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Consensus Cloud Solutions, Inc.（CCSI）与Ouster, Inc.（OUST）财务数据对比。点击上方公司名可切换其他公司
Consensus Cloud Solutions, Inc.的季度营收约是Ouster, Inc.的1.4倍（$87.1M vs $62.2M），Consensus Cloud Solutions, Inc.净利率更高（23.5% vs 6.4%，领先17.1%），Ouster, Inc.同比增速更快（106.6% vs 0.1%），过去两年Ouster, Inc.的营收复合增速更高（51.8% vs -0.6%）
Consensus Cloud Solutions是一家云解决方案提供商，核心产品包括加密数字传真、安全文档交换、工作流程自动化工具，主要面向医疗、法律、金融服务等领域的北美企业客户提供相关服务。
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。
CCSI vs OUST — 直观对比
营收规模更大
CCSI
是对方的1.4倍
$62.2M
营收增速更快
OUST
高出106.5%
0.1%
净利率更高
CCSI
高出17.1%
6.4%
两年增速更快
OUST
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $87.1M | $62.2M |
| 净利润 | $20.5M | $4.0M |
| 毛利率 | 80.0% | 60.2% |
| 营业利润率 | 41.1% | 41.2% |
| 净利率 | 23.5% | 6.4% |
| 营收同比 | 0.1% | 106.6% |
| 净利润同比 | 13.5% | — |
| 每股收益（稀释后） | $1.06 | $0.06 |
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CCSIOUST
| Q1 26 | — | $62.2M | ||
| Q4 25 | $87.1M | $62.2M | ||
| Q3 25 | $87.8M | $39.5M | ||
| Q2 25 | $87.7M | $35.0M | ||
| Q1 25 | $87.1M | $32.6M | ||
| Q4 24 | $87.0M | $30.1M | ||
| Q3 24 | $87.8M | $28.1M | ||
| Q2 24 | $87.5M | $27.0M |
净利润CCSIOUST
| Q1 26 | — | $4.0M | ||
| Q4 25 | $20.5M | — | ||
| Q3 25 | $22.1M | $-21.7M | ||
| Q2 25 | $20.8M | $-20.6M | ||
| Q1 25 | $21.2M | $-22.0M | ||
| Q4 24 | $18.1M | — | ||
| Q3 24 | $21.1M | $-25.6M | ||
| Q2 24 | $23.9M | $-23.9M |
毛利率CCSIOUST
| Q1 26 | — | 60.2% | ||
| Q4 25 | 80.0% | 60.2% | ||
| Q3 25 | 80.0% | 42.1% | ||
| Q2 25 | 79.9% | 45.2% | ||
| Q1 25 | 79.3% | 41.3% | ||
| Q4 24 | 79.5% | 43.8% | ||
| Q3 24 | 79.9% | 38.3% | ||
| Q2 24 | 80.4% | 33.7% |
营业利润率CCSIOUST
| Q1 26 | — | 41.2% | ||
| Q4 25 | 41.1% | 1.5% | ||
| Q3 25 | 43.2% | -61.4% | ||
| Q2 25 | 44.5% | -76.5% | ||
| Q1 25 | 43.0% | -73.0% | ||
| Q4 24 | 38.4% | -85.1% | ||
| Q3 24 | 43.8% | -98.0% | ||
| Q2 24 | 45.6% | -93.6% |
净利率CCSIOUST
| Q1 26 | — | 6.4% | ||
| Q4 25 | 23.5% | — | ||
| Q3 25 | 25.2% | -55.0% | ||
| Q2 25 | 23.7% | -58.8% | ||
| Q1 25 | 24.3% | -67.5% | ||
| Q4 24 | 20.8% | — | ||
| Q3 24 | 24.1% | -91.1% | ||
| Q2 24 | 27.3% | -88.4% |
每股收益（稀释后）CCSIOUST
| Q1 26 | — | $0.06 | ||
| Q4 25 | $1.06 | $0.10 | ||
| Q3 25 | $1.15 | $-0.37 | ||
| Q2 25 | $1.07 | $-0.38 | ||
| Q1 25 | $1.07 | $-0.42 | ||
| Q4 24 | $0.92 | $-0.46 | ||
| Q3 24 | $1.09 | $-0.54 | ||
| Q2 24 | $1.24 | $-0.53 |
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 | $74.7M | $208.6M |
| 总债务越低越好 | $558.4M | — |
| 股东权益账面价值 | $13.8M | $261.7M |
| 总资产 | $663.8M | $349.5M |
| 负债/权益比越低杠杆越低 | 40.54× | — |
8季度趋势，按日历期对齐
现金及短期投资CCSIOUST
| Q1 26 | — | $208.6M | ||
| Q4 25 | $74.7M | $208.6M | ||
| Q3 25 | $97.6M | $244.5M | ||
| Q2 25 | $57.9M | $226.5M | ||
| Q1 25 | $53.4M | $168.2M | ||
| Q4 24 | $33.5M | $172.0M | ||
| Q3 24 | $54.6M | $151.4M | ||
| Q2 24 | $49.2M | $184.2M |
总债务CCSIOUST
| Q1 26 | — | — | ||
| Q4 25 | $558.4M | — | ||
| Q3 25 | $578.6M | — | ||
| Q2 25 | $578.2M | — | ||
| Q1 25 | $583.7M | — | ||
| Q4 24 | $593.0M | — | ||
| Q3 24 | $612.5M | — | ||
| Q2 24 | $642.8M | — |
股东权益CCSIOUST
| Q1 26 | — | $261.7M | ||
| Q4 25 | $13.8M | $261.7M | ||
| Q3 25 | $-2.6M | $247.4M | ||
| Q2 25 | $-26.5M | $221.0M | ||
| Q1 25 | $-49.4M | $167.9M | ||
| Q4 24 | $-79.5M | $180.9M | ||
| Q3 24 | $-93.2M | $171.7M | ||
| Q2 24 | $-124.4M | $170.6M |
总资产CCSIOUST
| Q1 26 | — | $349.5M | ||
| Q4 25 | $663.8M | $349.5M | ||
| Q3 25 | $675.0M | $353.8M | ||
| Q2 25 | $641.5M | $321.8M | ||
| Q1 25 | $629.6M | $268.6M | ||
| Q4 24 | $602.2M | $276.1M | ||
| Q3 24 | $622.5M | $255.2M | ||
| Q2 24 | $608.5M | $309.9M |
负债/权益比CCSIOUST
| Q1 26 | — | — | ||
| Q4 25 | 40.54× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $15.2M | — |
| 自由现金流经营现金流 - 资本支出 | $7.3M | — |
| 自由现金流率自由现金流/营收 | 8.4% | — |
| 资本支出强度资本支出/营收 | 9.1% | — |
| 现金转化率经营现金流/净利润 | 0.74× | — |
| 过去12个月自由现金流最近4个季度 | $105.9M | — |
8季度趋势，按日历期对齐
经营现金流CCSIOUST
| Q1 26 | — | — | ||
| Q4 25 | $15.2M | $-15.4M | ||
| Q3 25 | $51.6M | $-18.3M | ||
| Q2 25 | $28.3M | $-1.3M | ||
| Q1 25 | $40.9M | $-4.9M | ||
| Q4 24 | $11.1M | $-2.6M | ||
| Q3 24 | $41.6M | $-3.8M | ||
| Q2 24 | $24.4M | $-21.6M |
自由现金流CCSIOUST
| Q1 26 | — | — | ||
| Q4 25 | $7.3M | $-37.2M | ||
| Q3 25 | $44.4M | $-20.0M | ||
| Q2 25 | $20.3M | $-2.2M | ||
| Q1 25 | $33.7M | $-5.4M | ||
| Q4 24 | $3.1M | $-4.0M | ||
| Q3 24 | $33.6M | $-4.3M | ||
| Q2 24 | $15.8M | $-22.0M |
自由现金流率CCSIOUST
| Q1 26 | — | — | ||
| Q4 25 | 8.4% | -59.8% | ||
| Q3 25 | 50.6% | -50.7% | ||
| Q2 25 | 23.2% | -6.3% | ||
| Q1 25 | 38.7% | -16.6% | ||
| Q4 24 | 3.6% | -13.3% | ||
| Q3 24 | 38.3% | -15.4% | ||
| Q2 24 | 18.1% | -81.5% |
资本支出强度CCSIOUST
| Q1 26 | — | — | ||
| Q4 25 | 9.1% | 35.0% | ||
| Q3 25 | 8.2% | 4.3% | ||
| Q2 25 | 9.1% | 2.5% | ||
| Q1 25 | 8.3% | 1.7% | ||
| Q4 24 | 9.2% | 4.8% | ||
| Q3 24 | 9.1% | 2.0% | ||
| Q2 24 | 9.8% | 1.3% |
现金转化率CCSIOUST
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 1.36× | — | ||
| Q1 25 | 1.94× | — | ||
| Q4 24 | 0.62× | — | ||
| Q3 24 | 1.97× | — | ||
| Q2 24 | 1.02× | — |
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
CCSI
暂无分部数据
OUST
| Product revenue | $41.0M | 66% |
| Royalties | $21.2M | 34% |
