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ONTO INNOVATION INC.（ONTO）与Owlet, Inc.（OWLT）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Owlet, Inc.的8.2倍（$218.2M vs $26.6M）。ONTO INNOVATION INC.净利率更高（12.9% vs -34.6%，领先47.5%）。Owlet, Inc.同比增速更快（29.6% vs -13.5%）。ONTO INNOVATION INC.自由现金流更多（$82.0M vs $-651.0K）。过去两年Owlet, Inc.的营收复合增速更高（34.2% vs 2.6%）
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。
Owlet, Inc.是一家专注于儿科健康科技的企业，核心产品为可穿戴婴儿智能监测袜，可实时追踪婴幼儿心率、血氧水平及睡眠数据，产品通过自营电商和零售合作伙伴销往全球多个市场，为新手父母提供育儿健康支持。
ONTO vs OWLT — 直观对比
营收规模更大
ONTO
是对方的8.2倍
$26.6M
营收增速更快
OWLT
高出43.1%
-13.5%
净利率更高
ONTO
高出47.5%
-34.6%
自由现金流更多
ONTO
多$82.7M
$-651.0K
两年增速更快
OWLT
近两年复合增速
2.6%
损益表 — Q3 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $218.2M | $26.6M |
| 净利润 | $28.2M | $-9.2M |
| 毛利率 | 50.7% | 47.6% |
| 营业利润率 | 10.9% | -18.4% |
| 净利率 | 12.9% | -34.6% |
| 营收同比 | -13.5% | 29.6% |
| 净利润同比 | -46.8% | -1.5% |
| 每股收益（稀释后） | $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ONTOOWLT
| Q4 25 | — | $26.6M | ||
| Q3 25 | $218.2M | $32.0M | ||
| Q2 25 | $253.6M | $26.1M | ||
| Q1 25 | $266.6M | $21.1M | ||
| Q4 24 | $263.9M | $20.5M | ||
| Q3 24 | $252.2M | $22.1M | ||
| Q2 24 | $242.3M | $20.7M | ||
| Q1 24 | $228.8M | $14.8M |
净利润ONTOOWLT
| Q4 25 | — | $-9.2M | ||
| Q3 25 | $28.2M | $4.1M | ||
| Q2 25 | $33.9M | $-37.6M | ||
| Q1 25 | $64.1M | $3.0M | ||
| Q4 24 | $48.8M | $-9.1M | ||
| Q3 24 | $53.1M | $-5.6M | ||
| Q2 24 | $52.9M | $-1.1M | ||
| Q1 24 | $46.9M | $3.3M |
毛利率ONTOOWLT
| Q4 25 | — | 47.6% | ||
| Q3 25 | 50.7% | 50.6% | ||
| Q2 25 | 48.2% | 51.3% | ||
| Q1 25 | 53.7% | 53.7% | ||
| Q4 24 | 50.2% | 53.5% | ||
| Q3 24 | 54.1% | 52.2% | ||
| Q2 24 | 52.9% | 49.5% | ||
| Q1 24 | 51.7% | 44.4% |
营业利润率ONTOOWLT
| Q4 25 | — | -18.4% | ||
| Q3 25 | 10.9% | 3.8% | ||
| Q2 25 | 12.7% | -7.4% | ||
| Q1 25 | 23.7% | -12.7% | ||
| Q4 24 | 16.1% | -36.2% | ||
| Q3 24 | 21.0% | -21.8% | ||
| Q2 24 | 20.2% | -10.8% | ||
| Q1 24 | 18.7% | -39.0% |
净利率ONTOOWLT
| Q4 25 | — | -34.6% | ||
| Q3 25 | 12.9% | 12.9% | ||
| Q2 25 | 13.4% | -144.4% | ||
| Q1 25 | 24.0% | 14.3% | ||
| Q4 24 | 18.5% | -44.2% | ||
| Q3 24 | 21.0% | -25.4% | ||
| Q2 24 | 21.9% | -5.5% | ||
| Q1 24 | 20.5% | 22.2% |
每股收益（稀释后）ONTOOWLT
| Q4 25 | — | — | ||
| Q3 25 | $0.57 | $-0.06 | ||
| Q2 25 | $0.69 | $-2.37 | ||
| Q1 25 | $1.30 | $0.11 | ||
| Q4 24 | $0.98 | $-0.15 | ||
| Q3 24 | $1.07 | $-0.61 | ||
| Q2 24 | $1.07 | $-0.30 | ||
| Q1 24 | $0.94 | $-0.51 |
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 | $603.1M | $35.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $19.0M |
