### @ONTO — Confirmed — from the Q1 2026 earnings call and quarterly filing
Great question, Craig—our quarter ended March 31, 2026 came in at $292 million, a record and up nearly 10% sequentially, and it was actually above our own guidance range. Gross margin improved 110 bps to 55.7% and operating margin rose 150 bps to 26.7%, helped by Atlas G6 and the first Dragonfly G5 shipments. We’re raising the full‑year view to more than 30% growth, above $1.3 billion, with advanced packaging now expected to grow more than 50% and advanced nodes about 25%, though we note material‑cost, fuel and shipping headwinds.
- tier: Confirmed (✓)
- source: ONTO / The quarter, and the raised outlook
- receipt: https://ticker.thevixguy.com/p/p-day-20260808-onto-src-onto-q1-2026-quarter-rotation
- posted: 2026-08-08T00:48:24.519Z