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Side-by-side financial comparison of LXP Industrial Trust (LXP) and Ouster, Inc. (OUST). Click either name above to swap in a different company.
LXP Industrial Trust is the larger business by last-quarter revenue ($86.7M vs $48.6M, roughly 1.8× Ouster, Inc.). LXP Industrial Trust runs the higher net margin — 33.2% vs 8.2%, a 25.0% gap on every dollar of revenue. On growth, Ouster, Inc. posted the faster year-over-year revenue change (48.9% vs -14.0%). Over the past eight quarters, Ouster, Inc.'s revenue compounded faster (34.2% CAGR vs 0.3%).
LXP Industrial Trust is a publicly traded real estate investment trust (REIT) that owns, operates, and invests in high-quality industrial real estate assets, primarily distribution centers, logistics facilities, and light industrial properties across key markets in the United States. Its tenant base covers e-commerce, third-party logistics, and advanced manufacturing sectors, delivering stable long-term returns for its investors.
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.
LXP vs OUST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $86.7M | $48.6M |
| Net Profit | $28.8M | $4.0M |
| Gross Margin | 81.5% | 42.9% |
| Operating Margin | 34.6% | 17.6% |
| Net Margin | 33.2% | 8.2% |
| Revenue YoY | -14.0% | 48.9% |
| Net Profit YoY | — | — |
| EPS (diluted) | — | $0.06 |
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 | — | $48.6M | ||
| Q4 25 | $86.7M | $62.2M | ||
| Q3 25 | $86.9M | $39.5M | ||
| Q2 25 | $87.7M | $35.0M | ||
| Q1 25 | $88.9M | $32.6M | ||
| Q4 24 | $100.9M | $30.1M | ||
| Q3 24 | $85.6M | $28.1M | ||
| Q2 24 | $85.8M | $27.0M |
| Q1 26 | — | $4.0M | ||
| Q4 25 | $28.8M | — | ||
| Q3 25 | $36.3M | $-21.7M | ||
| Q2 25 | $29.1M | $-20.6M | ||
| Q1 25 | $19.0M | $-22.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.3M | $-25.6M | ||
| Q2 24 | $5.4M | $-23.9M |
| Q1 26 | — | 42.9% | ||
| Q4 25 | 81.5% | 60.2% | ||
| Q3 25 | 82.3% | 42.1% | ||
| Q2 25 | 81.9% | 45.2% | ||
| Q1 25 | 80.7% | 41.3% | ||
| Q4 24 | 85.3% | 43.8% | ||
| Q3 24 | 82.5% | 38.3% | ||
| Q2 24 | 82.0% | 33.7% |
| Q1 26 | — | 17.6% | ||
| Q4 25 | 34.6% | 1.5% | ||
| Q3 25 | 50.4% | -61.4% | ||
| Q2 25 | 33.7% | -76.5% | ||
| Q1 25 | 21.8% | -73.0% | ||
| Q4 24 | — | -85.1% | ||
| Q3 24 | 7.9% | -98.0% | ||
| Q2 24 | 6.9% | -93.6% |
| Q1 26 | — | 8.2% | ||
| Q4 25 | 33.2% | — | ||
| Q3 25 | 41.7% | -55.0% | ||
| Q2 25 | 33.2% | -58.8% | ||
| Q1 25 | 21.4% | -67.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | 7.4% | -91.1% | ||
| Q2 24 | 6.3% | -88.4% |
| Q1 26 | — | $0.06 | ||
| Q4 25 | — | $0.10 | ||
| Q3 25 | $0.12 | $-0.37 | ||
| Q2 25 | $0.09 | $-0.38 | ||
| Q1 25 | $0.06 | $-0.42 | ||
| Q4 24 | — | $-0.46 | ||
| Q3 24 | $0.02 | $-0.54 | ||
| Q2 24 | $0.01 | $-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 | $170.4M | $173.1M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $2.0B | $275.6M |
| Total Assets | $3.5B | $381.5M |
| Debt / EquityLower = less leverage | 0.66× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $173.1M | ||
| Q4 25 | $170.4M | $208.6M | ||
| Q3 25 | $229.7M | $244.5M | ||
| Q2 25 | $71.0M | $226.5M | ||
| Q1 25 | $70.9M | $168.2M | ||
| Q4 24 | $101.8M | $172.0M | ||
| Q3 24 | $55.0M | $151.4M | ||
| Q2 24 | $48.7M | $184.2M |
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $275.6M | ||
| Q4 25 | $2.0B | $261.7M | ||
| Q3 25 | $2.1B | $247.4M | ||
| Q2 25 | $2.1B | $221.0M | ||
| Q1 25 | $2.1B | $167.9M | ||
| Q4 24 | $2.1B | $180.9M | ||
| Q3 24 | $2.1B | $171.7M | ||
| Q2 24 | $2.1B | $170.6M |
| Q1 26 | — | $381.5M | ||
| Q4 25 | $3.5B | $349.5M | ||
| Q3 25 | $3.7B | $353.8M | ||
| Q2 25 | $3.7B | $321.8M | ||
| Q1 25 | $3.8B | $268.6M | ||
| Q4 24 | $3.8B | $276.1M | ||
| Q3 24 | $3.9B | $255.2M | ||
| Q2 24 | $3.9B | $309.9M |
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $188.7M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 6.56× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $188.7M | $-15.4M | ||
| Q3 25 | $63.5M | $-18.3M | ||
| Q2 25 | $44.3M | $-1.3M | ||
| Q1 25 | $39.0M | $-4.9M | ||
| Q4 24 | $211.2M | $-2.6M | ||
| Q3 24 | $64.6M | $-3.8M | ||
| Q2 24 | $38.5M | $-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 | 6.56× | — | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 2.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.18× | — | ||
| Q2 24 | 7.09× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LXP
Segment breakdown not available.
OUST
| Product revenue | $48.2M | 99% |
| Royalties | $347.0K | 1% |
