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Side-by-side financial comparison of BankUnited, Inc. (BKU) and ONTO INNOVATION INC. (ONTO). Click either name above to swap in a different company.
BankUnited, Inc. is the larger business by last-quarter revenue ($288.2M vs $218.2M, roughly 1.3× ONTO INNOVATION INC.). On growth, BankUnited, Inc. posted the faster year-over-year revenue change (9.0% vs -13.5%). Over the past eight quarters, BankUnited, Inc.'s revenue compounded faster (9.2% CAGR vs 2.6%).
BankUnited, Inc. is the bank holding company of BankUnited, N.A., a national bank founded in 1984 and headquartered in Miami Lakes, Florida. The company operates in Florida; the regions in and around Atlanta, Georgia; Dallas, Texas; Morristown, New Jersey; Charlotte, North Carolina; and in the New York metropolitan area. BankUnited also offers certain commercial lending and deposit products through national platforms and has total assets of $35.0 billion as of December 31, 2025
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.
BKU vs ONTO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $288.2M | $218.2M |
| Net Profit | — | $28.2M |
| Gross Margin | — | 50.7% |
| Operating Margin | 31.2% | 10.9% |
| Net Margin | — | 12.9% |
| Revenue YoY | 9.0% | -13.5% |
| Net Profit YoY | — | -46.8% |
| EPS (diluted) | $0.89 | $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 | $288.2M | — | ||
| Q3 25 | $275.7M | $218.2M | ||
| Q2 25 | $273.9M | $253.6M | ||
| Q1 25 | $255.4M | $266.6M | ||
| Q4 24 | $264.5M | $263.9M | ||
| Q3 24 | $257.0M | $252.2M | ||
| Q2 24 | $250.2M | $242.3M | ||
| Q1 24 | $241.7M | $228.8M |
| Q4 25 | — | — | ||
| Q3 25 | $71.9M | $28.2M | ||
| Q2 25 | $68.8M | $33.9M | ||
| Q1 25 | $58.5M | $64.1M | ||
| Q4 24 | — | $48.8M | ||
| Q3 24 | $61.5M | $53.1M | ||
| Q2 24 | $53.7M | $52.9M | ||
| Q1 24 | $48.0M | $46.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | 50.7% | ||
| Q2 25 | — | 48.2% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 50.2% | ||
| Q3 24 | — | 54.1% | ||
| Q2 24 | — | 52.9% | ||
| Q1 24 | — | 51.7% |
| Q4 25 | 31.2% | — | ||
| Q3 25 | 35.5% | 10.9% | ||
| Q2 25 | 34.3% | 12.7% | ||
| Q1 25 | 31.4% | 23.7% | ||
| Q4 24 | 35.2% | 16.1% | ||
| Q3 24 | 32.4% | 21.0% | ||
| Q2 24 | 29.2% | 20.2% | ||
| Q1 24 | 27.8% | 18.7% |
| Q4 25 | — | — | ||
| Q3 25 | 26.1% | 12.9% | ||
| Q2 25 | 25.1% | 13.4% | ||
| Q1 25 | 22.9% | 24.0% | ||
| Q4 24 | — | 18.5% | ||
| Q3 24 | 23.9% | 21.0% | ||
| Q2 24 | 21.5% | 21.9% | ||
| Q1 24 | 19.8% | 20.5% |
| Q4 25 | $0.89 | — | ||
| Q3 25 | $0.95 | $0.57 | ||
| Q2 25 | $0.91 | $0.69 | ||
| Q1 25 | $0.78 | $1.30 | ||
| Q4 24 | $0.91 | $0.98 | ||
| Q3 24 | $0.81 | $1.07 | ||
| Q2 24 | $0.72 | $1.07 | ||
| Q1 24 | $0.64 | $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 | $217.8M | $603.1M |
| Total DebtLower is stronger | $319.7M | — |
| Stockholders' EquityBook value | $3.1B | $2.0B |
| Total Assets | $35.0B | $2.2B |
| Debt / EquityLower = less leverage | 0.10× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $217.8M | — | ||
| Q3 25 | $559.5M | $603.1M | ||
| Q2 25 | $801.3M | $217.5M | ||
| Q1 25 | $443.7M | $203.7M | ||
| Q4 24 | $491.1M | $212.9M | ||
| Q3 24 | $889.9M | $188.7M | ||
| Q2 24 | $433.5M | $172.6M | ||
| Q1 24 | $421.2M | $190.9M |
| Q4 25 | $319.7M | — | ||
| Q3 25 | $320.4M | — | ||
| Q2 25 | $708.9M | — | ||
| Q1 25 | $709.1M | — | ||
| Q4 24 | $708.6M | — | ||
| Q3 24 | $708.7M | — | ||
| Q2 24 | $708.8M | — | ||
| Q1 24 | $709.0M | — |
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.0B | $2.0B | ||
| Q2 25 | $3.0B | $2.0B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.8B | $1.9B | ||
| Q3 24 | $2.8B | $1.9B | ||
| Q2 24 | $2.7B | $1.8B | ||
| Q1 24 | $2.6B | $1.8B |
| Q4 25 | $35.0B | — | ||
| Q3 25 | $35.1B | $2.2B | ||
| Q2 25 | $35.5B | $2.1B | ||
| Q1 25 | $34.8B | $2.1B | ||
| Q4 24 | $35.2B | $2.1B | ||
| Q3 24 | $35.8B | $2.1B | ||
| Q2 24 | $35.4B | $2.0B | ||
| Q1 24 | $35.1B | $2.0B |
| Q4 25 | 0.10× | — | ||
| Q3 25 | 0.11× | — | ||
| Q2 25 | 0.24× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.25× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 0.26× | — | ||
| Q1 24 | 0.27× | — |
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 | $358.6M | $83.4M |
| Free Cash FlowOCF − Capex | — | $82.0M |
| FCF MarginFCF / Revenue | — | 37.6% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | — | 2.95× |
| TTM Free Cash FlowTrailing 4 quarters | — | $261.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $358.6M | — | ||
| Q3 25 | $99.7M | $83.4M | ||
| Q2 25 | $117.6M | $57.9M | ||
| Q1 25 | $16.4M | $92.0M | ||
| Q4 24 | $433.8M | $56.0M | ||
| Q3 24 | $46.1M | $67.2M | ||
| Q2 24 | $135.7M | $65.3M | ||
| Q1 24 | $66.5M | $57.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | $82.0M | ||
| Q2 25 | — | $44.2M | ||
| Q1 25 | — | $83.7M | ||
| Q4 24 | — | $51.4M | ||
| Q3 24 | — | $59.2M | ||
| Q2 24 | — | $53.0M | ||
| Q1 24 | — | $50.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | 37.6% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | — | 31.4% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | — | 23.5% | ||
| Q2 24 | — | 21.9% | ||
| Q1 24 | — | 21.9% |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 5.4% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 5.1% | ||
| Q1 24 | — | 3.0% |
| Q4 25 | — | — | ||
| Q3 25 | 1.39× | 2.95× | ||
| Q2 25 | 1.71× | 1.71× | ||
| Q1 25 | 0.28× | 1.44× | ||
| Q4 24 | — | 1.15× | ||
| Q3 24 | 0.75× | 1.27× | ||
| Q2 24 | 2.53× | 1.23× | ||
| Q1 24 | 1.39× | 1.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BKU
Segment breakdown not available.
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
