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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and OXFORD INDUSTRIES INC (OXM). Click either name above to swap in a different company.
OXFORD INDUSTRIES INC is the larger business by last-quarter revenue ($307.3M vs $218.2M, roughly 1.4× ONTO INNOVATION INC.). ONTO INNOVATION INC. runs the higher net margin — 12.9% vs -20.7%, a 33.7% gap on every dollar of revenue. On growth, OXFORD INDUSTRIES INC 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 $-47.9M). Over the past eight quarters, ONTO INNOVATION INC.'s revenue compounded faster (2.6% CAGR vs -3.0%).
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.
Oxford Industries, Inc. is a publicly traded clothing company in the United States that specializes in high-end clothing and apparel. The company carries many major labels, including Tommy Bahama, Lilly Pulitzer, Johnny Was and Southern Tide.
ONTO vs OXM — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $307.3M |
| Net Profit | $28.2M | $-63.7M |
| Gross Margin | 50.7% | 60.3% |
| Operating Margin | 10.9% | -27.7% |
| Net Margin | 12.9% | -20.7% |
| Revenue YoY | -13.5% | -0.2% |
| Net Profit YoY | -46.8% | -1517.6% |
| EPS (diluted) | $0.57 | $-4.28 |
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 | — | $307.3M | ||
| Q3 25 | $218.2M | $403.1M | ||
| Q2 25 | $253.6M | $392.9M | ||
| Q1 25 | $266.6M | — | ||
| Q4 24 | $263.9M | $308.0M | ||
| Q3 24 | $252.2M | $419.9M | ||
| Q2 24 | $242.3M | $398.2M | ||
| Q1 24 | $228.8M | $404.4M |
| Q4 25 | — | $-63.7M | ||
| Q3 25 | $28.2M | $16.7M | ||
| Q2 25 | $33.9M | $26.2M | ||
| Q1 25 | $64.1M | — | ||
| Q4 24 | $48.8M | $-3.9M | ||
| Q3 24 | $53.1M | $40.6M | ||
| Q2 24 | $52.9M | $38.4M | ||
| Q1 24 | $46.9M | $-60.1M |
| Q4 25 | — | 60.3% | ||
| Q3 25 | 50.7% | 61.4% | ||
| Q2 25 | 48.2% | 64.2% | ||
| Q1 25 | 53.7% | — | ||
| Q4 24 | 50.2% | 63.1% | ||
| Q3 24 | 54.1% | 63.1% | ||
| Q2 24 | 52.9% | 64.9% | ||
| Q1 24 | 51.7% | 60.9% |
| Q4 25 | — | -27.7% | ||
| Q3 25 | 10.9% | 6.3% | ||
| Q2 25 | 12.7% | 9.2% | ||
| Q1 25 | 23.7% | — | ||
| Q4 24 | 16.1% | -2.0% | ||
| Q3 24 | 21.0% | 12.5% | ||
| Q2 24 | 20.2% | 13.2% | ||
| Q1 24 | 18.7% | -20.1% |
| Q4 25 | — | -20.7% | ||
| Q3 25 | 12.9% | 4.1% | ||
| Q2 25 | 13.4% | 6.7% | ||
| Q1 25 | 24.0% | — | ||
| Q4 24 | 18.5% | -1.3% | ||
| Q3 24 | 21.0% | 9.7% | ||
| Q2 24 | 21.9% | 9.6% | ||
| Q1 24 | 20.5% | -14.9% |
| Q4 25 | — | $-4.28 | ||
| Q3 25 | $0.57 | $1.12 | ||
| Q2 25 | $0.69 | $1.70 | ||
| Q1 25 | $1.30 | — | ||
| Q4 24 | $0.98 | $-0.25 | ||
| Q3 24 | $1.07 | $2.57 | ||
| Q2 24 | $1.07 | $2.42 | ||
| Q1 24 | $0.94 | $-3.72 |
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 | $8.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.0B | $528.0M |
| Total Assets | $2.2B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $8.0M | ||
| Q3 25 | $603.1M | $6.9M | ||
| Q2 25 | $217.5M | $8.2M | ||
| Q1 25 | $203.7M | — | ||
| Q4 24 | $212.9M | $7.0M | ||
| Q3 24 | $188.7M | $18.4M | ||
| Q2 24 | $172.6M | $7.7M | ||
| Q1 24 | $190.9M | $7.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $29.0M |
| Q4 25 | — | $528.0M | ||
| Q3 25 | $2.0B | $597.1M | ||
| Q2 25 | $2.0B | $592.4M | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $612.2M | ||
| Q3 24 | $1.9B | $621.6M | ||
| Q2 24 | $1.8B | $592.9M | ||
| Q1 24 | $1.8B | $560.9M |
| Q4 25 | — | $1.3B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $2.0B | $1.2B | ||
| Q1 24 | $2.0B | $1.1B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.05× |
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 | $-9.1M |
| Free Cash FlowOCF − Capex | $82.0M | $-47.9M |
| FCF MarginFCF / Revenue | 37.6% | -15.6% |
| Capex IntensityCapex / Revenue | 0.6% | 12.6% |
| Cash ConversionOCF / Net Profit | 2.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | $-79.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-9.1M | ||
| Q3 25 | $83.4M | $83.5M | ||
| Q2 25 | $57.9M | $-3.9M | ||
| Q1 25 | $92.0M | — | ||
| Q4 24 | $56.0M | $-18.2M | ||
| Q3 24 | $67.2M | $88.8M | ||
| Q2 24 | $65.3M | $32.9M | ||
| Q1 24 | $57.1M | $74.9M |
| Q4 25 | — | $-47.9M | ||
| Q3 25 | $82.0M | $52.3M | ||
| Q2 25 | $44.2M | $-27.4M | ||
| Q1 25 | $83.7M | — | ||
| Q4 24 | $51.4M | $-56.9M | ||
| Q3 24 | $59.2M | $47.2M | ||
| Q2 24 | $53.0M | $21.0M | ||
| Q1 24 | $50.2M | $55.3M |
| Q4 25 | — | -15.6% | ||
| Q3 25 | 37.6% | 13.0% | ||
| Q2 25 | 17.4% | -7.0% | ||
| Q1 25 | 31.4% | — | ||
| Q4 24 | 19.5% | -18.5% | ||
| Q3 24 | 23.5% | 11.2% | ||
| Q2 24 | 21.9% | 5.3% | ||
| Q1 24 | 21.9% | 13.7% |
| Q4 25 | — | 12.6% | ||
| Q3 25 | 0.6% | 7.7% | ||
| Q2 25 | 5.4% | 6.0% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 1.8% | 12.6% | ||
| Q3 24 | 3.2% | 9.9% | ||
| Q2 24 | 5.1% | 3.0% | ||
| Q1 24 | 3.0% | 4.8% |
| Q4 25 | — | — | ||
| Q3 25 | 2.95× | 5.00× | ||
| Q2 25 | 1.71× | -0.15× | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.15× | — | ||
| Q3 24 | 1.27× | 2.19× | ||
| Q2 24 | 1.23× | 0.86× | ||
| 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% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
