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Side-by-side financial comparison of ONTO INNOVATION INC. (ONTO) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $218.2M, roughly 1.0× ONTO INNOVATION INC.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 12.9%, a 14.7% gap on every dollar of revenue. On growth, STAG Industrial, Inc. posted the faster year-over-year revenue change (9.1% vs -13.5%). Over the past eight quarters, STAG Industrial, Inc.'s revenue compounded faster (8.7% 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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
ONTO vs STAG — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $218.2M | $224.2M |
| Net Profit | $28.2M | $62.0M |
| Gross Margin | 50.7% | — |
| Operating Margin | 10.9% | — |
| Net Margin | 12.9% | 27.6% |
| Revenue YoY | -13.5% | 9.1% |
| Net Profit YoY | -46.8% | — |
| EPS (diluted) | $0.57 | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | — | $220.9M | ||
| Q3 25 | $218.2M | $211.1M | ||
| Q2 25 | $253.6M | $207.6M | ||
| Q1 25 | $266.6M | $205.6M | ||
| Q4 24 | $263.9M | $199.3M | ||
| Q3 24 | $252.2M | $190.7M | ||
| Q2 24 | $242.3M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | — | $83.5M | ||
| Q3 25 | $28.2M | $48.6M | ||
| Q2 25 | $33.9M | $50.0M | ||
| Q1 25 | $64.1M | $91.4M | ||
| Q4 24 | $48.8M | $51.0M | ||
| Q3 24 | $53.1M | $41.9M | ||
| Q2 24 | $52.9M | $59.8M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | 27.6% | ||
| Q4 25 | — | 37.8% | ||
| Q3 25 | 12.9% | 23.0% | ||
| Q2 25 | 13.4% | 24.1% | ||
| Q1 25 | 24.0% | 44.5% | ||
| Q4 24 | 18.5% | 25.6% | ||
| Q3 24 | 21.0% | 21.9% | ||
| Q2 24 | 21.9% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | — | — | ||
| Q3 25 | $0.57 | — | ||
| Q2 25 | $0.69 | — | ||
| Q1 25 | $1.30 | — | ||
| Q4 24 | $0.98 | — | ||
| Q3 24 | $1.07 | — | ||
| Q2 24 | $1.07 | — |
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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.0B | $3.6B |
| Total Assets | $2.2B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | — | $14.9M | ||
| Q3 25 | $603.1M | $17.3M | ||
| Q2 25 | $217.5M | $15.4M | ||
| Q1 25 | $203.7M | $9.3M | ||
| Q4 24 | $212.9M | $36.3M | ||
| Q3 24 | $188.7M | $70.0M | ||
| Q2 24 | $172.6M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | $2.0B | $3.4B | ||
| Q2 25 | $2.0B | $3.4B | ||
| Q1 25 | $1.9B | $3.5B | ||
| Q4 24 | $1.9B | $3.5B | ||
| Q3 24 | $1.9B | $3.3B | ||
| Q2 24 | $1.8B | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | $2.2B | $6.9B | ||
| Q2 25 | $2.1B | $6.8B | ||
| Q1 25 | $2.1B | $6.8B | ||
| Q4 24 | $2.1B | $6.8B | ||
| Q3 24 | $2.1B | $6.6B | ||
| Q2 24 | $2.0B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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% | 3.9% |
| 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 | — | $104.5M | ||
| Q3 25 | $83.4M | $143.5M | ||
| Q2 25 | $57.9M | $111.9M | ||
| Q1 25 | $92.0M | $103.5M | ||
| Q4 24 | $56.0M | $104.9M | ||
| Q3 24 | $67.2M | $128.0M | ||
| Q2 24 | $65.3M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $43.8M | ||
| Q3 25 | $82.0M | $95.5M | ||
| Q2 25 | $44.2M | $62.3M | ||
| Q1 25 | $83.7M | $57.2M | ||
| Q4 24 | $51.4M | $37.6M | ||
| Q3 24 | $59.2M | $86.7M | ||
| Q2 24 | $53.0M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | 37.6% | 45.2% | ||
| Q2 25 | 17.4% | 30.0% | ||
| Q1 25 | 31.4% | 27.8% | ||
| Q4 24 | 19.5% | 18.8% | ||
| Q3 24 | 23.5% | 45.5% | ||
| Q2 24 | 21.9% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | — | 27.4% | ||
| Q3 25 | 0.6% | 22.7% | ||
| Q2 25 | 5.4% | 23.9% | ||
| Q1 25 | 3.1% | 22.5% | ||
| Q4 24 | 1.8% | 33.8% | ||
| Q3 24 | 3.2% | 21.6% | ||
| Q2 24 | 5.1% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | 2.95× | 2.95× | ||
| Q2 25 | 1.71× | 2.24× | ||
| Q1 25 | 1.44× | 1.13× | ||
| Q4 24 | 1.15× | 2.06× | ||
| Q3 24 | 1.27× | 3.06× | ||
| Q2 24 | 1.23× | 2.04× |
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% |
STAG
Segment breakdown not available.
