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Side-by-side financial comparison of Ouster, Inc. (OUST) and TACTILE SYSTEMS TECHNOLOGY INC (TCMD). Click either name above to swap in a different company.
TACTILE SYSTEMS TECHNOLOGY INC is the larger business by last-quarter revenue ($103.6M vs $62.2M, roughly 1.7× Ouster, Inc.). On growth, Ouster, Inc. posted the faster year-over-year revenue change (106.6% vs 21.0%). TACTILE SYSTEMS TECHNOLOGY INC produced more free cash flow last quarter ($16.8M vs $-37.2M). Over the past eight quarters, Ouster, Inc.'s revenue compounded faster (54.8% CAGR vs 30.2%).
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.
Dominion Voting Systems Corporation was a North American company that produced and sold electronic voting hardware and software, including voting machines and tabulators, in Canada and the United States.
OUST vs TCMD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $62.2M | $103.6M |
| Net Profit | — | $10.6M |
| Gross Margin | 60.2% | 78.2% |
| Operating Margin | 1.5% | 18.1% |
| Net Margin | — | 10.3% |
| Revenue YoY | 106.6% | 21.0% |
| Net Profit YoY | — | 9.4% |
| EPS (diluted) | $0.10 | $0.45 |
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.
| Q4 25 | $62.2M | $103.6M | ||
| Q3 25 | $39.5M | $85.8M | ||
| Q2 25 | $35.0M | $78.9M | ||
| Q1 25 | $32.6M | $61.3M | ||
| Q4 24 | $30.1M | $85.6M | ||
| Q3 24 | $28.1M | $73.1M | ||
| Q2 24 | $27.0M | $73.2M | ||
| Q1 24 | $25.9M | $61.1M |
| Q4 25 | — | $10.6M | ||
| Q3 25 | $-21.7M | $8.2M | ||
| Q2 25 | $-20.6M | $3.2M | ||
| Q1 25 | $-22.0M | $-3.0M | ||
| Q4 24 | — | $9.7M | ||
| Q3 24 | $-25.6M | $5.2M | ||
| Q2 24 | $-23.9M | $4.3M | ||
| Q1 24 | $-23.8M | $-2.2M |
| Q4 25 | 60.2% | 78.2% | ||
| Q3 25 | 42.1% | 75.8% | ||
| Q2 25 | 45.2% | 74.5% | ||
| Q1 25 | 41.3% | 74.0% | ||
| Q4 24 | 43.8% | 75.2% | ||
| Q3 24 | 38.3% | 75.0% | ||
| Q2 24 | 33.7% | 73.9% | ||
| Q1 24 | 28.6% | 71.1% |
| Q4 25 | 1.5% | 18.1% | ||
| Q3 25 | -61.4% | 12.8% | ||
| Q2 25 | -76.5% | 5.2% | ||
| Q1 25 | -73.0% | -7.4% | ||
| Q4 24 | -85.1% | 14.6% | ||
| Q3 24 | -98.0% | 9.3% | ||
| Q2 24 | -93.6% | 8.0% | ||
| Q1 24 | -99.5% | -4.9% |
| Q4 25 | — | 10.3% | ||
| Q3 25 | -55.0% | 9.6% | ||
| Q2 25 | -58.8% | 4.1% | ||
| Q1 25 | -67.5% | -4.9% | ||
| Q4 24 | — | 11.4% | ||
| Q3 24 | -91.1% | 7.1% | ||
| Q2 24 | -88.4% | 5.9% | ||
| Q1 24 | -91.9% | -3.6% |
| Q4 25 | $0.10 | $0.45 | ||
| Q3 25 | $-0.37 | $0.36 | ||
| Q2 25 | $-0.38 | $0.14 | ||
| Q1 25 | $-0.42 | $-0.13 | ||
| Q4 24 | $-0.46 | $0.40 | ||
| Q3 24 | $-0.54 | $0.21 | ||
| Q2 24 | $-0.53 | $0.18 | ||
| Q1 24 | $-0.55 | $-0.09 |
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 | $83.4M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $261.7M | $218.9M |
