종목/ONTO
Onto Innovation Inc.
다음 분기(2분기 2026, 종료일 2026-06-30) 전망: Revenue $320 million to $330 million; Gross margin 56% to 56.5%; GAAP operating margin 17.8% to 18.7%; Non-GAAP operating margin 28% to 28.6%; GAAP diluted EPS $1.09 to $1.18; Non-GAAP diluted EPS $1.65 to $1.73.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Onto Innovation Inc. engages in the design, development, manufacture, and support of process control tools that perform macro-defect inspection and metrology in the United States, Taiwan, South Korea, Japan, China, Southeast Asia, Asia, and Europe. The company offers lithography systems and process control analytical software; and automated and integrated metrology systems, silicon wafer all-surface inspection, macro defect inspection, automated defect classification and pattern analysis, yield analysis, opaque film metrology, 4D business, advanced packaging lithography, process control software, and yield management software products. It also provides process and yield management solutions, and device packaging and test facilities through standalone systems for optical metrology, macro-defect inspection, packaging lithography, and transparent and opaque thin film measurements. In addition, the company offers process control software portfolio that includes solutions for standalone tools, groups of tools, and factory-wide suites. Further, it engages in systems and software, spare parts, and other services, as well as offers software licensing services; and provides advanced product lines, such as FAaST, CnCV, and MBIR. The company's products are used in semiconductor and advanced packaging device manufacturers; silicon wafers; semiconductor integrated circuit fabricators; light emitting diodes; vertical-cavity surface-emitting lasers; micro-electromechanical systems; CMOS image sensors; silicon and compound semiconductor power devices; analog devices; RF filters; data storage; and various industrial and scientific applications. Onto Innovation Inc. was founded in 1940 and is headquartered in Wilmington, Massachusetts.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 5일 (화) | 2026 Q1 | $1.44 | $1.42 | −1.6% | $292M | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
매출과 비(Non-)GAAP EPS 모두 컨센서스 대비 '근소한 상회' 가능성이 있고(기록적 분기 매출, 강한 매출 가이던스), 비즈니스 모멘텀(신제품 채택·고급 노드 성장)은 긍정적 신호다. 다만 GAAP 영업이익과 순이익이 전년 대비 하락한 점과 대규모 Rigaku 투자(약 $710M) 및 인수·제휴의 통합 리스크가 단기적 불확실성으로 작용할 수 있다.