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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and Childrens Place, Inc. (PLCE). Click either name above to swap in a different company.
Childrens Place, Inc. is the larger business by last-quarter revenue ($339.5M vs $218.2M, roughly 1.6× ONTO INNOVATION INC.). ONTO INNOVATION INC. runs the higher net margin — 12.9% vs -1.3%, a 14.2% gap on every dollar of revenue. On growth, Childrens Place, Inc. posted the faster year-over-year revenue change (-13.0% vs -13.5%). ONTO INNOVATION INC. produced more free cash flow last quarter ($82.0M vs $-3.4M). Over the past eight quarters, ONTO INNOVATION INC.'s revenue compounded faster (2.6% CAGR vs -13.6%).
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.
The Children’s Place is a retailer of clothing for children. It sells its products primarily under its proprietary brands The Children’s Place, Gymboree, Sugar & Jade, PJ Place and Crazy 8. The company has about 525 stores in the U.S., Canada and Puerto Rico, and also sells via two online outlets and through five franchise partners in 15 countries. Its product line includes tops, skirts, dresses, jackets, shoes, bottoms, sleepwear and backpacks. The Children’s Place is headquartered in Secauc...
ONTO vs PLCE — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $339.5M |
| Net Profit | $28.2M | $-4.3M |
| Gross Margin | 50.7% | 33.1% |
| Operating Margin | 10.9% | 1.1% |
| Net Margin | 12.9% | -1.3% |
| Revenue YoY | -13.5% | -13.0% |
| Net Profit YoY | -46.8% | -121.5% |
| EPS (diluted) | $0.57 | $-0.19 |
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 | — | $339.5M | ||
| Q3 25 | $218.2M | $298.0M | ||
| Q2 25 | $253.6M | $242.1M | ||
| Q1 25 | $266.6M | $408.6M | ||
| Q4 24 | $263.9M | $390.2M | ||
| Q3 24 | $252.2M | $319.7M | ||
| Q2 24 | $242.3M | $267.9M | ||
| Q1 24 | $228.8M | $455.0M |
| Q4 25 | — | $-4.3M | ||
| Q3 25 | $28.2M | $-5.4M | ||
| Q2 25 | $33.9M | $-34.0M | ||
| Q1 25 | $64.1M | $-8.0M | ||
| Q4 24 | $48.8M | $20.1M | ||
| Q3 24 | $53.1M | $-32.1M | ||
| Q2 24 | $52.9M | $-37.8M | ||
| Q1 24 | $46.9M | $-128.8M |
| Q4 25 | — | 33.1% | ||
| Q3 25 | 50.7% | 34.0% | ||
| Q2 25 | 48.2% | 29.2% | ||
| Q1 25 | 53.7% | 28.5% | ||
| Q4 24 | 50.2% | 35.5% | ||
| Q3 24 | 54.1% | 35.0% | ||
| Q2 24 | 52.9% | 34.6% | ||
| Q1 24 | 51.7% | 21.8% |
| Q4 25 | — | 1.1% | ||
| Q3 25 | 10.9% | 1.4% | ||
| Q2 25 | 12.7% | -10.0% | ||
| Q1 25 | 23.7% | 1.7% | ||
| Q4 24 | 16.1% | 7.5% | ||
| Q3 24 | 21.0% | -6.8% | ||
| Q2 24 | 20.2% | -10.4% | ||
| Q1 24 | 18.7% | -13.6% |
| Q4 25 | — | -1.3% | ||
| Q3 25 | 12.9% | -1.8% | ||
| Q2 25 | 13.4% | -14.1% | ||
| Q1 25 | 24.0% | -2.0% | ||
| Q4 24 | 18.5% | 5.1% | ||
| Q3 24 | 21.0% | -10.0% | ||
| Q2 24 | 21.9% | -14.1% | ||
| Q1 24 | 20.5% | -28.3% |
| Q4 25 | — | $-0.19 | ||
| Q3 25 | $0.57 | $-0.24 | ||
