vs
NLIGHT, INC.(LASR)与Ouster, Inc.(OUST)财务数据对比。点击上方公司名可切换其他公司
NLIGHT, INC.的季度营收约是Ouster, Inc.的1.3倍($81.2M vs $62.2M),Ouster, Inc.同比增速更快(106.6% vs 71.3%),NLIGHT, INC.自由现金流更多($15.9M vs $-37.2M),过去两年Ouster, Inc.的营收复合增速更高(54.8% vs 35.0%)
nLight Inc.是全球领先的高性能半导体激光器、光纤激光器及相关光学组件研发生产商,产品广泛应用于工业精密制造、航空航天与国防、医疗设备、前沿研究等核心领域,客户遍及北美、欧洲及亚太地区。
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。
LASR vs OUST — 直观对比
营收规模更大
LASR
是对方的1.3倍
$62.2M
营收增速更快
OUST
高出35.3%
71.3%
自由现金流更多
LASR
多$53.1M
$-37.2M
两年增速更快
OUST
近两年复合增速
35.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $81.2M | $62.2M |
| 净利润 | $-4.9M | — |
| 毛利率 | 30.7% | 60.2% |
| 营业利润率 | -6.7% | 1.5% |
| 净利率 | -6.0% | — |
| 营收同比 | 71.3% | 106.6% |
| 净利润同比 | 80.3% | — |
| 每股收益(稀释后) | $-0.10 | $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
LASR
OUST
| Q4 25 | $81.2M | $62.2M | ||
| Q3 25 | $66.7M | $39.5M | ||
| Q2 25 | $61.7M | $35.0M | ||
| Q1 25 | $51.7M | $32.6M | ||
| Q4 24 | $47.4M | $30.1M | ||
| Q3 24 | $56.1M | $28.1M | ||
| Q2 24 | $50.5M | $27.0M | ||
| Q1 24 | $44.5M | $25.9M |
净利润
LASR
OUST
| Q4 25 | $-4.9M | — | ||
| Q3 25 | $-6.9M | $-21.7M | ||
| Q2 25 | $-3.6M | $-20.6M | ||
| Q1 25 | $-8.1M | $-22.0M | ||
| Q4 24 | $-25.0M | — | ||
| Q3 24 | $-10.3M | $-25.6M | ||
| Q2 24 | $-11.7M | $-23.9M | ||
| Q1 24 | $-13.8M | $-23.8M |
毛利率
LASR
OUST
| Q4 25 | 30.7% | 60.2% | ||
| Q3 25 | 31.1% | 42.1% | ||
| Q2 25 | 29.9% | 45.2% | ||
| Q1 25 | 26.7% | 41.3% | ||
| Q4 24 | 2.4% | 43.8% | ||
| Q3 24 | 22.4% | 38.3% | ||
| Q2 24 | 23.5% | 33.7% | ||
| Q1 24 | 16.8% | 28.6% |
营业利润率
LASR
OUST
| Q4 25 | -6.7% | 1.5% | ||
| Q3 25 | -10.9% | -61.4% | ||
| Q2 25 | -6.9% | -76.5% | ||
| Q1 25 | -18.6% | -73.0% | ||
| Q4 24 | -55.8% | -85.1% | ||
| Q3 24 | -21.0% | -98.0% | ||
| Q2 24 | -25.1% | -93.6% | ||
| Q1 24 | -33.1% | -99.5% |
净利率
LASR
OUST
| Q4 25 | -6.0% | — | ||
| Q3 25 | -10.3% | -55.0% | ||
| Q2 25 | -5.8% | -58.8% | ||
| Q1 25 | -15.7% | -67.5% | ||
| Q4 24 | -52.7% | — | ||
| Q3 24 | -18.4% | -91.1% | ||
| Q2 24 | -23.2% | -88.4% | ||
| Q1 24 | -30.9% | -91.9% |
每股收益(稀释后)
LASR
OUST
| Q4 25 | $-0.10 | $0.10 | ||
| Q3 25 | $-0.14 | $-0.37 | ||
| Q2 25 | $-0.07 | $-0.38 | ||
| Q1 25 | $-0.16 | $-0.42 | ||
| Q4 24 | $-0.52 | $-0.46 | ||
| Q3 24 | $-0.21 | $-0.54 | ||
| Q2 24 | $-0.25 | $-0.53 | ||
| Q1 24 | $-0.29 | $-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 | $98.7M | $208.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $226.7M | $261.7M |
