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GEOSPACE TECHNOLOGIES CORP（GEOS）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GEOSPACE TECHNOLOGIES CORP的8.5倍（$218.2M vs $25.6M）。ONTO INNOVATION INC.净利率更高（12.9% vs -38.2%，领先51.1%）。ONTO INNOVATION INC.同比增速更快（-13.5% vs -31.3%）。ONTO INNOVATION INC.自由现金流更多（$82.0M vs $-17.6M）。过去两年GEOSPACE TECHNOLOGIES CORP的营收复合增速更高（2.7% vs 2.6%）
地理空间技术公司是油气行业专用电子设备与地震数据采集设备的制造商，自1997年11月起于纳斯达克挂牌上市，为油气勘探开发领域提供专业的勘探设备支持，在行业内深耕专用设备研发制造多年。
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。
GEOS vs ONTO — 直观对比
营收规模更大
ONTO
是对方的8.5倍
$25.6M
营收增速更快
ONTO
高出17.8%
-31.3%
净利率更高
ONTO
高出51.1%
-38.2%
自由现金流更多
ONTO
多$99.6M
$-17.6M
两年增速更快
GEOS
近两年复合增速
2.6%
损益表 — Q1 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $25.6M | $218.2M |
| 净利润 | $-9.8M | $28.2M |
| 毛利率 | 10.5% | 50.7% |
| 营业利润率 | -40.0% | 10.9% |
| 净利率 | -38.2% | 12.9% |
| 营收同比 | -31.3% | -13.5% |
| 净利润同比 | -216.6% | -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GEOSONTO
| Q4 25 | $25.6M | — | ||
| Q3 25 | $30.7M | $218.2M | ||
| Q2 25 | $24.8M | $253.6M | ||
| Q1 25 | $18.0M | $266.6M | ||
| Q4 24 | $37.2M | $263.9M | ||
| Q3 24 | $35.4M | $252.2M | ||
| Q2 24 | $25.9M | $242.3M | ||
| Q1 24 | $24.3M | $228.8M |
净利润GEOSONTO
| Q4 25 | $-9.8M | — | ||
| Q3 25 | $-9.1M | $28.2M | ||
| Q2 25 | $760.0K | $33.9M | ||
| Q1 25 | $-9.8M | $64.1M | ||
| Q4 24 | $8.4M | $48.8M | ||
| Q3 24 | $-12.9M | $53.1M | ||
| Q2 24 | $-2.1M | $52.9M | ||
| Q1 24 | $-4.3M | $46.9M |
毛利率GEOSONTO
| Q4 25 | 10.5% | — | ||
| Q3 25 | 11.3% | 50.7% | ||
| Q2 25 | 30.3% | 48.2% | ||
| Q1 25 | 9.7% | 53.7% | ||
| Q4 24 | 54.1% | 50.2% | ||
| Q3 24 | 45.0% | 54.1% | ||
| Q2 24 | 33.0% | 52.9% | ||
| Q1 24 | 24.2% | 51.7% |
营业利润率GEOSONTO
| Q4 25 | -40.0% | — | ||
| Q3 25 | -30.0% | 10.9% | ||
| Q2 25 | 1.5% | 12.7% | ||
| Q1 25 | -57.0% | 23.7% | ||
| Q4 24 | 21.0% | 16.1% | ||
| Q3 24 | 3.3% | 21.0% | ||
| Q2 24 | -9.3% | 20.2% | ||
| Q1 24 | -18.6% | 18.7% |
净利率GEOSONTO
| Q4 25 | -38.2% | — | ||
| Q3 25 | -29.5% | 12.9% | ||
| Q2 25 | 3.1% | 13.4% | ||
| Q1 25 | -54.4% | 24.0% | ||
| Q4 24 | 22.5% | 18.5% | ||
| Q3 24 | -36.3% | 21.0% | ||
| Q2 24 | -8.0% | 21.9% | ||
| Q1 24 | -17.8% | 20.5% |
每股收益（稀释后）GEOSONTO
| Q4 25 | $-0.76 | — | ||
| Q3 25 | $-0.70 | $0.57 | ||
| Q2 25 | $0.06 | $0.69 | ||
| Q1 25 | $-0.77 | $1.30 | ||
| Q4 24 | $0.65 | $0.98 | ||
| Q3 24 | $-0.96 | $1.07 | ||
| Q2 24 | $-0.16 | $1.07 | ||
| Q1 24 | $-0.32 | $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 | $10.6M | $603.1M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | $115.9M | $2.0B |
| 总资产 | $144.6M | $2.2B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资GEOSONTO
| Q4 25 | $10.6M | — | ||
