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Side-by-side financial comparison of Lovesac Co (LOVE) 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 $150.2M, roughly 1.5× Lovesac Co). ONTO INNOVATION INC. runs the higher net margin — 12.9% vs -7.0%, a 20.0% gap on every dollar of revenue. On growth, Lovesac Co posted the faster year-over-year revenue change (0.2% vs -13.5%). ONTO INNOVATION INC. produced more free cash flow last quarter ($82.0M vs $-10.2M). Over the past eight quarters, ONTO INNOVATION INC.'s revenue compounded faster (2.6% CAGR vs -22.6%).
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
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.
LOVE vs ONTO — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $218.2M |
| Net Profit | $-10.6M | $28.2M |
| Gross Margin | 56.1% | 50.7% |
| Operating Margin | -10.5% | 10.9% |
| Net Margin | -7.0% | 12.9% |
| Revenue YoY | 0.2% | -13.5% |
| Net Profit YoY | -114.0% | -46.8% |
| EPS (diluted) | $-0.72 | $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 | $150.2M | — | ||
| Q3 25 | $160.5M | $218.2M | ||
| Q2 25 | $138.4M | $253.6M | ||
| Q1 25 | $241.5M | $266.6M | ||
| Q4 24 | $149.9M | $263.9M | ||
| Q3 24 | $156.6M | $252.2M | ||
| Q2 24 | $132.6M | $242.3M | ||
| Q1 24 | $250.5M | $228.8M |
| Q4 25 | $-10.6M | — | ||
| Q3 25 | $-6.7M | $28.2M | ||
| Q2 25 | $-10.8M | $33.9M | ||
| Q1 25 | $35.3M | $64.1M | ||
| Q4 24 | $-4.9M | $48.8M | ||
| Q3 24 | $-5.9M | $53.1M | ||
| Q2 24 | $-13.0M | $52.9M | ||
| Q1 24 | $31.0M | $46.9M |
| Q4 25 | 56.1% | — | ||
| Q3 25 | 56.4% | 50.7% | ||
| Q2 25 | 53.7% | 48.2% | ||
| Q1 25 | 60.4% | 53.7% | ||
| Q4 24 | 58.5% | 50.2% | ||
| Q3 24 | 59.0% | 54.1% | ||
| Q2 24 | 54.3% | 52.9% | ||
| Q1 24 | 59.7% | 51.7% |
| Q4 25 | -10.5% | — | ||
| Q3 25 | -5.5% | 10.9% | ||
| Q2 25 | -10.8% | 12.7% | ||
| Q1 25 | 19.7% | 23.7% | ||
| Q4 24 | -5.2% | 16.1% | ||
| Q3 24 | -5.3% | 21.0% | ||
| Q2 24 | -13.5% | 20.2% | ||
| Q1 24 | 16.1% | 18.7% |
| Q4 25 | -7.0% | — | ||
| Q3 25 | -4.1% | 12.9% | ||
| Q2 25 | -7.8% | 13.4% | ||
| Q1 25 | 14.6% | 24.0% | ||
| Q4 24 | -3.3% | 18.5% | ||
| Q3 24 | -3.7% | 21.0% | ||
| Q2 24 | -9.8% | 21.9% | ||
| Q1 24 | 12.4% | 20.5% |
| Q4 25 | $-0.72 | — | ||
| Q3 25 | $-0.45 | $0.57 | ||
| Q2 25 | $-0.73 | $0.69 | ||
| Q1 25 | $2.22 | $1.30 | ||
| Q4 24 | $-0.32 | $0.98 | ||
| Q3 24 | $-0.38 | $1.07 | ||
| Q2 24 | $-0.83 | $1.07 | ||
| Q1 24 | $1.91 | $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 | $23.7M | $603.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $189.3M | $2.0B |
| Total Assets | $495.5M | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | — | ||
| Q3 25 | $34.2M | $603.1M | ||
| Q2 25 | $26.9M | $217.5M | ||
| Q1 25 | $83.7M | $203.7M | ||
| Q4 24 | $61.7M | $212.9M | ||
| Q3 24 | $72.1M | $188.7M | ||
| Q2 24 | $72.4M | $172.6M | ||
| Q1 24 | $87.0M | $190.9M |
| Q4 25 | $189.3M | — | ||
| Q3 25 | $197.5M | $2.0B | ||
| Q2 25 | $201.2M | $2.0B | ||
| Q1 25 | $216.4M | $1.9B | ||
| Q4 24 | $196.5M | $1.9B | ||
| Q3 24 | $202.1M | $1.9B | ||
| Q2 24 | $205.3M | $1.8B | ||
| Q1 24 | $217.5M | $1.8B |
| Q4 25 | $495.5M | — | ||
| Q3 25 | $493.7M | $2.2B | ||
| Q2 25 | $483.7M | $2.1B | ||
| Q1 25 | $532.3M | $2.1B | ||
| Q4 24 | $499.7M | $2.1B | ||
| Q3 24 | $481.1M | $2.1B | ||
| Q2 24 | $477.2M | $2.0B | ||
| Q1 24 | $482.2M | $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 | $-4.9M | $83.4M |
| Free Cash FlowOCF − Capex | $-10.2M | $82.0M |
| FCF MarginFCF / Revenue | -6.8% | 37.6% |
| Capex IntensityCapex / Revenue | 3.5% | 0.6% |
| Cash ConversionOCF / Net Profit | — | 2.95× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $261.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | — | ||
| Q3 25 | $12.2M | $83.4M | ||
| Q2 25 | $-41.4M | $57.9M | ||
| Q1 25 | $44.0M | $92.0M | ||
| Q4 24 | $-4.2M | $56.0M | ||
| Q3 24 | $6.2M | $67.2M | ||
| Q2 24 | $-7.0M | $65.3M | ||
| Q1 24 | $56.3M | $57.1M |
| Q4 25 | $-10.2M | — | ||
| Q3 25 | $7.8M | $82.0M | ||
| Q2 25 | $-50.0M | $44.2M | ||
| Q1 25 | $38.7M | $83.7M | ||
| Q4 24 | $-6.6M | $51.4M | ||
| Q3 24 | $119.0K | $59.2M | ||
| Q2 24 | $-14.3M | $53.0M | ||
| Q1 24 | $49.5M | $50.2M |
| Q4 25 | -6.8% | — | ||
| Q3 25 | 4.9% | 37.6% | ||
| Q2 25 | -36.1% | 17.4% | ||
| Q1 25 | 16.0% | 31.4% | ||
| Q4 24 | -4.4% | 19.5% | ||
| Q3 24 | 0.1% | 23.5% | ||
| Q2 24 | -10.8% | 21.9% | ||
| Q1 24 | 19.8% | 21.9% |
| Q4 25 | 3.5% | — | ||
| Q3 25 | 2.7% | 0.6% | ||
| Q2 25 | 6.2% | 5.4% | ||
| Q1 25 | 2.2% | 3.1% | ||
| Q4 24 | 1.6% | 1.8% | ||
| Q3 24 | 3.9% | 3.2% | ||
| Q2 24 | 5.5% | 5.1% | ||
| Q1 24 | 2.7% | 3.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 1.71× | ||
| Q1 25 | 1.25× | 1.44× | ||
| Q4 24 | — | 1.15× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 1.23× | ||
| Q1 24 | 1.82× | 1.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
