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ONTO INNOVATION INC.(ONTO)与Quantum-Si Inc(QSI)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Quantum-Si Inc的483.8倍($218.2M vs $451.0K)。ONTO INNOVATION INC.净利率更高(12.9% vs -3904.9%,领先3917.8%)。ONTO INNOVATION INC.同比增速更快(-13.5% vs -62.2%)。ONTO INNOVATION INC.自由现金流更多($82.0M vs $-16.4M)。过去两年ONTO INNOVATION INC.的营收复合增速更高(2.6% vs -0.7%)
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。
硅量子计算私人有限公司(SQC)是一家总部位于澳大利亚悉尼的量子计算领域企业,专注于量子计算相关技术的研发与商业化推进,是量子计算行业深耕前沿技术开发的代表性企业之一。
ONTO vs QSI — 直观对比
营收规模更大
ONTO
是对方的483.8倍
$451.0K
营收增速更快
ONTO
高出48.7%
-62.2%
净利率更高
ONTO
高出3917.8%
-3904.9%
自由现金流更多
ONTO
多$98.4M
$-16.4M
两年增速更快
ONTO
近两年复合增速
-0.7%
损益表 — Q3 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $218.2M | $451.0K |
| 净利润 | $28.2M | $-17.6M |
| 毛利率 | 50.7% | 27.1% |
| 营业利润率 | 10.9% | -4677.2% |
| 净利率 | 12.9% | -3904.9% |
| 营收同比 | -13.5% | -62.2% |
| 净利润同比 | -46.8% | 46.8% |
| 每股收益(稀释后) | $0.57 | $-0.07 |
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
ONTO
QSI
| Q4 25 | — | $451.0K | ||
| Q3 25 | $218.2M | $552.0K | ||
| Q2 25 | $253.6M | $591.0K | ||
| Q1 25 | $266.6M | $842.0K | ||
| Q4 24 | $263.9M | $1.2M | ||
| Q3 24 | $252.2M | $787.0K | ||
| Q2 24 | $242.3M | $622.0K | ||
| Q1 24 | $228.8M | $457.0K |
净利润
ONTO
QSI
| Q4 25 | — | $-17.6M | ||
| Q3 25 | $28.2M | $-35.7M | ||
| Q2 25 | $33.9M | $-28.8M | ||
| Q1 25 | $64.1M | $-19.2M | ||
| Q4 24 | $48.8M | $-33.1M | ||
| Q3 24 | $53.1M | $-25.3M | ||
| Q2 24 | $52.9M | $-23.1M | ||
| Q1 24 | $46.9M | $-19.5M |
毛利率
ONTO
QSI
| Q4 25 | — | 27.1% | ||
| Q3 25 | 50.7% | 35.1% | ||
| Q2 25 | 48.2% | 59.4% | ||
| Q1 25 | 53.7% | 57.7% | ||
| Q4 24 | 50.2% | 51.2% | ||
| Q3 24 | 54.1% | 46.6% | ||
| Q2 24 | 52.9% | 56.9% | ||
| Q1 24 | 51.7% | 58.9% |
营业利润率
ONTO
QSI
| Q4 25 | — | -4677.2% | ||
| Q3 25 | 10.9% | -7205.3% | ||
| Q2 25 | 12.7% | -5096.4% | ||
| Q1 25 | 23.7% | -2982.4% | ||
| Q4 24 | 16.1% | -2573.6% | ||
| Q3 24 | 21.0% | -3569.0% | ||
| Q2 24 | 20.2% | -4252.6% | ||
| Q1 24 | 18.7% | -5111.6% |
净利率
ONTO
QSI
| Q4 25 | — | -3904.9% | ||
| Q3 25 | 12.9% | -6467.9% | ||
| Q2 25 | 13.4% | -4879.2% | ||
| Q1 25 | 24.0% | -2279.0% | ||
| Q4 24 | 18.5% | -2778.6% | ||
| Q3 24 | 21.0% | -3216.4% | ||
| Q2 24 | 21.9% | -3713.7% | ||
| Q1 24 | 20.5% | -4261.3% |
每股收益(稀释后)
ONTO
QSI
| Q4 25 | — | $-0.07 | ||
| Q3 25 | $0.57 | $-0.17 | ||
| Q2 25 | $0.69 | $-0.16 | ||
| Q1 25 | $1.30 | $-0.11 | ||
| Q4 24 | $0.98 | $-0.23 | ||
| Q3 24 | $1.07 | $-0.18 | ||
| Q2 24 | $1.07 | $-0.16 | ||
