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Side-by-side financial comparison of Hilltop Holdings Inc. (HTH) and ONTO INNOVATION INC. (ONTO). Click either name above to swap in a different company.
Hilltop Holdings Inc. is the larger business by last-quarter revenue ($300.5M vs $218.2M, roughly 1.4× ONTO INNOVATION INC.). Hilltop Holdings Inc. runs the higher net margin — 13.0% vs 12.9%, a 0.0% gap on every dollar of revenue. Over the past eight quarters, ONTO INNOVATION INC.'s revenue compounded faster (2.6% CAGR vs 0.6%).
Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. It offers financial products and banking services through three primary subsidiaries: PlainsCapital Bank, PrimeLending, and HilltopSecurities.
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.
HTH vs ONTO — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $300.5M | $218.2M |
| Net Profit | $39.0M | $28.2M |
| Gross Margin | — | 50.7% |
| Operating Margin | — | 10.9% |
| Net Margin | 13.0% | 12.9% |
| Revenue YoY | — | -13.5% |
| Net Profit YoY | -12.4% | -46.8% |
| EPS (diluted) | $0.64 | $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 | $300.5M | — | ||
| Q4 25 | $329.9M | — | ||
| Q3 25 | $330.2M | $218.2M | ||
| Q2 25 | $303.3M | $253.6M | ||
| Q1 25 | $318.5M | $266.6M | ||
| Q4 24 | $301.1M | $263.9M | ||
| Q3 24 | $305.5M | $252.2M | ||
| Q2 24 | $297.0M | $242.3M |
| Q1 26 | $39.0M | — | ||
| Q4 25 | $41.6M | — | ||
| Q3 25 | $45.8M | $28.2M | ||
| Q2 25 | $36.1M | $33.9M | ||
| Q1 25 | $42.1M | $64.1M | ||
| Q4 24 | $35.5M | $48.8M | ||
| Q3 24 | $29.7M | $53.1M | ||
| Q2 24 | $20.3M | $52.9M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 18.4% | 10.9% | ||
| Q2 25 | 16.3% | 12.7% | ||
| Q1 25 | 18.1% | 23.7% | ||
| Q4 24 | 14.7% | 16.1% | ||
| Q3 24 | 13.9% | 21.0% | ||
| Q2 24 | 10.0% | 20.2% |
| Q1 26 | 13.0% | — | ||
| Q4 25 | 12.6% | — | ||
| Q3 25 | 13.9% | 12.9% | ||
| Q2 25 | 11.9% | 13.4% | ||
| Q1 25 | 13.2% | 24.0% | ||
| Q4 24 | 11.8% | 18.5% | ||
| Q3 24 | 9.7% | 21.0% | ||
| Q2 24 | 6.8% | 21.9% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.68 | — | ||
| Q3 25 | $0.74 | $0.57 | ||
| Q2 25 | $0.57 | $0.69 | ||
| Q1 25 | $0.65 | $1.30 | ||
| Q4 24 | $0.55 | $0.98 | ||
| Q3 24 | $0.46 | $1.07 | ||
| Q2 24 | $0.31 | $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 | — | $603.1M |
| Total DebtLower is stronger | $990.8M | — |
| Stockholders' EquityBook value | $2.2B | $2.0B |
| Total Assets | $15.7B | $2.2B |
| Debt / EquityLower = less leverage | 0.46× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $603.1M | ||
| Q2 25 | — | $217.5M | ||
| Q1 25 | — | $203.7M | ||
| Q4 24 | — | $212.9M | ||
| Q3 24 | — | $188.7M | ||
| Q2 24 | — | $172.6M |
| Q1 26 | $990.8M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.2B | $2.0B | ||
| Q2 25 | $2.2B | $2.0B | ||
| Q1 25 | $2.2B | $1.9B | ||
| Q4 24 | $2.2B | $1.9B | ||
| Q3 24 | $2.2B | $1.9B | ||
| Q2 24 | $2.1B | $1.8B |
| Q1 26 | $15.7B | — | ||
| Q4 25 | $15.8B | — | ||
| Q3 25 | $15.6B | $2.2B | ||
| Q2 25 | $15.4B | $2.1B | ||
| Q1 25 | $15.8B | $2.1B | ||
| Q4 24 | $16.3B | $2.1B | ||
| Q3 24 | $15.9B | $2.1B | ||
| Q2 24 | $15.6B | $2.0B |
| Q1 26 | 0.46× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-38.7M | — | ||
| Q3 25 | $273.0M | $83.4M | ||
| Q2 25 | $-234.6M | $57.9M | ||
| Q1 25 | $5.8M | $92.0M | ||
| Q4 24 | $273.9M | $56.0M | ||
| Q3 24 | $515.6M | $67.2M | ||
| Q2 24 | $-435.3M | $65.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-55.5M | — | ||
| Q3 25 | $271.0M | $82.0M | ||
| Q2 25 | $-234.6M | $44.2M | ||
| Q1 25 | $5.0M | $83.7M | ||
| Q4 24 | $266.8M | $51.4M | ||
| Q3 24 | $513.8M | $59.2M | ||
| Q2 24 | $-437.3M | $53.0M |
| Q1 26 | — | — | ||
| Q4 25 | -16.8% | — | ||
| Q3 25 | 82.1% | 37.6% | ||
| Q2 25 | -77.4% | 17.4% | ||
| Q1 25 | 1.6% | 31.4% | ||
| Q4 24 | 88.6% | 19.5% | ||
| Q3 24 | 168.2% | 23.5% | ||
| Q2 24 | -147.2% | 21.9% |
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | 0.6% | 0.6% | ||
| Q2 25 | 0.0% | 5.4% | ||
| Q1 25 | 0.3% | 3.1% | ||
| Q4 24 | 2.4% | 1.8% | ||
| Q3 24 | 0.6% | 3.2% | ||
| Q2 24 | 0.7% | 5.1% |
| Q1 26 | — | — | ||
| Q4 25 | -0.93× | — | ||
| Q3 25 | 5.96× | 2.95× | ||
| Q2 25 | -6.50× | 1.71× | ||
| Q1 25 | 0.14× | 1.44× | ||
| Q4 24 | 7.71× | 1.15× | ||
| Q3 24 | 17.36× | 1.27× | ||
| Q2 24 | -21.41× | 1.23× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HTH
| Noninterest Income | $188.4M | 63% |
| Net Interest Income | $112.1M | 37% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
