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Mirion Technologies, Inc.(MIR)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
Mirion Technologies, Inc.的季度营收约是ONTO INNOVATION INC.的1.3倍($277.4M vs $218.2M)。ONTO INNOVATION INC.净利率更高(12.9% vs 6.2%,领先6.7%)。Mirion Technologies, Inc.同比增速更快(9.1% vs -13.5%)。ONTO INNOVATION INC.自由现金流更多($82.0M vs $63.2M)。过去两年Mirion Technologies, Inc.的营收复合增速更高(20.0% vs 2.6%)
Mirion Technologies是全球领先的辐射检测、监测与安全解决方案提供商,核心产品涵盖个人剂量测量系统、辐射成像设备及辐射风险管理软件,服务核电、医疗、国防、工业等多个核心领域,客户遍布北美、欧洲及亚太地区。
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。
MIR vs ONTO — 直观对比
营收规模更大
MIR
是对方的1.3倍
$218.2M
营收增速更快
MIR
高出22.6%
-13.5%
净利率更高
ONTO
高出6.7%
6.2%
自由现金流更多
ONTO
多$18.8M
$63.2M
两年增速更快
MIR
近两年复合增速
2.6%
损益表 — Q4 2025 vs Q3 2025
| 指标 | ||
|---|---|---|
| 营收 | $277.4M | $218.2M |
| 净利润 | $17.3M | $28.2M |
| 毛利率 | 48.8% | 50.7% |
| 营业利润率 | 9.2% | 10.9% |
| 净利率 | 6.2% | 12.9% |
| 营收同比 | 9.1% | -13.5% |
| 净利润同比 | 15.3% | -46.8% |
| 每股收益(稀释后) | $0.07 | $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
MIR
ONTO
| Q4 25 | $277.4M | — | ||
| Q3 25 | $223.1M | $218.2M | ||
| Q2 25 | $222.9M | $253.6M | ||
| Q1 25 | $202.0M | $266.6M | ||
| Q4 24 | $254.3M | $263.9M | ||
| Q3 24 | $206.8M | $252.2M | ||
| Q2 24 | $207.1M | $242.3M | ||
| Q1 24 | $192.6M | $228.8M |
净利润
MIR
ONTO
| Q4 25 | $17.3M | — | ||
| Q3 25 | $2.9M | $28.2M | ||
| Q2 25 | $8.3M | $33.9M | ||
| Q1 25 | $300.0K | $64.1M | ||
| Q4 24 | $15.0M | $48.8M | ||
| Q3 24 | $-13.6M | $53.1M | ||
| Q2 24 | $-11.7M | $52.9M | ||
| Q1 24 | $-25.8M | $46.9M |
毛利率
MIR
ONTO
| Q4 25 | 48.8% | — | ||
| Q3 25 | 46.8% | 50.7% | ||
| Q2 25 | 46.0% | 48.2% | ||
| Q1 25 | 47.6% | 53.7% | ||
| Q4 24 | 48.1% | 50.2% | ||
| Q3 24 | 44.9% | 54.1% | ||
| Q2 24 | 47.0% | 52.9% | ||
| Q1 24 | 45.2% | 51.7% |
营业利润率
MIR
ONTO
| Q4 25 | 9.2% | — | ||
| Q3 25 | 3.3% | 10.9% | ||
| Q2 25 | 4.4% | 12.7% | ||
| Q1 25 | 4.3% | 23.7% | ||
| Q4 24 | 11.4% | 16.1% | ||
| Q3 24 | -0.8% | 21.0% | ||
| Q2 24 | 1.1% | 20.2% | ||
| Q1 24 | -2.5% | 18.7% |
净利率
MIR
ONTO
| Q4 25 | 6.2% | — | ||
| Q3 25 | 1.3% | 12.9% | ||
| Q2 25 | 3.7% | 13.4% | ||
| Q1 25 | 0.1% | 24.0% | ||
| Q4 24 | 5.9% | 18.5% | ||
| Q3 24 | -6.6% | 21.0% | ||
| Q2 24 | -5.6% | 21.9% | ||
| Q1 24 | -13.4% | 20.5% |
每股收益(稀释后)
MIR
ONTO
| Q4 25 | $0.07 | — | ||
| Q3 25 | $0.01 | $0.57 | ||
| Q2 25 | $0.03 | $0.69 | ||
| Q1 25 | $0.00 | $1.30 | ||
| Q4 24 | $0.08 | $0.98 | ||
| Q3 24 | $-0.07 | $1.07 | ||
| Q2 24 | $-0.06 | $1.07 | ||
| Q1 24 | $-0.13 | $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 | $412.3M | $603.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $2.0B |
| 总资产 | $3.6B | $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
MIR
ONTO
| Q4 25 | $412.3M | — | ||
