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ONTO INNOVATION INC.（ONTO）与Ribbon Communications Inc.（RBBN）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Ribbon Communications Inc.的1.3倍（$218.2M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 12.9%，领先41.8%），Ribbon Communications Inc.同比增速更快（-10.3% vs -13.5%），过去两年ONTO INNOVATION INC.的营收复合增速更高（2.6% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
ONTO vs RBBN — 直观对比
营收规模更大
ONTO
是对方的1.3倍
$162.6M
营收增速更快
RBBN
高出3.2%
-13.5%
净利率更高
RBBN
高出41.8%
12.9%
两年增速更快
ONTO
近两年复合增速
-8.1%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $218.2M | $162.6M |
| 净利润 | $28.2M | $89.1M |
| 毛利率 | 50.7% | 42.9% |
| 营业利润率 | 10.9% | 37.6% |
| 净利率 | 12.9% | 54.8% |
| 营收同比 | -13.5% | -10.3% |
| 净利润同比 | -46.8% | — |
| 每股收益（稀释后） | $0.57 | $0.50 |
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ONTORBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | — | $227.3M | ||
| Q3 25 | $218.2M | $215.4M | ||
| Q2 25 | $253.6M | $220.6M | ||
| Q1 25 | $266.6M | $181.3M | ||
| Q4 24 | $263.9M | $251.4M | ||
| Q3 24 | $252.2M | $210.2M | ||
| Q2 24 | $242.3M | $192.6M |
净利润ONTORBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | — | — | ||
| Q3 25 | $28.2M | $-12.1M | ||
| Q2 25 | $33.9M | $-11.1M | ||
| Q1 25 | $64.1M | $-26.2M | ||
| Q4 24 | $48.8M | — | ||
| Q3 24 | $53.1M | $-13.4M | ||
| Q2 24 | $52.9M | $-16.8M |
毛利率ONTORBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | 50.7% | 50.1% | ||
| Q2 25 | 48.2% | 49.6% | ||
| Q1 25 | 53.7% | 45.4% | ||
| Q4 24 | 50.2% | 55.7% | ||
| Q3 24 | 54.1% | 52.1% | ||
| Q2 24 | 52.9% | 50.8% |
营业利润率ONTORBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | 10.9% | 1.3% | ||
| Q2 25 | 12.7% | 1.9% | ||
| Q1 25 | 23.7% | -10.8% | ||
| Q4 24 | 16.1% | 13.2% | ||
| Q3 24 | 21.0% | -0.4% | ||
| Q2 24 | 20.2% | -1.0% |
净利率ONTORBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | — | — | ||
| Q3 25 | 12.9% | -5.6% | ||
| Q2 25 | 13.4% | -5.0% | ||
| Q1 25 | 24.0% | -14.5% | ||
| Q4 24 | 18.5% | — | ||
| Q3 24 | 21.0% | -6.4% | ||
| Q2 24 | 21.9% | -8.7% |
每股收益（稀释后）ONTORBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | — | $0.50 | ||
| Q3 25 | $0.57 | $-0.07 | ||
| Q2 25 | $0.69 | $-0.06 | ||
| Q1 25 | $1.30 | $-0.15 | ||
| Q4 24 | $0.98 | $0.05 | ||
| Q3 24 | $1.07 | $-0.08 | ||
| Q2 24 | $1.07 | $-0.10 |
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 | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $419.1M |
| 总资产 | $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ONTORBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | — | $96.4M | ||
| Q3 25 | $603.1M | $74.8M | ||
| Q2 25 | $217.5M | $60.5M | ||
| Q1 25 | $203.7M | $71.2M | ||
| Q4 24 | $212.9M | $87.8M | ||
| Q3 24 | $188.7M | $37.2M | ||
| Q2 24 | $172.6M | $64.6M |
总债务ONTORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益ONTORBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | — | $449.0M | ||
| Q3 25 | $2.0B | $360.1M | ||
| Q2 25 | $2.0B | $370.4M | ||
| Q1 25 | $1.9B | $381.8M | ||
| Q4 24 | $1.9B | $404.6M | ||
| Q3 24 | $1.9B | $395.5M | ||
| Q2 24 | $1.8B | $405.0M |
总资产ONTORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $2.2B | $1.1B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.0B | $1.1B |
负债/权益比ONTORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
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% | — |
| 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ONTORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $29.2M | ||
| Q3 25 | $83.4M | $26.5M | ||
| Q2 25 | $57.9M | $-795.0K | ||
| Q1 25 | $92.0M | $-3.5M | ||
| Q4 24 | $56.0M | $61.8M | ||
| Q3 24 | $67.2M | $-14.8M | ||
| Q2 24 | $65.3M | $-9.8M |
自由现金流ONTORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $27.3M | ||
| Q3 25 | $82.0M | $21.0M | ||
| Q2 25 | $44.2M | $-6.5M | ||
| Q1 25 | $83.7M | $-15.7M | ||
| Q4 24 | $51.4M | $53.8M | ||
| Q3 24 | $59.2M | $-23.7M | ||
| Q2 24 | $53.0M | $-12.9M |
自由现金流率ONTORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | 37.6% | 9.7% | ||
| Q2 25 | 17.4% | -2.9% | ||
| Q1 25 | 31.4% | -8.7% | ||
| Q4 24 | 19.5% | 21.4% | ||
| Q3 24 | 23.5% | -11.3% | ||
| Q2 24 | 21.9% | -6.7% |
资本支出强度ONTORBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | 0.6% | 2.6% | ||
| Q2 25 | 5.4% | 2.6% | ||
| Q1 25 | 3.1% | 6.7% | ||
| Q4 24 | 1.8% | 3.2% | ||
| Q3 24 | 3.2% | 4.2% | ||
| Q2 24 | 5.1% | 1.6% |
现金转化率ONTORBBN
| Q1 26 | — | — | ||
| 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× | — |
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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
