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伊萨（ESAB）与Ouster, Inc.（OUST）财务数据对比。点击上方公司名可切换其他公司
伊萨的季度营收约是Ouster, Inc.的11.7倍（$727.8M vs $62.2M）。Ouster, Inc.同比增速更快（106.6% vs 8.5%）。伊萨自由现金流更多（$70.3M vs $-37.2M）。过去两年Ouster, Inc.的营收复合增速更高（54.8% vs 2.8%）
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
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。
ESAB vs OUST — 直观对比
营收规模更大
ESAB
是对方的11.7倍
$62.2M
营收增速更快
OUST
高出98.1%
8.5%
自由现金流更多
ESAB
多$107.5M
$-37.2M
两年增速更快
OUST
近两年复合增速
2.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $727.8M | $62.2M |
| 净利润 | $54.8M | — |
| 毛利率 | 37.0% | 60.2% |
| 营业利润率 | 14.6% | 1.5% |
| 净利率 | 7.5% | — |
| 营收同比 | 8.5% | 106.6% |
| 净利润同比 | 2.1% | — |
| 每股收益（稀释后） | $0.90 | $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ESABOUST
| Q4 25 | $727.8M | $62.2M | ||
| Q3 25 | $715.6M | $39.5M | ||
| Q2 25 | $678.1M | $35.0M | ||
| Q1 25 | — | $32.6M | ||
| Q4 24 | $670.8M | $30.1M | ||
| Q3 24 | $673.3M | $28.1M | ||
| Q2 24 | $707.1M | $27.0M | ||
| Q1 24 | $689.7M | $25.9M |
净利润ESABOUST
| Q4 25 | $54.8M | — | ||
| Q3 25 | $66.9M | $-21.7M | ||
| Q2 25 | $67.4M | $-20.6M | ||
| Q1 25 | — | $-22.0M | ||
| Q4 24 | $53.7M | — | ||
| Q3 24 | $68.2M | $-25.6M | ||
| Q2 24 | $82.9M | $-23.9M | ||
| Q1 24 | $60.0M | $-23.8M |
毛利率ESABOUST
| Q4 25 | 37.0% | 60.2% | ||
| Q3 25 | 37.2% | 42.1% | ||
| Q2 25 | 37.6% | 45.2% | ||
| Q1 25 | — | 41.3% | ||
| Q4 24 | 38.5% | 43.8% | ||
| Q3 24 | 37.7% | 38.3% | ||
| Q2 24 | 38.2% | 33.7% | ||
| Q1 24 | 37.0% | 28.6% |
营业利润率ESABOUST
| Q4 25 | 14.6% | 1.5% | ||
| Q3 25 | 15.2% | -61.4% | ||
| Q2 25 | 16.2% | -76.5% | ||
| Q1 25 | — | -73.0% | ||
| Q4 24 | 16.6% | -85.1% | ||
| Q3 24 | 15.7% | -98.0% | ||
| Q2 24 | 16.9% | -93.6% | ||
| Q1 24 | 16.0% | -99.5% |
净利率ESABOUST
| Q4 25 | 7.5% | — | ||
| Q3 25 | 9.3% | -55.0% | ||
| Q2 25 | 9.9% | -58.8% | ||
| Q1 25 | — | -67.5% | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 10.1% | -91.1% | ||
| Q2 24 | 11.7% | -88.4% | ||
| Q1 24 | 8.7% | -91.9% |
每股收益（稀释后）ESABOUST
| Q4 25 | $0.90 | $0.10 | ||
| Q3 25 | $1.09 | $-0.37 | ||
| Q2 25 | $1.10 | $-0.38 | ||
| Q1 25 | — | $-0.42 | ||
| Q4 24 | $0.87 | $-0.46 | ||
| Q3 24 | $1.11 | $-0.54 | ||
| Q2 24 | $1.35 | $-0.53 | ||
| Q1 24 | $0.98 | $-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 | $218.2M | $208.6M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $2.1B | $261.7M |
| 总资产 | $4.9B | $349.5M |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势，按日历期对齐
