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DigitalBridge Group, Inc.(DBRG)与Ouster, Inc.(OUST)财务数据对比。点击上方公司名可切换其他公司
DigitalBridge Group, Inc.的季度营收约是Ouster, Inc.的1.7倍($105.7M vs $62.2M),DigitalBridge Group, Inc.净利率更高(61.5% vs 6.4%,领先55.1%),Ouster, Inc.同比增速更快(106.6% vs 4.1%),过去两年Ouster, Inc.的营收复合增速更高(51.8% vs 19.2%)
DigitalBridge Group(DBRG)是全球领先的数字基础设施投资企业,核心业务覆盖通信基站、数据中心、光纤网络、小基站及边缘算力设施的投资、持有与运营。公司总部位于美国博卡拉顿,在洛杉矶、纽约、丹佛、伦敦、新加坡多地设有办公点,截至2025年6月,旗下管理资产规模达1060亿美元。
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。
DBRG vs OUST — 直观对比
营收规模更大
DBRG
是对方的1.7倍
$62.2M
营收增速更快
OUST
高出102.5%
4.1%
净利率更高
DBRG
高出55.1%
6.4%
两年增速更快
OUST
近两年复合增速
19.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $105.7M | $62.2M |
| 净利润 | $65.1M | $4.0M |
| 毛利率 | — | 60.2% |
| 营业利润率 | — | 41.2% |
| 净利率 | 61.5% | 6.4% |
| 营收同比 | 4.1% | 106.6% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $0.28 | $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
DBRG
OUST
| Q1 26 | — | $62.2M | ||
| Q4 25 | $105.7M | $62.2M | ||
| Q3 25 | $93.3M | $39.5M | ||
| Q2 25 | $85.3M | $35.0M | ||
| Q1 25 | $90.1M | $32.6M | ||
| Q4 24 | $101.6M | $30.1M | ||
| Q3 24 | $76.6M | $28.1M | ||
| Q2 24 | $390.3M | $27.0M |
净利润
DBRG
OUST
| Q1 26 | — | $4.0M | ||
| Q4 25 | $65.1M | — | ||
| Q3 25 | $31.4M | $-21.7M | ||
| Q2 25 | $31.6M | $-20.6M | ||
| Q1 25 | $13.8M | $-22.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | $13.8M | $-25.6M | ||
| Q2 24 | $91.4M | $-23.9M |
毛利率
DBRG
OUST
| Q1 26 | — | 60.2% | ||
| Q4 25 | — | 60.2% | ||
| Q3 25 | — | 42.1% | ||
| Q2 25 | — | 45.2% | ||
| Q1 25 | — | 41.3% | ||
| Q4 24 | — | 43.8% | ||
| Q3 24 | — | 38.3% | ||
| Q2 24 | — | 33.7% |
营业利润率
DBRG
OUST
| Q1 26 | — | 41.2% | ||
| Q4 25 | — | 1.5% | ||
| Q3 25 | -13.9% | -61.4% | ||
| Q2 25 | -31.2% | -76.5% | ||
| Q1 25 | -11.5% | -73.0% | ||
| Q4 24 | 5.7% | -85.1% | ||
| Q3 24 | 62.4% | -98.0% | ||
| Q2 24 | 33.5% | -93.6% |
净利率
DBRG
OUST
| Q1 26 | — | 6.4% | ||
| Q4 25 | 61.5% | — | ||
| Q3 25 | 33.7% | -55.0% | ||
| Q2 25 | 37.1% | -58.8% | ||
| Q1 25 | 15.3% | -67.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | 18.0% | -91.1% | ||
| Q2 24 | 23.4% | -88.4% |
每股收益(稀释后)
DBRG
OUST
| Q1 26 | — | $0.06 | ||
| Q4 25 | $0.28 | $0.10 | ||
| Q3 25 | $0.09 | $-0.37 | ||
| Q2 25 | $0.10 | $-0.38 | ||
| Q1 25 | $-0.01 | $-0.42 | ||
| Q4 24 | — | $-0.46 | ||
| Q3 24 | $-0.01 | $-0.54 | ||
| Q2 24 | $0.44 | $-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 | $382.5M | $208.6M |
| 总债务越低越好 | $298.8M | — |
| 股东权益账面价值 | $2.1B | $261.7M |
| 总资产 | $3.4B | $349.5M |
| 负债/权益比越低杠杆越低 | 0.14× | — |
8季度趋势,按日历期对齐
现金及短期投资
DBRG
OUST
| Q1 26 | — | $208.6M | ||
| Q4 25 | $382.5M | $208.6M | ||
