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Side-by-side financial comparison of INFINITY NATURAL RESOURCES, INC. (INR) 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 $115.5M, roughly 1.9× INFINITY NATURAL RESOURCES, INC.). INFINITY NATURAL RESOURCES, INC. runs the higher net margin — 17.3% vs 12.9%, a 4.4% gap on every dollar of revenue.
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.
INR vs ONTO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $115.5M | $218.2M |
| Net Profit | $20.0M | $28.2M |
| Gross Margin | — | 50.7% |
| Operating Margin | 47.0% | 10.9% |
| Net Margin | 17.3% | 12.9% |
| Revenue YoY | — | -13.5% |
| Net Profit YoY | — | -46.8% |
| EPS (diluted) | $1.33 | $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 | $115.5M | — | ||
| Q3 25 | $78.3M | $218.2M | ||
| Q2 25 | $72.5M | $253.6M | ||
| Q1 25 | $84.2M | $266.6M | ||
| Q4 24 | — | $263.9M | ||
| Q3 24 | — | $252.2M | ||
| Q2 24 | — | $242.3M | ||
| Q1 24 | — | $228.8M |
| Q4 25 | $20.0M | — | ||
| Q3 25 | $10.4M | $28.2M | ||
| Q2 25 | $18.0M | $33.9M | ||
| Q1 25 | $-34.6M | $64.1M | ||
| Q4 24 | — | $48.8M | ||
| Q3 24 | — | $53.1M | ||
| Q2 24 | — | $52.9M | ||
| Q1 24 | — | $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 | 47.0% | — | ||
| Q3 25 | 30.5% | 10.9% | ||
| Q2 25 | 29.9% | 12.7% | ||
| Q1 25 | -104.5% | 23.7% | ||
| Q4 24 | — | 16.1% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | — | 20.2% | ||
| Q1 24 | — | 18.7% |
| Q4 25 | 17.3% | — | ||
| Q3 25 | 13.3% | 12.9% | ||
| Q2 25 | 24.8% | 13.4% | ||
| Q1 25 | -41.1% | 24.0% | ||
| Q4 24 | — | 18.5% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | — | 21.9% | ||
| Q1 24 | — | 20.5% |
| Q4 25 | $1.33 | — | ||
| Q3 25 | $0.65 | $0.57 | ||
| Q2 25 | $1.18 | $0.69 | ||
| Q1 25 | $-2.27 | $1.30 | ||
| Q4 24 | — | $0.98 | ||
| Q3 24 | — | $1.07 | ||
| Q2 24 | — | $1.07 | ||
| Q1 24 | — | $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 | $2.8M | $603.1M |
| Total DebtLower is stronger | $55.0K | — |
| Stockholders' EquityBook value | $307.1M | $2.0B |
| Total Assets | $1.2B | $2.2B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.8M | — | ||
| Q3 25 | $4.6M | $603.1M | ||
| Q2 25 | $6.3M | $217.5M | ||
| Q1 25 | $4.9M | $203.7M | ||
| Q4 24 | — | $212.9M | ||
| Q3 24 | — | $188.7M | ||
| Q2 24 | — | $172.6M | ||
| Q1 24 | — | $190.9M |
| Q4 25 | $55.0K | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $123.0K | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $307.1M | — | ||
| Q3 25 | $288.6M | $2.0B | ||
| Q2 25 | $10.1M | $2.0B | ||
| Q1 25 | $-52.2M | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.8B |
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | $2.2B | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $953.9M | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.0B |
| Q4 25 | 0.00× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $75.1M | $83.4M |
| Free Cash FlowOCF − Capex | — | $82.0M |
| FCF MarginFCF / Revenue | — | 37.6% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | 3.75× | 2.95× |
| TTM Free Cash FlowTrailing 4 quarters | — | $261.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.1M | — | ||
| Q3 25 | $42.1M | $83.4M | ||
| Q2 25 | $70.4M | $57.9M | ||
| Q1 25 | $74.2M | $92.0M | ||
| Q4 24 | — | $56.0M | ||
| Q3 24 | — | $67.2M | ||
| Q2 24 | — | $65.3M | ||
| Q1 24 | — | $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 | 3.75× | — | ||
| Q3 25 | 4.04× | 2.95× | ||
| Q2 25 | 3.91× | 1.71× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.15× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 1.23× | ||
| Q1 24 | — | 1.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
INR
| Oil Reserves | $54.0M | 47% |
| Natural Gas Reserves | $46.8M | 41% |
| Natural Gas Liquids Reserves | $14.7M | 13% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
