𝐎𝐧𝐭𝐨 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 𝐐𝟑 𝟐𝟎𝟐𝟔 𝐑𝐞𝐜𝐨𝐫𝐝 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐒𝐮𝐫𝐠𝐞𝐬 𝟖𝟖 𝐀𝐈 𝐃𝐞𝐦𝐚𝐧𝐝 𝐃𝐫𝐢𝐯𝐞𝐬 𝐌𝐚𝐫𝐠𝐢𝐧 𝐄

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📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Revenue: $409.7M (+87.8% YoY; +19% QoQ)

• GAAP EPS: $0.95 vs. $0.57 YoY

• Non-GAAP EPS: $2.44 vs. $0.92 YoY

• Non-GAAP Operating Income: $133.5M vs. $46.1M YoY

• Non-GAAP Operating Margin: 32.6% vs. 21.1% YoY

• Non-GAAP Gross Margin: 57.6% vs. 54.0% YoY

• Operating Cash Flow: ~$79M

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🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 (𝐐𝟒 𝟐𝟎𝟐𝟔)

• Revenue: $430M–$450M

• GAAP EPS: $1.95–$2.07

• Non-GAAP EPS: $2.59–$2.79

• Non-GAAP Gross Margin: 57.7%–58.3%

• Non-GAAP Operating Margin: 33.5%–34.5%

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📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Advanced Nodes and Advanced Packaging both delivered record quarterly revenue

• Strong adoption of Atlas G6, Dragonfly G5 and Firefly inspection systems supported growth

• Backlog exceeded $1.3B, supported by multi-year customer investment plans

• AI and high-performance computing demand is driving greater semiconductor process-control requirements

• Acquired a 27% stake in Rigaku; a $40.8M unrealized investment loss weighed on GAAP earnings

• Cash and marketable securities totaled $1.25B

• Management expects FY2026 revenue growth to exceed 45% YoY

𝐎𝐧𝐭𝐨 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 𝐐𝟑 𝟐𝟎𝟐𝟔: 𝐑𝐞𝐜𝐨𝐫𝐝 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐒𝐮𝐫𝐠𝐞𝐬 𝟖𝟖%, 𝐀𝐈 𝐃𝐞𝐦𝐚𝐧𝐝 𝐃𝐫𝐢𝐯𝐞𝐬 𝐌𝐚𝐫𝐠𝐢𝐧 𝐄