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Side-by-side financial comparison of Clearfield, Inc. (CLFD) and Ouster, Inc. (OUST). Click either name above to swap in a different company.
Ouster, Inc. is the larger business by last-quarter revenue ($62.2M vs $34.3M, roughly 1.8× Clearfield, Inc.). On growth, Ouster, Inc. posted the faster year-over-year revenue change (106.6% vs -3.2%). Clearfield, Inc. produced more free cash flow last quarter ($-2.4M vs $-37.2M). Over the past eight quarters, Ouster, Inc.'s revenue compounded faster (54.8% CAGR vs -3.5%).
Clearfield, Inc. is a company headquartered in Minneapolis, Minnesota. The company produces fiber optic products.
Ouster, Inc. is an American lidar technology company headquartered in San Francisco, California. It builds high-resolution, digital 3D lidar sensors for use in autonomous vehicles, industrial, robotics, drones, mapping, defense, and security systems.
CLFD vs OUST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $34.3M | $62.2M |
| Net Profit | $-614.0K | — |
| Gross Margin | 33.2% | 60.2% |
| Operating Margin | -5.3% | 1.5% |
| Net Margin | -1.8% | — |
| Revenue YoY | -3.2% | 106.6% |
| Net Profit YoY | 67.8% | — |
| EPS (diluted) | $-0.04 | $0.10 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $34.3M | $62.2M | ||
| Q3 25 | $23.4M | $39.5M | ||
| Q2 25 | $49.9M | $35.0M | ||
| Q1 25 | $47.2M | $32.6M | ||
| Q4 24 | $29.7M | $30.1M | ||
| Q3 24 | $5.6M | $28.1M | ||
| Q2 24 | $48.8M | $27.0M | ||
| Q1 24 | $36.9M | $25.9M |
| Q4 25 | $-614.0K | — | ||
| Q3 25 | $-9.1M | $-21.7M | ||
| Q2 25 | $1.6M | $-20.6M | ||
| Q1 25 | $1.3M | $-22.0M | ||
| Q4 24 | $-1.9M | — | ||
| Q3 24 | — | $-25.6M | ||
| Q2 24 | $-447.0K | $-23.9M | ||
| Q1 24 | $-5.9M | $-23.8M |
| Q4 25 | 33.2% | 60.2% | ||
| Q3 25 | 53.2% | 42.1% | ||
| Q2 25 | 30.5% | 45.2% | ||
| Q1 25 | 30.1% | 41.3% | ||
| Q4 24 | 29.2% | 43.8% | ||
| Q3 24 | — | 38.3% | ||
| Q2 24 | 21.9% | 33.7% | ||
| Q1 24 | 7.7% | 28.6% |
| Q4 25 | -5.3% | 1.5% | ||
| Q3 25 | 10.3% | -61.4% | ||
| Q2 25 | 3.0% | -76.5% | ||
| Q1 25 | 0.6% | -73.0% | ||
| Q4 24 | -6.9% | -85.1% | ||
| Q3 24 | — | -98.0% | ||
| Q2 24 | -4.7% | -93.6% | ||
| Q1 24 | -26.4% | -99.5% |
| Q4 25 | -1.8% | — | ||
| Q3 25 | -38.8% | -55.0% | ||
| Q2 25 | 3.2% | -58.8% | ||
| Q1 25 | 2.8% | -67.5% | ||
| Q4 24 | -6.4% | — | ||
| Q3 24 | — | -91.1% | ||
| Q2 24 | -0.9% | -88.4% | ||
| Q1 24 | -16.0% | -91.9% |
| Q4 25 | $-0.04 | $0.10 | ||
| Q3 25 | $-0.65 | $-0.37 | ||
| Q2 25 | $0.11 | $-0.38 | ||
| Q1 25 | $0.09 | $-0.42 | ||
| Q4 24 | $-0.13 | $-0.46 | ||
| Q3 24 | — | $-0.54 | ||
| Q2 24 | $-0.04 | $-0.53 | ||
| Q1 24 | $-0.40 | $-0.55 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $96.4M | $208.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $249.7M | $261.7M |
| Total Assets | $268.1M | $349.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $96.4M | $208.6M | ||
| Q3 25 | $106.0M | $244.5M | ||
| Q2 25 | $117.2M | $226.5M | ||
| Q1 25 | $112.0M | $168.2M | ||
| Q4 24 | $113.0M | $172.0M | ||
| Q3 24 | $129.0M | $151.4M | ||
| Q2 24 | $123.8M | $184.2M | ||
| Q1 24 | $142.9M | $187.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.2M | — | ||
| Q2 24 | $2.1M | — | ||
| Q1 24 | — | — |
| Q4 25 | $249.7M | $261.7M | ||
| Q3 25 | $256.2M | $247.4M | ||
| Q2 25 | $264.5M | $221.0M | ||
| Q1 25 | $265.9M | $167.9M | ||
| Q4 24 | $267.4M | $180.9M | ||
| Q3 24 | $275.8M | $171.7M | ||
| Q2 24 | $274.6M | $170.6M | ||
| Q1 24 | $279.2M | $167.2M |
| Q4 25 | $268.1M | $349.5M | ||
| Q3 25 | $306.2M | $353.8M | ||
| Q2 25 | $314.7M | $321.8M | ||
| Q1 25 | $310.9M | $268.6M | ||
| Q4 24 | $303.2M | $276.1M | ||
| Q3 24 | $315.3M | $255.2M | ||
| Q2 24 | $318.1M | $309.9M | ||
| Q1 24 | $315.4M | $317.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.01× | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-1.4M | $-15.4M |
| Free Cash FlowOCF − Capex | $-2.4M | $-37.2M |
| FCF MarginFCF / Revenue | -7.1% | -59.8% |
| Capex IntensityCapex / Revenue | 2.9% | 35.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-64.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.4M | $-15.4M | ||
| Q3 25 | — | $-18.3M | ||
| Q2 25 | $7.9M | $-1.3M | ||
| Q1 25 | $3.0M | $-4.9M | ||
| Q4 24 | $7.2M | $-2.6M | ||
| Q3 24 | $22.2M | $-3.8M | ||
| Q2 24 | $4.0M | $-21.6M | ||
| Q1 24 | $-5.7M | $-5.7M |
| Q4 25 | $-2.4M | $-37.2M | ||
| Q3 25 | — | $-20.0M | ||
| Q2 25 | $7.5M | $-2.2M | ||
| Q1 25 | $654.0K | $-5.4M | ||
| Q4 24 | $5.1M | $-4.0M | ||
| Q3 24 | $18.2M | $-4.3M | ||
| Q2 24 | $2.8M | $-22.0M | ||
| Q1 24 | $-7.7M | $-7.1M |
| Q4 25 | -7.1% | -59.8% | ||
| Q3 25 | — | -50.7% | ||
| Q2 25 | 15.1% | -6.3% | ||
| Q1 25 | 1.4% | -16.6% | ||
| Q4 24 | 17.1% | -13.3% | ||
| Q3 24 | 323.0% | -15.4% | ||
| Q2 24 | 5.8% | -81.5% | ||
| Q1 24 | -20.8% | -27.4% |
| Q4 25 | 2.9% | 35.0% | ||
| Q3 25 | 2.0% | 4.3% | ||
| Q2 25 | 0.8% | 2.5% | ||
| Q1 25 | 5.1% | 1.7% | ||
| Q4 24 | 7.0% | 4.8% | ||
| Q3 24 | 71.4% | 2.0% | ||
| Q2 24 | 2.5% | 1.3% | ||
| Q1 24 | 5.3% | 5.3% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.93× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
