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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.
ONTO INNOVATION INC. is the larger business by last-quarter revenue ($218.2M vs $197.3M, roughly 1.1× SIMMONS FIRST NATIONAL CORP). On growth, SIMMONS FIRST NATIONAL CORP posted the faster year-over-year revenue change (19.6% vs -13.5%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $82.0M). Over the past eight quarters, ONTO INNOVATION INC.'s revenue compounded faster (2.6% CAGR vs 0.6%).
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.
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
ONTO vs SFNC — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $197.3M |
| Net Profit | $28.2M | — |
| Gross Margin | 50.7% | — |
| Operating Margin | 10.9% | — |
| Net Margin | 12.9% | — |
| Revenue YoY | -13.5% | 19.6% |
| Net Profit YoY | -46.8% | — |
| EPS (diluted) | $0.57 | $0.36 |
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 | — | $197.3M | ||
| Q3 25 | $218.2M | $186.7M | ||
| Q2 25 | $253.6M | $214.2M | ||
| Q1 25 | $266.6M | $209.6M | ||
| Q4 24 | $263.9M | $208.5M | ||
| Q3 24 | $252.2M | $174.8M | ||
| Q2 24 | $242.3M | $197.2M | ||
| Q1 24 | $228.8M | $195.1M |
| Q4 25 | — | — | ||
| Q3 25 | $28.2M | $-562.8M | ||
| Q2 25 | $33.9M | $54.8M | ||
| Q1 25 | $64.1M | $32.4M | ||
| Q4 24 | $48.8M | — | ||
| Q3 24 | $53.1M | $24.7M | ||
| Q2 24 | $52.9M | $40.8M | ||
| Q1 24 | $46.9M | $38.9M |
| Q4 25 | — | — | ||
| Q3 25 | 50.7% | — | ||
| Q2 25 | 48.2% | — | ||
| Q1 25 | 53.7% | — | ||
| Q4 24 | 50.2% | — | ||
| Q3 24 | 54.1% | — | ||
| Q2 24 | 52.9% | — | ||
| Q1 24 | 51.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | 10.9% | — | ||
| Q2 25 | 12.7% | — | ||
| Q1 25 | 23.7% | — | ||
| Q4 24 | 16.1% | — | ||
| Q3 24 | 21.0% | — | ||
| Q2 24 | 20.2% | — | ||
| Q1 24 | 18.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | 12.9% | -301.5% | ||
| Q2 25 | 13.4% | 25.6% | ||
| Q1 25 | 24.0% | 15.5% | ||
| Q4 24 | 18.5% | — | ||
| Q3 24 | 21.0% | 14.1% | ||
| Q2 24 | 21.9% | 20.7% | ||
| Q1 24 | 20.5% | 19.9% |
| Q4 25 | — | $0.36 | ||
| Q3 25 | $0.57 | $-4.00 | ||
| Q2 25 | $0.69 | $0.43 | ||
| Q1 25 | $1.30 | $0.26 | ||
| Q4 24 | $0.98 | $0.38 | ||
| Q3 24 | $1.07 | $0.20 | ||
| Q2 24 | $1.07 | $0.32 | ||
| Q1 24 | $0.94 | $0.31 |
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 | — |
| Total DebtLower is stronger | — | $620.0M |
| Stockholders' EquityBook value | $2.0B | $3.4B |
| Total Assets | $2.2B | $24.5B |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | $603.1M | — | ||
| Q2 25 | $217.5M | — | ||
| Q1 25 | $203.7M | — | ||
| Q4 24 | $212.9M | — | ||
| Q3 24 | $188.7M | — | ||
| Q2 24 | $172.6M | — | ||
| Q1 24 | $190.9M | — |
| Q4 25 | — | $620.0M | ||
| Q3 25 | — | $667.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | — | $3.4B | ||
| Q3 25 | $2.0B | $3.4B | ||
| Q2 25 | $2.0B | $3.5B | ||
| Q1 25 | $1.9B | $3.5B | ||
| Q4 24 | $1.9B | $3.5B | ||
| Q3 24 | $1.9B | $3.5B | ||
| Q2 24 | $1.8B | $3.5B | ||
| Q1 24 | $1.8B | $3.4B |
| Q4 25 | — | $24.5B | ||
| Q3 25 | $2.2B | $24.2B | ||
| Q2 25 | $2.1B | $26.7B | ||
| Q1 25 | $2.1B | $26.8B | ||
| Q4 24 | $2.1B | $26.9B | ||
| Q3 24 | $2.1B | $27.3B | ||
| Q2 24 | $2.0B | $27.4B | ||
| Q1 24 | $2.0B | $27.4B |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.50× | ||
| Q1 24 | — | 0.36× |
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 | $449.5M |
| Free Cash FlowOCF − Capex | $82.0M | $411.4M |
| FCF MarginFCF / Revenue | 37.6% | 208.5% |
| Capex IntensityCapex / Revenue | 0.6% | 19.3% |
| Cash ConversionOCF / Net Profit | 2.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $449.5M | ||
| Q3 25 | $83.4M | $223.4M | ||
| Q2 25 | $57.9M | $77.6M | ||
| Q1 25 | $92.0M | $32.8M | ||
| Q4 24 | $56.0M | $425.9M | ||
| Q3 24 | $67.2M | $199.4M | ||
| Q2 24 | $65.3M | $86.1M | ||
| Q1 24 | $57.1M | $57.6M |
| Q4 25 | — | $411.4M | ||
| Q3 25 | $82.0M | $216.7M | ||
| Q2 25 | $44.2M | $66.3M | ||
| Q1 25 | $83.7M | $22.6M | ||
| Q4 24 | $51.4M | $380.4M | ||
| Q3 24 | $59.2M | $187.7M | ||
| Q2 24 | $53.0M | $72.7M | ||
| Q1 24 | $50.2M | $47.7M |
| Q4 25 | — | 208.5% | ||
| Q3 25 | 37.6% | 116.1% | ||
| Q2 25 | 17.4% | 31.0% | ||
| Q1 25 | 31.4% | 10.8% | ||
| Q4 24 | 19.5% | 182.5% | ||
| Q3 24 | 23.5% | 107.4% | ||
| Q2 24 | 21.9% | 36.9% | ||
| Q1 24 | 21.9% | 24.5% |
| Q4 25 | — | 19.3% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 5.4% | 5.3% | ||
| Q1 25 | 3.1% | 4.8% | ||
| Q4 24 | 1.8% | 21.8% | ||
| Q3 24 | 3.2% | 6.7% | ||
| Q2 24 | 5.1% | 6.8% | ||
| Q1 24 | 3.0% | 5.0% |
| Q4 25 | — | — | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 1.71× | 1.42× | ||
| Q1 25 | 1.44× | 1.01× | ||
| Q4 24 | 1.15× | — | ||
| Q3 24 | 1.27× | 8.06× | ||
| Q2 24 | 1.23× | 2.11× | ||
| Q1 24 | 1.22× | 1.48× |
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% |
SFNC
Segment breakdown not available.