| Q3 25 | $933.2M | $603.1M | ||
| Q2 25 | $262.6M | $217.5M | ||
| Q1 25 | $185.8M | $203.7M | ||
| Q4 24 | $175.2M | $212.9M | ||
| Q3 24 | $133.3M | $188.7M | ||
| Q2 24 | $122.2M | $172.6M | ||
| Q1 24 | $120.2M | $190.9M |
总债务
MIR
ONTO
| Q4 25 | — | — | ||
| Q3 25 | $444.8M | — | ||
| Q2 25 | $444.9M | — | ||
| Q1 25 | $686.6M | — | ||
| Q4 24 | $686.4M | — | ||
| Q3 24 | $685.1M | — | ||
| Q2 24 | $684.1M | — | ||
| Q1 24 | $685.5M | — |
股东权益
MIR
ONTO
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.8B | $2.0B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.5B | $1.9B | ||
| Q3 24 | $1.5B | $1.9B | ||
| Q2 24 | $1.5B | $1.8B | ||
| Q1 24 | $1.5B | $1.8B |
总资产
MIR
ONTO
| Q4 25 | $3.6B | — | ||
| Q3 25 | $3.5B | $2.2B | ||
| Q2 25 | $2.7B | $2.1B | ||
| Q1 25 | $2.6B | $2.1B | ||
| Q4 24 | $2.6B | $2.1B | ||
| Q3 24 | $2.7B | $2.1B | ||
| Q2 24 | $2.6B | $2.0B | ||
| Q1 24 | $2.6B | $2.0B |
负债/权益比
MIR
ONTO
| Q4 25 | — | — | ||
| Q3 25 | 0.24× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.45× | — | ||
| Q2 24 | 0.45× | — | ||
| Q1 24 | 0.47× | — |
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 | $73.0M | $83.4M |
| 自由现金流经营现金流 - 资本支出 | $63.2M | $82.0M |
| 自由现金流率自由现金流/营收 | 22.8% | 37.6% |
| 资本支出强度资本支出/营收 | 3.5% | 0.6% |
| 现金转化率经营现金流/净利润 | 4.22× | 2.95× |
| 过去12个月自由现金流最近4个季度 | $106.9M | $261.3M |
8季度趋势,按日历期对齐
经营现金流
MIR
ONTO
| Q4 25 | $73.0M | — | ||
| Q3 25 | $22.3M | $83.4M | ||
| Q2 25 | $12.4M | $57.9M | ||
| Q1 25 | $35.6M | $92.0M | ||
| Q4 24 | $60.8M | $56.0M | ||
| Q3 24 | $17.1M | $67.2M | ||
| Q2 24 | $15.2M | $65.3M | ||
| Q1 24 | $6.0M | $57.1M |
自由现金流
MIR
ONTO
| Q4 25 | $63.2M | — | ||
| Q3 25 | $13.0M | $82.0M | ||
| Q2 25 | $3.6M | $44.2M | ||
| Q1 25 | $27.1M | $83.7M | ||
| Q4 24 | $49.1M | $51.4M | ||
| Q3 24 | $3.9M | $59.2M | ||
| Q2 24 | $4.1M | $53.0M | ||
| Q1 24 | $-6.8M | $50.2M |
自由现金流率
MIR
ONTO
| Q4 25 | 22.8% | — | ||
| Q3 25 | 5.8% | 37.6% | ||
| Q2 25 | 1.6% | 17.4% | ||
| Q1 25 | 13.4% | 31.4% | ||
| Q4 24 | 19.3% | 19.5% | ||
| Q3 24 | 1.9% | 23.5% | ||
| Q2 24 | 2.0% | 21.9% | ||
| Q1 24 | -3.5% | 21.9% |
资本支出强度
MIR
ONTO
| Q4 25 | 3.5% | — | ||
| Q3 25 | 4.2% | 0.6% | ||
| Q2 25 | 3.9% | 5.4% | ||
| Q1 25 | 4.2% | 3.1% | ||
| Q4 24 | 4.6% | 1.8% | ||
| Q3 24 | 6.4% | 3.2% | ||
| Q2 24 | 5.4% | 5.1% | ||
| Q1 24 | 6.6% | 3.0% |
现金转化率
MIR
ONTO
| Q4 25 | 4.22× | — | ||
| Q3 25 | 7.69× | 2.95× | ||
| Q2 25 | 1.49× | 1.71× | ||
| Q1 25 | 118.67× | 1.44× | ||
| Q4 24 | 4.05× | 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
MIR
| Transferred Over Time | $96.6M | 35% |
| Services | $65.0M | 23% |
| Cancer Care | $61.8M | 22% |
| Labs And Research | $34.0M | 12% |
| Other Care | $20.7M | 7% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |