vs
Ametek（AME）与ONTO INNOVATION INC.（ONTO）财务数据对比。点击上方公司名可切换其他公司
Ametek的季度营收约是ONTO INNOVATION INC.的9.2倍（$2.0B vs $218.2M）。Ametek净利率更高（19.9% vs 12.9%，领先7.0%）。Ametek同比增速更快（13.4% vs -13.5%）。Ametek自由现金流更多（$527.3M vs $82.0M）。过去两年Ametek的营收复合增速更高（7.3% vs 2.6%）
AMETEK Inc.是美国跨国综合企业，为全球知名的电子仪器及机电设备设计商与制造商，总部位于美国，在全球范围内设有超过150个运营站点，业务覆盖多个国家和地区，为各行业客户提供高性能的相关产品及配套解决方案。
Onto Innovation是一家美国半导体企业，2019年由Rudolph Technologies与Nanometrics合并组建，为微电子制造行业提供生产工艺、工艺控制相关设备及配套软件解决方案，是全球半导体制造支撑领域的重要供应商。
AME vs ONTO — 直观对比
营收规模更大
AME
是对方的9.2倍
$218.2M
营收增速更快
AME
高出26.9%
-13.5%
净利率更高
AME
高出7.0%
12.9%
自由现金流更多
AME
多$445.3M
$82.0M
两年增速更快
AME
近两年复合增速
2.6%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $218.2M |
| 净利润 | $398.6M | $28.2M |
| 毛利率 | 36.0% | 50.7% |
| 营业利润率 | 25.3% | 10.9% |
| 净利率 | 19.9% | 12.9% |
| 营收同比 | 13.4% | -13.5% |
| 净利润同比 | 2.9% | -46.8% |
| 每股收益（稀释后） | $1.73 | $0.57 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMEONTO
| Q4 25 | $2.0B | — | ||
| Q3 25 | $1.9B | $218.2M | ||
| Q2 25 | $1.8B | $253.6M | ||
| Q1 25 | $1.7B | $266.6M | ||
| Q4 24 | $1.8B | $263.9M | ||
| Q3 24 | $1.7B | $252.2M | ||
| Q2 24 | $1.7B | $242.3M | ||
| Q1 24 | $1.7B | $228.8M |
净利润AMEONTO
| Q4 25 | $398.6M | — | ||
| Q3 25 | $371.4M | $28.2M | ||
| Q2 25 | $358.4M | $33.9M | ||
| Q1 25 | $351.8M | $64.1M | ||
| Q4 24 | $387.3M | $48.8M | ||
| Q3 24 | $340.2M | $53.1M | ||
| Q2 24 | $337.7M | $52.9M | ||
| Q1 24 | $310.9M | $46.9M |
毛利率AMEONTO
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | 50.7% | ||
| Q2 25 | 35.8% | 48.2% | ||
| Q1 25 | 36.1% | 53.7% | ||
| Q4 24 | 36.6% | 50.2% | ||
| Q3 24 | 36.0% | 54.1% | ||
| Q2 24 | 36.0% | 52.9% | ||
| Q1 24 | 34.1% | 51.7% |
营业利润率AMEONTO
| Q4 25 | 25.3% | — | ||
| Q3 25 | 25.8% | 10.9% | ||
| Q2 25 | 26.0% | 12.7% | ||
| Q1 25 | 26.3% | 23.7% | ||
| Q4 24 | 26.6% | 16.1% | ||
| Q3 24 | 26.1% | 21.0% | ||
| Q2 24 | 25.8% | 20.2% | ||
| Q1 24 | 24.0% | 18.7% |
净利率AMEONTO
| Q4 25 | 19.9% | — | ||
| Q3 25 | 19.6% | 12.9% | ||
| Q2 25 | 20.2% | 13.4% | ||
| Q1 25 | 20.3% | 24.0% | ||
| Q4 24 | 22.0% | 18.5% | ||
| Q3 24 | 19.9% | 21.0% | ||
| Q2 24 | 19.5% | 21.9% | ||
| Q1 24 | 17.9% | 20.5% |
每股收益（稀释后）AMEONTO
| Q4 25 | $1.73 | — | ||
| Q3 25 | $1.60 | $0.57 | ||
| Q2 25 | $1.55 | $0.69 | ||
| Q1 25 | $1.52 | $1.30 | ||
| Q4 24 | $1.67 | $0.98 | ||
| Q3 24 | $1.47 | $1.07 | ||
| Q2 24 | $1.45 | $1.07 | ||
| Q1 24 | $1.34 | $0.94 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $458.0M | $603.1M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $2.0B |
