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908 Devices Inc.（MASS）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908 Devices Inc.的12.6倍（$218.2M vs $17.4M）。908 Devices Inc.净利率更高（24.0% vs 12.9%，领先11.1%）。908 Devices Inc.同比增速更快（21.2% vs -13.5%）。ONTO INNOVATION INC.自由现金流更多（$82.0M vs $1.3M）。过去两年908 Devices Inc.的营收复合增速更高（53.0% vs 2.6%）
908 Devices Inc.是一家专注于研发、生产高性能便携式质谱分析设备及相关解决方案的科技企业，产品覆盖生命科学研究、生物制药制造、公共安全、法医鉴定、工业过程监测等领域，服务全球科研机构、制药企业及政府部门客户。
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。
MASS vs ONTO — 直观对比
营收规模更大
ONTO
是对方的12.6倍
$17.4M
营收增速更快
MASS
高出34.7%
-13.5%
净利率更高
MASS
高出11.1%
12.9%
自由现金流更多
ONTO
多$80.7M
$1.3M
两年增速更快
MASS
近两年复合增速
2.6%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $17.4M | $218.2M |
| 净利润 | $4.2M | $28.2M |
| 毛利率 | 52.7% | 50.7% |
| 营业利润率 | 17.8% | 10.9% |
| 净利率 | 24.0% | 12.9% |
| 营收同比 | 21.2% | -13.5% |
| 净利润同比 | 121.5% | -46.8% |
| 每股收益（稀释后） | $0.09 | $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MASSONTO
| Q4 25 | $17.4M | — | ||
| Q3 25 | $14.0M | $218.2M | ||
| Q2 25 | $13.0M | $253.6M | ||
| Q1 25 | $11.8M | $266.6M | ||
| Q4 24 | $14.3M | $263.9M | ||
| Q3 24 | $14.5M | $252.2M | ||
| Q2 24 | $11.5M | $242.3M | ||
| Q1 24 | $7.4M | $228.8M |
净利润MASSONTO
| Q4 25 | $4.2M | — | ||
| Q3 25 | $-15.0M | $28.2M | ||
| Q2 25 | $-13.3M | $33.9M | ||
| Q1 25 | $43.6M | $64.1M | ||
| Q4 24 | $-19.4M | $48.8M | ||
| Q3 24 | $-29.3M | $53.1M | ||
| Q2 24 | $-12.5M | $52.9M | ||
| Q1 24 | $-10.9M | $46.9M |
毛利率MASSONTO
| Q4 25 | 52.7% | — | ||
| Q3 25 | 52.5% | 50.7% | ||
| Q2 25 | 48.9% | 48.2% | ||
| Q1 25 | 47.0% | 53.7% | ||
| Q4 24 | 46.5% | 50.2% | ||
| Q3 24 | 53.6% | 54.1% | ||
| Q2 24 | 53.8% | 52.9% | ||
| Q1 24 | 52.4% | 51.7% |
营业利润率MASSONTO
| Q4 25 | 17.8% | — | ||
| Q3 25 | -116.6% | 10.9% | ||
| Q2 25 | -116.3% | 12.7% | ||
| Q1 25 | -93.6% | 23.7% | ||
| Q4 24 | -116.8% | 16.1% | ||
| Q3 24 | -168.7% | 21.0% | ||
| Q2 24 | -74.5% | 20.2% | ||
| Q1 24 | -102.5% | 18.7% |
净利率MASSONTO
| Q4 25 | 24.0% | — | ||
| Q3 25 | -107.0% | 12.9% | ||
| Q2 25 | -102.1% | 13.4% | ||
| Q1 25 | 370.2% | 24.0% | ||
| Q4 24 | -135.6% | 18.5% | ||
| Q3 24 | -201.8% | 21.0% | ||
| Q2 24 | -109.5% | 21.9% | ||
| Q1 24 | -147.1% | 20.5% |
每股收益（稀释后）MASSONTO
| Q4 25 | $0.09 | — | ||
| Q3 25 | $-0.41 | $0.57 | ||
| Q2 25 | $-0.37 | $0.69 | ||
| Q1 25 | $1.23 | $1.30 | ||
| Q4 24 | $-0.58 | $0.98 | ||
| Q3 24 | $-0.84 | $1.07 | ||
| Q2 24 | $-0.37 | $1.07 | ||
