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ONTO INNOVATION INC.（ONTO）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.5倍（$218.2M vs $142.2M），ONTO INNOVATION INC.净利率更高（12.9% vs 2.3%，领先10.7%），Ranger Energy Services, Inc.同比增速更快（-0.6% vs -13.5%），ONTO INNOVATION INC.自由现金流更多（$82.0M vs $17.1M），过去两年ONTO INNOVATION INC.的营收复合增速更高（2.6% vs 1.9%）
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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
ONTO vs RNGR — 直观对比
营收规模更大
ONTO
是对方的1.5倍
$142.2M
营收增速更快
RNGR
高出12.9%
-13.5%
净利率更高
ONTO
高出10.7%
2.3%
自由现金流更多
ONTO
多$64.9M
$17.1M
两年增速更快
ONTO
近两年复合增速
1.9%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $218.2M | $142.2M |
| 净利润 | $28.2M | $3.2M |
| 毛利率 | 50.7% | — |
| 营业利润率 | 10.9% | 2.3% |
| 净利率 | 12.9% | 2.3% |
| 营收同比 | -13.5% | -0.6% |
| 净利润同比 | -46.8% | -44.8% |
| 每股收益（稀释后） | $0.57 | $0.14 |
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ONTORNGR
| Q4 25 | — | $142.2M | ||
| Q3 25 | $218.2M | $128.9M | ||
| Q2 25 | $253.6M | $140.6M | ||
| Q1 25 | $266.6M | $135.2M | ||
| Q4 24 | $263.9M | $143.1M | ||
| Q3 24 | $252.2M | $153.0M | ||
| Q2 24 | $242.3M | $138.1M | ||
| Q1 24 | $228.8M | $136.9M |
净利润ONTORNGR
| Q4 25 | — | $3.2M | ||
| Q3 25 | $28.2M | $1.2M | ||
| Q2 25 | $33.9M | $7.3M | ||
| Q1 25 | $64.1M | $600.0K | ||
| Q4 24 | $48.8M | $5.8M | ||
| Q3 24 | $53.1M | $8.7M | ||
| Q2 24 | $52.9M | $4.7M | ||
| Q1 24 | $46.9M | $-800.0K |
毛利率ONTORNGR
| Q4 25 | — | — | ||
| Q3 25 | 50.7% | — | ||
| Q2 25 | 48.2% | — | ||
| Q1 25 | 53.7% | — | ||
| Q4 24 | 50.2% | — | ||
| Q3 24 | 54.1% | — | ||
| Q2 24 | 52.9% | — | ||
| Q1 24 | 51.7% | — |
营业利润率ONTORNGR
| Q4 25 | — | 2.3% | ||
| Q3 25 | 10.9% | 2.0% | ||
| Q2 25 | 12.7% | 6.1% | ||
| Q1 25 | 23.7% | 0.7% | ||
| Q4 24 | 16.1% | 6.2% | ||
| Q3 24 | 21.0% | 8.4% | ||
| Q2 24 | 20.2% | 5.3% | ||
| Q1 24 | 18.7% | -0.4% |
净利率ONTORNGR
| Q4 25 | — | 2.3% | ||
| Q3 25 | 12.9% | 0.9% | ||
| Q2 25 | 13.4% | 5.2% | ||
| Q1 25 | 24.0% | 0.4% | ||
| Q4 24 | 18.5% | 4.1% | ||
| Q3 24 | 21.0% | 5.7% | ||
| Q2 24 | 21.9% | 3.4% | ||
| Q1 24 | 20.5% | -0.6% |
每股收益（稀释后）ONTORNGR
| Q4 25 | — | $0.14 | ||
| Q3 25 | $0.57 | $0.05 | ||
| Q2 25 | $0.69 | $0.32 | ||
| Q1 25 | $1.30 | $0.03 | ||
| Q4 24 | $0.98 | $0.24 | ||
| Q3 24 | $1.07 | $0.39 | ||
| Q2 24 | $1.07 | $0.21 | ||
| Q1 24 | $0.94 | $-0.03 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $300.1M |
| 总资产 | $2.2B | $419.3M |
