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ONTO INNOVATION INC.（ONTO）与TRUPANION, INC.（TRUP）财务数据对比。点击上方公司名可切换其他公司
TRUPANION, INC.的季度营收约是ONTO INNOVATION INC.的1.7倍（$376.9M vs $218.2M），TRUPANION, INC.同比增速更快（11.7% vs -13.5%），ONTO INNOVATION INC.自由现金流更多（$82.0M vs $25.3M），过去两年TRUPANION, INC.的营收复合增速更高（11.0% 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。
Trupanion是总部位于美国华盛顿州西雅图的宠物保险服务商，创立于1999年，业务覆盖美国、加拿大、澳大利亚与波多黎各地区。该公司为宠物提供保险保障服务，所有保单由旗下美国宠物保险公司（APIC）独家承保。
ONTO vs TRUP — 直观对比
营收规模更大
TRUP
是对方的1.7倍
$218.2M
营收增速更快
TRUP
高出25.2%
-13.5%
自由现金流更多
ONTO
多$56.7M
$25.3M
两年增速更快
TRUP
近两年复合增速
2.6%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $218.2M | $376.9M |
| 净利润 | $28.2M | — |
| 毛利率 | 50.7% | 17.3% |
| 营业利润率 | 10.9% | 1.9% |
| 净利率 | 12.9% | — |
| 营收同比 | -13.5% | 11.7% |
| 净利润同比 | -46.8% | — |
| 每股收益（稀释后） | $0.57 | $0.13 |
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ONTOTRUP
| Q4 25 | — | $376.9M | ||
| Q3 25 | $218.2M | $366.9M | ||
| Q2 25 | $253.6M | $353.6M | ||
| Q1 25 | $266.6M | $342.0M | ||
| Q4 24 | $263.9M | $337.3M | ||
| Q3 24 | $252.2M | $327.5M | ||
| Q2 24 | $242.3M | $314.8M | ||
| Q1 24 | $228.8M | $306.1M |
净利润ONTOTRUP
| Q4 25 | — | — | ||
| Q3 25 | $28.2M | — | ||
| Q2 25 | $33.9M | — | ||
| Q1 25 | $64.1M | — | ||
| Q4 24 | $48.8M | — | ||
| Q3 24 | $53.1M | — | ||
| Q2 24 | $52.9M | — | ||
| Q1 24 | $46.9M | — |
毛利率ONTOTRUP
| Q4 25 | — | 17.3% | ||
| Q3 25 | 50.7% | 16.4% | ||
| Q2 25 | 48.2% | 15.5% | ||
| Q1 25 | 53.7% | 14.9% | ||
| Q4 24 | 50.2% | 15.7% | ||
| Q3 24 | 54.1% | 15.1% | ||
| Q2 24 | 52.9% | 12.8% | ||
| Q1 24 | 51.7% | 11.8% |
营业利润率ONTOTRUP
| Q4 25 | — | 1.9% | ||
| Q3 25 | 10.9% | 1.6% | ||
| Q2 25 | 12.7% | 0.7% | ||
| Q1 25 | 23.7% | -0.4% | ||
| Q4 24 | 16.1% | 0.1% | ||
| Q3 24 | 21.0% | 0.5% | ||
| Q2 24 | 20.2% | -1.7% | ||
| Q1 24 | 18.7% | -2.0% |
净利率ONTOTRUP
| Q4 25 | — | — | ||
| Q3 25 | 12.9% | — | ||
| Q2 25 | 13.4% | — | ||
| Q1 25 | 24.0% | — | ||
| Q4 24 | 18.5% | — | ||
| Q3 24 | 21.0% | — | ||
| Q2 24 | 21.9% | — | ||
| Q1 24 | 20.5% | — |
每股收益（稀释后）ONTOTRUP
| Q4 25 | — | $0.13 | ||
| Q3 25 | $0.57 | $0.13 | ||
| Q2 25 | $0.69 | $0.22 | ||
| Q1 25 | $1.30 | $-0.03 | ||
| Q4 24 | $0.98 | $0.04 | ||
| Q3 24 | $1.07 | $0.03 | ||
| Q2 24 | $1.07 | $-0.14 | ||
| Q1 24 | $0.94 | $-0.16 |
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 | $370.7M |
| 总债务越低越好 | — | $101.8M |
| 股东权益账面价值 | $2.0B | $383.9M |