| Total Assets | $349.5M | $273.9M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $208.6M | $83.4M | ||
| Q3 25 | $244.5M | $66.0M | ||
| Q2 25 | $226.5M | $81.5M | ||
| Q1 25 | $168.2M | $83.6M | ||
| Q4 24 | $172.0M | $94.4M | ||
| Q3 24 | $151.4M | $82.1M | ||
| Q2 24 | $184.2M | $73.6M | ||
| Q1 24 | $187.8M | $60.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $27.0M | ||
| Q2 24 | — | $27.8M | ||
| Q1 24 | — | $28.5M |
| Q4 25 | $261.7M | $218.9M | ||
| Q3 25 | $247.4M | $204.9M | ||
| Q2 25 | $221.0M | $194.9M | ||
| Q1 25 | $167.9M | $205.6M | ||
| Q4 24 | $180.9M | $216.6M | ||
| Q3 24 | $171.7M | $207.9M | ||
| Q2 24 | $170.6M | $200.7M | ||
| Q1 24 | $167.2M | $193.5M |
| Q4 25 | $349.5M | $273.9M | ||
| Q3 25 | $353.8M | $259.2M | ||
| Q2 25 | $321.8M | $273.0M | ||
| Q1 25 | $268.6M | $280.2M | ||
| Q4 24 | $276.1M | $297.9M | ||
| Q3 24 | $255.2M | $287.7M | ||
| Q2 24 | $309.9M | $278.8M | ||
| Q1 24 | $317.7M | $272.0M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $17.3M |
| Free Cash FlowOCF − Capex | $-37.2M | $16.8M |
| FCF MarginFCF / Revenue | -59.8% | 16.2% |
| Capex IntensityCapex / Revenue | 35.0% | 0.5% |
| Cash ConversionOCF / Net Profit | — | 1.63× |
| TTM Free Cash FlowTrailing 4 quarters | $-64.8M | $40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-15.4M | $17.3M | ||
| Q3 25 | $-18.3M | $10.3M | ||
| Q2 25 | $-1.3M | $14.8M | ||
| Q1 25 | $-4.9M | $417.0K | ||
| Q4 24 | $-2.6M | $16.3M | ||
| Q3 24 | $-3.8M | $10.3M | ||
| Q2 24 | $-21.6M | $13.1M | ||
| Q1 24 | $-5.7M | $924.0K |
| Q4 25 | $-37.2M | $16.8M | ||
| Q3 25 | $-20.0M | $9.2M | ||
| Q2 25 | $-2.2M | $14.4M | ||
| Q1 25 | $-5.4M | $38.0K | ||
| Q4 24 | $-4.0M | $15.9M | ||
| Q3 24 | $-4.3M | $9.3M | ||
| Q2 24 | $-22.0M | $12.6M | ||
| Q1 24 | $-7.1M | $442.0K |
| Q4 25 | -59.8% | 16.2% | ||
| Q3 25 | -50.7% | 10.8% | ||
| Q2 25 | -6.3% | 18.2% | ||
| Q1 25 | -16.6% | 0.1% | ||
| Q4 24 | -13.3% | 18.5% | ||
| Q3 24 | -15.4% | 12.7% | ||
| Q2 24 | -81.5% | 17.3% | ||
| Q1 24 | -27.4% | 0.7% |
| Q4 25 | 35.0% | 0.5% | ||
| Q3 25 | 4.3% | 1.3% | ||
| Q2 25 | 2.5% | 0.5% | ||
| Q1 25 | 1.7% | 0.6% | ||
| Q4 24 | 4.8% | 0.5% | ||
| Q3 24 | 2.0% | 1.3% | ||
| Q2 24 | 1.3% | 0.7% | ||
| Q1 24 | 5.3% | 0.8% |
| Q4 25 | — | 1.63× | ||
| Q3 25 | — | 1.26× | ||
| Q2 25 | — | 4.59× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.68× | ||
| Q3 24 | — | 1.99× | ||
| Q2 24 | — | 3.06× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OUST
Segment breakdown not available.
TCMD
| Private Insurers | $57.6M | 56% |
| Medicare | $24.6M | 24% |
| Durable Medical Equipment Distributors | $14.1M | 14% |
| Veterans Administration | $7.3M | 7% |
