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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and BRC Group Holdings, Inc. (RILY). Click either name above to swap in a different company.
ONTO INNOVATION INC. is the larger business by last-quarter revenue ($218.2M vs $188.3M, roughly 1.2× BRC Group Holdings, Inc.). BRC Group Holdings, Inc. runs the higher net margin — 47.9% vs 12.9%, a 35.0% gap on every dollar of revenue. On growth, ONTO INNOVATION INC. posted the faster year-over-year revenue change (-13.5% vs -21.9%). Over the past eight quarters, ONTO INNOVATION INC.'s revenue compounded faster (2.6% CAGR vs -15.4%).
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.
ONTO vs RILY — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $188.3M |
| Net Profit | $28.2M | $90.3M |
| Gross Margin | 50.7% | 79.5% |
| Operating Margin | 10.9% | 32.3% |
| Net Margin | 12.9% | 47.9% |
| Revenue YoY | -13.5% | -21.9% |
| Net Profit YoY | -46.8% | 1710.8% |
| EPS (diluted) | $0.57 | $2.78 |
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 | — | $188.3M | ||
| Q3 25 | $218.2M | $215.3M | ||
| Q2 25 | $253.6M | $188.2M | ||
| Q1 25 | $266.6M | $197.2M | ||
| Q4 24 | $263.9M | $241.0M | ||
| Q3 24 | $252.2M | $225.5M | ||
| Q2 24 | $242.3M | $256.0M | ||
| Q1 24 | $228.8M | $263.4M |
| Q4 25 | — | $90.3M | ||
| Q3 25 | $28.2M | $91.1M | ||
| Q2 25 | $33.9M | $139.5M | ||
| Q1 25 | $64.1M | $-10.0M | ||
| Q4 24 | $48.8M | $-5.6M | ||
| Q3 24 | $53.1M | $-284.4M | ||
| Q2 24 | $52.9M | $-433.6M | ||
| Q1 24 | $46.9M | $-49.2M |
| Q4 25 | — | 79.5% | ||
| Q3 25 | 50.7% | 83.7% | ||
| Q2 25 | 48.2% | 81.3% | ||
| Q1 25 | 53.7% | 81.4% | ||
| Q4 24 | 50.2% | 79.8% | ||
| Q3 24 | 54.1% | 82.1% | ||
| Q2 24 | 52.9% | 84.5% | ||
| Q1 24 | 51.7% | 85.3% |
| Q4 25 | — | 32.3% | ||
| Q3 25 | 10.9% | 30.4% | ||
| Q2 25 | 12.7% | 5.7% | ||
| Q1 25 | 23.7% | -31.2% | ||
| Q4 24 | 16.1% | -69.2% | ||
| Q3 24 | 21.0% | -36.4% | ||
| Q2 24 | 20.2% | -90.8% | ||
| Q1 24 | 18.7% | -6.1% |
| Q4 25 | — | 47.9% | ||
| Q3 25 | 12.9% | 42.3% | ||
| Q2 25 | 13.4% | 74.1% | ||
| Q1 25 | 24.0% | -5.1% | ||
| Q4 24 | 18.5% | -2.3% | ||
| Q3 24 | 21.0% | -126.1% | ||
| Q2 24 | 21.9% | -169.4% | ||
| Q1 24 | 20.5% | -18.7% |
| Q4 25 | — | $2.78 | ||
| Q3 25 | $0.57 | $2.91 | ||
| Q2 25 | $0.69 | $4.50 | ||
| Q1 25 | $1.30 | $-0.39 | ||
| Q4 24 | $0.98 | $-0.01 | ||
| Q3 24 | $1.07 | $-9.39 | ||
| Q2 24 | $1.07 | $-14.35 | ||
| Q1 24 | $0.94 | $-1.71 |
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 | $226.6M |
| Total DebtLower is stronger | — | $1.4B |
| Stockholders' EquityBook value | $2.0B | $-171.5M |
| Total Assets | $2.2B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $226.6M | ||
| Q3 25 | $603.1M | $184.2M | ||
| Q2 25 | $217.5M | $267.4M | ||
| Q1 25 | $203.7M | $138.3M | ||
| Q4 24 | $212.9M | $146.9M | ||
| Q3 24 | $188.7M | $159.2M | ||
| Q2 24 | $172.6M | $236.9M | ||
| Q1 24 | $190.9M | $190.7M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $-171.5M | ||
| Q3 25 | $2.0B | $-260.5M | ||
| Q2 25 | $2.0B | $-351.7M | ||
| Q1 25 | $1.9B | $-496.8M | ||
| Q4 24 | $1.9B | $-488.2M | ||
| Q3 24 | $1.9B | $-497.6M | ||
| Q2 24 | $1.8B | $-218.3M | ||
| Q1 24 | $1.8B | $228.4M |
| Q4 25 | — | $1.7B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.1B | $1.8B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $2.0B | $3.2B | ||
| Q1 24 | $2.0B | $5.0B |
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 | $26.2M |
| Free Cash FlowOCF − Capex | $82.0M | — |
| FCF MarginFCF / Revenue | 37.6% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | 2.95× | 0.29× |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $26.2M | ||
| Q3 25 | $83.4M | $-60.6M | ||
| Q2 25 | $57.9M | $-25.6M | ||
| Q1 25 | $92.0M | $184.0K | ||
| Q4 24 | $56.0M | $-2.7M | ||
| Q3 24 | $67.2M | $19.5M | ||
| Q2 24 | $65.3M | $111.5M | ||
| Q1 24 | $57.1M | $135.4M |
| Q4 25 | — | — | ||
| Q3 25 | $82.0M | — | ||
| Q2 25 | $44.2M | — | ||
| Q1 25 | $83.7M | — | ||
| Q4 24 | $51.4M | — | ||
| Q3 24 | $59.2M | — | ||
| Q2 24 | $53.0M | — | ||
| Q1 24 | $50.2M | — |
| Q4 25 | — | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 17.4% | — | ||
| Q1 25 | 31.4% | — | ||
| Q4 24 | 19.5% | — | ||
| Q3 24 | 23.5% | — | ||
| Q2 24 | 21.9% | — | ||
| Q1 24 | 21.9% | — |
| Q4 25 | — | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 5.4% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 5.1% | — | ||
| Q1 24 | 3.0% | — |
| Q4 25 | — | 0.29× | ||
| Q3 25 | 2.95× | -0.66× | ||
| Q2 25 | 1.71× | -0.18× | ||
| 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