| 总资产 | $2.2B | $915.0M |
| 负债/权益比越低杠杆越低 | — | 0.27× |
8季度趋势，按日历期对齐
现金及短期投资ONTOTRUP
| Q4 25 | — | $370.7M | ||
| Q3 25 | $603.1M | $348.5M | ||
| Q2 25 | $217.5M | $319.6M | ||
| Q1 25 | $203.7M | $321.8M | ||
| Q4 24 | $212.9M | $307.4M | ||
| Q3 24 | $188.7M | $293.1M | ||
| Q2 24 | $172.6M | $277.2M | ||
| Q1 24 | $190.9M | $275.2M |
总债务ONTOTRUP
| Q4 25 | — | $101.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $127.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ONTOTRUP
| Q4 25 | — | $383.9M | ||
| Q3 25 | $2.0B | $368.6M | ||
| Q2 25 | $2.0B | $355.5M | ||
| Q1 25 | $1.9B | $333.7M | ||
| Q4 24 | $1.9B | $323.3M | ||
| Q3 24 | $1.9B | $320.2M | ||
| Q2 24 | $1.8B | $305.8M | ||
| Q1 24 | $1.8B | $303.4M |
总资产ONTOTRUP
| Q4 25 | — | $915.0M | ||
| Q3 25 | $2.2B | $880.2M | ||
| Q2 25 | $2.1B | $847.8M | ||
| Q1 25 | $2.1B | $837.2M | ||
| Q4 24 | $2.1B | $806.9M | ||
| Q3 24 | $2.1B | $816.1M | ||
| Q2 24 | $2.0B | $795.9M | ||
| Q1 24 | $2.0B | $789.5M |
负债/权益比ONTOTRUP
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $29.3M |
| 自由现金流经营现金流 - 资本支出 | $82.0M | $25.3M |
| 自由现金流率自由现金流/营收 | 37.6% | 6.7% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $261.3M | $75.4M |
8季度趋势，按日历期对齐
经营现金流ONTOTRUP
| Q4 25 | — | $29.3M | ||
| Q3 25 | $83.4M | $29.2M | ||
| Q2 25 | $57.9M | $15.0M | ||
| Q1 25 | $92.0M | $16.0M | ||
| Q4 24 | $56.0M | $23.7M | ||
| Q3 24 | $67.2M | $15.3M | ||
| Q2 24 | $65.3M | $6.9M | ||
| Q1 24 | $57.1M | $2.4M |
自由现金流ONTOTRUP
| Q4 25 | — | $25.3M | ||
| Q3 25 | $82.0M | $23.9M | ||
| Q2 25 | $44.2M | $12.0M | ||
| Q1 25 | $83.7M | $14.0M | ||
| Q4 24 | $51.4M | $21.8M | ||
| Q3 24 | $59.2M | $13.4M | ||
| Q2 24 | $53.0M | $4.0M | ||
| Q1 24 | $50.2M | $-631.0K |
自由现金流率ONTOTRUP
| Q4 25 | — | 6.7% | ||
| Q3 25 | 37.6% | 6.5% | ||
| Q2 25 | 17.4% | 3.4% | ||
| Q1 25 | 31.4% | 4.1% | ||
| Q4 24 | 19.5% | 6.5% | ||
| Q3 24 | 23.5% | 4.1% | ||
| Q2 24 | 21.9% | 1.3% | ||
| Q1 24 | 21.9% | -0.2% |
资本支出强度ONTOTRUP
| Q4 25 | — | 1.0% | ||
| Q3 25 | 0.6% | 1.4% | ||
| Q2 25 | 5.4% | 0.8% | ||
| Q1 25 | 3.1% | 0.6% | ||
| Q4 24 | 1.8% | 0.6% | ||
| Q3 24 | 3.2% | 0.6% | ||
| Q2 24 | 5.1% | 0.9% | ||
| Q1 24 | 3.0% | 1.0% |
现金转化率ONTOTRUP
| 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× | — | ||
| 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% |
TRUP
| Subscriptionbusiness | $261.4M | 69% |
| Other | $115.4M | 31% |
