Onto Innovation Inc.
NYSE•ONTO
CEO: Mr. Michael P. Plisinski
セクター: Technology
業種: Semiconductors
上場日: 2019-10-28
Onto Innovation Inc. engages in the design, development, manufacture, and support of process control tools that performs optical metrology. The company offers lithography systems and process control analytical software. It also offers process and yield management solutions, and device packaging and test facilities through standalone systems for optical metrology, macro-defect inspection, packaging lithography, and transparent and opaque thin film measurements. In addition, the company provides process control software portfolio that includes solutions for standalone tools, groups of tools, and enterprise-or factory-wide suites. Further, it engages in systems software, spare parts, and other services, as well as offers software licensing services. The company's products are used in semiconductor and advanced packaging device manufacturers; silicon wafer; light emitting diode; vertical-cavity surface-emitting laser; micro-electromechanical system; CMOS image sensor; power device; analog device; RF filter; data storage; and various industrial and scientific applications. Onto Innovation Inc. was founded in 1940 and is headquartered in Wilmington, Massachusetts.
連絡先情報
時価総額
$9.77B
PER (TTM)
70.9
34.9
配当利回り
--
52週高値
$232.49
52週安値
$85.88
52週レンジ
順位31Top 21.6%
5.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$266.87M+0.00%
直近4四半期の推移
EPS
$0.21+0.00%
直近4四半期の推移
フリーCF
$89.87M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Revenue Up 2% Total revenue reached $1.005B USD in FY2025, up 2% from $987.3M USD in FY2024, driven by NAND/OSAT sales.
Operating Cash Flow Improved Cash provided by operations totaled $328.3M USD in FY2025, significantly increasing from $245.7M USD in FY2024.
Semilab USA Acquisition Closed Completed Semilab USA acquisition for $526.6M USD in FY2025, strengthening inline wafer contamination monitoring capabilities.
Strong IP Portfolio Holds 423 granted patents as of January 3, 2026, covering metrology, lithography, and AI technologies.
リスク要因
Gross Margin Compression Gross margin fell to 49.7% in FY2025 from 52.2% in FY2024 due to restructuring and excess inventory write-downs.
Customer Revenue Concentration Largest customer accounts for 20% of total revenue in FY2025, posing risk if orders decline or are canceled.
Supply Chain Cost Inflation Operating results face adverse effects from material, labor, and logistics cost increases, plus potential supply chain delays.
ERP System Implementation Risk Failure to effectively operate new ERP system could materially affect internal controls and timely financial reporting.
見通し
Continued R&D Investment Devoting significant technical and financial resources to research and development for new product introductions.
Semilab Integration Benefits Expect to realize anticipated benefits from Semilab USA acquisition, enhancing advanced packaging technology portfolio.
Fiscal Year Alignment Board approved changing fiscal year-end from 52/53 week cycle to calendar December 31 starting 2026.
Share Repurchase Availability $99.9M USD remains available for future common stock repurchases under the approved authorization program.
同業比較
売上高 (TTM)
$15.12B
$6.71B
$5.08B
粗利益率 (最新四半期)
87.5%
73.4%
56.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| TSEM | $15.41B | 70.0 | 7.8% | 4.9% |
| AMKR | $11.46B | 30.6 | 8.7% | 19.2% |
| ONTO | $9.77B | 70.9 | 6.9% | 0.0% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
0.0%
緩やかな成長
4四半期純利益CAGR
-45.2%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月6日
EPS:$1.32
|売上高:$280.34M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし