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Onto Innovation (ONTO) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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Onto Innovation (ONTO - Free Report) reported $409.75 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 87.8%. EPS of $2.44 for the same period compares to $0.92 a year ago.

The reported revenue represents a surprise of +4.89% over the Zacks Consensus Estimate of $390.66 million. With the consensus EPS estimate being $2.27, the EPS surprise was +7.49%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Onto Innovation performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Geographic Revenue- South Korea: $82.27 million versus the two-analyst average estimate of $101.61 million. The reported number represents a year-over-year change of +83.4%.
  • Geographic Revenue- China: $32.07 million versus $29.09 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +17.2% change.
  • Geographic Revenue- Japan: $20.63 million compared to the $34.17 million average estimate based on two analysts. The reported number represents a change of +28.8% year over year.
  • Geographic Revenue- Taiwan: $174.97 million versus $122 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +195.4% change.
  • Geographic Revenue- United States: $50.43 million compared to the $57.42 million average estimate based on two analysts. The reported number represents a change of +33.5% year over year.
  • Revenue- Systems and software: $358.32 million versus the two-analyst average estimate of $329.36 million. The reported number represents a year-over-year change of +106.2%.
  • Revenue- Service: $22.97 million compared to the $28.11 million average estimate based on two analysts. The reported number represents a change of +12.2% year over year.
  • Revenue- Parts: $28.47 million versus the two-analyst average estimate of $33.71 million. The reported number represents a year-over-year change of +19%.

View all Key Company Metrics for Onto Innovation here>>>

Shares of Onto Innovation have returned -41.2% over the past month versus the Zacks S&P 500 composite's -5.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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