vs
Side-by-side financial comparison of Ouster, Inc. (OUST) and Postal Realty Trust, Inc. (PSTL). Click either name above to swap in a different company.
Ouster, Inc. is the larger business by last-quarter revenue ($48.6M vs $26.0M, roughly 1.9× Postal Realty Trust, Inc.). Postal Realty Trust, Inc. runs the higher net margin — 17.9% vs 8.2%, a 9.7% gap on every dollar of revenue. On growth, Ouster, Inc. posted the faster year-over-year revenue change (48.9% vs 21.7%). Over the past eight quarters, Ouster, Inc.'s revenue compounded faster (34.2% CAGR vs 22.6%).
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.
Postal Realty Trust, Inc. is a specialized real estate investment trust that acquires, owns, and manages properties primarily leased to the United States Postal Service. Its portfolio includes last-mile postal facilities, sorting centers, and retail post office locations across the U.S., supporting critical mail and package delivery infrastructure.
OUST vs PSTL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $48.6M | $26.0M |
| Net Profit | $4.0M | $4.6M |
| Gross Margin | 42.9% | — |
| Operating Margin | 17.6% | 39.2% |
| Net Margin | 8.2% | 17.9% |
| Revenue YoY | 48.9% | 21.7% |
| Net Profit YoY | — | 3.1% |
| EPS (diluted) | $0.06 | $0.16 |
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 | $62.2M | $26.0M | ||
| Q3 25 | $39.5M | $24.3M | ||
| Q2 25 | $35.0M | $23.4M | ||
| Q1 25 | $32.6M | $22.1M | ||
| Q4 24 | $30.1M | $21.4M | ||
| Q3 24 | $28.1M | $19.7M | ||
| Q2 24 | $27.0M | $18.1M |
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $-21.7M | $3.8M | ||
| Q2 25 | $-20.6M | $3.6M | ||
| Q1 25 | $-22.0M | $2.1M | ||
| Q4 24 | — | $4.5M | ||
| Q3 24 | $-25.6M | $1.1M | ||
| Q2 24 | $-23.9M | $817.0K |
| Q1 26 | 42.9% | — | ||
| 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 | 17.6% | — | ||
| Q4 25 | 1.5% | 39.2% | ||
| Q3 25 | -61.4% | 37.6% | ||
| Q2 25 | -76.5% | 37.3% | ||
| Q1 25 | -73.0% | 28.4% | ||
| Q4 24 | -85.1% | 43.2% | ||
| Q3 24 | -98.0% | 24.3% | ||
| Q2 24 | -93.6% | 22.8% |
| Q1 26 | 8.2% | — | ||
| Q4 25 | — | 17.9% | ||
| Q3 25 | -55.0% | 15.7% | ||
| Q2 25 | -58.8% | 15.5% | ||
| Q1 25 | -67.5% | 9.4% | ||
| Q4 24 | — | 21.1% | ||
| Q3 24 | -91.1% | 5.4% | ||
| Q2 24 | -88.4% | 4.5% |
| Q1 26 | $0.06 | — | ||
| Q4 25 | $0.10 | $0.16 | ||
| Q3 25 | $-0.37 | $0.13 | ||
| Q2 25 | $-0.38 | $0.12 | ||
| Q1 25 | $-0.42 | $0.06 | ||
| Q4 24 | $-0.46 | $0.17 | ||
| Q3 24 | $-0.54 | $0.03 | ||
| Q2 24 | $-0.53 | $0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $173.1M | $1.5M |
| Total DebtLower is stronger | — | $361.1M |
| Stockholders' EquityBook value | $275.6M | $285.2M |
| Total Assets | $381.5M | $759.1M |
| Debt / EquityLower = less leverage | — | 1.27× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $173.1M | — | ||
