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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and Sprout Social, Inc. (SPT). Click either name above to swap in a different company.
ONTO INNOVATION INC. is the larger business by last-quarter revenue ($218.2M vs $120.9M, roughly 1.8× Sprout Social, Inc.). On growth, Sprout Social, Inc. posted the faster year-over-year revenue change (12.9% vs -13.5%). ONTO INNOVATION INC. produced more free cash flow last quarter ($82.0M vs $9.9M). Over the past eight quarters, Sprout Social, Inc.'s revenue compounded faster (11.8% 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.
Sprout Social, Inc. is a technology company that runs a social media management platform. A public company headquartered in Chicago, it was founded in 2010 by Justyn Howard, Aaron Rankin, Gil Lara, and Peter Soung.
ONTO vs SPT — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $120.9M |
| Net Profit | $28.2M | — |
| Gross Margin | 50.7% | 77.6% |
| Operating Margin | 10.9% | -9.0% |
| Net Margin | 12.9% | — |
| Revenue YoY | -13.5% | 12.9% |
| Net Profit YoY | -46.8% | — |
| EPS (diluted) | $0.57 | $-0.18 |
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 | — | $120.9M | ||
| Q3 25 | $218.2M | $115.6M | ||
| Q2 25 | $253.6M | $111.8M | ||
| Q1 25 | $266.6M | $109.3M | ||
| Q4 24 | $263.9M | $107.1M | ||
| Q3 24 | $252.2M | $102.6M | ||
| Q2 24 | $242.3M | $99.4M | ||
| Q1 24 | $228.8M | $96.8M |
| Q4 25 | — | — | ||
| Q3 25 | $28.2M | $-9.4M | ||
| Q2 25 | $33.9M | $-12.0M | ||
| Q1 25 | $64.1M | $-11.2M | ||
| Q4 24 | $48.8M | — | ||
| Q3 24 | $53.1M | $-17.1M | ||
| Q2 24 | $52.9M | $-16.9M | ||
| Q1 24 | $46.9M | $-13.6M |
| Q4 25 | — | 77.6% | ||
| Q3 25 | 50.7% | 77.7% | ||
| Q2 25 | 48.2% | 77.7% | ||
| Q1 25 | 53.7% | 77.3% | ||
| Q4 24 | 50.2% | 78.1% | ||
| Q3 24 | 54.1% | 77.4% | ||
| Q2 24 | 52.9% | 77.5% | ||
| Q1 24 | 51.7% | 76.8% |
| Q4 25 | — | -9.0% | ||
| Q3 25 | 10.9% | -7.9% | ||
| Q2 25 | 12.7% | -11.0% | ||
| Q1 25 | 23.7% | -10.2% | ||
| Q4 24 | 16.1% | -12.8% | ||
| Q3 24 | 21.0% | -16.4% | ||
| Q2 24 | 20.2% | -16.6% | ||
| Q1 24 | 18.7% | -13.7% |
| Q4 25 | — | — | ||
| Q3 25 | 12.9% | -8.1% | ||
| Q2 25 | 13.4% | -10.7% | ||
| Q1 25 | 24.0% | -10.3% | ||
| Q4 24 | 18.5% | — | ||
| Q3 24 | 21.0% | -16.6% | ||
| Q2 24 | 21.9% | -17.0% | ||
| Q1 24 | 20.5% | -14.0% |
| Q4 25 | — | $-0.18 | ||
| Q3 25 | $0.57 | $-0.16 | ||
| Q2 25 | $0.69 | $-0.21 | ||
| Q1 25 | $1.30 | $-0.19 | ||
| Q4 24 | $0.98 | $-0.25 | ||
| Q3 24 | $1.07 | $-0.30 | ||
| Q2 24 | $1.07 | $-0.30 | ||
| Q1 24 | $0.94 | $-0.24 |
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 | $95.3M |
| Total DebtLower is stronger | — | $40.0M |
| Stockholders' EquityBook value | $2.0B | $203.4M |
| Total Assets | $2.2B | $523.1M |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $95.3M | ||
| Q3 25 | $603.1M | $90.6M | ||
| Q2 25 | $217.5M | $101.5M | ||
| Q1 25 | $203.7M | $100.9M | ||
| Q4 24 | $212.9M | $86.4M | ||
| Q3 24 | $188.7M | $82.9M | ||
| Q2 24 | $172.6M | $80.9M | ||
| Q1 24 | $190.9M | $69.2M |
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $203.4M | ||
| Q3 25 | $2.0B | $194.1M | ||
| Q2 25 | $2.0B | $184.6M | ||
| Q1 25 | $1.9B | $175.3M | ||
| Q4 24 | $1.9B | $166.6M | ||
| Q3 24 | $1.9B | $158.1M | ||
| Q2 24 | $1.8B | $152.1M | ||
| Q1 24 | $1.8B | $147.3M |
| Q4 25 | — | $523.1M | ||
| Q3 25 | $2.2B | $481.4M | ||
| Q2 25 | $2.1B | $422.9M | ||
| Q1 25 | $2.1B | $424.7M | ||
| Q4 24 | $2.1B | $428.3M | ||
| Q3 24 | $2.1B | $388.8M | ||
| Q2 24 | $2.0B | $393.6M | ||
| Q1 24 | $2.0B | $389.9M |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.15× | ||
| 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 | $10.9M |
| Free Cash FlowOCF − Capex | $82.0M | $9.9M |
| FCF MarginFCF / Revenue | 37.6% | 8.2% |
| Capex IntensityCapex / Revenue | 0.6% | 0.9% |
| Cash ConversionOCF / Net Profit | 2.95× | — |
| TTM Free Cash FlowTrailing 4 quarters | $261.3M | $39.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $10.9M | ||
| Q3 25 | $83.4M | $9.3M | ||
| Q2 25 | $57.9M | $5.1M | ||
| Q1 25 | $92.0M | $18.1M | ||
| Q4 24 | $56.0M | $4.1M | ||
| Q3 24 | $67.2M | $9.0M | ||
| Q2 24 | $65.3M | $2.1M | ||
| Q1 24 | $57.1M | $11.2M |
| Q4 25 | — | $9.9M | ||
| Q3 25 | $82.0M | $8.5M | ||
| Q2 25 | $44.2M | $4.2M | ||
| Q1 25 | $83.7M | $16.7M | ||
| Q4 24 | $51.4M | $3.3M | ||
| Q3 24 | $59.2M | $8.5M | ||
| Q2 24 | $53.0M | $1.6M | ||
| Q1 24 | $50.2M | $10.1M |
| Q4 25 | — | 8.2% | ||
| Q3 25 | 37.6% | 7.4% | ||
| Q2 25 | 17.4% | 3.7% | ||
| Q1 25 | 31.4% | 15.3% | ||
| Q4 24 | 19.5% | 3.0% | ||
| Q3 24 | 23.5% | 8.3% | ||
| Q2 24 | 21.9% | 1.6% | ||
| Q1 24 | 21.9% | 10.4% |
| Q4 25 | — | 0.9% | ||
| Q3 25 | 0.6% | 0.7% | ||
| Q2 25 | 5.4% | 0.8% | ||
| Q1 25 | 3.1% | 1.2% | ||
| Q4 24 | 1.8% | 0.8% | ||
| Q3 24 | 3.2% | 0.5% | ||
| Q2 24 | 5.1% | 0.5% | ||
| Q1 24 | 3.0% | 1.1% |
| Q4 25 | — | — | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 1.71× | — | ||
| 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% |
SPT
Segment breakdown not available.