| 总资产 | $16.1B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势，按日历期对齐
现金及短期投资AMEONTO
| Q4 25 | $458.0M | — | ||
| Q3 25 | $439.2M | $603.1M | ||
| Q2 25 | $619.7M | $217.5M | ||
| Q1 25 | $399.0M | $203.7M | ||
| Q4 24 | $374.0M | $212.9M | ||
| Q3 24 | $396.3M | $188.7M | ||
| Q2 24 | $396.6M | $172.6M | ||
| Q1 24 | $373.8M | $190.9M |
总债务AMEONTO
| Q4 25 | $2.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AMEONTO
| Q4 25 | $10.6B | — | ||
| Q3 25 | $10.5B | $2.0B | ||
| Q2 25 | $10.4B | $2.0B | ||
| Q1 25 | $10.0B | $1.9B | ||
| Q4 24 | $9.7B | $1.9B | ||
| Q3 24 | $9.6B | $1.9B | ||
| Q2 24 | $9.3B | $1.8B | ||
| Q1 24 | $9.0B | $1.8B |
总资产AMEONTO
| Q4 25 | $16.1B | — | ||
| Q3 25 | $16.2B | $2.2B | ||
| Q2 25 | $15.3B | $2.1B | ||
| Q1 25 | $14.9B | $2.1B | ||
| Q4 24 | $14.6B | $2.1B | ||
| Q3 24 | $14.8B | $2.1B | ||
| Q2 24 | $14.8B | $2.0B | ||
| Q1 24 | $14.9B | $2.0B |
负债/权益比AMEONTO
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.22× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $584.3M | $83.4M |
| 自由现金流经营现金流 - 资本支出 | $527.3M | $82.0M |
| 自由现金流率自由现金流/营收 | 26.4% | 37.6% |
| 资本支出强度资本支出/营收 | 2.9% | 0.6% |
| 现金转化率经营现金流/净利润 | 1.47× | 2.95× |
| 过去12个月自由现金流最近4个季度 | $1.7B | $261.3M |
8季度趋势，按日历期对齐
经营现金流AMEONTO
| Q4 25 | $584.3M | — | ||
| Q3 25 | $440.9M | $83.4M | ||
| Q2 25 | $359.1M | $57.9M | ||
| Q1 25 | $417.5M | $92.0M | ||
| Q4 24 | $550.0M | $56.0M | ||
| Q3 24 | $487.2M | $67.2M | ||
| Q2 24 | $381.4M | $65.3M | ||
| Q1 24 | $410.2M | $57.1M |
自由现金流AMEONTO
| Q4 25 | $527.3M | — | ||
| Q3 25 | $420.0M | $82.0M | ||
| Q2 25 | $329.8M | $44.2M | ||
| Q1 25 | $394.5M | $83.7M | ||
| Q4 24 | $498.3M | $51.4M | ||
| Q3 24 | $460.9M | $59.2M | ||
| Q2 24 | $360.0M | $53.0M | ||
| Q1 24 | $382.6M | $50.2M |
自由现金流率AMEONTO
| Q4 25 | 26.4% | — | ||
| Q3 25 | 22.2% | 37.6% | ||
| Q2 25 | 18.5% | 17.4% | ||
| Q1 25 | 22.8% | 31.4% | ||
| Q4 24 | 28.3% | 19.5% | ||
| Q3 24 | 27.0% | 23.5% | ||
| Q2 24 | 20.8% | 21.9% | ||
| Q1 24 | 22.0% | 21.9% |
资本支出强度AMEONTO
| Q4 25 | 2.9% | — | ||
| Q3 25 | 1.1% | 0.6% | ||
| Q2 25 | 1.6% | 5.4% | ||
| Q1 25 | 1.3% | 3.1% | ||
| Q4 24 | 2.9% | 1.8% | ||
| Q3 24 | 1.5% | 3.2% | ||
| Q2 24 | 1.2% | 5.1% | ||
| Q1 24 | 1.6% | 3.0% |
现金转化率AMEONTO
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.19× | 2.95× | ||
| Q2 25 | 1.00× | 1.71× | ||
| Q1 25 | 1.19× | 1.44× | ||
| Q4 24 | 1.42× | 1.15× | ||
| Q3 24 | 1.43× | 1.27× | ||
| Q2 24 | 1.13× | 1.23× | ||
| Q1 24 | 1.32× | 1.22× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