| Q1 24 | $0.94 | $-0.14 |
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 | $21.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $220.2M |
| 总资产 | $2.2B | $245.6M |
| 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
ONTO
QSI
| Q4 25 | — | $21.6M | ||
| Q3 25 | $603.1M | $30.9M | ||
| Q2 25 | $217.5M | $22.2M | ||
| Q1 25 | $203.7M | $37.3M | ||
| Q4 24 | $212.9M | $49.2M | ||
| Q3 24 | $188.7M | $42.3M | ||
| Q2 24 | $172.6M | $59.6M | ||
| Q1 24 | $190.9M | $53.2M |
股东权益
ONTO
QSI
| Q4 25 | — | $220.2M | ||
| Q3 25 | $2.0B | $235.2M | ||
| Q2 25 | $2.0B | $221.0M | ||
| Q1 25 | $1.9B | $246.9M | ||
| Q4 24 | $1.9B | $215.4M | ||
| Q3 24 | $1.9B | $210.5M | ||
| Q2 24 | $1.8B | $233.3M | ||
| Q1 24 | $1.8B | $253.8M |
总资产
ONTO
QSI
| Q4 25 | — | $245.6M | ||
| Q3 25 | $2.2B | $260.1M | ||
| Q2 25 | $2.1B | $254.4M | ||
| Q1 25 | $2.1B | $271.2M | ||
| Q4 24 | $2.1B | $247.9M | ||
| Q3 24 | $2.1B | $236.5M | ||
| Q2 24 | $2.0B | $256.7M | ||
| Q1 24 | $2.0B | $275.6M |
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 | $-16.3M |
| 自由现金流经营现金流 - 资本支出 | $82.0M | $-16.4M |
| 自由现金流率自由现金流/营收 | 37.6% | -3628.4% |
| 资本支出强度资本支出/营收 | 0.6% | 3.8% |
| 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 | $-97.3M |
8季度趋势,按日历期对齐
经营现金流
ONTO
QSI
| Q4 25 | — | $-16.3M | ||
| Q3 25 | $83.4M | $-32.0M | ||
| Q2 25 | $57.9M | $-20.2M | ||
| Q1 25 | $92.0M | $-26.2M | ||
| Q4 24 | $56.0M | $-22.9M | ||
| Q3 24 | $67.2M | $-23.2M | ||
| Q2 24 | $65.3M | $-18.6M | ||
| Q1 24 | $57.1M | $-23.2M |
自由现金流
ONTO
QSI
| Q4 25 | — | $-16.4M | ||
| Q3 25 | $82.0M | $-32.9M | ||
| Q2 25 | $44.2M | $-20.5M | ||
| Q1 25 | $83.7M | $-27.5M | ||
| Q4 24 | $51.4M | $-24.3M | ||
| Q3 24 | $59.2M | $-24.1M | ||
| Q2 24 | $53.0M | $-19.7M | ||
| Q1 24 | $50.2M | $-24.3M |
自由现金流率
ONTO
QSI
| Q4 25 | — | -3628.4% | ||
| Q3 25 | 37.6% | -5963.6% | ||
| Q2 25 | 17.4% | -3472.8% | ||
| Q1 25 | 31.4% | -3261.4% | ||
| Q4 24 | 19.5% | -2039.9% | ||
| Q3 24 | 23.5% | -3065.8% | ||
| Q2 24 | 21.9% | -3164.0% | ||
| Q1 24 | 21.9% | -5307.2% |
资本支出强度
ONTO
QSI
| Q4 25 | — | 3.8% | ||
| Q3 25 | 0.6% | 163.0% | ||
| Q2 25 | 5.4% | 55.3% | ||
| Q1 25 | 3.1% | 155.2% | ||
| Q4 24 | 1.8% | 120.4% | ||
| Q3 24 | 3.2% | 123.9% | ||
| Q2 24 | 5.1% | 181.2% | ||
| Q1 24 | 3.0% | 228.9% |
现金转化率
ONTO
QSI
| Q4 25 | — | — | ||
| Q3 25 | 2.95× | — | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 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
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
QSI
暂无分部数据