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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and OneStream, Inc. (OS). Click either name above to swap in a different company.
ONTO INNOVATION INC. is the larger business by last-quarter revenue ($218.2M vs $163.7M, roughly 1.3× OneStream, Inc.). ONTO INNOVATION INC. runs the higher net margin — 12.9% vs 0.6%, a 12.3% gap on every dollar of revenue. On growth, OneStream, Inc. posted the faster year-over-year revenue change (23.6% vs -13.5%). ONTO INNOVATION INC. produced more free cash flow last quarter ($82.0M vs $25.6M). Over the past eight quarters, OneStream, Inc.'s revenue compounded faster (21.8% CAGR vs 2.6%).
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.
Blue Stream provides cable television, cable telephone, DVR, and up to 1 GIG Internet speed broadband services to customers in the Florida communities of Coral Springs and Weston.
ONTO vs OS — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $163.7M |
| Net Profit | $28.2M | $999.0K |
| Gross Margin | 50.7% | 69.8% |
| Operating Margin | 10.9% | -3.2% |
| Net Margin | 12.9% | 0.6% |
| Revenue YoY | -13.5% | 23.6% |
| Net Profit YoY | -46.8% | — |
| EPS (diluted) | $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 | — | $163.7M | ||
| Q3 25 | $218.2M | $154.3M | ||
| Q2 25 | $253.6M | $147.6M | ||
| Q1 25 | $266.6M | $136.3M | ||
| Q4 24 | $263.9M | $132.5M | ||
| Q3 24 | $252.2M | $129.1M | ||
| Q2 24 | $242.3M | $117.5M | ||
| Q1 24 | $228.8M | $110.3M |
| Q4 25 | — | $999.0K | ||
| Q3 25 | $28.2M | $-8.8M | ||
| Q2 25 | $33.9M | $-18.4M | ||
| Q1 25 | $64.1M | $-24.0M | ||
| Q4 24 | $48.8M | — | ||
| Q3 24 | $53.1M | $-171.9M | ||
| Q2 24 | $52.9M | $-7.8M | ||
| Q1 24 | $46.9M | $-5.0M |
| Q4 25 | — | 69.8% | ||
| Q3 25 | 50.7% | 68.1% | ||
| Q2 25 | 48.2% | 68.6% | ||
| Q1 25 | 53.7% | 68.0% | ||
| Q4 24 | 50.2% | 66.8% | ||
| Q3 24 | 54.1% | 50.1% | ||
| Q2 24 | 52.9% | 68.5% | ||
| Q1 24 | 51.7% | 69.1% |
| Q4 25 | — | -3.2% | ||
| Q3 25 | 10.9% | -11.3% | ||
| Q2 25 | 12.7% | -21.8% | ||
| Q1 25 | 23.7% | -29.3% | ||
| Q4 24 | 16.1% | -35.8% | ||
| Q3 24 | 21.0% | -197.6% | ||
| Q2 24 | 20.2% | -9.8% | ||
| Q1 24 | 18.7% | -4.9% |
| Q4 25 | — | 0.6% | ||
| Q3 25 | 12.9% | -5.7% | ||
| Q2 25 | 13.4% | -12.5% | ||
| Q1 25 | 24.0% | -17.6% | ||
| Q4 24 | 18.5% | — | ||
| Q3 24 | 21.0% | -133.1% | ||
| Q2 24 | 21.9% | -6.7% | ||
| Q1 24 | 20.5% | -4.5% |
| Q4 25 | — | — | ||
| Q3 25 | $0.57 | — | ||
| Q2 25 | $0.69 | — | ||
| Q1 25 | $1.30 | — | ||
| Q4 24 | $0.98 | — | ||
| Q3 24 | $1.07 | $-1.06 | ||
| 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 | $603.1M | $693.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.0B | $504.7M |
| Total Assets | $2.2B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $693.6M | ||
| Q3 25 | $603.1M | $653.9M | ||
| Q2 25 | $217.5M | $652.1M | ||
| Q1 25 | $203.7M | $593.9M | ||
| Q4 24 | $212.9M | $544.2M | ||
| Q3 24 | $188.7M | $495.5M | ||
| Q2 24 | $172.6M | $140.5M | ||
| Q1 24 | $190.9M | — |
| Q4 25 | — | $504.7M | ||
| Q3 25 | $2.0B | $472.1M | ||
| Q2 25 | $2.0B | $458.2M | ||
| Q1 25 | $1.9B | $412.9M | ||
| Q4 24 | $1.9B | $386.2M | ||
| Q3 24 | $1.9B | $458.2M | ||
| Q2 24 | $1.8B | $97.5M | ||
| Q1 24 | $1.8B | $102.5M |
| Q4 25 | — | $1.0B | ||
| Q3 25 | $2.2B | $949.4M | ||
| Q2 25 | $2.1B | $910.5M | ||
| Q1 25 | $2.1B | $867.3M | ||
| Q4 24 | $2.1B | $823.2M | ||
| Q3 24 | $2.1B | $750.1M | ||
| Q2 24 | $2.0B | $379.7M | ||
| Q1 24 | $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 | $25.8M |
| Free Cash FlowOCF − Capex | $82.0M | $25.6M |
| FCF MarginFCF / Revenue | 37.6% | 15.7% |
| Capex IntensityCapex / Revenue | 0.6% | 0.1% |
| Cash ConversionOCF / Net Profit | 2.95× | 25.79× |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | $95.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $25.8M | ||
| Q3 25 | $83.4M | $5.0M | ||
| Q2 25 | $57.9M | $29.7M | ||
| Q1 25 | $92.0M | $36.2M | ||
| Q4 24 | $56.0M | — | ||
| Q3 24 | $67.2M | $2.4M | ||
| Q2 24 | $65.3M | $8.1M | ||
| Q1 24 | $57.1M | $25.5M |
| Q4 25 | — | $25.6M | ||
| Q3 25 | $82.0M | $4.8M | ||
| Q2 25 | $44.2M | $29.4M | ||
| Q1 25 | $83.7M | $35.8M | ||
| Q4 24 | $51.4M | — | ||
| Q3 24 | $59.2M | $1.3M | ||
| Q2 24 | $53.0M | $7.7M | ||
| Q1 24 | $50.2M | $24.9M |
| Q4 25 | — | 15.7% | ||
| Q3 25 | 37.6% | 3.1% | ||
| Q2 25 | 17.4% | 19.9% | ||
| Q1 25 | 31.4% | 26.3% | ||
| Q4 24 | 19.5% | — | ||
| Q3 24 | 23.5% | 1.0% | ||
| Q2 24 | 21.9% | 6.6% | ||
| Q1 24 | 21.9% | 22.5% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | 0.6% | 0.1% | ||
| Q2 25 | 5.4% | 0.2% | ||
| Q1 25 | 3.1% | 0.3% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 3.2% | 0.8% | ||
| Q2 24 | 5.1% | 0.3% | ||
| Q1 24 | 3.0% | 0.6% |
| Q4 25 | — | 25.79× | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 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
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
OS
| Subscription And Circulation | $150.3M | 92% |
| Professional Services And Other | $9.4M | 6% |
| License | $4.0M | 2% |
