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FIRSTSUN CAPITAL BANCORP(FSUN)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
ONTO INNOVATION INC.的季度营收约是FIRSTSUN CAPITAL BANCORP的2.0倍($218.2M vs $110.0M),FIRSTSUN CAPITAL BANCORP净利率更高(19.6% vs 12.9%,领先6.7%),过去两年FIRSTSUN CAPITAL BANCORP的营收复合增速更高(6.9% vs 2.6%)
FirstSun Capital Bancorp是一家总部位于美国的金融控股公司,提供商业及个人贷款、存款产品、财富管理、财资解决方案等全面的银行金融服务,主要面向美国区域市场的个人消费者、中小企业及企业客户。
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。
FSUN vs ONTO — 直观对比
营收规模更大
ONTO
是对方的2.0倍
$110.0M
净利率更高
FSUN
高出6.7%
12.9%
两年增速更快
FSUN
近两年复合增速
2.6%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $110.0M | $218.2M |
| 净利润 | $21.6M | $28.2M |
| 毛利率 | — | 50.7% |
| 营业利润率 | — | 10.9% |
| 净利率 | 19.6% | 12.9% |
| 营收同比 | — | -13.5% |
| 净利润同比 | -8.4% | -46.8% |
| 每股收益(稀释后) | $0.76 | $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
FSUN
ONTO
| Q1 26 | $110.0M | — | ||
| Q4 25 | $110.2M | — | ||
| Q3 25 | $107.3M | $218.2M | ||
| Q2 25 | $105.6M | $253.6M | ||
| Q1 25 | $96.2M | $266.6M | ||
| Q4 24 | $98.7M | $263.9M | ||
| Q3 24 | $98.2M | $252.2M | ||
| Q2 24 | $96.2M | $242.3M |
净利润
FSUN
ONTO
| Q1 26 | $21.6M | — | ||
| Q4 25 | $24.8M | — | ||
| Q3 25 | $23.2M | $28.2M | ||
| Q2 25 | $26.4M | $33.9M | ||
| Q1 25 | $23.6M | $64.1M | ||
| Q4 24 | $16.4M | $48.8M | ||
| Q3 24 | $22.4M | $53.1M | ||
| Q2 24 | $24.6M | $52.9M |
毛利率
FSUN
ONTO
| 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
FSUN
ONTO
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | — | ||
| Q3 25 | 26.4% | 10.9% | ||
| Q2 25 | 31.2% | 12.7% | ||
| Q1 25 | 30.9% | 23.7% | ||
| Q4 24 | 20.4% | 16.1% | ||
| Q3 24 | 29.1% | 21.0% | ||
| Q2 24 | 32.3% | 20.2% |
净利率
FSUN
ONTO
| Q1 26 | 19.6% | — | ||
| Q4 25 | 22.5% | — | ||
| Q3 25 | 21.6% | 12.9% | ||
| Q2 25 | 25.0% | 13.4% | ||
| Q1 25 | 24.5% | 24.0% | ||
| Q4 24 | 16.6% | 18.5% | ||
| Q3 24 | 22.8% | 21.0% | ||
| Q2 24 | 25.5% | 21.9% |
每股收益(稀释后)
FSUN
ONTO
| Q1 26 | $0.76 | — | ||
| Q4 25 | $0.89 | — | ||
| Q3 25 | $0.82 | $0.57 | ||
| Q2 25 | $0.93 | $0.69 | ||
| Q1 25 | $0.83 | $1.30 | ||
| Q4 24 | $0.57 | $0.98 | ||
| Q3 24 | $0.79 | $1.07 | ||
| Q2 24 | $0.88 | $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 | $413.7M | $603.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $2.0B |
| 总资产 | $8.6B | $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
FSUN
ONTO
| Q1 26 | $413.7M | — | ||
| Q4 25 | $652.6M | — | ||
| Q3 25 | $659.9M | $603.1M | ||
| Q2 25 | $785.1M | $217.5M | ||
| Q1 25 | $621.4M | $203.7M | ||
| Q4 24 | $615.9M | $212.9M | ||
| Q3 24 | $573.7M | $188.7M | ||
| Q2 24 | $535.8M | $172.6M |
股东权益
FSUN
ONTO
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | — | ||
| 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 | $996.6M | $1.8B |
总资产
FSUN
ONTO
| Q1 26 | $8.6B | — | ||
| Q4 25 | $8.5B | — | ||
| Q3 25 | $8.5B | $2.2B | ||
| Q2 25 | $8.4B | $2.1B | ||
| Q1 25 | $8.2B | $2.1B | ||
| Q4 24 | $8.1B | $2.1B | ||
| Q3 24 | $8.1B | $2.1B | ||
| Q2 24 | $8.0B | $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 | — | $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
FSUN
ONTO
| Q1 26 | — | — | ||
| Q4 25 | $111.5M | — | ||
| Q3 25 | $49.4M | $83.4M | ||
| Q2 25 | $15.0M | $57.9M | ||
| Q1 25 | $26.4M | $92.0M | ||
| Q4 24 | $101.1M | $56.0M | ||
| Q3 24 | $48.1M | $67.2M | ||
| Q2 24 | $20.9M | $65.3M |
自由现金流
FSUN
ONTO
| Q1 26 | — | — | ||
| Q4 25 | $104.0M | — | ||
| Q3 25 | $47.6M | $82.0M | ||
| Q2 25 | $13.0M | $44.2M | ||
| Q1 25 | $24.3M | $83.7M | ||
| Q4 24 | $95.7M | $51.4M | ||
| Q3 24 | $47.1M | $59.2M | ||
| Q2 24 | $19.9M | $53.0M |
自由现金流率
FSUN
ONTO
| Q1 26 | — | — | ||
| Q4 25 | 94.3% | — | ||
| Q3 25 | 44.4% | 37.6% | ||
| Q2 25 | 12.3% | 17.4% | ||
| Q1 25 | 25.3% | 31.4% | ||
| Q4 24 | 97.0% | 19.5% | ||
| Q3 24 | 47.9% | 23.5% | ||
| Q2 24 | 20.6% | 21.9% |
资本支出强度
FSUN
ONTO
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 1.6% | 0.6% | ||
| Q2 25 | 1.9% | 5.4% | ||
| Q1 25 | 2.1% | 3.1% | ||
| Q4 24 | 5.5% | 1.8% | ||
| Q3 24 | 1.1% | 3.2% | ||
| Q2 24 | 1.1% | 5.1% |
现金转化率
FSUN
ONTO
| Q1 26 | — | — | ||
| Q4 25 | 4.49× | — | ||
| Q3 25 | 2.13× | 2.95× | ||
| Q2 25 | 0.57× | 1.71× | ||
| Q1 25 | 1.12× | 1.44× | ||
| Q4 24 | 6.18× | 1.15× | ||
| Q3 24 | 2.15× | 1.27× | ||
| Q2 24 | 0.85× | 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
FSUN
| Net Interest Income | $82.8M | 75% |
| Noninterest Income | $27.2M | 25% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |