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IMAX（IMAX）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IMAX的1.7倍（$218.2M vs $125.2M），ONTO INNOVATION INC.净利率更高（12.9% vs 0.5%，领先12.4%），IMAX同比增速更快（35.1% vs -13.5%），ONTO INNOVATION INC.自由现金流更多（$82.0M vs $28.0M），过去两年IMAX的营收复合增速更高（25.8% vs 2.6%）
IMAX公司是加拿大的影视放映技术企业，1967年创立于蒙特利尔，总部位于多伦多地区，在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造，同时面向全球合作影院提供影片开发、制作、后期及发行服务，是沉浸式观影技术领域的领先企业。
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。
IMAX vs ONTO — 直观对比
营收规模更大
ONTO
是对方的1.7倍
$125.2M
营收增速更快
IMAX
高出48.6%
-13.5%
净利率更高
ONTO
高出12.4%
0.5%
自由现金流更多
ONTO
多$54.1M
$28.0M
两年增速更快
IMAX
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $125.2M | $218.2M |
| 净利润 | $637.0K | $28.2M |
| 毛利率 | 57.6% | 50.7% |
| 营业利润率 | 19.3% | 10.9% |
| 净利率 | 0.5% | 12.9% |
| 营收同比 | 35.1% | -13.5% |
| 净利润同比 | -88.0% | -46.8% |
| 每股收益（稀释后） | $0.02 | $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IMAXONTO
| Q4 25 | $125.2M | — | ||
| Q3 25 | $106.7M | $218.2M | ||
| Q2 25 | $91.7M | $253.6M | ||
| Q1 25 | $86.7M | $266.6M | ||
| Q4 24 | $92.7M | $263.9M | ||
| Q3 24 | $91.5M | $252.2M | ||
| Q2 24 | $89.0M | $242.3M | ||
| Q1 24 | $79.1M | $228.8M |
净利润IMAXONTO
| Q4 25 | $637.0K | — | ||
| Q3 25 | $20.7M | $28.2M | ||
| Q2 25 | $11.3M | $33.9M | ||
| Q1 25 | $2.3M | $64.1M | ||
| Q4 24 | $5.3M | $48.8M | ||
| Q3 24 | $13.9M | $53.1M | ||
| Q2 24 | $3.6M | $52.9M | ||
| Q1 24 | $3.3M | $46.9M |
毛利率IMAXONTO
| Q4 25 | 57.6% | — | ||
| Q3 25 | 63.1% | 50.7% | ||
| Q2 25 | 58.5% | 48.2% | ||
| Q1 25 | 61.4% | 53.7% | ||
| Q4 24 | 52.2% | 50.2% | ||
| Q3 24 | 55.8% | 54.1% | ||
| Q2 24 | 49.4% | 52.9% | ||
| Q1 24 | 59.3% | 51.7% |
营业利润率IMAXONTO
| Q4 25 | 19.3% | — | ||
| Q3 25 | 27.2% | 10.9% | ||
| Q2 25 | 15.6% | 12.7% | ||
| Q1 25 | 19.3% | 23.7% | ||
| Q4 24 | 10.3% | 16.1% | ||
| Q3 24 | 21.2% | 21.0% | ||
| Q2 24 | 3.2% | 20.2% | ||
| Q1 24 | 15.3% | 18.7% |
净利率IMAXONTO
| Q4 25 | 0.5% | — | ||
| Q3 25 | 19.4% | 12.9% | ||
| Q2 25 | 12.3% | 13.4% | ||
| Q1 25 | 2.7% | 24.0% | ||
| Q4 24 | 5.7% | 18.5% | ||
| Q3 24 | 15.2% | 21.0% | ||
| Q2 24 | 4.0% | 21.9% | ||
| Q1 24 | 4.1% | 20.5% |
每股收益（稀释后）IMAXONTO
| Q4 25 | $0.02 | — | ||
| Q3 25 | $0.37 | $0.57 | ||
| Q2 25 | $0.20 | $0.69 | ||
| Q1 25 | $0.04 | $1.30 | ||
| Q4 24 | $0.09 | $0.98 | ||
| Q3 24 | $0.26 | $1.07 | ||
| Q2 24 | $0.07 | $1.07 | ||
| Q1 24 | $0.06 | $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 | $151.2M | $603.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $337.9M | $2.0B |
