04%
EBITExceed expectations
0.10B56.70%
0.09B40.79%
+0.01B15.91%
EPSMiss expectations
1.2175.36%
1.258682.40%
-0.04867.04%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf