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ACACIA RESEARCH CORP（ACTG）与Ouster, Inc.（OUST）财务数据对比。点击上方公司名可切换其他公司
Ouster, Inc.的季度营收约是ACACIA RESEARCH CORP的1.2倍（$62.2M vs $50.1M），Ouster, Inc.同比增速更快（106.6% vs 2.6%），过去两年Ouster, Inc.的营收复合增速更高（54.8% vs 43.6%）
槐亚研究公司是一家总部位于纽约市的美国上市企业，在科技、能源以及工业制造领域开展业务收购与运营工作。该公司与控股股东斯塔博德价值投资合伙企业保持战略伙伴关系，这家企业在业内常被归类为专利流氓。
Ouster, Inc.是总部位于美国加利福尼亚州旧金山的激光雷达技术企业，主打高分辨率数字化3D激光雷达传感器，产品广泛应用于自动驾驶车辆、工业自动化、机器人、无人机、地图测绘、国防及安防等领域。
ACTG vs OUST — 直观对比
营收规模更大
OUST
是对方的1.2倍
$50.1M
营收增速更快
OUST
高出104.0%
2.6%
两年增速更快
OUST
近两年复合增速
43.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $50.1M | $62.2M |
| 净利润 | $3.4M | — |
| 毛利率 | 12.8% | 60.2% |
| 营业利润率 | -26.1% | 1.5% |
| 净利率 | 6.8% | — |
| 营收同比 | 2.6% | 106.6% |
| 净利润同比 | 125.5% | — |
| 每股收益（稀释后） | $0.03 | $0.10 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACTGOUST
| Q4 25 | $50.1M | $62.2M | ||
| Q3 25 | $59.4M | $39.5M | ||
| Q2 25 | $51.2M | $35.0M | ||
| Q1 25 | $124.4M | $32.6M | ||
| Q4 24 | $48.8M | $30.1M | ||
| Q3 24 | $23.3M | $28.1M | ||
| Q2 24 | $25.8M | $27.0M | ||
| Q1 24 | $24.3M | $25.9M |
净利润ACTGOUST
| Q4 25 | $3.4M | — | ||
| Q3 25 | $-2.7M | $-21.7M | ||
| Q2 25 | $-3.3M | $-20.6M | ||
| Q1 25 | $24.3M | $-22.0M | ||
| Q4 24 | $-13.4M | — | ||
| Q3 24 | $-14.0M | $-25.6M | ||
| Q2 24 | $-8.4M | $-23.9M | ||
| Q1 24 | $-186.0K | $-23.8M |
毛利率ACTGOUST
| Q4 25 | 12.8% | 60.2% | ||
| Q3 25 | 21.2% | 42.1% | ||
| Q2 25 | 12.8% | 45.2% | ||
| Q1 25 | 47.4% | 41.3% | ||
| Q4 24 | 17.6% | 43.8% | ||
| Q3 24 | 10.1% | 38.3% | ||
| Q2 24 | 26.2% | 33.7% | ||
| Q1 24 | 49.2% | 28.6% |
营业利润率ACTGOUST
| Q4 25 | -26.1% | 1.5% | ||
| Q3 25 | -10.8% | -61.4% | ||
| Q2 25 | -24.2% | -76.5% | ||
| Q1 25 | 30.8% | -73.0% | ||
| Q4 24 | -32.4% | -85.1% | ||
| Q3 24 | -44.1% | -98.0% | ||
| Q2 24 | -18.4% | -93.6% | ||
| Q1 24 | -8.6% | -99.5% |
净利率ACTGOUST
| Q4 25 | 6.8% | — | ||
| Q3 25 | -4.6% | -55.0% | ||
| Q2 25 | -6.4% | -58.8% | ||
| Q1 25 | 19.5% | -67.5% | ||
| Q4 24 | -27.5% | — | ||
| Q3 24 | -60.0% | -91.1% | ||
| Q2 24 | -32.7% | -88.4% | ||
| Q1 24 | -0.8% | -91.9% |
每股收益（稀释后）ACTGOUST
| Q4 25 | $0.03 | $0.10 | ||
| Q3 25 | $-0.03 | $-0.37 | ||
| Q2 25 | $-0.03 | $-0.38 | ||
| Q1 25 | $0.25 | $-0.42 | ||
| Q4 24 | $-0.14 | $-0.46 | ||
| Q3 24 | $-0.14 | $-0.54 | ||
| Q2 24 | $-0.08 | $-0.53 | ||
| Q1 24 | $0.00 | $-0.55 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $306.7M | $208.6M |
| 总债务越低越好 | $91.9M | — |
| 股东权益账面价值 | $543.5M | $261.7M |
| 总资产 | $771.0M | $349.5M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资ACTGOUST
