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Side-by-side financial comparison of CareTrust REIT, Inc. (CTRE) 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 $134.9M, roughly 1.6× CareTrust REIT, Inc.). CareTrust REIT, Inc. runs the higher net margin — 82.5% vs 12.9%, a 69.6% gap on every dollar of revenue. On growth, CareTrust REIT, Inc. posted the faster year-over-year revenue change (55.1% vs -13.5%). Over the past eight quarters, CareTrust REIT, Inc.'s revenue compounded faster (46.2% CAGR vs 2.6%).
CareTrust REIT, Inc.CTREEarnings & Financial Report
Target Healthcare REIT is a British property investment company which invests in healthcare properties and holds a large portfolio of care homes. It is structured as a real estate investment trust (REIT) and is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
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.
CTRE vs ONTO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $134.9M | $218.2M |
| Net Profit | $111.3M | $28.2M |
| Gross Margin | — | 50.7% |
| Operating Margin | — | 10.9% |
| Net Margin | 82.5% | 12.9% |
| Revenue YoY | 55.1% | -13.5% |
| Net Profit YoY | 113.5% | -46.8% |
| EPS (diluted) | $0.52 | $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 | $134.9M | — | ||
| Q3 25 | $132.4M | $218.2M | ||
| Q2 25 | $112.5M | $253.6M | ||
| Q1 25 | $96.6M | $266.6M | ||
| Q4 24 | $86.9M | $263.9M | ||
| Q3 24 | $77.4M | $252.2M | ||
| Q2 24 | $68.9M | $242.3M | ||
| Q1 24 | $63.1M | $228.8M |
| Q4 25 | $111.3M | — | ||
| Q3 25 | $74.9M | $28.2M | ||
| Q2 25 | $68.5M | $33.9M | ||
| Q1 25 | $65.8M | $64.1M | ||
| Q4 24 | $52.1M | $48.8M | ||
| Q3 24 | $33.4M | $53.1M | ||
| Q2 24 | $10.8M | $52.9M | ||
| Q1 24 | $28.7M | $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 | — | — | ||
| Q3 25 | 58.1% | 10.9% | ||
| Q2 25 | 61.3% | 12.7% | ||
| Q1 25 | — | 23.7% | ||
| Q4 24 | — | 16.1% | ||
| Q3 24 | 43.0% | 21.0% | ||
| Q2 24 | 15.1% | 20.2% | ||
| Q1 24 | — | 18.7% |
| Q4 25 | 82.5% | — | ||
| Q3 25 | 56.6% | 12.9% | ||
| Q2 25 | 60.9% | 13.4% | ||
| Q1 25 | 68.1% | 24.0% | ||
| Q4 24 | 60.0% | 18.5% | ||
| Q3 24 | 43.2% | 21.0% | ||
| Q2 24 | 15.6% | 21.9% | ||
| Q1 24 | 45.6% | 20.5% |
| Q4 25 | $0.52 | — | ||
| Q3 25 | $0.35 | $0.57 | ||
| Q2 25 | $0.35 | $0.69 | ||
| Q1 25 | $0.35 | $1.30 | ||
| Q4 24 | $0.30 | $0.98 | ||
| Q3 24 | $0.21 | $1.07 | ||
| Q2 24 | $0.07 | $1.07 | ||
| Q1 24 | $0.22 | $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 | $198.0M | $603.1M |
| Total DebtLower is stronger | $894.2M | — |
| Stockholders' EquityBook value | $4.0B | $2.0B |
| Total Assets | $5.1B | $2.2B |
| Debt / EquityLower = less leverage | 0.22× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $198.0M | — | ||
| Q3 25 | $712.5M | $603.1M | ||
| Q2 25 | $306.1M | $217.5M | ||
| Q1 25 | $26.5M | $203.7M | ||
| Q4 24 | $213.8M | $212.9M | ||
| Q3 24 | $377.1M | $188.7M | ||
| Q2 24 | $495.1M | $172.6M | ||
| Q1 24 | $451.2M | $190.9M |
| Q4 25 | $894.2M | — | ||
| Q3 25 | $893.8M | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $822.1M | — | ||
| Q4 24 | $396.9M | — | ||
| Q3 24 | $396.7M | — | ||
| Q2 24 | $671.1M | — | ||
| Q1 24 | $595.9M | — |
| Q4 25 | $4.0B | — | ||
| Q3 25 | $4.0B | $2.0B | ||
| Q2 25 | $3.3B | $2.0B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $2.4B | $1.9B | ||
| Q2 24 | $1.9B | $1.8B | ||
| Q1 24 | $1.7B | $1.8B |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $5.1B | $2.2B | ||
| Q2 25 | $4.7B | $2.1B | ||
| Q1 25 | $3.9B | $2.1B | ||
| Q4 24 | $3.4B | $2.1B | ||
| Q3 24 | $2.9B | $2.1B | ||
| Q2 24 | $2.7B | $2.0B | ||
| Q1 24 | $2.3B | $2.0B |
| Q4 25 | 0.22× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.28× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.16× | — | ||
| Q2 24 | 0.35× | — | ||
| Q1 24 | 0.36× | — |
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 | $394.0M | $83.4M |
| Free Cash FlowOCF − Capex | — | $82.0M |
| FCF MarginFCF / Revenue | — | 37.6% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | 3.54× | 2.95× |
| TTM Free Cash FlowTrailing 4 quarters | — | $261.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $394.0M | — | ||
| Q3 25 | $100.9M | $83.4M | ||
| Q2 25 | $100.8M | $57.9M | ||
| Q1 25 | $71.4M | $92.0M | ||
| Q4 24 | $244.3M | $56.0M | ||
| Q3 24 | $67.2M | $67.2M | ||
| Q2 24 | $53.0M | $65.3M | ||
| Q1 24 | $48.8M | $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 | 3.54× | — | ||
| Q3 25 | 1.35× | 2.95× | ||
| Q2 25 | 1.47× | 1.71× | ||
| Q1 25 | 1.08× | 1.44× | ||
| Q4 24 | 4.68× | 1.15× | ||
| Q3 24 | 2.01× | 1.27× | ||
| Q2 24 | 4.92× | 1.23× | ||
| Q1 24 | 1.70× | 1.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CTRE
Segment breakdown not available.
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
