Onto Innovation (ONTO) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Onto Innovation (ONTO) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
For the quarter ended June 2026, Onto Innovation (ONTO) reported revenue of $343.13 million, up 35.3% over the same period last year. EPS came in at $1.93, compared to $1.25 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $325.6 million, representing a surprise of +5.38%. The company delivered an EPS surprise of +14.88%, with the consensus EPS estimate being $1.68.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: $100.61 million versus $81.15 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +21.7% change.
- Geographic Revenue- China: $14.71 million compared to the $26.93 million average estimate based on two analysts. The reported number represents a change of -15.2% year over year.
- Geographic Revenue- Japan: $9.48 million versus the two-analyst average estimate of $32.78 million. The reported number represents a year-over-year change of -71.9%.
- Geographic Revenue- Taiwan: $106.41 million compared to the $101.27 million average estimate based on two analysts. The reported number represents a change of +62.2% year over year.
- Geographic Revenue- United States: $84.37 million versus $43.92 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +206.2% change.
- Revenue- Systems and software: $294.04 million versus $272.02 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +37.1% change.
- Revenue- Service: $20.38 million versus $24 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.9% change.
- Revenue- Parts: $28.71 million versus $30.13 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +44.7% change.
View all Key Company Metrics for Onto Innovation here>>>
Shares of Onto Innovation have returned -5.3% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
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This article originally published on Zacks Investment Research (zacks.com).