| Q1 24 | $-0.33 | $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 | $113.0M | $603.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $143.7M | $2.0B |
| 总资产 | $190.1M | $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MASSONTO
| Q4 25 | $113.0M | — | ||
| Q3 25 | $112.1M | $603.1M | ||
| Q2 25 | $118.6M | $217.5M | ||
| Q1 25 | $124.3M | $203.7M | ||
| Q4 24 | $69.6M | $212.9M | ||
| Q3 24 | $71.7M | $188.7M | ||
| Q2 24 | $77.4M | $172.6M | ||
| Q1 24 | $134.2M | $190.9M |
股东权益MASSONTO
| Q4 25 | $143.7M | — | ||
| Q3 25 | $136.3M | $2.0B | ||
| Q2 25 | $148.8M | $2.0B | ||
| Q1 25 | $159.4M | $1.9B | ||
| Q4 24 | $114.6M | $1.9B | ||
| Q3 24 | $131.0M | $1.9B | ||
| Q2 24 | $156.4M | $1.8B | ||
| Q1 24 | $156.9M | $1.8B |
总资产MASSONTO
| Q4 25 | $190.1M | — | ||
| Q3 25 | $190.9M | $2.2B | ||
| Q2 25 | $191.7M | $2.1B | ||
| Q1 25 | $196.0M | $2.1B | ||
| Q4 24 | $159.5M | $2.1B | ||
| Q3 24 | $178.3M | $2.1B | ||
| Q2 24 | $208.8M | $2.0B | ||
| Q1 24 | $189.8M | $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 | $1.3M | $83.4M |
| 自由现金流经营现金流 - 资本支出 | $1.3M | $82.0M |
| 自由现金流率自由现金流/营收 | 7.6% | 37.6% |
| 资本支出强度资本支出/营收 | 0.0% | 0.6% |
| 现金转化率经营现金流/净利润 | 0.32× | 2.95× |
| 过去12个月自由现金流最近4个季度 | $-24.7M | $261.3M |
8季度趋势，按日历期对齐
经营现金流MASSONTO
| Q4 25 | $1.3M | — | ||
| Q3 25 | $-4.2M | $83.4M | ||
| Q2 25 | $-5.8M | $57.9M | ||
| Q1 25 | $-15.0M | $92.0M | ||
| Q4 24 | $-2.2M | $56.0M | ||
| Q3 24 | $-5.6M | $67.2M | ||
| Q2 24 | $-13.0M | $65.3M | ||
| Q1 24 | $-9.4M | $57.1M |
自由现金流MASSONTO
| Q4 25 | $1.3M | — | ||
| Q3 25 | $-4.9M | $82.0M | ||
| Q2 25 | $-5.9M | $44.2M | ||
| Q1 25 | $-15.2M | $83.7M | ||
| Q4 24 | $-2.4M | $51.4M | ||
| Q3 24 | $-5.8M | $59.2M | ||
| Q2 24 | $-13.7M | $53.0M | ||
| Q1 24 | $-10.3M | $50.2M |
自由现金流率MASSONTO
| Q4 25 | 7.6% | — | ||
| Q3 25 | -34.9% | 37.6% | ||
| Q2 25 | -45.3% | 17.4% | ||
| Q1 25 | -128.9% | 31.4% | ||
| Q4 24 | -17.0% | 19.5% | ||
| Q3 24 | -39.7% | 23.5% | ||
| Q2 24 | -119.4% | 21.9% | ||
| Q1 24 | -138.2% | 21.9% |
资本支出强度MASSONTO
| Q4 25 | 0.0% | — | ||
| Q3 25 | 4.9% | 0.6% | ||
| Q2 25 | 0.9% | 5.4% | ||
| Q1 25 | 1.4% | 3.1% | ||
| Q4 24 | 1.3% | 1.8% | ||
| Q3 24 | 1.1% | 3.2% | ||
| Q2 24 | 5.6% | 5.1% | ||
| Q1 24 | 12.2% | 3.0% |
现金转化率MASSONTO
| Q4 25 | 0.32× | — | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 1.71× | ||
| Q1 25 | -0.34× | 1.44× | ||
| Q4 24 | — | 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
MASS
| Products | $14.3M | 82% |
| Services | $3.0M | 18% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
