vs
CSW INDUSTRIALS, INC.（CSW）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
CSW INDUSTRIALS, INC.的季度营收约是ONTO INNOVATION INC.的1.1倍（$233.0M vs $218.2M），ONTO INNOVATION INC.净利率更高（12.9% vs 4.4%，领先8.5%），CSW INDUSTRIALS, INC.同比增速更快（20.3% vs -13.5%），ONTO INNOVATION INC.自由现金流更多（$82.0M vs $22.7M），过去两年CSW INDUSTRIALS, INC.的营收复合增速更高（5.1% vs 2.6%）
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。
CSW vs ONTO — 直观对比
营收规模更大
CSW
是对方的1.1倍
$218.2M
营收增速更快
CSW
高出33.8%
-13.5%
净利率更高
ONTO
高出8.5%
4.4%
自由现金流更多
ONTO
多$59.3M
$22.7M
两年增速更快
CSW
近两年复合增速
2.6%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $233.0M | $218.2M |
| 净利润 | $10.3M | $28.2M |
| 毛利率 | 39.7% | 50.7% |
| 营业利润率 | 7.4% | 10.9% |
| 净利率 | 4.4% | 12.9% |
| 营收同比 | 20.3% | -13.5% |
| 净利润同比 | -61.9% | -46.8% |
| 每股收益（稀释后） | $0.62 | $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CSWONTO
| Q4 25 | $233.0M | — | ||
| Q3 25 | $277.0M | $218.2M | ||
| Q2 25 | $263.6M | $253.6M | ||
| Q1 25 | $230.5M | $266.6M | ||
| Q4 24 | $193.6M | $263.9M | ||
| Q3 24 | $227.9M | $252.2M | ||
| Q2 24 | $226.2M | $242.3M | ||
| Q1 24 | $210.9M | $228.8M |
净利润CSWONTO
| Q4 25 | $10.3M | — | ||
| Q3 25 | $40.7M | $28.2M | ||
| Q2 25 | $40.9M | $33.9M | ||
| Q1 25 | $35.1M | $64.1M | ||
| Q4 24 | $26.9M | $48.8M | ||
| Q3 24 | $36.1M | $53.1M | ||
| Q2 24 | $38.6M | $52.9M | ||
| Q1 24 | $31.8M | $46.9M |
毛利率CSWONTO
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.0% | 50.7% | ||
| Q2 25 | 43.8% | 48.2% | ||
| Q1 25 | 44.2% | 53.7% | ||
| Q4 24 | 41.4% | 50.2% | ||
| Q3 24 | 45.6% | 54.1% | ||
| Q2 24 | 47.5% | 52.9% | ||
| Q1 24 | 44.4% | 51.7% |
营业利润率CSWONTO
| Q4 25 | 7.4% | — | ||
| Q3 25 | 20.5% | 10.9% | ||
| Q2 25 | 20.8% | 12.7% | ||
| Q1 25 | 19.5% | 23.7% | ||
| Q4 24 | 15.3% | 16.1% | ||
| Q3 24 | 22.6% | 21.0% | ||
| Q2 24 | 24.3% | 20.2% | ||
| Q1 24 | 21.0% | 18.7% |
净利率CSWONTO
| Q4 25 | 4.4% | — | ||
| Q3 25 | 14.7% | 12.9% | ||
| Q2 25 | 15.5% | 13.4% | ||
| Q1 25 | 15.2% | 24.0% | ||
| Q4 24 | 13.9% | 18.5% | ||
| Q3 24 | 15.8% | 21.0% | ||
| Q2 24 | 17.1% | 21.9% | ||
| Q1 24 | 15.1% | 20.5% |
每股收益（稀释后）CSWONTO
| Q4 25 | $0.62 | — | ||
| Q3 25 | $2.41 | $0.57 | ||
| Q2 25 | $2.43 | $0.69 | ||
| Q1 25 | $2.05 | $1.30 | ||
| Q4 24 | $1.60 | $0.98 | ||
| Q3 24 | $2.26 | $1.07 | ||
| Q2 24 | $2.47 | $1.07 | ||
| Q1 24 | $2.03 | $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 | $40.2M | $603.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $2.0B |
