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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and ONTO INNOVATION INC. (ONTO). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $218.2M, roughly 1.7× ONTO INNOVATION INC.). ONTO INNOVATION INC. runs the higher net margin — 12.9% vs 4.1%, a 8.8% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -13.5%). ONTO INNOVATION INC. produced more free cash flow last quarter ($82.0M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 2.6%).
Arhaus, Inc.ARHSEarnings & Financial Report
Arhaus, Inc. is an upscale American home furnishings company headquartered in Boston Heights, Ohio. Founded in 1986 with a focus on sustainability and artisanship in product quality, Arhaus provides a diversified assortment of specialty goods and services addressing omnichannel direct-to-consumer and business-to-business residential and commercial operations.
Onto Innovation Inc. is an American semiconductor company formed in 2019 from the merger of Rudolph Technologies, Inc. and Nanometrics Incorporated. It is a provider of process and process control equipment and software for microelectronic manufacturing industries.
ARHS vs ONTO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $218.2M |
| Net Profit | $15.1M | $28.2M |
| Gross Margin | 38.1% | 50.7% |
| Operating Margin | 5.6% | 10.9% |
| Net Margin | 4.1% | 12.9% |
| Revenue YoY | 5.1% | -13.5% |
| Net Profit YoY | -29.1% | -46.8% |
| EPS (diluted) | $0.11 | $0.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $364.8M | — | ||
| Q3 25 | $344.6M | $218.2M | ||
| Q2 25 | $358.4M | $253.6M | ||
| Q1 25 | $311.4M | $266.6M | ||
| Q4 24 | $347.0M | $263.9M | ||
| Q3 24 | $319.1M | $252.2M | ||
| Q2 24 | $309.8M | $242.3M | ||
| Q1 24 | $295.2M | $228.8M |
| Q4 25 | $15.1M | — | ||
| Q3 25 | $12.2M | $28.2M | ||
| Q2 25 | $35.1M | $33.9M | ||
| Q1 25 | $4.9M | $64.1M | ||
| Q4 24 | $21.3M | $48.8M | ||
| Q3 24 | $9.9M | $53.1M | ||
| Q2 24 | $22.2M | $52.9M | ||
| Q1 24 | $15.1M | $46.9M |
| Q4 25 | 38.1% | — | ||
| Q3 25 | 38.7% | 50.7% | ||
| Q2 25 | 41.4% | 48.2% | ||
| Q1 25 | 37.1% | 53.7% | ||
| Q4 24 | 40.0% | 50.2% | ||
| Q3 24 | 38.6% | 54.1% | ||
| Q2 24 | 40.1% | 52.9% | ||
| Q1 24 | 39.0% | 51.7% |
| Q4 25 | 5.6% | — | ||
| Q3 25 | 4.8% | 10.9% | ||
| Q2 25 | 13.0% | 12.7% | ||
| Q1 25 | 1.7% | 23.7% | ||
| Q4 24 | 8.2% | 16.1% | ||
| Q3 24 | 3.3% | 21.0% | ||
| Q2 24 | 9.5% | 20.2% | ||
| Q1 24 | 6.2% | 18.7% |
| Q4 25 | 4.1% | — | ||
| Q3 25 | 3.5% | 12.9% | ||
| Q2 25 | 9.8% | 13.4% | ||
| Q1 25 | 1.6% | 24.0% | ||
| Q4 24 | 6.1% | 18.5% | ||
| Q3 24 | 3.1% | 21.0% | ||
| Q2 24 | 7.2% | 21.9% | ||
| Q1 24 | 5.1% | 20.5% |
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.09 | $0.57 | ||
| Q2 25 | $0.25 | $0.69 | ||
| Q1 25 | $0.03 | $1.30 | ||
| Q4 24 | $0.15 | $0.98 | ||
| Q3 24 | $0.07 | $1.07 | ||
| Q2 24 | $0.16 | $1.07 | ||
| Q1 24 | $0.11 | $0.94 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $253.4M | $603.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $2.0B |
| Total Assets | $1.4B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | — | ||
| Q3 25 | $262.2M | $603.1M | ||
| Q2 25 | $234.8M | $217.5M | ||
| Q1 25 | $214.4M | $203.7M | ||
| Q4 24 | $197.5M | $212.9M | ||
| Q3 24 | $177.7M | $188.7M | ||
| Q2 24 | $174.2M | $172.6M | ||
| Q1 24 | $233.2M | $190.9M |
| Q4 25 | $418.2M | — | ||
| Q3 25 | $400.4M | $2.0B | ||
| Q2 25 | $385.6M | $2.0B | ||
| Q1 25 | $348.8M | $1.9B | ||
| Q4 24 | $343.7M | $1.9B | ||
| Q3 24 | $320.6M | $1.9B | ||
| Q2 24 | $309.3M | $1.8B | ||
| Q1 24 | $285.6M | $1.8B |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.0B | ||
| Q1 24 | $1.2B | $2.0B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $9.3M | $83.4M |
| Free Cash FlowOCF − Capex | $-8.8M | $82.0M |
| FCF MarginFCF / Revenue | -2.4% | 37.6% |
| Capex IntensityCapex / Revenue | 5.0% | 0.6% |
| Cash ConversionOCF / Net Profit | 0.62× | 2.95× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $261.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | — | ||
| Q3 25 | $46.1M | $83.4M | ||
| Q2 25 | $34.9M | $57.9M | ||
| Q1 25 | $46.5M | $92.0M | ||
| Q4 24 | $31.7M | $56.0M | ||
| Q3 24 | $31.1M | $67.2M | ||
| Q2 24 | $47.5M | $65.3M | ||
| Q1 24 | $36.8M | $57.1M |
| Q4 25 | $-8.8M | — | ||
| Q3 25 | $28.0M | $82.0M | ||
| Q2 25 | $20.9M | $44.2M | ||
| Q1 25 | $18.9M | $83.7M | ||
| Q4 24 | $13.0M | $51.4M | ||
| Q3 24 | $4.6M | $59.2M | ||
| Q2 24 | $11.3M | $53.0M | ||
| Q1 24 | $10.9M | $50.2M |
| Q4 25 | -2.4% | — | ||
| Q3 25 | 8.1% | 37.6% | ||
| Q2 25 | 5.8% | 17.4% | ||
| Q1 25 | 6.1% | 31.4% | ||
| Q4 24 | 3.7% | 19.5% | ||
| Q3 24 | 1.4% | 23.5% | ||
| Q2 24 | 3.6% | 21.9% | ||
| Q1 24 | 3.7% | 21.9% |
| Q4 25 | 5.0% | — | ||
| Q3 25 | 5.3% | 0.6% | ||
| Q2 25 | 3.9% | 5.4% | ||
| Q1 25 | 8.9% | 3.1% | ||
| Q4 24 | 5.4% | 1.8% | ||
| Q3 24 | 8.3% | 3.2% | ||
| Q2 24 | 11.7% | 5.1% | ||
| Q1 24 | 8.8% | 3.0% |
| Q4 25 | 0.62× | — | ||
| Q3 25 | 3.77× | 2.95× | ||
| Q2 25 | 1.00× | 1.71× | ||
| Q1 25 | 9.53× | 1.44× | ||
| Q4 24 | 1.49× | 1.15× | ||
| Q3 24 | 3.14× | 1.27× | ||
| Q2 24 | 2.14× | 1.23× | ||
| Q1 24 | 2.44× | 1.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
