Onto Innovation Inc 2026年季度报告

☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934For the Quarterly Period Ended March 31, 2026 ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period fromtoCommission File No. 001-39110 ONTO INNOVATION INC. (Exact name of registrant as specified in its charter) 16 Jonspin Road, Wilmington, Massachusetts 01887(Address of principal executive offices, including zip code) Registrant’s telephone number, including area code: (978) 253-6200 Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the Registrant was required to filesuch reports), and (2) has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T during the preceding 12 months (or for such shorter period that the registrant wasrequired to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, asmaller reporting company, or an emerging growth company.See the definitions of “large accelerated filer,” “accelerated filer,”“smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐ Accelerated filer☐Smaller reporting company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition periodfor complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ The number of outstanding shares of the registrant’s Common Stock on May 1, 2026 was 49,743,567. TABLE OF CONTENTS PART IFINANCIAL INFORMATION Item 1.Financial Statements (unaudited)1Condensed Consolidated Statements of Operations for the three months ended March 31, 2026 and March 29,20251Condensed Consolidated Statements of Comprehensive Income for the three months ended March 31, 2026 andMarch 29, 20252Condensed Consolidated Balance Sheets at March 31, 2026 and January 3, 20263Condensed Consolidated Statements of Cash Flows for the three months ended March 31, 2026 and March 29,20254Condensed Consolidated Statements of Stockholders’ Equity for the three months ended March 31, 2026 andMarch 29, 20255Notes to Condensed Consolidated Financial Statements6Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations17Item 3.Quantitative and Qualitative Disclosures about Market Risk23Item 4.Controls and Procedures23 PART IIOTHER INFORMATION Item 1.Legal Proceedings24Item 1A.Risk Factors24Item 2.Unregistered Sales of Equity Securities and Use of Proceeds24Item 3.Defaults Upon Senior Securities25Item 4.Mine Safety Disclosures25Item 5.Other Information25Item 6.Exhibits26 Signatures PART I FINANCIAL INFORMATION ONTO INNOVATION INC.CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS(In thousands, except per share data)(Unaudited) ONTO INNOVATION INC. CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (In thousands)(Unaudited) The accompanying notes are an integral part of these Condensed Consolidated Financial Statements. ONTO INNOVATION INC. CONDENSED CONSOLIDATED BALANCE SHEETS (In thousands)(Unaudited) ONTO INNOVATION INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (In thousands)(Unaudited) ONTO INNOVATION INC. ONTO INNOVATION INC. NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (Unaudited) NOTE 1. Basis of Presentation The accompanying interim unaudited Condensed Consolidated Financial Statements have been prepared by Onto InnovationInc. (the “Company,” “Onto Innovation,” “we,” “our” or “us”) and in the opinion of management reflect all adjustments, consistingof normal recurring accruals, necessary for their fair presentation in accordance with accounting principles generally accepted in theUnited States of America (“U.S. GAAP”). Any reference in these notes to applicable guidance is meant to refer to U.S. GAAP asfound in the Accounting Standards Codification (“ASC”) and Accounting Standards Update (“ASU”) of the Financial AccountingStandards Board (“FASB”). Certain reclassifications have been made to prior-period amounts to conform to current-periodpresentation. The interim results for the three-month period ended March 31, 2026 are not necessarily indicative of results to beexpected for the entire year or any future periods. This interim financial information should be read in conjunction with thefinancial statements and the notes thereto included in the Company