Onto Innovation
Capital-equipment plus recurring. Sells optical metrology/inspection systems (Atlas OCD/thin-film, Dragonfly macro-inspection, Iris films metrology), process-control software, and parts/service to leading-edge chipmakers and OSATs. Cyclical equipment sales tied to fab and advanced-packaging capex, with a growing service + software attach.
Price · 1-year trend
real · weeklyThe thesis on this name
Memory super-cycle monitor
Memory super-cycle monitor
Memory super-cycle monitor
Reported financials — SEC EDGAR
Audited GAAP figures pulled from SEC filings · latest filing 2026-02-24. The audited primary-source spine — not investment advice.
Revenue — annual (GAAP)
Margins & balance sheet — FY’24
Where our coverage leans
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range