| 总资产 | $2.2B | $85.6M |
| 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ONTOOWLT
| Q4 25 | — | $35.5M | ||
| Q3 25 | $603.1M | $23.8M | ||
| Q2 25 | $217.5M | $21.8M | ||
| Q1 25 | $203.7M | $16.3M | ||
| Q4 24 | $212.9M | $20.2M | ||
| Q3 24 | $188.7M | $21.6M | ||
| Q2 24 | $172.6M | $15.4M | ||
| Q1 24 | $190.9M | $18.4M |
总债务ONTOOWLT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | $4.0M |
股东权益ONTOOWLT
| Q4 25 | — | $19.0M | ||
| Q3 25 | $2.0B | $-54.1M | ||
| Q2 25 | $2.0B | $-59.2M | ||
| Q1 25 | $1.9B | $-25.8M | ||
| Q4 24 | $1.9B | $-29.8M | ||
| Q3 24 | $1.9B | $-21.5M | ||
| Q2 24 | $1.8B | $-33.4M | ||
| Q1 24 | $1.8B | $-32.9M |
总资产ONTOOWLT
| Q4 25 | — | $85.6M | ||
| Q3 25 | $2.2B | $74.9M | ||
| Q2 25 | $2.1B | $63.5M | ||
| Q1 25 | $2.1B | $51.4M | ||
| Q4 24 | $2.1B | $49.5M | ||
| Q3 24 | $2.1B | $56.1M | ||
| Q2 24 | $2.0B | $45.9M | ||
| Q1 24 | $2.0B | $43.8M |
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 | $83.4M | $-452.0K |
| 自由现金流经营现金流 - 资本支出 | $82.0M | $-651.0K |
| 自由现金流率自由现金流/营收 | 37.6% | -2.5% |
| 资本支出强度资本支出/营收 | 0.6% | 0.7% |
| 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 | $261.3M | $-11.1M |
8季度趋势，按日历期对齐
经营现金流ONTOOWLT
| Q4 25 | — | $-452.0K | ||
| Q3 25 | $83.4M | $-2.2M | ||
| Q2 25 | $57.9M | $-2.2M | ||
| Q1 25 | $92.0M | $-5.9M | ||
| Q4 24 | $56.0M | $3.0M | ||
| Q3 24 | $67.2M | $-7.5M | ||
| Q2 24 | $65.3M | $-3.4M | ||
| Q1 24 | $57.1M | $-3.4M |
自由现金流ONTOOWLT
| Q4 25 | — | $-651.0K | ||
| Q3 25 | $82.0M | $-2.2M | ||
| Q2 25 | $44.2M | $-2.3M | ||
| Q1 25 | $83.7M | $-5.9M | ||
| Q4 24 | $51.4M | $3.0M | ||
| Q3 24 | $59.2M | $-7.5M | ||
| Q2 24 | $53.0M | $-3.4M | ||
| Q1 24 | $50.2M | — |
自由现金流率ONTOOWLT
| Q4 25 | — | -2.5% | ||
| Q3 25 | 37.6% | -6.8% | ||
| Q2 25 | 17.4% | -8.8% | ||
| Q1 25 | 31.4% | -28.1% | ||
| Q4 24 | 19.5% | 14.5% | ||
| Q3 24 | 23.5% | -33.9% | ||
| Q2 24 | 21.9% | -16.3% | ||
| Q1 24 | 21.9% | — |
资本支出强度ONTOOWLT
| Q4 25 | — | 0.7% | ||
| Q3 25 | 0.6% | 0.0% | ||
| Q2 25 | 5.4% | 0.2% | ||
| Q1 25 | 3.1% | 0.0% | ||
| Q4 24 | 1.8% | 0.2% | ||
| Q3 24 | 3.2% | 0.0% | ||
| Q2 24 | 5.1% | 0.0% | ||
| Q1 24 | 3.0% | 0.0% |
现金转化率ONTOOWLT
| Q4 25 | — | — | ||
| Q3 25 | 2.95× | -0.52× | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 1.44× | -1.96× | ||
| Q4 24 | 1.15× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.23× | — | ||
| Q1 24 | 1.22× | -1.03× |
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
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |
