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Side-by-side financial comparison of Ouster, Inc. (OUST) and ZKH Group Ltd (ZKH). Click either name above to swap in a different company.
Ouster, Inc. is the larger business by last-quarter revenue ($48.6M vs $45.1M, roughly 1.1× ZKH Group Ltd). Ouster, Inc. runs the higher net margin — 8.2% vs -1.0%, a 9.2% gap on every dollar of revenue.
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.
ZKH Group Ltd is a leading industrial supply chain service provider headquartered in China, specializing in MRO (Maintenance, Repair and Operations) products, industrial components, and digital procurement solutions. It mainly serves manufacturing, construction and energy sectors across the Asia-Pacific, delivering end-to-end inventory management and cost optimization support for enterprise clients.
OUST vs ZKH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | ||
|---|---|---|
| Revenue | $48.6M | $45.1M |
| Net Profit | $4.0M | $-471.3K |
| Gross Margin | 42.9% | 16.8% |
| Operating Margin | 17.6% | -1.4% |
| Net Margin | 8.2% | -1.0% |
| Revenue YoY | 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 | $62.2M | — | ||
| Q3 25 | $39.5M | $45.1M | ||
| Q2 25 | $35.0M | $41.7M | ||
| Q1 25 | $32.6M | $36.8M | ||
| Q4 24 | $30.1M | — | ||
| Q3 24 | $28.1M | $44.8M | ||
| Q2 24 | $27.0M | $42.7M |
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-21.7M | $-471.3K | ||
| Q2 25 | $-20.6M | $-1.0M | ||
| Q1 25 | $-22.0M | $-1.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-25.6M | $-1.6M | ||
| Q2 24 | $-23.9M | $-1.3M |
| Q1 26 | 42.9% | — | ||
| Q4 25 | 60.2% | — | ||
| Q3 25 | 42.1% | 16.8% | ||
| Q2 25 | 45.2% | 16.5% | ||
| Q1 25 | 41.3% | 17.2% | ||
| Q4 24 | 43.8% | — | ||
| Q3 24 | 38.3% | 17.0% | ||
| Q2 24 | 33.7% | 17.0% |
| Q1 26 | 17.6% | — | ||
| Q4 25 | 1.5% | — | ||
| Q3 25 | -61.4% | -1.4% | ||
| Q2 25 | -76.5% | -3.3% | ||
| Q1 25 | -73.0% | -4.2% | ||
| Q4 24 | -85.1% | — | ||
| Q3 24 | -98.0% | -4.6% | ||
| Q2 24 | -93.6% | -3.2% |
| Q1 26 | 8.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -55.0% | -1.0% | ||
| Q2 25 | -58.8% | -2.5% | ||
| Q1 25 | -67.5% | -3.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | -91.1% | -3.6% | ||
| Q2 24 | -88.4% | -2.9% |
| Q1 26 | $0.06 | — | ||
| Q4 25 | $0.10 | — | ||
| Q3 25 | $-0.37 | — | ||
| Q2 25 | $-0.38 | — | ||
| Q1 25 | $-0.42 | — | ||
| Q4 24 | $-0.46 | — | ||
| Q3 24 | $-0.54 | — | ||
| Q2 24 | $-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 | $173.1M | $35.3M |
| Total DebtLower is stronger | — | $893.8K |
| Stockholders' EquityBook value | $275.6M | — |
| Total Assets | $381.5M | $123.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $173.1M | — | ||
| Q4 25 | $208.6M | — | ||
| Q3 25 | $244.5M | $35.3M | ||
| Q2 25 | $226.5M | $33.8M | ||
| Q1 25 | $168.2M | $32.0M | ||
| Q4 24 | $172.0M | — | ||
| Q3 24 | $151.4M | $39.0M | ||
| Q2 24 | $184.2M | $35.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $893.8K | ||
| Q2 25 | — | $888.3K | ||
| Q1 25 | — | $854.9K | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $275.6M | — | ||
| Q4 25 | $261.7M | — | ||
| Q3 25 | $247.4M | — | ||
| Q2 25 | $221.0M | — | ||
| Q1 25 | $167.9M | — | ||
| Q4 24 | $180.9M | — | ||
| Q3 24 | $171.7M | $60.6M | ||
| Q2 24 | $170.6M | $60.7M |
| Q1 26 | $381.5M | — | ||
| Q4 25 | $349.5M | — | ||
| Q3 25 | $353.8M | $123.8M | ||
| Q2 25 | $321.8M | $120.6M | ||
| Q1 25 | $268.6M | $116.4M | ||
| Q4 24 | $276.1M | — | ||
| Q3 24 | $255.2M | $132.6M | ||
| Q2 24 | $309.9M | $132.9M |
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% |
ZKH
Segment breakdown not available.