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AdvanSix Inc.（ASIX）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
AdvanSix Inc.的季度营收约是ONTO INNOVATION INC.的1.6倍（$359.9M vs $218.2M），ONTO INNOVATION INC.净利率更高（12.9% vs -0.8%，领先13.7%），AdvanSix Inc.同比增速更快（9.4% vs -13.5%），ONTO INNOVATION INC.自由现金流更多（$82.0M vs $36.1M），过去两年AdvanSix Inc.的营收复合增速更高（3.4% vs 2.6%）
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
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。
ASIX vs ONTO — 直观对比
营收规模更大
ASIX
是对方的1.6倍
$218.2M
营收增速更快
ASIX
高出22.9%
-13.5%
净利率更高
ONTO
高出13.7%
-0.8%
自由现金流更多
ONTO
多$45.9M
$36.1M
两年增速更快
ASIX
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $359.9M | $218.2M |
| 净利润 | $-2.8M | $28.2M |
| 毛利率 | 7.6% | 50.7% |
| 营业利润率 | -0.7% | 10.9% |
| 净利率 | -0.8% | 12.9% |
| 营收同比 | 9.4% | -13.5% |
| 净利润同比 | -892.9% | -46.8% |
| 每股收益（稀释后） | $-0.11 | $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ASIXONTO
| Q4 25 | $359.9M | — | ||
| Q3 25 | $374.5M | $218.2M | ||
| Q2 25 | $410.0M | $253.6M | ||
| Q1 25 | $377.8M | $266.6M | ||
| Q4 24 | $329.1M | $263.9M | ||
| Q3 24 | $398.2M | $252.2M | ||
| Q2 24 | $453.5M | $242.3M | ||
| Q1 24 | $336.8M | $228.8M |
净利润ASIXONTO
| Q4 25 | $-2.8M | — | ||
| Q3 25 | $-2.6M | $28.2M | ||
| Q2 25 | $31.4M | $33.9M | ||
| Q1 25 | $23.3M | $64.1M | ||
| Q4 24 | $352.0K | $48.8M | ||
| Q3 24 | $22.3M | $53.1M | ||
| Q2 24 | $38.9M | $52.9M | ||
| Q1 24 | $-17.4M | $46.9M |
毛利率ASIXONTO
| Q4 25 | 7.6% | — | ||
| Q3 25 | 6.8% | 50.7% | ||
| Q2 25 | 14.3% | 48.2% | ||
| Q1 25 | 14.2% | 53.7% | ||
| Q4 24 | 3.4% | 50.2% | ||
| Q3 24 | 14.4% | 54.1% | ||
| Q2 24 | 17.9% | 52.9% | ||
| Q1 24 | 0.9% | 51.7% |
营业利润率ASIXONTO
| Q4 25 | -0.7% | — | ||
| Q3 25 | -0.9% | 10.9% | ||
| Q2 25 | 7.7% | 12.7% | ||
| Q1 25 | 7.7% | 23.7% | ||
| Q4 24 | -3.9% | 16.1% | ||
| Q3 24 | 7.5% | 21.0% | ||
| Q2 24 | 11.5% | 20.2% | ||
| Q1 24 | -7.0% | 18.7% |
净利率ASIXONTO
| Q4 25 | -0.8% | — | ||
| Q3 25 | -0.7% | 12.9% | ||
| Q2 25 | 7.7% | 13.4% | ||
| Q1 25 | 6.2% | 24.0% | ||
| Q4 24 | 0.1% | 18.5% | ||
| Q3 24 | 5.6% | 21.0% | ||
| Q2 24 | 8.6% | 21.9% | ||
| Q1 24 | -5.2% | 20.5% |
每股收益（稀释后）ASIXONTO
| Q4 25 | $-0.11 | — | ||
| Q3 25 | $-0.10 | $0.57 | ||
| Q2 25 | $1.15 | $0.69 | ||
| Q1 25 | $0.86 | $1.30 | ||
| Q4 24 | $0.02 | $0.98 | ||
| Q3 24 | $0.82 | $1.07 | ||
| Q2 24 | $1.43 | $1.07 | ||
| Q1 24 | $-0.65 | $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 | $19.8M | $603.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $815.2M | $2.0B |
