vs
LandBridge Co LLC（LB）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LandBridge Co LLC的1.1倍（$62.2M vs $56.8M），Ouster, Inc.同比增速更快（106.6% vs 55.6%），LandBridge Co LLC自由现金流更多（$122.0M vs $-37.2M），过去两年LandBridge Co LLC的营收复合增速更高（72.8% vs 54.8%）
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。
LB vs OUST — 直观对比
营收规模更大
OUST
是对方的1.1倍
$56.8M
营收增速更快
OUST
高出51.1%
55.6%
自由现金流更多
LB
多$159.2M
$-37.2M
两年增速更快
LB
近两年复合增速
54.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $56.8M | $62.2M |
| 净利润 | $8.1M | — |
| 毛利率 | — | 60.2% |
| 营业利润率 | 60.0% | 1.5% |
| 净利率 | 14.2% | — |
| 营收同比 | 55.6% | 106.6% |
| 净利润同比 | -83.7% | — |
| 每股收益（稀释后） | $0.24 | $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LBOUST
| Q4 25 | $56.8M | $62.2M | ||
| Q3 25 | $50.8M | $39.5M | ||
| Q2 25 | $47.5M | $35.0M | ||
| Q1 25 | $44.0M | $32.6M | ||
| Q4 24 | $36.5M | $30.1M | ||
| Q3 24 | $28.5M | $28.1M | ||
| Q2 24 | $26.0M | $27.0M | ||
| Q1 24 | $19.0M | $25.9M |
净利润LBOUST
| Q4 25 | $8.1M | — | ||
| Q3 25 | $8.1M | $-21.7M | ||
| Q2 25 | $7.5M | $-20.6M | ||
| Q1 25 | $6.5M | $-22.0M | ||
| Q4 24 | $49.3M | — | ||
| Q3 24 | $2.7M | $-25.6M | ||
| Q2 24 | $-57.7M | $-23.9M | ||
| Q1 24 | $10.8M | $-23.8M |
毛利率LBOUST
| 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% | ||
| Q1 24 | — | 28.6% |
营业利润率LBOUST
| Q4 25 | 60.0% | 1.5% | ||
| Q3 25 | 60.8% | -61.4% | ||
| Q2 25 | 60.0% | -76.5% | ||
| Q1 25 | 57.0% | -73.0% | ||
| Q4 24 | 49.4% | -85.1% | ||
| Q3 24 | 11.2% | -98.0% | ||
| Q2 24 | -197.4% | -93.6% | ||
| Q1 24 | 71.1% | -99.5% |
净利率LBOUST
| Q4 25 | 14.2% | — | ||
| Q3 25 | 15.9% | -55.0% | ||
| Q2 25 | 15.8% | -58.8% | ||
| Q1 25 | 14.7% | -67.5% | ||
| Q4 24 | 135.2% | — | ||
| Q3 24 | 9.3% | -91.1% | ||
| Q2 24 | -222.1% | -88.4% | ||
| Q1 24 | 56.7% | -91.9% |
每股收益（稀释后）LBOUST
| Q4 25 | $0.24 | $0.10 | ||
| Q3 25 | $0.26 | $-0.37 | ||
| Q2 25 | $0.24 | $-0.38 | ||
| Q1 25 | $0.20 | $-0.42 | ||
| Q4 24 | — | $-0.46 | ||
| Q3 24 | $-0.04 | $-0.54 | ||
| Q2 24 | — | $-0.53 | ||
| Q1 24 | — | $-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 | $30.7M | $208.6M |
| 总债务越低越好 | $570.7M | — |
| 股东权益账面价值 | $340.3M | $261.7M |
| 总资产 | $1.4B | $349.5M |
| 负债/权益比越低杠杆越低 | 1.68× | — |
8季度趋势，按日历期对齐
现金及短期投资LBOUST
| Q4 25 | $30.7M | $208.6M | ||
| Q3 25 | $28.3M | $244.5M | ||
| Q2 25 | $20.3M | $226.5M | ||
| Q1 25 | $14.9M | $168.2M | ||
| Q4 24 | $37.0M | $172.0M | ||
| Q3 24 | $14.4M | $151.4M | ||
| Q2 24 | $24.6M | $184.2M | ||
