Onto Innovation Inc.
ONTO
Jodie read · what matters now
Revenue increased 9.5% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ONTO, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-05-05 against the comparable filing from 2025-05-08.
What improved
- Revenue increased 9.5% versus the comparable filing period.
What weakened
- Operating margin fell 12.2 percentage points.
- Net income decreased 47.3% versus the comparable filing period.
- Gross margin fell 3.6 percentage points.
Filing receipts
“Cash provided by operating activities for the first three months of 2026 decreased compared to the corresponding period in fiscal 2025, primarily due to timing of accounts receivable payments and higher inventory levels due to revenue growth.”
“The following table lists, for the periods indicated, our gross profit in dollars and as percentages of our total revenue: Three Months Ended March 31, March 29, 2026 2025 (in thousands, except for percentages) Gross profit $ 146,389 $ 143,233 Gross profit as a percentage of revenue 50.1 % 53.7 % The decrease in gross profit as a percentage of revenue for the three months ended March 31, 2026 as compared to the three months ended March 29, 2025 was primarily due to higher restructuring and other expenses for the write down of excess and obsolete inventory in the 2026 period.”
“This increase was primarily the result of $26.3 million of cash generated from operating activities partially offset by capital expenditures of $3.6 million and $6.7 million for tax payments related to net share settlement of employee stock-based compensation plans.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ONTO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 5 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ONTO is currently a Participant in the organic co-movement group Semiconductor Supply Chain. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.