| 总资产 | $894.0M | $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IMAXONTO
| Q4 25 | $151.2M | — | ||
| Q3 25 | $143.1M | $603.1M | ||
| Q2 25 | $109.3M | $217.5M | ||
| Q1 25 | $97.1M | $203.7M | ||
| Q4 24 | $100.6M | $212.9M | ||
| Q3 24 | $104.5M | $188.7M | ||
| Q2 24 | $91.6M | $172.6M | ||
| Q1 24 | $81.0M | $190.9M |
股东权益IMAXONTO
| Q4 25 | $337.9M | — | ||
| Q3 25 | $349.5M | $2.0B | ||
| Q2 25 | $320.4M | $2.0B | ||
| Q1 25 | $299.5M | $1.9B | ||
| Q4 24 | $299.5M | $1.9B | ||
| Q3 24 | $289.4M | $1.9B | ||
| Q2 24 | $267.2M | $1.8B | ||
| Q1 24 | $258.8M | $1.8B |
总资产IMAXONTO
| Q4 25 | $894.0M | — | ||
| Q3 25 | $889.6M | $2.2B | ||
| Q2 25 | $868.6M | $2.1B | ||
| Q1 25 | $848.3M | $2.1B | ||
| Q4 24 | $830.4M | $2.1B | ||
| Q3 24 | $847.6M | $2.1B | ||
| Q2 24 | $827.4M | $2.0B | ||
| Q1 24 | $824.1M | $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 | $29.4M | $83.4M |
| 自由现金流经营现金流 - 资本支出 | $28.0M | $82.0M |
| 自由现金流率自由现金流/营收 | 22.3% | 37.6% |
| 资本支出强度资本支出/营收 | 1.1% | 0.6% |
| 现金转化率经营现金流/净利润 | 46.11× | 2.95× |
| 过去12个月自由现金流最近4个季度 | $118.9M | $261.3M |
8季度趋势，按日历期对齐
经营现金流IMAXONTO
| Q4 25 | $29.4M | — | ||
| Q3 25 | $67.5M | $83.4M | ||
| Q2 25 | $23.2M | $57.9M | ||
| Q1 25 | $7.0M | $92.0M | ||
| Q4 24 | $11.5M | $56.0M | ||
| Q3 24 | $35.3M | $67.2M | ||
| Q2 24 | $35.0M | $65.3M | ||
| Q1 24 | $-11.0M | $57.1M |
自由现金流IMAXONTO
| Q4 25 | $28.0M | — | ||
| Q3 25 | $64.8M | $82.0M | ||
| Q2 25 | $20.9M | $44.2M | ||
| Q1 25 | $5.3M | $83.7M | ||
| Q4 24 | $6.9M | $51.4M | ||
| Q3 24 | $34.2M | $59.2M | ||
| Q2 24 | $33.5M | $53.0M | ||
| Q1 24 | $-12.1M | $50.2M |
自由现金流率IMAXONTO
| Q4 25 | 22.3% | — | ||
| Q3 25 | 60.7% | 37.6% | ||
| Q2 25 | 22.8% | 17.4% | ||
| Q1 25 | 6.1% | 31.4% | ||
| Q4 24 | 7.4% | 19.5% | ||
| Q3 24 | 37.3% | 23.5% | ||
| Q2 24 | 37.6% | 21.9% | ||
| Q1 24 | -15.3% | 21.9% |
资本支出强度IMAXONTO
| Q4 25 | 1.1% | — | ||
| Q3 25 | 2.6% | 0.6% | ||
| Q2 25 | 2.6% | 5.4% | ||
| Q1 25 | 1.9% | 3.1% | ||
| Q4 24 | 5.0% | 1.8% | ||
| Q3 24 | 1.2% | 3.2% | ||
| Q2 24 | 1.8% | 5.1% | ||
| Q1 24 | 1.4% | 3.0% |
现金转化率IMAXONTO
| Q4 25 | 46.11× | — | ||
| Q3 25 | 3.27× | 2.95× | ||
| Q2 25 | 2.06× | 1.71× | ||
| Q1 25 | 2.99× | 1.44× | ||
| Q4 24 | 2.16× | 1.15× | ||
| Q3 24 | 2.54× | 1.27× | ||
| Q2 24 | 9.78× | 1.23× | ||
| Q1 24 | -3.35× | 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
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
