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ONTO INNOVATION INC.（ONTO）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是ONTO INNOVATION INC.的1.5倍（$324.4M vs $218.2M），ONTO INNOVATION INC.净利率更高（12.9% vs 5.7%，领先7.2%），Revolve Group, Inc.同比增速更快（10.4% vs -13.5%），ONTO INNOVATION INC.自由现金流更多（$82.0M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
ONTO vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.5倍
$218.2M
营收增速更快
RVLV
高出23.9%
-13.5%
净利率更高
ONTO
高出7.2%
5.7%
自由现金流更多
ONTO
多$95.3M
$-13.3M
两年增速更快
RVLV
近两年复合增速
2.6%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $218.2M | $324.4M |
| 净利润 | $28.2M | $18.6M |
| 毛利率 | 50.7% | 53.3% |
| 营业利润率 | 10.9% | 6.3% |
| 净利率 | 12.9% | 5.7% |
| 营收同比 | -13.5% | 10.4% |
| 净利润同比 | -46.8% | 50.4% |
| 每股收益（稀释后） | $0.57 | $0.27 |
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ONTORVLV
| Q4 25 | — | $324.4M | ||
| Q3 25 | $218.2M | $295.6M | ||
| Q2 25 | $253.6M | $309.0M | ||
| Q1 25 | $266.6M | $296.7M | ||
| Q4 24 | $263.9M | $293.7M | ||
| Q3 24 | $252.2M | $283.1M | ||
| Q2 24 | $242.3M | $282.5M | ||
| Q1 24 | $228.8M | $270.6M |
净利润ONTORVLV
| Q4 25 | — | $18.6M | ||
| Q3 25 | $28.2M | $21.2M | ||
| Q2 25 | $33.9M | $10.2M | ||
| Q1 25 | $64.1M | $11.8M | ||
| Q4 24 | $48.8M | $12.3M | ||
| Q3 24 | $53.1M | $11.0M | ||
| Q2 24 | $52.9M | $15.4M | ||
| Q1 24 | $46.9M | $10.9M |
毛利率ONTORVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | 50.7% | 54.6% | ||
| Q2 25 | 48.2% | 54.1% | ||
| Q1 25 | 53.7% | 52.0% | ||
| Q4 24 | 50.2% | 52.5% | ||
| Q3 24 | 54.1% | 51.2% | ||
| Q2 24 | 52.9% | 54.0% | ||
| Q1 24 | 51.7% | 52.3% |
营业利润率ONTORVLV
| Q4 25 | — | 6.3% | ||
| Q3 25 | 10.9% | 7.1% | ||
| Q2 25 | 12.7% | 5.8% | ||
| Q1 25 | 23.7% | 5.0% | ||
| Q4 24 | 16.1% | 3.9% | ||
| Q3 24 | 21.0% | 5.0% | ||
| Q2 24 | 20.2% | 5.8% | ||
| Q1 24 | 18.7% | 3.4% |
净利率ONTORVLV
| Q4 25 | — | 5.7% | ||
| Q3 25 | 12.9% | 7.2% | ||
| Q2 25 | 13.4% | 3.3% | ||
| Q1 25 | 24.0% | 4.0% | ||
| Q4 24 | 18.5% | 4.2% | ||
| Q3 24 | 21.0% | 3.9% | ||
| Q2 24 | 21.9% | 5.4% | ||
| Q1 24 | 20.5% | 4.0% |
每股收益（稀释后）ONTORVLV
| Q4 25 | — | $0.27 | ||
| Q3 25 | $0.57 | $0.29 | ||
| Q2 25 | $0.69 | $0.14 | ||
| Q1 25 | $1.30 | $0.16 | ||
| Q4 24 | $0.98 | $0.18 | ||
| Q3 24 | $1.07 | $0.15 | ||
| Q2 24 | $1.07 | $0.21 | ||
| Q1 24 | $0.94 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $512.5M |
| 总资产 | $2.2B | $765.0M |