| Q3 25 | $26.3M | $603.1M | ||
| Q2 25 | $25.6M | $217.5M | ||
| Q1 25 | $19.8M | $203.7M | ||
| Q4 24 | $22.1M | $212.9M | ||
| Q3 24 | $37.1M | $188.7M | ||
| Q2 24 | $42.5M | $172.6M | ||
| Q1 24 | $51.2M | $190.9M |
总债务GEOSONTO
| Q4 25 | $0 | — | ||
| Q3 25 | $0 | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | $0 | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $0 | — |
股东权益GEOSONTO
| Q4 25 | $115.9M | — | ||
| Q3 25 | $125.5M | $2.0B | ||
| Q2 25 | $134.3M | $2.0B | ||
| Q1 25 | $133.1M | $1.9B | ||
| Q4 24 | $142.7M | $1.9B | ||
| Q3 24 | $134.6M | $1.9B | ||
| Q2 24 | $137.4M | $1.8B | ||
| Q1 24 | $142.2M | $1.8B |
总资产GEOSONTO
| Q4 25 | $144.6M | — | ||
| Q3 25 | $153.0M | $2.2B | ||
| Q2 25 | $149.8M | $2.1B | ||
| Q1 25 | $149.0M | $2.1B | ||
| Q4 24 | $159.9M | $2.1B | ||
| Q3 24 | $152.2M | $2.1B | ||
| Q2 24 | $152.0M | $2.0B | ||
| Q1 24 | $157.7M | $2.0B |
负债/权益比GEOSONTO
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.00× | — |
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 | $-15.1M | $83.4M |
| 自由现金流经营现金流 - 资本支出 | $-17.6M | $82.0M |
| 自由现金流率自由现金流/营收 | -68.6% | 37.6% |
| 资本支出强度资本支出/营收 | 9.7% | 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 | $-33.0M | $261.3M |
8季度趋势，按日历期对齐
经营现金流GEOSONTO
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-4.1M | $83.4M | ||
| Q2 25 | $-4.7M | $57.9M | ||
| Q1 25 | $-1.9M | $92.0M | ||
| Q4 24 | $-11.5M | $56.0M | ||
| Q3 24 | $-1.6M | $67.2M | ||
| Q2 24 | $-1.3M | $65.3M | ||
| Q1 24 | $-8.9M | $57.1M |
自由现金流GEOSONTO
| Q4 25 | $-17.6M | — | ||
| Q3 25 | $-6.2M | $82.0M | ||
| Q2 25 | $-6.1M | $44.2M | ||
| Q1 25 | $-3.1M | $83.7M | ||
| Q4 24 | $-14.7M | $51.4M | ||
| Q3 24 | $-1.8M | $59.2M | ||
| Q2 24 | $-1.7M | $53.0M | ||
| Q1 24 | $-11.3M | $50.2M |
自由现金流率GEOSONTO
| Q4 25 | -68.6% | — | ||
| Q3 25 | -20.3% | 37.6% | ||
| Q2 25 | -24.7% | 17.4% | ||
| Q1 25 | -17.3% | 31.4% | ||
| Q4 24 | -39.5% | 19.5% | ||
| Q3 24 | -5.2% | 23.5% | ||
| Q2 24 | -6.4% | 21.9% | ||
| Q1 24 | -46.6% | 21.9% |
资本支出强度GEOSONTO
| Q4 25 | 9.7% | — | ||
| Q3 25 | 6.9% | 0.6% | ||
| Q2 25 | 5.7% | 5.4% | ||
| Q1 25 | 6.8% | 3.1% | ||
| Q4 24 | 8.6% | 1.8% | ||
| Q3 24 | 0.8% | 3.2% | ||
| Q2 24 | 1.6% | 5.1% | ||
| Q1 24 | 9.8% | 3.0% |
现金转化率GEOSONTO
| Q4 25 | — | — | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | -6.22× | 1.71× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | -1.37× | 1.15× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 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
GEOS
| Energy Solutions | $14.6M | 57% |
| Smart Water | $5.8M | 22% |
| Intelligent Industrial | $5.1M | 20% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
