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Side-by-side financial comparison of Four Corners Property Trust, Inc. (FCPT) and Ouster, Inc. (OUST). Click either name above to swap in a different company.
Four Corners Property Trust, Inc. is the larger business by last-quarter revenue ($78.2M vs $62.2M, roughly 1.3× Ouster, Inc.). On growth, Ouster, Inc. posted the faster year-over-year revenue change (106.6% vs 9.4%). Over the past eight quarters, Ouster, Inc.'s revenue compounded faster (54.8% CAGR vs 8.4%).
Four Corners Property Trust, Inc. is a publicly traded real estate investment trust that acquires, owns, and manages a portfolio of high-quality net-leased commercial properties. Its assets are primarily restaurant and retail locations across the United States, with tenants largely operating in stable consumer-facing industry segments with proven operational performance.
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.
FCPT vs OUST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $78.2M | $62.2M |
| Net Profit | $30.4M | — |
| Gross Margin | — | 60.2% |
| Operating Margin | 55.3% | 1.5% |
| Net Margin | 38.8% | — |
| Revenue YoY | 9.4% | 106.6% |
| Net Profit YoY | 16.0% | — |
| EPS (diluted) | $0.28 | $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.
| Q1 26 | $78.2M | — | ||
| Q4 25 | $75.7M | $62.2M | ||
| Q3 25 | $74.1M | $39.5M | ||
| Q2 25 | $72.8M | $35.0M | ||
| Q1 25 | $71.5M | $32.6M | ||
| Q4 24 | $68.3M | $30.1M | ||
| Q3 24 | $66.8M | $28.1M | ||
| Q2 24 | $66.5M | $27.0M |
| Q1 26 | $30.4M | — | ||
| Q4 25 | $29.4M | — | ||
| Q3 25 | $28.8M | $-21.7M | ||
| Q2 25 | $27.9M | $-20.6M | ||
| Q1 25 | $26.2M | $-22.0M | ||
| Q4 24 | $26.2M | — | ||
| Q3 24 | $25.6M | $-25.6M | ||
| Q2 24 | $24.7M | $-23.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 60.2% | ||
| Q3 25 | — | 42.1% | ||
| Q2 25 | — | 45.2% | ||
| Q1 25 | — | 41.3% | ||
| Q4 24 | — | 43.8% | ||
| Q3 24 | — | 38.3% | ||
| Q2 24 | — | 33.7% |
| Q1 26 | 55.3% | — | ||
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | -61.4% | ||
| Q2 25 | — | -76.5% | ||
| Q1 25 | — | -73.0% | ||
| Q4 24 | — | -85.1% | ||
| Q3 24 | — | -98.0% | ||
| Q2 24 | — | -93.6% |
| Q1 26 | 38.8% | — | ||
| Q4 25 | 38.9% | — | ||
| Q3 25 | 38.9% | -55.0% | ||
| Q2 25 | 38.3% | -58.8% | ||
| Q1 25 | 36.6% | -67.5% | ||
| Q4 24 | 38.3% | — | ||
| Q3 24 | 38.3% | -91.1% | ||
| Q2 24 | 37.1% | -88.4% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.27 | $0.10 | ||
| Q3 25 | $0.28 | $-0.37 | ||
| Q2 25 | $0.28 | $-0.38 | ||
| Q1 25 | $0.26 | $-0.42 | ||
| Q4 24 | $0.27 | $-0.46 | ||
| Q3 24 | $0.27 | $-0.54 | ||
| Q2 24 | $0.27 | $-0.53 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $29.6M | $208.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.7B | $261.7M |
| Total Assets | $3.0B | $349.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $29.6M | — | ||
| Q4 25 | $12.1M | $208.6M | ||
| Q3 25 | $6.7M | $244.5M | ||
| Q2 25 | $6.0M | $226.5M | ||
| Q1 25 | $22.3M | $168.2M | ||
| Q4 24 | $4.1M | $172.0M | ||
| Q3 24 | $44.5M | $151.4M | ||
| Q2 24 | $17.2M | $184.2M |
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.2B | — |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.6B | $261.7M | ||
| Q3 25 | $1.5B | $247.4M | ||
| Q2 25 | $1.5B | $221.0M | ||
| Q1 25 | $1.4B | $167.9M | ||
| Q4 24 | $1.5B | $180.9M | ||
| Q3 24 | $1.4B | $171.7M | ||
| Q2 24 | $1.3B | $170.6M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $349.5M | ||
| Q3 25 | $2.8B | $353.8M | ||
| Q2 25 | $2.8B | $321.8M | ||
| Q1 25 | $2.7B | $268.6M | ||
| Q4 24 | $2.7B | $276.1M | ||
| Q3 24 | $2.6B | $255.2M | ||
| Q2 24 | $2.5B | $309.9M |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.84× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.92× | — |
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 | — | $-15.4M |
| Free Cash FlowOCF − Capex | — | $-37.2M |
| FCF MarginFCF / Revenue | — | -59.8% |
| Capex IntensityCapex / Revenue | — | 35.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-64.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $192.3M | $-15.4M | ||
| Q3 25 | $48.9M | $-18.3M | ||
| Q2 25 | $43.8M | $-1.3M | ||
| Q1 25 | $51.6M | $-4.9M | ||
| Q4 24 | $144.1M | $-2.6M | ||
| Q3 24 | $43.4M | $-3.8M | ||
| Q2 24 | $39.7M | $-21.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $-37.2M | ||
| Q3 25 | — | $-20.0M | ||
| Q2 25 | — | $-2.2M | ||
| Q1 25 | — | $-5.4M | ||
| Q4 24 | — | $-4.0M | ||
| Q3 24 | — | $-4.3M | ||
| Q2 24 | — | $-22.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | -59.8% | ||
| Q3 25 | — | -50.7% | ||
| Q2 25 | — | -6.3% | ||
| Q1 25 | — | -16.6% | ||
| Q4 24 | — | -13.3% | ||
| Q3 24 | — | -15.4% | ||
| Q2 24 | — | -81.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 6.53× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.57× | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | 5.51× | — | ||
| Q3 24 | 1.70× | — | ||
| Q2 24 | 1.61× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FCPT
| Rental revenue | $69.8M | 89% |
| Restaurant revenue | $8.4M | 11% |
OUST
Segment breakdown not available.