现金及短期投资ESABOUST
| Q4 25 | $218.2M | $208.6M | ||
| Q3 25 | $258.2M | $244.5M | ||
| Q2 25 | $291.3M | $226.5M | ||
| Q1 25 | — | $168.2M | ||
| Q4 24 | $249.4M | $172.0M | ||
| Q3 24 | $253.7M | $151.4M | ||
| Q2 24 | $228.5M | $184.2M | ||
| Q1 24 | $76.5M | $187.8M |
总债务ESABOUST
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $992.8M | — |
股东权益ESABOUST
| Q4 25 | $2.1B | $261.7M | ||
| Q3 25 | $2.1B | $247.4M | ||
| Q2 25 | $1.9B | $221.0M | ||
| Q1 25 | — | $167.9M | ||
| Q4 24 | $1.8B | $180.9M | ||
| Q3 24 | $1.8B | $171.7M | ||
| Q2 24 | $1.7B | $170.6M | ||
| Q1 24 | $1.6B | $167.2M |
总资产ESABOUST
| Q4 25 | $4.9B | $349.5M | ||
| Q3 25 | $4.4B | $353.8M | ||
| Q2 25 | $4.2B | $321.8M | ||
| Q1 25 | — | $268.6M | ||
| Q4 24 | $4.0B | $276.1M | ||
| Q3 24 | $4.1B | $255.2M | ||
| Q2 24 | $4.0B | $309.9M | ||
| Q1 24 | $3.8B | $317.7M |
负债/权益比ESABOUST
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 0.61× | — |
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 | $81.5M | $-15.4M |
| 自由现金流经营现金流 - 资本支出 | $70.3M | $-37.2M |
| 自由现金流率自由现金流/营收 | 9.7% | -59.8% |
| 资本支出强度资本支出/营收 | 1.5% | 35.0% |
| 现金转化率经营现金流/净利润 | 1.49× | — |
| 过去12个月自由现金流最近4个季度 | $238.0M | $-64.8M |
8季度趋势，按日历期对齐
经营现金流ESABOUST
| Q4 25 | $81.5M | $-15.4M | ||
| Q3 25 | $46.6M | $-18.3M | ||
| Q2 25 | $35.4M | $-1.3M | ||
| Q1 25 | — | $-4.9M | ||
| Q4 24 | $126.9M | $-2.6M | ||
| Q3 24 | $101.0M | $-3.8M | ||
| Q2 24 | $83.0M | $-21.6M | ||
| Q1 24 | $44.5M | $-5.7M |
自由现金流ESABOUST
| Q4 25 | $70.3M | $-37.2M | ||
| Q3 25 | $37.4M | $-20.0M | ||
| Q2 25 | $28.1M | $-2.2M | ||
| Q1 25 | — | $-5.4M | ||
| Q4 24 | $102.2M | $-4.0M | ||
| Q3 24 | $90.4M | $-4.3M | ||
| Q2 24 | $74.0M | $-22.0M | ||
| Q1 24 | $37.1M | $-7.1M |
自由现金流率ESABOUST
| Q4 25 | 9.7% | -59.8% | ||
| Q3 25 | 5.2% | -50.7% | ||
| Q2 25 | 4.1% | -6.3% | ||
| Q1 25 | — | -16.6% | ||
| Q4 24 | 15.2% | -13.3% | ||
| Q3 24 | 13.4% | -15.4% | ||
| Q2 24 | 10.5% | -81.5% | ||
| Q1 24 | 5.4% | -27.4% |
资本支出强度ESABOUST
| Q4 25 | 1.5% | 35.0% | ||
| Q3 25 | 1.3% | 4.3% | ||
| Q2 25 | 1.1% | 2.5% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | 3.7% | 4.8% | ||
| Q3 24 | 1.6% | 2.0% | ||
| Q2 24 | 1.3% | 1.3% | ||
| Q1 24 | 1.1% | 5.3% |
现金转化率ESABOUST
| Q4 25 | 1.49× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.36× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 0.74× | — |
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
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
OUST
暂无分部数据
