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Side-by-side financial comparison of Ouster, Inc. (OUST) and BRAND HOUSE COLLECTIVE, INC. (TBHC). Click either name above to swap in a different company.
BRAND HOUSE COLLECTIVE, INC. is the larger business by last-quarter revenue ($103.5M vs $62.2M, roughly 1.7× Ouster, Inc.). Ouster, Inc. runs the higher net margin — 6.4% vs -3.6%, a 10.0% gap on every dollar of revenue. On growth, Ouster, Inc. posted the faster year-over-year revenue change (106.6% vs -9.6%). Over the past eight quarters, Ouster, Inc.'s revenue compounded faster (51.8% CAGR vs -21.0%).
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.
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
OUST vs TBHC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $62.2M | $103.5M |
| Net Profit | $4.0M | $-3.7M |
| Gross Margin | 60.2% | 20.4% |
| Operating Margin | 41.2% | -1.9% |
| Net Margin | 6.4% | -3.6% |
| Revenue YoY | 106.6% | -9.6% |
| Net Profit YoY | — | 51.8% |
| 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 | $62.2M | — | ||
| Q4 25 | $62.2M | $103.5M | ||
| Q3 25 | $39.5M | $75.8M | ||
| Q2 25 | $35.0M | $81.5M | ||
| Q1 25 | $32.6M | $148.9M | ||
| Q4 24 | $30.1M | $114.4M | ||
| Q3 24 | $28.1M | $86.3M | ||
| Q2 24 | $27.0M | $91.8M |
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-3.7M | ||
| Q3 25 | $-21.7M | $-20.2M | ||
| Q2 25 | $-20.6M | $-11.8M | ||
| Q1 25 | $-22.0M | $7.9M | ||
| Q4 24 | — | $-7.7M | ||
| Q3 24 | $-25.6M | $-14.5M | ||
| Q2 24 | $-23.9M | $-8.8M |
| Q1 26 | 60.2% | — | ||
| Q4 25 | 60.2% | 20.4% | ||
| Q3 25 | 42.1% | 16.3% | ||
| Q2 25 | 45.2% | 24.9% | ||
| Q1 25 | 41.3% | 30.3% | ||
| Q4 24 | 43.8% | 28.1% | ||
| Q3 24 | 38.3% | 20.5% | ||
| Q2 24 | 33.7% | 29.5% |
| Q1 26 | 41.2% | — | ||
| Q4 25 | 1.5% | -1.9% | ||
| Q3 25 | -61.4% | -24.7% | ||
| Q2 25 | -76.5% | -12.9% | ||
| Q1 25 | -73.0% | 6.2% | ||
| Q4 24 | -85.1% | -2.1% | ||
| Q3 24 | -98.0% | -15.4% | ||
| Q2 24 | -93.6% | -8.2% |
| Q1 26 | 6.4% | — | ||
| Q4 25 | — | -3.6% | ||
| Q3 25 | -55.0% | -26.6% | ||
| Q2 25 | -58.8% | -14.5% | ||
| Q1 25 | -67.5% | 5.3% | ||
| Q4 24 | — | -6.7% | ||
| Q3 24 | -91.1% | -16.8% | ||
| Q2 24 | -88.4% | -9.6% |
| Q1 26 | $0.06 | — | ||
| Q4 25 | $0.10 | $-0.16 | ||
| Q3 25 | $-0.37 | $-0.90 | ||
| Q2 25 | $-0.38 | $-0.54 | ||
| Q1 25 | $-0.42 | $0.61 | ||
| Q4 24 | $-0.46 | $-0.59 | ||
| Q3 24 | $-0.54 | $-1.11 | ||
| Q2 24 | $-0.53 | $-0.68 |
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 | $6.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $261.7M | $-44.0M |
| Total Assets | $349.5M | $229.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $208.6M | — | ||
| Q4 25 | $208.6M | $6.5M | ||
| Q3 25 | $244.5M | $3.6M | ||
| Q2 25 | $226.5M | $3.5M | ||
| Q1 25 | $168.2M | $3.8M | ||
| Q4 24 | $172.0M | $6.8M | ||
| Q3 24 | $151.4M | $4.5M | ||
| Q2 24 | $184.2M | $3.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $64.0M | ||
| Q4 24 | — | $85.8M | ||
| Q3 24 | — | $61.4M | ||
| Q2 24 | — | $47.5M |
| Q1 26 | $261.7M | — | ||
| Q4 25 | $261.7M | $-44.0M | ||
| Q3 25 | $247.4M | $-35.2M | ||
| Q2 25 | $221.0M | $-16.2M | ||
| Q1 25 | $167.9M | $-19.0M | ||
| Q4 24 | $180.9M | $-27.1M | ||
| Q3 24 | $171.7M | $-19.7M | ||
| Q2 24 | $170.6M | $-5.5M |
| Q1 26 | $349.5M | — | ||
| Q4 25 | $349.5M | $229.2M | ||
| Q3 25 | $353.8M | $221.9M | ||
| Q2 25 | $321.8M | $225.4M | ||
| Q1 25 | $268.6M | $242.2M | ||
| Q4 24 | $276.1M | $279.8M | ||
| Q3 24 | $255.2M | $266.2M | ||
| Q2 24 | $309.9M | $242.6M |
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 | — | $-25.9M |
| Free Cash FlowOCF − Capex | — | $-26.8M |
| FCF MarginFCF / Revenue | — | -25.9% |
| Capex IntensityCapex / Revenue | — | 0.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-18.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-15.4M | $-25.9M | ||
| Q3 25 | $-18.3M | $-7.0M | ||
| Q2 25 | $-1.3M | $-3.1M | ||
| Q1 25 | $-4.9M | $19.8M | ||
| Q4 24 | $-2.6M | $-12.6M | ||
| Q3 24 | $-3.8M | $-12.7M | ||
| Q2 24 | $-21.6M | $-13.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-37.2M | $-26.8M | ||
| Q3 25 | $-20.0M | $-7.4M | ||
| Q2 25 | $-2.2M | $-3.6M | ||
| Q1 25 | $-5.4M | $19.0M | ||
| Q4 24 | $-4.0M | $-13.1M | ||
| Q3 24 | $-4.3M | $-13.2M | ||
| Q2 24 | $-22.0M | $-14.4M |
| Q1 26 | — | — | ||
| Q4 25 | -59.8% | -25.9% | ||
| Q3 25 | -50.7% | -9.8% | ||
| Q2 25 | -6.3% | -4.5% | ||
| Q1 25 | -16.6% | 12.8% | ||
| Q4 24 | -13.3% | -11.5% | ||
| Q3 24 | -15.4% | -15.2% | ||
| Q2 24 | -81.5% | -15.7% |
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 0.9% | ||
| Q3 25 | 4.3% | 0.6% | ||
| Q2 25 | 2.5% | 0.7% | ||
| Q1 25 | 1.7% | 0.5% | ||
| Q4 24 | 4.8% | 0.4% | ||
| Q3 24 | 2.0% | 0.5% | ||
| Q2 24 | 1.3% | 0.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OUST
| Product revenue | $41.0M | 66% |
| Royalties | $21.2M | 34% |
TBHC
Segment breakdown not available.
