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Onto Innovation vs Owlet: revenue, profit, margins and growth compared

Onto Innovation brought in $1B of revenue in fiscal 2024, Owlet $105.7M in fiscal 2025. Revenue changed by +1.8% at Onto Innovation and +35.4% at Owlet on the year before, so Owlet grew faster. Onto Innovation kept 13.6% of its revenue as net profit, Owlet -37.5%. Free cash flow was $299.8M at Onto Innovation and -$11.1M at Owlet.

Side by side, latest fiscal year

ONTOOWLT
Fiscal year endedFY2024 (January 3, 2026)FY2025 (December 31, 2025)
Revenue$1B$105.7M
Revenue growth+1.8%+35.4%
Net income$136.8M-$39.7M
Net margin13.6%-37.5%
Free cash flow$299.8M-$11.1M
Free cash flow margin29.8%-10.5%
Earnings per share (diluted)$2.78-$2.31
Cash$346.1M$35.5M
Debtn/a$13M
Price to earnings103.5n/a
Market value$14.1B$147.3M
Dividend yieldn/an/a
Rank by revenue in sector#271 of 451 · Industrials#378 of 451 · Industrials

Over the years

Revenue
ONTO FY2019: $273.8MONTO FY2019: $305.9MONTO FY2020: $556.5MONTO FY2021: $788.9MONTO FY2022: $1BONTO FY2022: $815.9MONTO FY2024: $987.3MONTO FY2024: $1BOWLT FY2020: $75.4MOWLT FY2021: $75.8MOWLT FY2021: $69.2MOWLT FY2023: $54MOWLT FY2023: $78.1MOWLT FY2025: $105.7MFY19FY20FY21FY22FY23FY24FY25
ONTO $1BOWLT $105.7M
Net income
ONTO FY2019: $45.1MONTO FY2019: $223.3MONTO FY2020: $31MONTO FY2021: $142.3MONTO FY2022: $223.3MONTO FY2022: $121.2MONTO FY2024: $201.7MONTO FY2024: $136.8MOWLT FY2020: -$10.5MOWLT FY2021: -$71.7MOWLT FY2021: -$79.3MOWLT FY2023: -$32.9MOWLT FY2023: -$12.5MOWLT FY2025: -$39.7MFY19FY20FY21FY22FY23FY24FY25
ONTO $136.8MOWLT -$39.7M
Net margin
ONTO FY2019: 16.5%ONTO FY2019: 73.0%ONTO FY2020: 5.6%ONTO FY2021: 18.0%ONTO FY2022: 22.2%ONTO FY2022: 14.9%ONTO FY2024: 20.4%ONTO FY2024: 13.6%OWLT FY2020: -14.0%OWLT FY2021: -94.5%OWLT FY2021: -114.6%OWLT FY2023: -60.9%OWLT FY2023: -16.1%OWLT FY2025: -37.5%FY19FY20FY21FY22FY23FY24FY25
ONTO 13.6%OWLT -37.5%
Revenue growth
ONTO FY2019: +11.7%ONTO FY2020: +81.9%ONTO FY2021: +41.8%ONTO FY2022: +27.4%ONTO FY2022: -18.8%ONTO FY2024: +21.0%ONTO FY2024: +1.8%OWLT FY2021: +0.6%OWLT FY2021: -8.8%OWLT FY2023: -22.0%OWLT FY2023: +44.5%OWLT FY2025: +35.4%FY19FY20FY21FY22FY23FY24FY25
ONTO +1.8%OWLT +35.4%
Free cash flow
ONTO FY2019: $27.6MONTO FY2019: $11.3MONTO FY2020: $102.2MONTO FY2021: $163.2MONTO FY2022: $118.3MONTO FY2022: $149.4MONTO FY2024: $213.8MONTO FY2024: $299.8MOWLT FY2020: -$1.1MOWLT FY2021: -$41.5MOWLT FY2021: -$82MOWLT FY2023: -$23.5MOWLT FY2023: -$11.2MOWLT FY2025: -$11.1MFY19FY20FY21FY22FY23FY24FY25
ONTO $299.8MOWLT -$11.1M

Fiscal years as each company reports them; the two may end in different months.

Questions about Onto Innovation and Owlet

Which is bigger by revenue, Onto Innovation or Owlet?

Onto Innovation is bigger by revenue: $1B in fiscal 2024, against $105.7M for Owlet in fiscal 2025.

Which keeps more of its revenue as profit, Onto Innovation or Owlet?

Onto Innovation had a net margin of 13.6% in fiscal 2024; Owlet had -37.5% in fiscal 2025.

Which grew revenue faster, Onto Innovation or Owlet?

In their latest fiscal years revenue changed by +1.8% at Onto Innovation and +35.4% at Owlet.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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