vs
ONTO INNOVATION INC.（ONTO）与LiveRamp Holdings, Inc.（RAMP）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LiveRamp Holdings, Inc.的1.0倍（$218.2M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 12.9%，领先5.9%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs -13.5%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% 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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
ONTO vs RAMP — 直观对比
营收规模更大
ONTO
是对方的1.0倍
$212.2M
营收增速更快
RAMP
高出22.1%
-13.5%
净利率更高
RAMP
高出5.9%
12.9%
两年增速更快
RAMP
近两年复合增速
2.6%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $218.2M | $212.2M |
| 净利润 | $28.2M | $39.9M |
| 毛利率 | 50.7% | 71.9% |
| 营业利润率 | 10.9% | 18.6% |
| 净利率 | 12.9% | 18.8% |
| 营收同比 | -13.5% | 8.6% |
| 净利润同比 | -46.8% | 255.7% |
| 每股收益（稀释后） | $0.57 | $0.62 |
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ONTORAMP
| Q4 25 | — | $212.2M | ||
| Q3 25 | $218.2M | $199.8M | ||
| Q2 25 | $253.6M | $194.8M | ||
| Q1 25 | $266.6M | $188.7M | ||
| Q4 24 | $263.9M | $195.4M | ||
| Q3 24 | $252.2M | $185.5M | ||
| Q2 24 | $242.3M | $176.0M | ||
| Q1 24 | $228.8M | $171.9M |
净利润ONTORAMP
| Q4 25 | — | $39.9M | ||
| Q3 25 | $28.2M | $27.4M | ||
| Q2 25 | $33.9M | $7.7M | ||
| Q1 25 | $64.1M | $-6.3M | ||
| Q4 24 | $48.8M | $11.2M | ||
| Q3 24 | $53.1M | $1.7M | ||
| Q2 24 | $52.9M | $-7.5M | ||
| Q1 24 | $46.9M | $-5.4M |
毛利率ONTORAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | 50.7% | 70.2% | ||
| Q2 25 | 48.2% | 70.1% | ||
| Q1 25 | 53.7% | 69.3% | ||
| Q4 24 | 50.2% | 71.9% | ||
| Q3 24 | 54.1% | 72.4% | ||
| Q2 24 | 52.9% | 70.6% | ||
| Q1 24 | 51.7% | 72.2% |
营业利润率ONTORAMP
| Q4 25 | — | 18.6% | ||
| Q3 25 | 10.9% | 10.7% | ||
| Q2 25 | 12.7% | 3.7% | ||
| Q1 25 | 23.7% | -6.1% | ||
| Q4 24 | 16.1% | 7.5% | ||
| Q3 24 | 21.0% | 4.0% | ||
| Q2 24 | 20.2% | -3.0% | ||
| Q1 24 | 18.7% | -8.3% |
净利率ONTORAMP
| Q4 25 | — | 18.8% | ||
| Q3 25 | 12.9% | 13.7% | ||
| Q2 25 | 13.4% | 4.0% | ||
| Q1 25 | 24.0% | -3.3% | ||
| Q4 24 | 18.5% | 5.7% | ||
| Q3 24 | 21.0% | 0.9% | ||
| Q2 24 | 21.9% | -4.3% | ||
| Q1 24 | 20.5% | -3.1% |
每股收益（稀释后）ONTORAMP
| Q4 25 | — | $0.62 | ||
| Q3 25 | $0.57 | $0.42 | ||
| Q2 25 | $0.69 | $0.12 | ||
| Q1 25 | $1.30 | $-0.10 | ||
| Q4 24 | $0.98 | $0.17 | ||
| Q3 24 | $1.07 | $0.03 | ||
| Q2 24 | $1.07 | $-0.11 | ||
| Q1 24 | $0.94 | $-0.09 |
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 | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $962.3M |
| 总资产 | $2.2B | $1.3B |
| 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ONTORAMP
| Q4 25 | — | $403.4M | ||
| Q3 25 | $603.1M | $376.9M | ||
| Q2 25 | $217.5M | $371.1M | ||
| Q1 25 | $203.7M | $420.8M | ||
| Q4 24 | $212.9M | $384.3M | ||
| Q3 24 | $188.7M | $348.4M | ||
| Q2 24 | $172.6M | $342.7M | ||
| Q1 24 | $190.9M | $368.9M |
股东权益ONTORAMP
| Q4 25 | — | $962.3M | ||
| Q3 25 | $2.0B | $943.8M | ||
| Q2 25 | $2.0B | $947.8M | ||
| Q1 25 | $1.9B | $948.9M | ||
| Q4 24 | $1.9B | $957.7M | ||
| Q3 24 | $1.9B | $932.1M | ||
| Q2 24 | $1.8B | $951.9M | ||
| Q1 24 | $1.8B | $949.1M |
总资产ONTORAMP
| Q4 25 | — | $1.3B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $2.0B | $1.2B | ||
| Q1 24 | $2.0B | $1.2B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $82.0M | — |
| 自由现金流率自由现金流/营收 | 37.6% | — |
| 资本支出强度资本支出/营收 | 0.6% | 0.1% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流ONTORAMP
| Q4 25 | — | — | ||
| Q3 25 | $83.4M | $57.4M | ||
| Q2 25 | $57.9M | $-15.8M | ||
| Q1 25 | $92.0M | — | ||
| Q4 24 | $56.0M | $45.1M | ||
| Q3 24 | $67.2M | $55.6M | ||
| Q2 24 | $65.3M | $-9.3M | ||
| Q1 24 | $57.1M | — |
自由现金流ONTORAMP
| Q4 25 | — | — | ||
| Q3 25 | $82.0M | $56.8M | ||
| Q2 25 | $44.2M | $-16.2M | ||
| Q1 25 | $83.7M | — | ||
| Q4 24 | $51.4M | $44.8M | ||
| Q3 24 | $59.2M | $55.4M | ||
| Q2 24 | $53.0M | $-9.6M | ||
| Q1 24 | $50.2M | — |
自由现金流率ONTORAMP
| Q4 25 | — | — | ||
| Q3 25 | 37.6% | 28.4% | ||
| Q2 25 | 17.4% | -8.3% | ||
| Q1 25 | 31.4% | — | ||
| Q4 24 | 19.5% | 22.9% | ||
| Q3 24 | 23.5% | 29.8% | ||
| Q2 24 | 21.9% | -5.4% | ||
| Q1 24 | 21.9% | — |
资本支出强度ONTORAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | 0.6% | 0.3% | ||
| Q2 25 | 5.4% | 0.2% | ||
| Q1 25 | 3.1% | 0.2% | ||
| Q4 24 | 1.8% | 0.1% | ||
| Q3 24 | 3.2% | 0.1% | ||
| Q2 24 | 5.1% | 0.1% | ||
| Q1 24 | 3.0% | 1.0% |
现金转化率ONTORAMP
| Q4 25 | — | — | ||
| Q3 25 | 2.95× | 2.09× | ||
| Q2 25 | 1.71× | -2.04× | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.15× | 4.02× | ||
| Q3 24 | 1.27× | 32.10× | ||
| 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% |
RAMP
暂无分部数据