| Q4 25 | $208.6M | $1.5M | ||
| Q3 25 | $244.5M | $1.9M | ||
| Q2 25 | $226.5M | $1.1M | ||
| Q1 25 | $168.2M | $639.0K | ||
| Q4 24 | $172.0M | $1.8M | ||
| Q3 24 | $151.4M | $970.0K | ||
| Q2 24 | $184.2M | $1.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | $361.1M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $328.8M | ||
| Q1 25 | — | $306.7M | ||
| Q4 24 | — | $296.7M | ||
| Q3 24 | — | $277.0M | ||
| Q2 24 | — | $273.7M |
| Q1 26 | $275.6M | — | ||
| Q4 25 | $261.7M | $285.2M | ||
| Q3 25 | $247.4M | $273.9M | ||
| Q2 25 | $221.0M | $250.8M | ||
| Q1 25 | $167.9M | $245.5M | ||
| Q4 24 | $180.9M | $251.3M | ||
| Q3 24 | $171.7M | $245.6M | ||
| Q2 24 | $170.6M | $245.5M |
| Q1 26 | $381.5M | — | ||
| Q4 25 | $349.5M | $759.1M | ||
| Q3 25 | $353.8M | $735.2M | ||
| Q2 25 | $321.8M | $689.8M | ||
| Q1 25 | $268.6M | $654.0M | ||
| Q4 24 | $276.1M | $646.8M | ||
| Q3 24 | $255.2M | $615.1M | ||
| Q2 24 | $309.9M | $608.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.27× | ||
| Q3 25 | — | 1.27× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | 1.18× | ||
| Q3 24 | — | 1.13× | ||
| Q2 24 | — | 1.11× |
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 | — | $44.5M |
| Free Cash FlowOCF − Capex | — | $37.6M |
| FCF MarginFCF / Revenue | — | 144.5% |
| Capex IntensityCapex / Revenue | — | 26.7% |
| Cash ConversionOCF / Net Profit | — | 9.59× |
| TTM Free Cash FlowTrailing 4 quarters | — | $65.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-15.4M | $44.5M | ||
| Q3 25 | $-18.3M | $10.9M | ||
| Q2 25 | $-1.3M | $11.4M | ||
| Q1 25 | $-4.9M | $10.8M | ||
| Q4 24 | $-2.6M | $33.5M | ||
| Q3 24 | $-3.8M | $8.0M | ||
| Q2 24 | $-21.6M | $9.9M |
| Q1 26 | — | — | ||
| Q4 25 | $-37.2M | $37.6M | ||
| Q3 25 | $-20.0M | $8.8M | ||
| Q2 25 | $-2.2M | $9.1M | ||
| Q1 25 | $-5.4M | $10.2M | ||
| Q4 24 | $-4.0M | $30.7M | ||
| Q3 24 | $-4.3M | $7.4M | ||
| Q2 24 | $-22.0M | $8.9M |
| Q1 26 | — | — | ||
| Q4 25 | -59.8% | 144.5% | ||
| Q3 25 | -50.7% | 36.1% | ||
| Q2 25 | -6.3% | 38.8% | ||
| Q1 25 | -16.6% | 45.9% | ||
| Q4 24 | -13.3% | 143.8% | ||
| Q3 24 | -15.4% | 37.6% | ||
| Q2 24 | -81.5% | 49.4% |
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 26.7% | ||
| Q3 25 | 4.3% | 8.9% | ||
| Q2 25 | 2.5% | 10.1% | ||
| Q1 25 | 1.7% | 3.0% | ||
| Q4 24 | 4.8% | 13.0% | ||
| Q3 24 | 2.0% | 3.2% | ||
| Q2 24 | 1.3% | 5.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 9.59× | ||
| Q3 25 | — | 2.87× | ||
| Q2 25 | — | 3.16× | ||
| Q1 25 | — | 5.20× | ||
| Q4 24 | — | 7.44× | ||
| Q3 24 | — | 7.48× | ||
| Q2 24 | — | 12.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OUST
| Product revenue | $48.2M | 99% |
| Royalties | $347.0K | 1% |
PSTL
Segment breakdown not available.