| Q3 25 | $358.4M | $244.5M | ||
| Q2 25 | $340.7M | $226.5M | ||
| Q1 25 | $349.9M | $168.2M | ||
| Q4 24 | $302.2M | $172.0M | ||
| Q3 24 | $294.4M | $151.4M | ||
| Q2 24 | $261.2M | $184.2M |
总债务
DBRG
OUST
| Q1 26 | — | — | ||
| Q4 25 | $298.8M | — | ||
| Q3 25 | $327.9M | — | ||
| Q2 25 | $298.0M | — | ||
| Q1 25 | $296.9M | — | ||
| Q4 24 | $296.4M | — | ||
| Q3 24 | $295.8M | — | ||
| Q2 24 | $295.3M | — |
股东权益
DBRG
OUST
| Q1 26 | — | $261.7M | ||
| Q4 25 | $2.1B | $261.7M | ||
| Q3 25 | $2.1B | $247.4M | ||
| Q2 25 | $2.0B | $221.0M | ||
| Q1 25 | $2.0B | $167.9M | ||
| Q4 24 | $2.0B | $180.9M | ||
| Q3 24 | $2.0B | $171.7M | ||
| Q2 24 | $2.0B | $170.6M |
总资产
DBRG
OUST
| Q1 26 | — | $349.5M | ||
| Q4 25 | $3.4B | $349.5M | ||
| Q3 25 | $3.5B | $353.8M | ||
| Q2 25 | $3.4B | $321.8M | ||
| Q1 25 | $3.4B | $268.6M | ||
| Q4 24 | $3.5B | $276.1M | ||
| Q3 24 | $3.5B | $255.2M | ||
| Q2 24 | $3.5B | $309.9M |
负债/权益比
DBRG
OUST
| Q1 26 | — | — | ||
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.15× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — |
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 | $259.3M | — |
| 自由现金流经营现金流 - 资本支出 | $258.0M | — |
| 自由现金流率自由现金流/营收 | 244.0% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 3.99× | — |
| 过去12个月自由现金流最近4个季度 | $440.5M | — |
8季度趋势,按日历期对齐
经营现金流
DBRG
OUST
| Q1 26 | — | — | ||
| Q4 25 | $259.3M | $-15.4M | ||
| Q3 25 | $56.5M | $-18.3M | ||
| Q2 25 | $77.0M | $-1.3M | ||
| Q1 25 | $50.3M | $-4.9M | ||
| Q4 24 | $60.1M | $-2.6M | ||
| Q3 24 | $35.9M | $-3.8M | ||
| Q2 24 | $22.5M | $-21.6M |
自由现金流
DBRG
OUST
| Q1 26 | — | — | ||
| Q4 25 | $258.0M | $-37.2M | ||
| Q3 25 | $56.1M | $-20.0M | ||
| Q2 25 | $76.4M | $-2.2M | ||
| Q1 25 | $50.0M | $-5.4M | ||
| Q4 24 | $56.5M | $-4.0M | ||
| Q3 24 | — | $-4.3M | ||
| Q2 24 | $22.3M | $-22.0M |
自由现金流率
DBRG
OUST
| Q1 26 | — | — | ||
| Q4 25 | 244.0% | -59.8% | ||
| Q3 25 | 60.2% | -50.7% | ||
| Q2 25 | 89.5% | -6.3% | ||
| Q1 25 | 55.5% | -16.6% | ||
| Q4 24 | 55.7% | -13.3% | ||
| Q3 24 | — | -15.4% | ||
| Q2 24 | 5.7% | -81.5% |
资本支出强度
DBRG
OUST
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 35.0% | ||
| Q3 25 | 0.4% | 4.3% | ||
| Q2 25 | 0.7% | 2.5% | ||
| Q1 25 | 0.3% | 1.7% | ||
| Q4 24 | 3.5% | 4.8% | ||
| Q3 24 | 0.0% | 2.0% | ||
| Q2 24 | 0.1% | 1.3% |
现金转化率
DBRG
OUST
| Q1 26 | — | — | ||
| Q4 25 | 3.99× | — | ||
| Q3 25 | 1.80× | — | ||
| Q2 25 | 2.43× | — | ||
| Q1 25 | 3.65× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.61× | — | ||
| Q2 24 | 0.25× | — |
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
DBRG
暂无分部数据
OUST
| Product revenue | $41.0M | 66% |
| Royalties | $21.2M | 34% |