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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
ONTO INNOVATION INC. is the larger business by last-quarter revenue ($218.2M vs $121.1M, roughly 1.8× Porch Group, Inc.). ONTO INNOVATION INC. runs the higher net margin — 12.9% vs -3.9%, a 16.8% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs -13.5%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% 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.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
ONTO vs PRCH — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $121.1M |
| Net Profit | $28.2M | $-4.7M |
| Gross Margin | 50.7% | 52.7% |
| Operating Margin | 10.9% | 34.7% |
| Net Margin | 12.9% | -3.9% |
| Revenue YoY | -13.5% | 100.0% |
| Net Profit YoY | -46.8% | 2.0% |
| EPS (diluted) | $0.57 | $-0.04 |
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.
| Q1 26 | — | $121.1M | ||
| Q4 25 | — | $112.3M | ||
| Q3 25 | $218.2M | $115.1M | ||
| Q2 25 | $253.6M | $107.0M | ||
| Q1 25 | $266.6M | $84.5M | ||
| Q4 24 | $263.9M | $75.3M | ||
| Q3 24 | $252.2M | $77.7M | ||
| Q2 24 | $242.3M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | — | $-3.5M | ||
| Q3 25 | $28.2M | $-10.9M | ||
| Q2 25 | $33.9M | $2.6M | ||
| Q1 25 | $64.1M | $8.4M | ||
| Q4 24 | $48.8M | $30.5M | ||
| Q3 24 | $53.1M | $14.4M | ||
| Q2 24 | $52.9M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | — | 99.5% | ||
| Q3 25 | 50.7% | 75.6% | ||
| Q2 25 | 48.2% | 70.9% | ||
| Q1 25 | 53.7% | 77.4% | ||
| Q4 24 | 50.2% | — | ||
| Q3 24 | 54.1% | 79.4% | ||
| Q2 24 | 52.9% | 22.1% |
| Q1 26 | — | 34.7% | ||
| Q4 25 | — | 14.7% | ||
| Q3 25 | 10.9% | 14.2% | ||
| Q2 25 | 12.7% | 4.7% | ||
| Q1 25 | 23.7% | -1.5% | ||
| Q4 24 | 16.1% | 33.3% | ||
| Q3 24 | 21.0% | -3.2% | ||
| Q2 24 | 20.2% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | — | -3.1% | ||
| Q3 25 | 12.9% | -9.4% | ||
| Q2 25 | 13.4% | 2.4% | ||
| Q1 25 | 24.0% | 9.9% | ||
| Q4 24 | 18.5% | 40.5% | ||
| Q3 24 | 21.0% | 18.5% | ||
| Q2 24 | 21.9% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | — | $0.00 | ||
| Q3 25 | $0.57 | $-0.10 | ||
| Q2 25 | $0.69 | $0.00 | ||
| Q1 25 | $1.30 | $0.07 | ||
| Q4 24 | $0.98 | $0.34 | ||
| Q3 24 | $1.07 | $0.12 | ||
| Q2 24 | $1.07 | $-0.65 |
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 | $68.4M |
| Total DebtLower is stronger | — | $391.3M |
| Stockholders' EquityBook value | $2.0B | $26.3M |
| Total Assets | $2.2B | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | — | $57.3M | ||
| Q3 25 | $603.1M | $85.0M | ||
| Q2 25 | $217.5M | $79.8M | ||
| Q1 25 | $203.7M | $70.4M | ||
| Q4 24 | $212.9M | $191.7M | ||
| Q3 24 | $188.7M | $238.6M | ||
| Q2 24 | $172.6M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | — | $-24.6M | ||
| Q3 25 | $2.0B | $-27.9M | ||
| Q2 25 | $2.0B | $-29.3M | ||
| Q1 25 | $1.9B | $-52.4M | ||
| Q4 24 | $1.9B | $-43.2M | ||
| Q3 24 | $1.9B | $-77.0M | ||
| Q2 24 | $1.8B | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | — | $797.4M | ||
| Q3 25 | $2.2B | $787.7M | ||
| Q2 25 | $2.1B | $770.7M | ||
| Q1 25 | $2.1B | $802.3M | ||
| Q4 24 | $2.1B | $814.0M | ||
| Q3 24 | $2.1B | $867.3M | ||
| Q2 24 | $2.0B | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| Free Cash FlowOCF − Capex | $82.0M | — |
| FCF MarginFCF / Revenue | 37.6% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | 2.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2M | ||
| Q3 25 | $83.4M | $40.8M | ||
| Q2 25 | $57.9M | $35.6M | ||
| Q1 25 | $92.0M | $-11.2M | ||
| Q4 24 | $56.0M | $-26.6M | ||
| Q3 24 | $67.2M | $12.4M | ||
| Q2 24 | $65.3M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1M | ||
| Q3 25 | $82.0M | $40.7M | ||
| Q2 25 | $44.2M | $35.4M | ||
| Q1 25 | $83.7M | $-11.2M | ||
| Q4 24 | $51.4M | $-26.8M | ||
| Q3 24 | $59.2M | $12.2M | ||
| Q2 24 | $53.0M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | 37.6% | 35.4% | ||
| Q2 25 | 17.4% | 33.0% | ||
| Q1 25 | 31.4% | -13.3% | ||
| Q4 24 | 19.5% | -35.6% | ||
| Q3 24 | 23.5% | 15.7% | ||
| Q2 24 | 21.9% | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | 0.6% | 0.1% | ||
| Q2 25 | 5.4% | 0.2% | ||
| Q1 25 | 3.1% | 0.1% | ||
| Q4 24 | 1.8% | 0.3% | ||
| Q3 24 | 3.2% | 0.3% | ||
| Q2 24 | 5.1% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 1.71× | 13.79× | ||
| Q1 25 | 1.44× | -1.33× | ||
| Q4 24 | 1.15× | -0.87× | ||
| Q3 24 | 1.27× | 0.86× | ||
| Q2 24 | 1.23× | — |
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% |
PRCH
Segment breakdown not available.
