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ONTO INNOVATION INC.（ONTO）与ROGERS CORP（ROG）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ROGERS CORP的1.1倍（$218.2M vs $200.5M），ONTO INNOVATION INC.净利率更高（12.9% vs 2.2%，领先10.7%），ROGERS CORP同比增速更快（5.2% vs -13.5%），ONTO INNOVATION INC.自由现金流更多（$82.0M vs $1.1M），过去两年ONTO INNOVATION INC.的营收复合增速更高（2.6% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
ONTO vs ROG — 直观对比
营收规模更大
ONTO
是对方的1.1倍
$200.5M
营收增速更快
ROG
高出18.7%
-13.5%
净利率更高
ONTO
高出10.7%
2.2%
自由现金流更多
ONTO
多$80.9M
$1.1M
两年增速更快
ONTO
近两年复合增速
-3.3%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $218.2M | $200.5M |
| 净利润 | $28.2M | $4.5M |
| 毛利率 | 50.7% | 32.2% |
| 营业利润率 | 10.9% | — |
| 净利率 | 12.9% | 2.2% |
| 营收同比 | -13.5% | 5.2% |
| 净利润同比 | -46.8% | 421.4% |
| 每股收益（稀释后） | $0.57 | $0.25 |
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ONTOROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | $218.2M | $216.0M | ||
| Q2 25 | $253.6M | $202.8M | ||
| Q1 25 | $266.6M | $190.5M | ||
| Q4 24 | $263.9M | $192.2M | ||
| Q3 24 | $252.2M | $210.3M | ||
| Q2 24 | $242.3M | $214.2M |
净利润ONTOROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $28.2M | $8.6M | ||
| Q2 25 | $33.9M | $-73.6M | ||
| Q1 25 | $64.1M | $-1.4M | ||
| Q4 24 | $48.8M | $-500.0K | ||
| Q3 24 | $53.1M | $10.7M | ||
| Q2 24 | $52.9M | $8.1M |
毛利率ONTOROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | 50.7% | 33.5% | ||
| Q2 25 | 48.2% | 31.6% | ||
| Q1 25 | 53.7% | 29.9% | ||
| Q4 24 | 50.2% | 32.1% | ||
| Q3 24 | 54.1% | 35.2% | ||
| Q2 24 | 52.9% | 34.1% |
营业利润率ONTOROG
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | 10.9% | 7.3% | ||
| Q2 25 | 12.7% | -33.3% | ||
| Q1 25 | 23.7% | -0.2% | ||
| Q4 24 | 16.1% | -6.6% | ||
| Q3 24 | 21.0% | 6.9% | ||
| Q2 24 | 20.2% | 5.3% |
净利率ONTOROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 12.9% | 4.0% | ||
| Q2 25 | 13.4% | -36.3% | ||
| Q1 25 | 24.0% | -0.7% | ||
| Q4 24 | 18.5% | -0.3% | ||
| Q3 24 | 21.0% | 5.1% | ||
| Q2 24 | 21.9% | 3.8% |
每股收益（稀释后）ONTOROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | $0.57 | $0.48 | ||
| Q2 25 | $0.69 | $-4.00 | ||
| Q1 25 | $1.30 | $-0.08 | ||
| Q4 24 | $0.98 | $-0.04 | ||
| Q3 24 | $1.07 | $0.58 | ||
| Q2 24 | $1.07 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $1.2B |
| 总资产 | $2.2B | $1.4B |
| 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ONTOROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | $603.1M | $167.8M | ||
| Q2 25 | $217.5M | $157.2M | ||
| Q1 25 | $203.7M | $175.6M | ||
| Q4 24 | $212.9M | $159.8M | ||
| Q3 24 | $188.7M | $146.4M | ||
| Q2 24 | $172.6M | $119.9M |
股东权益ONTOROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | $1.8B | $1.3B |
总资产ONTOROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.1B | $1.5B | ||
| Q3 24 | $2.1B | $1.5B | ||
| Q2 24 | $2.0B | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $82.0M | $1.1M |
| 自由现金流率自由现金流/营收 | 37.6% | 0.5% |
| 资本支出强度资本支出/营收 | 0.6% | 2.3% |
| 现金转化率经营现金流/净利润 | 2.95× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $261.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流ONTOROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | $83.4M | $28.9M | ||
| Q2 25 | $57.9M | $13.7M | ||
| Q1 25 | $92.0M | $11.7M | ||
| Q4 24 | $56.0M | $33.7M | ||
| Q3 24 | $67.2M | $42.4M | ||
| Q2 24 | $65.3M | $22.9M |
自由现金流ONTOROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | $82.0M | $21.2M | ||
| Q2 25 | $44.2M | $5.6M | ||
| Q1 25 | $83.7M | $2.1M | ||
| Q4 24 | $51.4M | $18.3M | ||
| Q3 24 | $59.2M | $25.2M | ||
| Q2 24 | $53.0M | $8.8M |
自由现金流率ONTOROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | 37.6% | 9.8% | ||
| Q2 25 | 17.4% | 2.8% | ||
| Q1 25 | 31.4% | 1.1% | ||
| Q4 24 | 19.5% | 9.5% | ||
| Q3 24 | 23.5% | 12.0% | ||
| Q2 24 | 21.9% | 4.1% |
资本支出强度ONTOROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 5.4% | 4.0% | ||
| Q1 25 | 3.1% | 5.0% | ||
| Q4 24 | 1.8% | 8.0% | ||
| Q3 24 | 3.2% | 8.2% | ||
| Q2 24 | 5.1% | 6.6% |
现金转化率ONTOROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 2.95× | 3.36× | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 1.44× | — | ||
| Q4 24 | 1.15× | — | ||
| Q3 24 | 1.27× | 3.96× | ||
| Q2 24 | 1.23× | 2.83× |
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% |
ROG
暂无分部数据