| 总资产 | $315.2M | $349.5M |
| 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
LASR
OUST
| Q4 25 | $98.7M | $208.6M | ||
| Q3 25 | $81.1M | $244.5M | ||
| Q2 25 | $78.8M | $226.5M | ||
| Q1 25 | $82.2M | $168.2M | ||
| Q4 24 | $65.8M | $172.0M | ||
| Q3 24 | $41.5M | $151.4M | ||
| Q2 24 | $49.4M | $184.2M | ||
| Q1 24 | $61.3M | $187.8M |
股东权益
LASR
OUST
| Q4 25 | $226.7M | $261.7M | ||
| Q3 25 | $218.5M | $247.4M | ||
| Q2 25 | $216.0M | $221.0M | ||
| Q1 25 | $212.8M | $167.9M | ||
| Q4 24 | $216.4M | $180.9M | ||
| Q3 24 | $235.3M | $171.7M | ||
| Q2 24 | $239.5M | $170.6M | ||
| Q1 24 | $244.4M | $167.2M |
总资产
LASR
OUST
| Q4 25 | $315.2M | $349.5M | ||
| Q3 25 | $298.7M | $353.8M | ||
| Q2 25 | $295.3M | $321.8M | ||
| Q1 25 | $290.0M | $268.6M | ||
| Q4 24 | $270.2M | $276.1M | ||
| Q3 24 | $291.3M | $255.2M | ||
| Q2 24 | $294.3M | $309.9M | ||
| Q1 24 | $302.8M | $317.7M |
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 | $17.5M | $-15.4M |
| 自由现金流经营现金流 - 资本支出 | $15.9M | $-37.2M |
| 自由现金流率自由现金流/营收 | 19.6% | -59.8% |
| 资本支出强度资本支出/营收 | 2.0% | 35.0% |
| 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 | $12.3M | $-64.8M |
8季度趋势,按日历期对齐
经营现金流
LASR
OUST
| Q4 25 | $17.5M | $-15.4M | ||
| Q3 25 | $5.2M | $-18.3M | ||
| Q2 25 | $-1.4M | $-1.3M | ||
| Q1 25 | $-20.0K | $-4.9M | ||
| Q4 24 | $-3.9M | $-2.6M | ||
| Q3 24 | $-5.6M | $-3.8M | ||
| Q2 24 | $-4.2M | $-21.6M | ||
| Q1 24 | $11.4M | $-5.7M |
自由现金流
LASR
OUST
| Q4 25 | $15.9M | $-37.2M | ||
| Q3 25 | $2.4M | $-20.0M | ||
| Q2 25 | $-3.8M | $-2.2M | ||
| Q1 25 | $-2.3M | $-5.4M | ||
| Q4 24 | $-6.5M | $-4.0M | ||
| Q3 24 | $-7.2M | $-4.3M | ||
| Q2 24 | $-6.4M | $-22.0M | ||
| Q1 24 | $9.8M | $-7.1M |
自由现金流率
LASR
OUST
| Q4 25 | 19.6% | -59.8% | ||
| Q3 25 | 3.7% | -50.7% | ||
| Q2 25 | -6.1% | -6.3% | ||
| Q1 25 | -4.5% | -16.6% | ||
| Q4 24 | -13.7% | -13.3% | ||
| Q3 24 | -12.9% | -15.4% | ||
| Q2 24 | -12.6% | -81.5% | ||
| Q1 24 | 22.1% | -27.4% |
资本支出强度
LASR
OUST
| Q4 25 | 2.0% | 35.0% | ||
| Q3 25 | 4.2% | 4.3% | ||
| Q2 25 | 3.9% | 2.5% | ||
| Q1 25 | 4.4% | 1.7% | ||
| Q4 24 | 5.5% | 4.8% | ||
| Q3 24 | 2.9% | 2.0% | ||
| Q2 24 | 4.2% | 1.3% | ||
| Q1 24 | 3.5% | 5.3% |
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
LASR
| Aerospaceand Defense | $56.3M | 69% |
| Microfabrication | $14.2M | 18% |
| Industrial | $10.7M | 13% |
OUST
暂无分部数据