| Q1 24 | — | $187.8M |
总债务LBOUST
| Q4 25 | $570.7M | — | ||
| Q3 25 | $366.1M | — | ||
| Q2 25 | $370.9M | — | ||
| Q1 25 | $375.5M | — | ||
| Q4 24 | $385.5M | — | ||
| Q3 24 | $242.4M | — | ||
| Q2 24 | $360.8M | — | ||
| Q1 24 | — | — |
股东权益LBOUST
| Q4 25 | $340.3M | $261.7M | ||
| Q3 25 | $272.0M | $247.4M | ||
| Q2 25 | $266.4M | $221.0M | ||
| Q1 25 | $217.0M | $167.9M | ||
| Q4 24 | $211.8M | $180.9M | ||
| Q3 24 | $97.2M | $171.7M | ||
| Q2 24 | $296.4M | $170.6M | ||
| Q1 24 | $162.3M | $167.2M |
总资产LBOUST
| Q4 25 | $1.4B | $349.5M | ||
| Q3 25 | $1.1B | $353.8M | ||
| Q2 25 | $1.1B | $321.8M | ||
| Q1 25 | $1.0B | $268.6M | ||
| Q4 24 | $1.0B | $276.1M | ||
| Q3 24 | $689.9M | $255.2M | ||
| Q2 24 | $710.5M | $309.9M | ||
| Q1 24 | — | $317.7M |
负债/权益比LBOUST
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.73× | — | ||
| Q4 24 | 1.82× | — | ||
| Q3 24 | 2.49× | — | ||
| Q2 24 | 1.22× | — | ||
| Q1 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 | $126.3M | $-15.4M |
| 自由现金流经营现金流 - 资本支出 | $122.0M | $-37.2M |
| 自由现金流率自由现金流/营收 | 214.9% | -59.8% |
| 资本支出强度资本支出/营收 | 7.5% | 35.0% |
| 现金转化率经营现金流/净利润 | 15.68× | — |
| 过去12个月自由现金流最近4个季度 | $207.7M | $-64.8M |
8季度趋势，按日历期对齐
经营现金流LBOUST
| Q4 25 | $126.3M | $-15.4M | ||
| Q3 25 | $34.9M | $-18.3M | ||
| Q2 25 | $37.3M | $-1.3M | ||
| Q1 25 | $15.9M | $-4.9M | ||
| Q4 24 | $67.6M | $-2.6M | ||
| Q3 24 | $7.5M | $-3.8M | ||
| Q2 24 | $16.0M | $-21.6M | ||
| Q1 24 | $17.2M | $-5.7M |
自由现金流LBOUST
| Q4 25 | $122.0M | $-37.2M | ||
| Q3 25 | $33.7M | $-20.0M | ||
| Q2 25 | $36.1M | $-2.2M | ||
| Q1 25 | $15.8M | $-5.4M | ||
| Q4 24 | $66.7M | $-4.0M | ||
| Q3 24 | $7.1M | $-4.3M | ||
| Q2 24 | $15.7M | $-22.0M | ||
| Q1 24 | $17.1M | $-7.1M |
自由现金流率LBOUST
| Q4 25 | 214.9% | -59.8% | ||
| Q3 25 | 66.3% | -50.7% | ||
| Q2 25 | 75.9% | -6.3% | ||
| Q1 25 | 36.0% | -16.6% | ||
| Q4 24 | 182.6% | -13.3% | ||
| Q3 24 | 25.1% | -15.4% | ||
| Q2 24 | 60.4% | -81.5% | ||
| Q1 24 | 90.1% | -27.4% |
资本支出强度LBOUST
| Q4 25 | 7.5% | 35.0% | ||
| Q3 25 | 2.3% | 4.3% | ||
| Q2 25 | 2.6% | 2.5% | ||
| Q1 25 | 0.2% | 1.7% | ||
| Q4 24 | 2.7% | 4.8% | ||
| Q3 24 | 1.1% | 2.0% | ||
| Q2 24 | 1.4% | 1.3% | ||
| Q1 24 | 0.5% | 5.3% |
现金转化率LBOUST
| Q4 25 | 15.68× | — | ||
| Q3 25 | 4.31× | — | ||
| Q2 25 | 4.98× | — | ||
| Q1 25 | 2.46× | — | ||
| Q4 24 | 1.37× | — | ||
| Q3 24 | 2.80× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.60× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