| Q2 25 | $0.69 | $-1.57 | ||
| Q1 25 | $1.30 | $-0.60 | ||
| Q4 24 | $0.98 | $1.57 | ||
| Q3 24 | $1.07 | $-2.51 | ||
| Q2 24 | $1.07 | $-2.98 | ||
| Q1 24 | $0.94 | $-10.24 |
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 | $7.3M |
| Total DebtLower is stronger | — | $107.4M |
| Stockholders' EquityBook value | $2.0B | $-8.6M |
| Total Assets | $2.2B | $762.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $7.3M | ||
| Q3 25 | $603.1M | $7.8M | ||
| Q2 25 | $217.5M | $5.7M | ||
| Q1 25 | $203.7M | $5.3M | ||
| Q4 24 | $212.9M | $5.7M | ||
| Q3 24 | $188.7M | $9.6M | ||
| Q2 24 | $172.6M | $13.0M | ||
| Q1 24 | $190.9M | $13.6M |
| Q4 25 | — | $107.4M | ||
| Q3 25 | — | $107.2M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $166.0M | ||
| Q4 24 | — | $165.7M | ||
| Q3 24 | — | $165.4M | ||
| Q2 24 | — | $166.6M | ||
| Q1 24 | — | $49.8M |
| Q4 25 | — | $-8.6M | ||
| Q3 25 | $2.0B | $-4.9M | ||
| Q2 25 | $2.0B | $1.4M | ||
| Q1 25 | $1.9B | $-59.4M | ||
| Q4 24 | $1.9B | $-49.6M | ||
| Q3 24 | $1.9B | $-68.9M | ||
| Q2 24 | $1.8B | $-34.9M | ||
| Q1 24 | $1.8B | $-9.0M |
| Q4 25 | — | $762.5M | ||
| Q3 25 | $2.2B | $805.1M | ||
| Q2 25 | $2.1B | $779.6M | ||
| Q1 25 | $2.1B | $747.6M | ||
| Q4 24 | $2.1B | $888.8M | ||
| Q3 24 | $2.1B | $921.4M | ||
| Q2 24 | $2.0B | $848.3M | ||
| Q1 24 | $2.0B | $800.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 75.63× | ||
| 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 | $83.4M | $6.2M |
| Free Cash FlowOCF − Capex | $82.0M | $-3.4M |
| FCF MarginFCF / Revenue | 37.6% | -1.0% |
| Capex IntensityCapex / Revenue | 0.6% | 2.8% |
| Cash ConversionOCF / Net Profit | 2.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | $39.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $6.2M | ||
| Q3 25 | $83.4M | $-30.5M | ||
| Q2 25 | $57.9M | $-43.0M | ||
| Q1 25 | $92.0M | $121.3M | ||
| Q4 24 | $56.0M | $-44.2M | ||
| Q3 24 | $67.2M | $-83.9M | ||
| Q2 24 | $65.3M | $-110.8M | ||
| Q1 24 | $57.1M | $135.4M |
| Q4 25 | — | $-3.4M | ||
| Q3 25 | $82.0M | $-31.9M | ||
| Q2 25 | $44.2M | $-46.4M | ||
| Q1 25 | $83.7M | $121.2M | ||
| Q4 24 | $51.4M | $-47.7M | ||
| Q3 24 | $59.2M | $-91.7M | ||
| Q2 24 | $53.0M | $-115.5M | ||
| Q1 24 | $50.2M | $132.2M |
| Q4 25 | — | -1.0% | ||
| Q3 25 | 37.6% | -10.7% | ||
| Q2 25 | 17.4% | -19.2% | ||
| Q1 25 | 31.4% | 29.7% | ||
| Q4 24 | 19.5% | -12.2% | ||
| Q3 24 | 23.5% | -28.7% | ||
| Q2 24 | 21.9% | -43.1% | ||
| Q1 24 | 21.9% | 29.1% |
| Q4 25 | — | 2.8% | ||
| Q3 25 | 0.6% | 0.5% | ||
| Q2 25 | 5.4% | 1.4% | ||
| Q1 25 | 3.1% | 0.0% | ||
| Q4 24 | 1.8% | 0.9% | ||
| Q3 24 | 3.2% | 2.4% | ||
| Q2 24 | 5.1% | 1.8% | ||
| Q1 24 | 3.0% | 0.7% |
| Q4 25 | — | — | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.15× | -2.20× | ||
| 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% |
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
