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Axos Financial, Inc.（AX）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
Axos Financial, Inc.的季度营收约是ONTO INNOVATION INC.的1.8倍（$392.2M vs $218.2M），Axos Financial, Inc.净利率更高（31.8% vs 12.9%，领先18.8%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs 2.6%）
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
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。
AX vs ONTO — 直观对比
营收规模更大
AX
是对方的1.8倍
$218.2M
净利率更高
AX
高出18.8%
12.9%
两年增速更快
AX
近两年复合增速
2.6%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $218.2M |
| 净利润 | $124.7M | $28.2M |
| 毛利率 | — | 50.7% |
| 营业利润率 | — | 10.9% |
| 净利率 | 31.8% | 12.9% |
| 营收同比 | — | -13.5% |
| 净利润同比 | 18.5% | -46.8% |
| 每股收益（稀释后） | $2.15 | $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AXONTO
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | — | ||
| Q3 25 | $323.4M | $218.2M | ||
| Q2 25 | $321.4M | $253.6M | ||
| Q1 25 | $308.8M | $266.6M | ||
| Q4 24 | $307.9M | $263.9M | ||
| Q3 24 | $320.7M | $252.2M | ||
| Q2 24 | $290.9M | $242.3M |
净利润AXONTO
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | $28.2M | ||
| Q2 25 | $110.7M | $33.9M | ||
| Q1 25 | $105.2M | $64.1M | ||
| Q4 24 | $104.7M | $48.8M | ||
| Q3 24 | $112.3M | $53.1M | ||
| Q2 24 | $104.9M | $52.9M |
毛利率AXONTO
| 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% |
营业利润率AXONTO
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | — | ||
| Q3 25 | 46.3% | 10.9% | ||
| Q2 25 | 48.5% | 12.7% | ||
| Q1 25 | 47.9% | 23.7% | ||
| Q4 24 | 48.8% | 16.1% | ||
| Q3 24 | 49.6% | 21.0% | ||
| Q2 24 | 49.6% | 20.2% |
净利率AXONTO
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | 12.9% | ||
| Q2 25 | 34.4% | 13.4% | ||
| Q1 25 | 34.1% | 24.0% | ||
| Q4 24 | 34.0% | 18.5% | ||
| Q3 24 | 35.0% | 21.0% | ||
| Q2 24 | 36.0% | 21.9% |
每股收益（稀释后）AXONTO
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | $0.57 | ||
| Q2 25 | $1.89 | $0.69 | ||
| Q1 25 | $1.81 | $1.30 | ||
| Q4 24 | $1.80 | $0.98 | ||
| Q3 24 | $1.93 | $1.07 | ||
| Q2 24 | $1.75 | $1.07 |
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 | — | $603.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $2.0B |
| 总资产 | $29.2B | $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AXONTO
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $2.6B | $603.1M | ||
| Q2 25 | $1.9B | $217.5M | ||
| Q1 25 | $2.0B | $203.7M | ||
| Q4 24 | $2.4B | $212.9M | ||
| Q3 24 | $2.6B | $188.7M | ||
| Q2 24 | $2.0B | $172.6M |
总债务AXONTO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | — | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — |
股东权益AXONTO
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | $2.0B | ||
| Q2 25 | $2.7B | $2.0B | ||
| Q1 25 | $2.6B | $1.9B | ||
| Q4 24 | $2.5B | $1.9B | ||
| Q3 24 | $2.4B | $1.9B | ||
| Q2 24 | $2.3B | $1.8B |
总资产AXONTO
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | — | ||
| Q3 25 | $27.4B | $2.2B | ||
| Q2 25 | $24.8B | $2.1B | ||
| Q1 25 | $24.0B | $2.1B | ||
| Q4 24 | $23.7B | $2.1B | ||
| Q3 24 | $23.6B | $2.1B | ||
| Q2 24 | $22.9B | $2.0B |
负债/权益比AXONTO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — |
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 | — | $83.4M |
| 自由现金流经营现金流 - 资本支出 | — | $82.0M |
| 自由现金流率自由现金流/营收 | — | 37.6% |
| 资本支出强度资本支出/营收 | — | 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 | — | $261.3M |
8季度趋势，按日历期对齐
经营现金流AXONTO
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | — | ||
| Q3 25 | $118.4M | $83.4M | ||
| Q2 25 | $490.3M | $57.9M | ||
| Q1 25 | $73.7M | $92.0M | ||
| Q4 24 | $162.5M | $56.0M | ||
| Q3 24 | $70.8M | $67.2M | ||
| Q2 24 | $305.5M | $65.3M |
自由现金流AXONTO
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | — | ||
| Q3 25 | $109.3M | $82.0M | ||
| Q2 25 | $436.1M | $44.2M | ||
| Q1 25 | $65.1M | $83.7M | ||
| Q4 24 | $156.4M | $51.4M | ||
| Q3 24 | $53.0M | $59.2M | ||
| Q2 24 | $269.5M | $53.0M |
自由现金流率AXONTO
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | — | ||
| Q3 25 | 33.8% | 37.6% | ||
| Q2 25 | 135.7% | 17.4% | ||
| Q1 25 | 21.1% | 31.4% | ||
| Q4 24 | 50.8% | 19.5% | ||
| Q3 24 | 16.5% | 23.5% | ||
| Q2 24 | 92.6% | 21.9% |
资本支出强度AXONTO
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 2.8% | 0.6% | ||
| Q2 25 | 16.9% | 5.4% | ||
| Q1 25 | 2.8% | 3.1% | ||
| Q4 24 | 2.0% | 1.8% | ||
| Q3 24 | 5.5% | 3.2% | ||
| Q2 24 | 12.4% | 5.1% |
现金转化率AXONTO
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | 2.95× | ||
| Q2 25 | 4.43× | 1.71× | ||
| Q1 25 | 0.70× | 1.44× | ||
| Q4 24 | 1.55× | 1.15× | ||
| Q3 24 | 0.63× | 1.27× | ||
| Q2 24 | 2.91× | 1.23× |
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
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