| 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ONTORNGR
| Q4 25 | — | $10.3M | ||
| Q3 25 | $603.1M | $45.2M | ||
| Q2 25 | $217.5M | $48.9M | ||
| Q1 25 | $203.7M | $40.3M | ||
| Q4 24 | $212.9M | $40.9M | ||
| Q3 24 | $188.7M | $14.8M | ||
| Q2 24 | $172.6M | $8.7M | ||
| Q1 24 | $190.9M | $11.1M |
总债务ONTORNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益ONTORNGR
| Q4 25 | — | $300.1M | ||
| Q3 25 | $2.0B | $270.0M | ||
| Q2 25 | $2.0B | $276.9M | ||
| Q1 25 | $1.9B | $272.6M | ||
| Q4 24 | $1.9B | $273.8M | ||
| Q3 24 | $1.9B | $267.6M | ||
| Q2 24 | $1.8B | $260.5M | ||
| Q1 24 | $1.8B | $261.7M |
总资产ONTORNGR
| Q4 25 | — | $419.3M | ||
| Q3 25 | $2.2B | $372.8M | ||
| Q2 25 | $2.1B | $381.7M | ||
| Q1 25 | $2.1B | $376.5M | ||
| Q4 24 | $2.1B | $381.6M | ||
| Q3 24 | $2.1B | $373.9M | ||
| Q2 24 | $2.0B | $359.6M | ||
| Q1 24 | $2.0B | $355.5M |
负债/权益比ONTORNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $82.0M | $17.1M |
| 自由现金流率自由现金流/营收 | 37.6% | 12.0% |
| 资本支出强度资本支出/营收 | 0.6% | 4.9% |
| 现金转化率经营现金流/净利润 | 2.95× | 7.53× |
| 过去12个月自由现金流最近4个季度 | $261.3M | $42.9M |
8季度趋势，按日历期对齐
经营现金流ONTORNGR
| Q4 25 | — | $24.1M | ||
| Q3 25 | $83.4M | $13.6M | ||
| Q2 25 | $57.9M | $20.7M | ||
| Q1 25 | $92.0M | $10.6M | ||
| Q4 24 | $56.0M | $32.7M | ||
| Q3 24 | $67.2M | $17.7M | ||
| Q2 24 | $65.3M | $22.1M | ||
| Q1 24 | $57.1M | $12.0M |
自由现金流ONTORNGR
| Q4 25 | — | $17.1M | ||
| Q3 25 | $82.0M | $8.0M | ||
| Q2 25 | $44.2M | $14.4M | ||
| Q1 25 | $83.7M | $3.4M | ||
| Q4 24 | $51.4M | $27.3M | ||
| Q3 24 | $59.2M | $10.8M | ||
| Q2 24 | $53.0M | $6.8M | ||
| Q1 24 | $50.2M | $5.5M |
自由现金流率ONTORNGR
| Q4 25 | — | 12.0% | ||
| Q3 25 | 37.6% | 6.2% | ||
| Q2 25 | 17.4% | 10.2% | ||
| Q1 25 | 31.4% | 2.5% | ||
| Q4 24 | 19.5% | 19.1% | ||
| Q3 24 | 23.5% | 7.1% | ||
| Q2 24 | 21.9% | 4.9% | ||
| Q1 24 | 21.9% | 4.0% |
资本支出强度ONTORNGR
| Q4 25 | — | 4.9% | ||
| Q3 25 | 0.6% | 4.3% | ||
| Q2 25 | 5.4% | 4.5% | ||
| Q1 25 | 3.1% | 5.3% | ||
| Q4 24 | 1.8% | 3.8% | ||
| Q3 24 | 3.2% | 4.5% | ||
| Q2 24 | 5.1% | 11.1% | ||
| Q1 24 | 3.0% | 4.7% |
现金转化率ONTORNGR
| Q4 25 | — | 7.53× | ||
| Q3 25 | 2.95× | 11.33× | ||
| Q2 25 | 1.71× | 2.84× | ||
| Q1 25 | 1.44× | 17.67× | ||
| Q4 24 | 1.15× | 5.64× | ||
| Q3 24 | 1.27× | 2.03× | ||
| Q2 24 | 1.23× | 4.70× | ||
| 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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
