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Side-by-side financial comparison of NETSTREIT Corp. (NTST) 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 $57.1M, roughly 1.1× NETSTREIT Corp.). On growth, Ouster, Inc. posted the faster year-over-year revenue change (106.6% vs 24.3%). Over the past eight quarters, Ouster, Inc.'s revenue compounded faster (54.8% CAGR vs 20.1%).
NETSTREIT Corp. is a US-headquartered real estate investment trust (REIT) that specializes in acquiring and operating a diversified portfolio of single-tenant net lease commercial properties. Its asset portfolio covers retail, industrial and office categories, primarily catering to investment-grade corporate tenants across the United States market.
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.
NTST vs OUST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $57.1M | $62.2M |
| Net Profit | $5.7M | — |
| Gross Margin | — | 60.2% |
| Operating Margin | 34.1% | 1.5% |
| Net Margin | 10.0% | — |
| Revenue YoY | 24.3% | 106.6% |
| Net Profit YoY | 235.9% | — |
| EPS (diluted) | $0.32 | $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 | $57.1M | — | ||
| Q4 25 | $52.5M | $62.2M | ||
| Q3 25 | $48.3M | $39.5M | ||
| Q2 25 | $48.3M | $35.0M | ||
| Q1 25 | $45.9M | $32.6M | ||
| Q4 24 | $44.1M | $30.1M | ||
| Q3 24 | $41.4M | $28.1M | ||
| Q2 24 | $39.6M | $27.0M |
| Q1 26 | $5.7M | — | ||
| Q4 25 | $1.3M | — | ||
| Q3 25 | $618.0K | $-21.7M | ||
| Q2 25 | $3.3M | $-20.6M | ||
| Q1 25 | $1.7M | $-22.0M | ||
| Q4 24 | $-5.4M | — | ||
| Q3 24 | $-5.3M | $-25.6M | ||
| Q2 24 | $-2.3M | $-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 | 34.1% | — | ||
| Q4 25 | 2.6% | 1.5% | ||
| Q3 25 | 1.3% | -61.4% | ||
| Q2 25 | 6.8% | -76.5% | ||
| Q1 25 | 3.7% | -73.0% | ||
| Q4 24 | -12.3% | -85.1% | ||
| Q3 24 | -12.8% | -98.0% | ||
| Q2 24 | -5.8% | -93.6% |
| Q1 26 | 10.0% | — | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 1.3% | -55.0% | ||
| Q2 25 | 6.8% | -58.8% | ||
| Q1 25 | 3.7% | -67.5% | ||
| Q4 24 | -12.3% | — | ||
| Q3 24 | -12.8% | -91.1% | ||
| Q2 24 | -5.8% | -88.4% |
| Q1 26 | $0.32 | — | ||
| Q4 25 | $0.01 | $0.10 | ||
| Q3 25 | $0.01 | $-0.37 | ||
| Q2 25 | $0.04 | $-0.38 | ||
| Q1 25 | $0.02 | $-0.42 | ||
| Q4 24 | $-0.07 | $-0.46 | ||
| Q3 24 | $-0.07 | $-0.54 | ||
| Q2 24 | $-0.03 | $-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 | — | $208.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $261.7M |
| Total Assets | $2.8B | $349.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $208.6M | ||
| Q3 25 | — | $244.5M | ||
| Q2 25 | — | $226.5M | ||
| Q1 25 | — | $168.2M | ||
| Q4 24 | — | $172.0M | ||
| Q3 24 | — | $151.4M | ||
| Q2 24 | — | $184.2M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $926.6M | — | ||
| Q1 25 | $913.3M | — | ||
| Q4 24 | $868.3M | — | ||
| Q3 24 | $778.7M | — | ||
| Q2 24 | $726.2M | — |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.4B | $261.7M | ||
| Q3 25 | $1.3B | $247.4M | ||
| Q2 25 | $1.3B | $221.0M | ||
| Q1 25 | $1.3B | $167.9M | ||
| Q4 24 | $1.3B | $180.9M | ||
| Q3 24 | $1.3B | $171.7M | ||
| Q2 24 | $1.3B | $170.6M |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.6B | $349.5M | ||
| Q3 25 | $2.5B | $353.8M | ||
| Q2 25 | $2.3B | $321.8M | ||
| Q1 25 | $2.3B | $268.6M | ||
| Q4 24 | $2.3B | $276.1M | ||
| Q3 24 | $2.2B | $255.2M | ||
| Q2 24 | $2.1B | $309.9M |
| Q1 26 | — | — | ||
| Q4 25 | 0.76× | — | ||
| Q3 25 | 0.84× | — | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.65× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.55× | — |
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 | $109.5M | $-15.4M | ||
| Q3 25 | $28.0M | $-18.3M | ||
| Q2 25 | $30.6M | $-1.3M | ||
| Q1 25 | $22.1M | $-4.9M | ||
| Q4 24 | $90.2M | $-2.6M | ||
| Q3 24 | $25.1M | $-3.8M | ||
| Q2 24 | $25.4M | $-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 | 82.46× | — | ||
| Q3 25 | 45.27× | — | ||
| Q2 25 | 9.36× | — | ||
| Q1 25 | 13.06× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
OUST
Segment breakdown not available.
