vs
Side-by-side financial comparison of Climb Global Solutions, Inc. (CLMB) and ONTO INNOVATION INC. (ONTO). Click either name above to swap in a different company.
ONTO INNOVATION INC. is the larger business by last-quarter revenue ($218.2M vs $182.4M, roughly 1.2× Climb Global Solutions, Inc.). ONTO INNOVATION INC. runs the higher net margin — 12.9% vs 1.8%, a 11.1% gap on every dollar of revenue. On growth, Climb Global Solutions, Inc. posted the faster year-over-year revenue change (32.1% vs -13.5%). Over the past eight quarters, Climb Global Solutions, Inc.'s revenue compounded faster (40.7% CAGR vs 2.6%).
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
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.
CLMB vs ONTO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $182.4M | $218.2M |
| Net Profit | $3.3M | $28.2M |
| Gross Margin | 14.5% | 50.7% |
| Operating Margin | 2.1% | 10.9% |
| Net Margin | 1.8% | 12.9% |
| Revenue YoY | 32.1% | -13.5% |
| Net Profit YoY | -9.5% | -46.8% |
| EPS (diluted) | $0.18 | $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.
| Q1 26 | $182.4M | — | ||
| Q4 25 | $193.8M | — | ||
| Q3 25 | $161.3M | $218.2M | ||
| Q2 25 | $159.3M | $253.6M | ||
| Q1 25 | $138.0M | $266.6M | ||
| Q4 24 | $161.8M | $263.9M | ||
| Q3 24 | $119.3M | $252.2M | ||
| Q2 24 | $92.1M | $242.3M |
| Q1 26 | $3.3M | — | ||
| Q4 25 | $7.0M | — | ||
| Q3 25 | $4.7M | $28.2M | ||
| Q2 25 | $6.0M | $33.9M | ||
| Q1 25 | $3.7M | $64.1M | ||
| Q4 24 | $7.0M | $48.8M | ||
| Q3 24 | $5.5M | $53.1M | ||
| Q2 24 | $3.4M | $52.9M |
| Q1 26 | 14.5% | — | ||
| Q4 25 | 15.4% | — | ||
| Q3 25 | 15.9% | 50.7% | ||
| Q2 25 | 16.5% | 48.2% | ||
| Q1 25 | 16.9% | 53.7% | ||
| Q4 24 | 19.3% | 50.2% | ||
| Q3 24 | 20.3% | 54.1% | ||
| Q2 24 | 20.2% | 52.9% |
| Q1 26 | 2.1% | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 4.3% | 10.9% | ||
| Q2 25 | 5.0% | 12.7% | ||
| Q1 25 | 3.5% | 23.7% | ||
| Q4 24 | 7.2% | 16.1% | ||
| Q3 24 | 7.1% | 21.0% | ||
| Q2 24 | 4.6% | 20.2% |
| Q1 26 | 1.8% | — | ||
| Q4 25 | 3.6% | — | ||
| Q3 25 | 2.9% | 12.9% | ||
| Q2 25 | 3.7% | 13.4% | ||
| Q1 25 | 2.7% | 24.0% | ||
| Q4 24 | 4.3% | 18.5% | ||
| Q3 24 | 4.6% | 21.0% | ||
| Q2 24 | 3.7% | 21.9% |
| Q1 26 | $0.18 | — | ||
| Q4 25 | $1.51 | — | ||
| Q3 25 | $1.02 | $0.57 | ||
| Q2 25 | $1.30 | $0.69 | ||
| Q1 25 | $0.81 | $1.30 | ||
| Q4 24 | $1.52 | $0.98 | ||
| Q3 24 | $1.19 | $1.07 | ||
| Q2 24 | $0.75 | $1.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $41.8M | $603.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $118.4M | $2.0B |
| Total Assets | $458.8M | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $41.8M | — | ||
| Q4 25 | $36.6M | — | ||
| Q3 25 | $49.8M | $603.1M | ||
| Q2 25 | $28.6M | $217.5M | ||
| Q1 25 | $32.5M | $203.7M | ||
| Q4 24 | $29.8M | $212.9M | ||
| Q3 24 | $22.1M | $188.7M | ||
| Q2 24 | $48.4M | $172.6M |
| Q1 26 | $118.4M | — | ||
| Q4 25 | $116.6M | — | ||
| Q3 25 | $109.3M | $2.0B | ||
| Q2 25 | $105.2M | $2.0B | ||
| Q1 25 | $95.6M | $1.9B | ||
| Q4 24 | $90.6M | $1.9B | ||
| Q3 24 | $87.7M | $1.9B | ||
| Q2 24 | $79.8M | $1.8B |
| Q1 26 | $458.8M | — | ||
| Q4 25 | $460.2M | — | ||
| Q3 25 | $376.1M | $2.2B | ||
| Q2 25 | $420.7M | $2.1B | ||
| Q1 25 | $370.1M | $2.1B | ||
| Q4 24 | $469.2M | $2.1B | ||
| Q3 24 | $371.9M | $2.1B | ||
| Q2 24 | $302.8M | $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 | — | $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.
| Q1 26 | — | — | ||
| Q4 25 | $-11.9M | — | ||
| Q3 25 | $22.2M | $83.4M | ||
| Q2 25 | $-2.2M | $57.9M | ||
| Q1 25 | $8.5M | $92.0M | ||
| Q4 24 | $16.0M | $56.0M | ||
| Q3 24 | $-3.6M | $67.2M | ||
| Q2 24 | $7.3M | $65.3M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | -1.70× | — | ||
| Q3 25 | 4.73× | 2.95× | ||
| Q2 25 | -0.37× | 1.71× | ||
| Q1 25 | 2.30× | 1.44× | ||
| Q4 24 | 2.29× | 1.15× | ||
| Q3 24 | -0.66× | 1.27× | ||
| Q2 24 | 2.13× | 1.23× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CLMB
Segment breakdown not available.
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