| 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ONTORVLV
| Q4 25 | — | $292.3M | ||
| Q3 25 | $603.1M | $315.4M | ||
| Q2 25 | $217.5M | $310.7M | ||
| Q1 25 | $203.7M | $300.8M | ||
| Q4 24 | $212.9M | $256.6M | ||
| Q3 24 | $188.7M | $252.8M | ||
| Q2 24 | $172.6M | $244.7M | ||
| Q1 24 | $190.9M | $273.4M |
股东权益ONTORVLV
| Q4 25 | — | $512.5M | ||
| Q3 25 | $2.0B | $490.2M | ||
| Q2 25 | $2.0B | $468.6M | ||
| Q1 25 | $1.9B | $453.4M | ||
| Q4 24 | $1.9B | $437.8M | ||
| Q3 24 | $1.9B | $420.8M | ||
| Q2 24 | $1.8B | $405.8M | ||
| Q1 24 | $1.8B | $389.9M |
总资产ONTORVLV
| Q4 25 | — | $765.0M | ||
| Q3 25 | $2.2B | $751.3M | ||
| Q2 25 | $2.1B | $722.9M | ||
| Q1 25 | $2.1B | $713.9M | ||
| Q4 24 | $2.1B | $665.5M | ||
| Q3 24 | $2.1B | $670.9M | ||
| Q2 24 | $2.0B | $657.8M | ||
| Q1 24 | $2.0B | $650.0M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $82.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 37.6% | -4.1% |
| 资本支出强度资本支出/营收 | 0.6% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.95× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $261.3M | $48.0M |
8季度趋势，按日历期对齐
经营现金流ONTORVLV
| Q4 25 | — | $-10.2M | ||
| Q3 25 | $83.4M | $11.8M | ||
| Q2 25 | $57.9M | $12.6M | ||
| Q1 25 | $92.0M | $45.1M | ||
| Q4 24 | $56.0M | $3.9M | ||
| Q3 24 | $67.2M | $9.1M | ||
| Q2 24 | $65.3M | $-24.7M | ||
| Q1 24 | $57.1M | $38.4M |
自由现金流ONTORVLV
| Q4 25 | — | $-13.3M | ||
| Q3 25 | $82.0M | $7.5M | ||
| Q2 25 | $44.2M | $10.4M | ||
| Q1 25 | $83.7M | $43.4M | ||
| Q4 24 | $51.4M | $2.1M | ||
| Q3 24 | $59.2M | $8.0M | ||
| Q2 24 | $53.0M | $-25.7M | ||
| Q1 24 | $50.2M | $36.7M |
自由现金流率ONTORVLV
| Q4 25 | — | -4.1% | ||
| Q3 25 | 37.6% | 2.5% | ||
| Q2 25 | 17.4% | 3.4% | ||
| Q1 25 | 31.4% | 14.6% | ||
| Q4 24 | 19.5% | 0.7% | ||
| Q3 24 | 23.5% | 2.8% | ||
| Q2 24 | 21.9% | -9.1% | ||
| Q1 24 | 21.9% | 13.5% |
资本支出强度ONTORVLV
| Q4 25 | — | 1.0% | ||
| Q3 25 | 0.6% | 1.5% | ||
| Q2 25 | 5.4% | 0.7% | ||
| Q1 25 | 3.1% | 0.6% | ||
| Q4 24 | 1.8% | 0.6% | ||
| Q3 24 | 3.2% | 0.4% | ||
| Q2 24 | 5.1% | 0.4% | ||
| Q1 24 | 3.0% | 0.6% |
现金转化率ONTORVLV
| Q4 25 | — | -0.55× | ||
| Q3 25 | 2.95× | 0.56× | ||
| Q2 25 | 1.71× | 1.24× | ||
| Q1 25 | 1.44× | 3.82× | ||
| Q4 24 | 1.15× | 0.32× | ||
| Q3 24 | 1.27× | 0.83× | ||
| Q2 24 | 1.23× | -1.60× | ||
| Q1 24 | 1.22× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