| Q4 25 | $306.7M | $208.6M | ||
| Q3 25 | $301.8M | $244.5M | ||
| Q2 25 | $316.7M | $226.5M | ||
| Q1 25 | $272.0M | $168.2M | ||
| Q4 24 | $273.9M | $172.0M | ||
| Q3 24 | $410.9M | $151.4M | ||
| Q2 24 | $441.9M | $184.2M | ||
| Q1 24 | $498.4M | $187.8M |
总债务ACTGOUST
| Q4 25 | $91.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ACTGOUST
| Q4 25 | $543.5M | $261.7M | ||
| Q3 25 | $537.6M | $247.4M | ||
| Q2 25 | $538.6M | $221.0M | ||
| Q1 25 | $540.2M | $167.9M | ||
| Q4 24 | $514.8M | $180.9M | ||
| Q3 24 | $540.2M | $171.7M | ||
| Q2 24 | $560.7M | $170.6M | ||
| Q1 24 | $568.3M | $167.2M |
总资产ACTGOUST
| Q4 25 | $771.0M | $349.5M | ||
| Q3 25 | $768.9M | $353.8M | ||
| Q2 25 | $775.5M | $321.8M | ||
| Q1 25 | $801.6M | $268.6M | ||
| Q4 24 | $756.4M | $276.1M | ||
| Q3 24 | $707.6M | $255.2M | ||
| Q2 24 | $753.6M | $309.9M | ||
| Q1 24 | $631.7M | $317.7M |
负债/权益比ACTGOUST
| Q4 25 | 0.17× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $75.2M | $-15.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-37.2M |
| 自由现金流率自由现金流/营收 | — | -59.8% |
| 资本支出强度资本支出/营收 | — | 35.0% |
| 现金转化率经营现金流/净利润 | 22.01× | — |
| 过去12个月自由现金流最近4个季度 | — | $-64.8M |
8季度趋势，按日历期对齐
经营现金流ACTGOUST
| Q4 25 | $75.2M | $-15.4M | ||
| Q3 25 | $9.5M | $-18.3M | ||
| Q2 25 | $50.1M | $-1.3M | ||
| Q1 25 | $2.4M | $-4.9M | ||
| Q4 24 | $50.1M | $-2.6M | ||
| Q3 24 | $-593.0K | $-3.8M | ||
| Q2 24 | $16.1M | $-21.6M | ||
| Q1 24 | $54.8M | $-5.7M |
自由现金流ACTGOUST
| Q4 25 | — | $-37.2M | ||
| Q3 25 | — | $-20.0M | ||
| Q2 25 | — | $-2.2M | ||
| Q1 25 | $335.0K | $-5.4M | ||
| Q4 24 | $-98.5M | $-4.0M | ||
| Q3 24 | $-2.8M | $-4.3M | ||
| Q2 24 | $-126.7M | $-22.0M | ||
| Q1 24 | $54.6M | $-7.1M |
自由现金流率ACTGOUST
| Q4 25 | — | -59.8% | ||
| Q3 25 | — | -50.7% | ||
| Q2 25 | — | -6.3% | ||
| Q1 25 | 0.3% | -16.6% | ||
| Q4 24 | -201.8% | -13.3% | ||
| Q3 24 | -12.1% | -15.4% | ||
| Q2 24 | -490.5% | -81.5% | ||
| Q1 24 | 224.4% | -27.4% |
资本支出强度ACTGOUST
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 4.3% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | 1.7% | 1.7% | ||
| Q4 24 | 304.4% | 4.8% | ||
| Q3 24 | 9.6% | 2.0% | ||
| Q2 24 | 553.0% | 1.3% | ||
| Q1 24 | 1.1% | 5.3% |
现金转化率ACTGOUST
| Q4 25 | 22.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACTG
| Energy Operations | $16.0M | 32% |
| Transportation Safety | $10.4M | 21% |
| Office Storage And Display Solutions | $8.4M | 17% |
| Printers Consumables And Parts | $6.5M | 13% |
| Natural Gas Reserves | $5.1M | 10% |
| Natural Gas Liquids Reserves | $3.3M | 7% |
OUST
暂无分部数据
