Onto Innovation Inc.
ONTO
In Semiconductor Technology as a Participant.
Jodie monitors ONTO’s market activity, durable peer group membership, and filing-linked connections.
SEC company filingsCIK 0000704532
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.
Exposure map
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
Showing a three-relationship preview; 5 more links and their filing receipts are in Pro. View plans →
Live connections
ONTO is currently in Semiconductor Technology. 3 filing-linked names are shown in the exposure map.
Theme membership history
No durable theme membership has been observed for this name yet.