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莱迪思半导体（LSCC）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.的季度营收约是莱迪思半导体的1.5倍（$218.2M vs $145.8M），ONTO INNOVATION INC.净利率更高（12.9% vs -5.2%，领先18.2%），莱迪思半导体同比增速更快（24.2% vs -13.5%），ONTO INNOVATION INC.自由现金流更多（$82.0M vs $44.0M），过去两年ONTO INNOVATION INC.的营收复合增速更高（2.6% vs 1.8%）
莱迪思半导体是美国专注于低功耗现场可编程门阵列（FPGA）设计制造的半导体企业，1983年成立，1989年上市，总部位于俄勒冈州希尔斯伯勒硅林区，在圣何塞、上海、马尼拉、槟城、新加坡等地设有运营网点，截至2022年员工超1000人，年营收超6.6亿美元。
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。
LSCC vs ONTO — 直观对比
营收规模更大
ONTO
是对方的1.5倍
$145.8M
营收增速更快
LSCC
高出37.7%
-13.5%
净利率更高
ONTO
高出18.2%
-5.2%
自由现金流更多
ONTO
多$38.0M
$44.0M
两年增速更快
ONTO
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.8M | $218.2M |
| 净利润 | $-7.6M | $28.2M |
| 毛利率 | 68.5% | 50.7% |
| 营业利润率 | 0.7% | 10.9% |
| 净利率 | -5.2% | 12.9% |
| 营收同比 | 24.2% | -13.5% |
| 净利润同比 | -146.3% | -46.8% |
| 每股收益（稀释后） | $-0.06 | $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LSCCONTO
| Q1 26 | $145.8M | — | ||
| Q3 25 | $133.3M | $218.2M | ||
| Q2 25 | $124.0M | $253.6M | ||
| Q1 25 | $120.2M | $266.6M | ||
| Q4 24 | $117.4M | $263.9M | ||
| Q3 24 | $127.1M | $252.2M | ||
| Q2 24 | $124.1M | $242.3M | ||
| Q1 24 | $140.8M | $228.8M |
净利润LSCCONTO
| Q1 26 | $-7.6M | — | ||
| Q3 25 | $2.8M | $28.2M | ||
| Q2 25 | $2.9M | $33.9M | ||
| Q1 25 | $5.0M | $64.1M | ||
| Q4 24 | $16.5M | $48.8M | ||
| Q3 24 | $7.2M | $53.1M | ||
| Q2 24 | $22.6M | $52.9M | ||
| Q1 24 | $14.8M | $46.9M |
毛利率LSCCONTO
| Q1 26 | 68.5% | — | ||
| Q3 25 | 67.9% | 50.7% | ||
| Q2 25 | 68.4% | 48.2% | ||
| Q1 25 | 68.0% | 53.7% | ||
| Q4 24 | 61.1% | 50.2% | ||
| Q3 24 | 69.0% | 54.1% | ||
| Q2 24 | 68.3% | 52.9% | ||
| Q1 24 | 68.3% | 51.7% |
营业利润率LSCCONTO
| Q1 26 | 0.7% | — | ||
| Q3 25 | -1.2% | 10.9% | ||
| Q2 25 | 3.8% | 12.7% | ||
| Q1 25 | 5.8% | 23.7% | ||
| Q4 24 | -10.4% | 16.1% | ||
| Q3 24 | 5.9% | 21.0% | ||
| Q2 24 | 18.2% | 20.2% | ||
| Q1 24 | 11.8% | 18.7% |
净利率LSCCONTO
| Q1 26 | -5.2% | — | ||
| Q3 25 | 2.1% | 12.9% | ||
| Q2 25 | 2.3% | 13.4% | ||
| Q1 25 | 4.2% | 24.0% | ||
| Q4 24 | 14.1% | 18.5% | ||
| Q3 24 | 5.7% | 21.0% | ||
| Q2 24 | 18.2% | 21.9% | ||
| Q1 24 | 10.5% | 20.5% |
每股收益（稀释后）LSCCONTO
| Q1 26 | $-0.06 | — | ||
| Q3 25 | $0.02 | $0.57 | ||
| Q2 25 | $0.02 | $0.69 | ||
| Q1 25 | $0.04 | $1.30 | ||
| Q4 24 | $0.12 | $0.98 | ||
| Q3 24 | $0.05 | $1.07 | ||
| Q2 24 | $0.16 | $1.07 | ||
| Q1 24 | $0.11 | $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 | $133.9M | $603.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $714.1M | $2.0B |