| 总资产 | $2.3B | $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CSWONTO
| Q4 25 | $40.2M | — | ||
| Q3 25 | $31.5M | $603.1M | ||
| Q2 25 | $38.0M | $217.5M | ||
| Q1 25 | $225.8M | $203.7M | ||
| Q4 24 | $213.8M | $212.9M | ||
| Q3 24 | $273.2M | $188.7M | ||
| Q2 24 | $18.9M | $172.6M | ||
| Q1 24 | $22.2M | $190.9M |
总债务CSWONTO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $800.1M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $166.0M | — |
股东权益CSWONTO
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $1.0B | $1.9B | ||
| Q2 24 | $650.2M | $1.8B | ||
| Q1 24 | $615.7M | $1.8B |
总资产CSWONTO
| Q4 25 | $2.3B | — | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.0B | $2.0B |
负债/权益比CSWONTO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.27× | — |
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 | $28.9M | $83.4M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $82.0M |
| 自由现金流率自由现金流/营收 | 9.8% | 37.6% |
| 资本支出强度资本支出/营收 | 2.6% | 0.6% |
| 现金转化率经营现金流/净利润 | 2.81× | 2.95× |
| 过去12个月自由现金流最近4个季度 | $162.0M | $261.3M |
8季度趋势，按日历期对齐
经营现金流CSWONTO
| Q4 25 | $28.9M | — | ||
| Q3 25 | $61.8M | $83.4M | ||
| Q2 25 | $60.6M | $57.9M | ||
| Q1 25 | $27.3M | $92.0M | ||
| Q4 24 | $11.6M | $56.0M | ||
| Q3 24 | $66.8M | $67.2M | ||
| Q2 24 | $62.7M | $65.3M | ||
| Q1 24 | $22.4M | $57.1M |
自由现金流CSWONTO
| Q4 25 | $22.7M | — | ||
| Q3 25 | $58.7M | $82.0M | ||
| Q2 25 | $57.7M | $44.2M | ||
| Q1 25 | $22.8M | $83.7M | ||
| Q4 24 | $8.5M | $51.4M | ||
| Q3 24 | $61.3M | $59.2M | ||
| Q2 24 | $59.6M | $53.0M | ||
| Q1 24 | $17.5M | $50.2M |
自由现金流率CSWONTO
| Q4 25 | 9.8% | — | ||
| Q3 25 | 21.2% | 37.6% | ||
| Q2 25 | 21.9% | 17.4% | ||
| Q1 25 | 9.9% | 31.4% | ||
| Q4 24 | 4.4% | 19.5% | ||
| Q3 24 | 26.9% | 23.5% | ||
| Q2 24 | 26.3% | 21.9% | ||
| Q1 24 | 8.3% | 21.9% |
资本支出强度CSWONTO
| Q4 25 | 2.6% | — | ||
| Q3 25 | 1.1% | 0.6% | ||
| Q2 25 | 1.1% | 5.4% | ||
| Q1 25 | 2.0% | 3.1% | ||
| Q4 24 | 1.6% | 1.8% | ||
| Q3 24 | 2.4% | 3.2% | ||
| Q2 24 | 1.4% | 5.1% | ||
| Q1 24 | 2.3% | 3.0% |
现金转化率CSWONTO
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.52× | 2.95× | ||
| Q2 25 | 1.48× | 1.71× | ||
| Q1 25 | 0.78× | 1.44× | ||
| Q4 24 | 0.43× | 1.15× | ||
| Q3 24 | 1.85× | 1.27× | ||
| Q2 24 | 1.62× | 1.23× | ||
| Q1 24 | 0.71× | 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
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