| 总资产 | $1.7B | $2.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ASIXONTO
| Q4 25 | $19.8M | — | ||
| Q3 25 | $23.7M | $603.1M | ||
| Q2 25 | $18.4M | $217.5M | ||
| Q1 25 | $8.3M | $203.7M | ||
| Q4 24 | $19.6M | $212.9M | ||
| Q3 24 | $17.3M | $188.7M | ||
| Q2 24 | $12.1M | $172.6M | ||
| Q1 24 | $20.6M | $190.9M |
股东权益ASIXONTO
| Q4 25 | $815.2M | — | ||
| Q3 25 | $818.2M | $2.0B | ||
| Q2 25 | $823.7M | $2.0B | ||
| Q1 25 | $794.4M | $1.9B | ||
| Q4 24 | $774.6M | $1.9B | ||
| Q3 24 | $766.4M | $1.9B | ||
| Q2 24 | $746.6M | $1.8B | ||
| Q1 24 | $713.2M | $1.8B |
总资产ASIXONTO
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | $2.2B | ||
| Q2 25 | $1.6B | $2.1B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.6B | $2.1B | ||
| Q3 24 | $1.5B | $2.1B | ||
| Q2 24 | $1.5B | $2.0B | ||
| Q1 24 | $1.5B | $2.0B |
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 | $63.7M | $83.4M |
| 自由现金流经营现金流 - 资本支出 | $36.1M | $82.0M |
| 自由现金流率自由现金流/营收 | 10.0% | 37.6% |
| 资本支出强度资本支出/营收 | 7.7% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 2.95× |
| 过去12个月自由现金流最近4个季度 | $6.4M | $261.3M |
8季度趋势，按日历期对齐
经营现金流ASIXONTO
| Q4 25 | $63.7M | — | ||
| Q3 25 | $26.6M | $83.4M | ||
| Q2 25 | $21.1M | $57.9M | ||
| Q1 25 | $11.4M | $92.0M | ||
| Q4 24 | $64.2M | $56.0M | ||
| Q3 24 | $57.3M | $67.2M | ||
| Q2 24 | $50.2M | $65.3M | ||
| Q1 24 | $-36.2M | $57.1M |
自由现金流ASIXONTO
| Q4 25 | $36.1M | — | ||
| Q3 25 | $66.0K | $82.0M | ||
| Q2 25 | $-7.2M | $44.2M | ||
| Q1 25 | $-22.6M | $83.7M | ||
| Q4 24 | $29.8M | $51.4M | ||
| Q3 24 | $26.8M | $59.2M | ||
| Q2 24 | $16.7M | $53.0M | ||
| Q1 24 | $-71.6M | $50.2M |
自由现金流率ASIXONTO
| Q4 25 | 10.0% | — | ||
| Q3 25 | 0.0% | 37.6% | ||
| Q2 25 | -1.7% | 17.4% | ||
| Q1 25 | -6.0% | 31.4% | ||
| Q4 24 | 9.1% | 19.5% | ||
| Q3 24 | 6.7% | 23.5% | ||
| Q2 24 | 3.7% | 21.9% | ||
| Q1 24 | -21.3% | 21.9% |
资本支出强度ASIXONTO
| Q4 25 | 7.7% | — | ||
| Q3 25 | 7.1% | 0.6% | ||
| Q2 25 | 6.9% | 5.4% | ||
| Q1 25 | 9.0% | 3.1% | ||
| Q4 24 | 10.4% | 1.8% | ||
| Q3 24 | 7.7% | 3.2% | ||
| Q2 24 | 7.4% | 5.1% | ||
| Q1 24 | 10.5% | 3.0% |
现金转化率ASIXONTO
| Q4 25 | — | — | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | 0.67× | 1.71× | ||
| Q1 25 | 0.49× | 1.44× | ||
| Q4 24 | 182.29× | 1.15× | ||
| Q3 24 | 2.57× | 1.27× | ||
| Q2 24 | 1.29× | 1.23× | ||
| Q1 24 | — | 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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