| 总资产 | $883.1M | $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LSCCONTO
| Q1 26 | $133.9M | — | ||
| Q3 25 | $117.9M | $603.1M | ||
| Q2 25 | $107.2M | $217.5M | ||
| Q1 25 | $127.6M | $203.7M | ||
| Q4 24 | $136.3M | $212.9M | ||
| Q3 24 | $124.3M | $188.7M | ||
| Q2 24 | $109.2M | $172.6M | ||
| Q1 24 | $107.5M | $190.9M |
股东权益LSCCONTO
| Q1 26 | $714.1M | — | ||
| Q3 25 | $706.4M | $2.0B | ||
| Q2 25 | $687.0M | $2.0B | ||
| Q1 25 | $707.9M | $1.9B | ||
| Q4 24 | $710.9M | $1.9B | ||
| Q3 24 | $703.5M | $1.9B | ||
| Q2 24 | $698.8M | $1.8B | ||
| Q1 24 | $682.7M | $1.8B |
总资产LSCCONTO
| Q1 26 | $883.1M | — | ||
| Q3 25 | $844.4M | $2.2B | ||
| Q2 25 | $808.6M | $2.1B | ||
| Q1 25 | $823.6M | $2.1B | ||
| Q4 24 | $843.9M | $2.1B | ||
| Q3 24 | $853.7M | $2.1B | ||
| Q2 24 | $827.5M | $2.0B | ||
| Q1 24 | $815.6M | $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 | $57.6M | $83.4M |
| 自由现金流经营现金流 - 资本支出 | $44.0M | $82.0M |
| 自由现金流率自由现金流/营收 | 30.2% | 37.6% |
| 资本支出强度资本支出/营收 | 9.3% | 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 | $132.6M | $261.3M |
8季度趋势，按日历期对齐
经营现金流LSCCONTO
| Q1 26 | $57.6M | — | ||
| Q3 25 | $47.1M | $83.4M | ||
| Q2 25 | $38.5M | $57.9M | ||
| Q1 25 | $31.9M | $92.0M | ||
| Q4 24 | $45.4M | $56.0M | ||
| Q3 24 | $44.0M | $67.2M | ||
| Q2 24 | $21.9M | $65.3M | ||
| Q1 24 | $29.5M | $57.1M |
自由现金流LSCCONTO
| Q1 26 | $44.0M | — | ||
| Q3 25 | $34.0M | $82.0M | ||
| Q2 25 | $31.3M | $44.2M | ||
| Q1 25 | $23.3M | $83.7M | ||
| Q4 24 | $39.7M | $51.4M | ||
| Q3 24 | $39.4M | $59.2M | ||
| Q2 24 | $14.8M | $53.0M | ||
| Q1 24 | $26.1M | $50.2M |
自由现金流率LSCCONTO
| Q1 26 | 30.2% | — | ||
| Q3 25 | 25.5% | 37.6% | ||
| Q2 25 | 25.2% | 17.4% | ||
| Q1 25 | 19.4% | 31.4% | ||
| Q4 24 | 33.8% | 19.5% | ||
| Q3 24 | 31.0% | 23.5% | ||
| Q2 24 | 11.9% | 21.9% | ||
| Q1 24 | 18.5% | 21.9% |
资本支出强度LSCCONTO
| Q1 26 | 9.3% | — | ||
| Q3 25 | 9.8% | 0.6% | ||
| Q2 25 | 5.8% | 5.4% | ||
| Q1 25 | 7.2% | 3.1% | ||
| Q4 24 | 4.9% | 1.8% | ||
| Q3 24 | 3.7% | 3.2% | ||
| Q2 24 | 5.8% | 5.1% | ||
| Q1 24 | 2.4% | 3.0% |
现金转化率LSCCONTO
| Q1 26 | — | — | ||
| Q3 25 | 16.86× | 2.95× | ||
| Q2 25 | 13.23× | 1.71× | ||
| Q1 25 | 6.35× | 1.44× | ||
| Q4 24 | 2.75× | 1.15× | ||
| Q3 24 | 6.12× | 1.27× | ||
| Q2 24 | 0.97× | 1.23× | ||
| Q1 24 | 1.99× | 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
LSCC
| Asia | $106.3M | 73% |
| Americas | $21.0M | 14% |
| Europe | $18.5M | 13% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
