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Ginkgo Bioworks Holdings, Inc.（DNA）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Ginkgo Bioworks Holdings, Inc.的1.5倍（$48.6M vs $33.4M），Ouster, Inc.同比增速更快（48.9% vs -23.8%），过去两年Ouster, Inc.的营收复合增速更高（34.2% vs -6.2%）
Ginkgo Bioworks Holdings, Inc.是一家2008年由五名麻省理工学院科学家创立的美国生物技术企业，由杰森·凯利掌舵。公司专注于基因工程改造，为其他生物科技企业开发具备工业应用价值的菌株，帮助合作方省去合成生物学设计初期的重复研发成本，号称「生物制造平台企业」，2019年估值就已达42亿美元。
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。
DNA vs OUST — 直观对比
营收规模更大
OUST
是对方的1.5倍
$33.4M
营收增速更快
OUST
高出72.7%
-23.8%
两年增速更快
OUST
近两年复合增速
-6.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $33.4M | $48.6M |
| 净利润 | — | $4.0M |
| 毛利率 | — | 42.9% |
| 营业利润率 | -211.9% | 17.6% |
| 净利率 | — | 8.2% |
| 营收同比 | -23.8% | 48.9% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $-1.41 | $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DNAOUST
| Q1 26 | — | $48.6M | ||
| Q4 25 | $33.4M | $62.2M | ||
| Q3 25 | $38.8M | $39.5M | ||
| Q2 25 | $49.6M | $35.0M | ||
| Q1 25 | $48.3M | $32.6M | ||
| Q4 24 | $43.8M | $30.1M | ||
| Q3 24 | $89.0M | $28.1M | ||
| Q2 24 | $56.2M | $27.0M |
净利润DNAOUST
| Q1 26 | — | $4.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | $-80.8M | $-21.7M | ||
| Q2 25 | $-60.3M | $-20.6M | ||
| Q1 25 | $-91.0M | $-22.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-56.4M | $-25.6M | ||
| Q2 24 | $-217.2M | $-23.9M |
毛利率DNAOUST
| Q1 26 | — | 42.9% | ||
| 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DNAOUST
| Q1 26 | — | 17.6% | ||
| Q4 25 | -211.9% | 1.5% | ||
| Q3 25 | -231.8% | -61.4% | ||
| Q2 25 | -132.1% | -76.5% | ||
| Q1 25 | -184.1% | -73.0% | ||
| Q4 24 | -236.3% | -85.1% | ||
| Q3 24 | -62.0% | -98.0% | ||
| Q2 24 | -396.7% | -93.6% |
净利率DNAOUST
| Q1 26 | — | 8.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | -207.9% | -55.0% | ||
| Q2 25 | -121.6% | -58.8% | ||
| Q1 25 | -188.2% | -67.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | -63.3% | -91.1% | ||
| Q2 24 | -386.4% | -88.4% |
每股收益（稀释后）DNAOUST
| Q1 26 | — | $0.06 | ||
| Q4 25 | $-1.41 | $0.10 | ||
| Q3 25 | $-1.45 | $-0.37 | ||
| Q2 25 | $-1.10 | $-0.38 | ||
| Q1 25 | $-1.68 | $-0.42 | ||
| Q4 24 | $-1.91 | $-0.46 | ||
| Q3 24 | $-1.08 | $-0.54 | ||
| Q2 24 | $-4.23 | $-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 | $422.6M | $173.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $508.6M | $275.6M |
| 总资产 | $1.1B | $381.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资DNAOUST
| Q1 26 | — | $173.1M | ||
| Q4 25 | $422.6M | $208.6M | ||
| Q3 25 | $495.5M | $244.5M | ||
| Q2 25 | $559.4M | $226.5M | ||
| Q1 25 | $325.3M | $168.2M | ||
| Q4 24 | $561.6M | $172.0M | ||
| Q3 24 | $616.2M | $151.4M | ||
| Q2 24 | $730.4M | $184.2M |
股东权益DNAOUST
| Q1 26 | — | $275.6M | ||
| Q4 25 | $508.6M | $261.7M | ||
| Q3 25 | $559.8M | $247.4M | ||
| Q2 25 | $613.0M | $221.0M | ||
| Q1 25 | $647.4M | $167.9M | ||
| Q4 24 | $716.1M | $180.9M | ||
| Q3 24 | $797.9M | $171.7M | ||
| Q2 24 | $833.1M | $170.6M |
总资产DNAOUST
| Q1 26 | — | $381.5M | ||
| Q4 25 | $1.1B | $349.5M | ||
| Q3 25 | $1.2B | $353.8M | ||
| Q2 25 | $1.2B | $321.8M | ||
| Q1 25 | $1.3B | $268.6M | ||
| Q4 24 | $1.4B | $276.1M | ||
| Q3 24 | $1.5B | $255.2M | ||
| Q2 24 | $1.6B | $309.9M |
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 | $-47.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-47.7M | — |
| 自由现金流率自由现金流/营收 | -142.8% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流DNAOUST
| Q1 26 | — | — | ||
| Q4 25 | $-47.7M | $-15.4M | ||
| Q3 25 | $-31.6M | $-18.3M | ||
| Q2 25 | $-40.3M | $-1.3M | ||
| Q1 25 | $-51.5M | $-4.9M | ||
| Q4 24 | $-42.4M | $-2.6M | ||
| Q3 24 | $-103.5M | $-3.8M | ||
| Q2 24 | $-84.4M | $-21.6M |
自由现金流DNAOUST
| Q1 26 | — | — | ||
| Q4 25 | $-47.7M | $-37.2M | ||
| Q3 25 | — | $-20.0M | ||
| Q2 25 | $-40.3M | $-2.2M | ||
| Q1 25 | $-59.1M | $-5.4M | ||
| Q4 24 | $-56.1M | $-4.0M | ||
| Q3 24 | $-118.6M | $-4.3M | ||
| Q2 24 | $-111.4M | $-22.0M |
自由现金流率DNAOUST
| Q1 26 | — | — | ||
| Q4 25 | -142.8% | -59.8% | ||
| Q3 25 | — | -50.7% | ||
| Q2 25 | -81.2% | -6.3% | ||
| Q1 25 | -122.4% | -16.6% | ||
| Q4 24 | -128.0% | -13.3% | ||
| Q3 24 | -133.2% | -15.4% | ||
| Q2 24 | -198.2% | -81.5% |
资本支出强度DNAOUST
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 35.0% | ||
| Q3 25 | 0.0% | 4.3% | ||
| Q2 25 | 0.1% | 2.5% | ||
| Q1 25 | 15.8% | 1.7% | ||
| Q4 24 | 31.3% | 4.8% | ||
| Q3 24 | 16.9% | 2.0% | ||
| Q2 24 | 48.1% | 1.3% |
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
DNA
| Cell Engineering Segment | $26.0M | 78% |
| Other | $7.4M | 22% |
OUST
| Product revenue | $48.2M | 99% |
| Royalties | $347.0K | 1% |
