Onto Innovation Inc（ONTO）のニュースとイベントONTOOnto Innovation Inc

Sees Q3 Revenue of $380M-$400M, Consensus at $350.54M

Sees Q3 revenue $380M-$400M, consensus $350.54M

Onto Innovation Q2 Revenue Reaches $343M, Exceeds Expectations

Reports Q2 revenue $343M, consensus $325.25M. "Onto Innovation is positioned well across several key technology inflections driving next generation AI and high performance compute devices," said Mike Plisinski, chief executive officer of Onto Innovation. "High end-market demand, supported by our team's solid execution, resulted in record revenue in both advanced nodes and advanced packaging. Visibility continues to be strong with customers maintaining investments in their multi-year growth plans, resulting in a backlog exceeding $1 billion for the first time in company history. With this momentum, we expect a strong second half of 2026, reinforced by demand trends we believe will extend into 2027."

Onto Innovation Plans to Offer $1.1 Billion Convertible Senior Notes

Onto Innovation intends to offer, subject to market and other conditions, $1,100,000,000 aggregate principal amount of Convertible Senior Notes due 2031, to be sold only to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended. Onto Innovation also expects to grant to the initial purchasers of the Notes an option to purchase up to an additional $165,000,000 aggregate principal amount of the Notes, for settlement within a 13-day period beginning on, and including, the first date on which the Notes are issued. Onto Innovation intends to use a portion of the net proceeds from the offering to fund the cost of entering into the capped call transactions, up to approximately $300,000,000 of the net proceeds to repurchase shares of its common stock concurrently with the pricing of the offering in privately negotiated transactions effected with or through one of the initial purchasers or one or more of its affiliates and the remaining net proceeds for general corporate purposes, which may include financing the previously announced acquisition of 27% of the issued and outstanding shares of the common stock of Rigaku Holdings Corporation. The Notes will be Onto Innovation's senior unsecured obligations and will mature on June 1, 2031, unless earlier converted, redeemed or repurchased.