vs
微策略（MSTR）与Ouster, Inc.（OUST）财务数据对比。点击上方公司名可切换其他公司
微策略的季度营收约是Ouster, Inc.的2.0倍（$123.0M vs $62.2M），Ouster, Inc.同比增速更快（106.6% vs 1.9%），过去两年Ouster, Inc.的营收复合增速更高（51.8% vs 3.3%）
Strategy Inc（原名为微策略）是1989年成立的美国上市企业，主营商业智能与移动软件业务，旗下产品可帮助企业分析内外部数据以支撑经营决策，还可用于移动应用开发，总部位于弗吉尼亚州泰森斯角，商业分析赛道核心竞品包括SAP等。
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。
MSTR vs OUST — 直观对比
营收规模更大
MSTR
是对方的2.0倍
$62.2M
营收增速更快
OUST
高出104.7%
1.9%
两年增速更快
OUST
近两年复合增速
3.3%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $123.0M | $62.2M |
| 净利润 | — | $4.0M |
| 毛利率 | 66.1% | 60.2% |
| 营业利润率 | — | 41.2% |
| 净利率 | — | 6.4% |
| 营收同比 | 1.9% | 106.6% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | $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MSTROUST
| Q1 26 | — | $62.2M | ||
| Q4 25 | $123.0M | $62.2M | ||
| Q3 25 | $128.7M | $39.5M | ||
| Q2 25 | $114.5M | $35.0M | ||
| Q1 25 | $111.1M | $32.6M | ||
| Q4 24 | $120.7M | $30.1M | ||
| Q3 24 | $116.1M | $28.1M | ||
| Q2 24 | $111.4M | $27.0M |
净利润MSTROUST
| Q1 26 | — | $4.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.8B | $-21.7M | ||
| Q2 25 | $10.0B | $-20.6M | ||
| Q1 25 | $-4.2B | $-22.0M | ||
| Q4 24 | $-670.8M | — | ||
| Q3 24 | $-340.2M | $-25.6M | ||
| Q2 24 | $-102.6M | $-23.9M |
毛利率MSTROUST
| Q1 26 | — | 60.2% | ||
| Q4 25 | 66.1% | 60.2% | ||
| Q3 25 | 70.5% | 42.1% | ||
| Q2 25 | 68.8% | 45.2% | ||
| Q1 25 | 69.4% | 41.3% | ||
| Q4 24 | 71.7% | 43.8% | ||
| Q3 24 | 70.4% | 38.3% | ||
| Q2 24 | 72.2% | 33.7% |
营业利润率MSTROUST
| Q1 26 | — | 41.2% | ||
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | -61.4% | ||
| Q2 25 | — | -76.5% | ||
| Q1 25 | -5331.4% | -73.0% | ||
| Q4 24 | -842.1% | -85.1% | ||
| Q3 24 | -372.7% | -98.0% | ||
| Q2 24 | -179.7% | -93.6% |
净利率MSTROUST
| Q1 26 | — | 6.4% | ||
| Q4 25 | — | — | ||
| Q3 25 | 2164.1% | -55.0% | ||
| Q2 25 | 8752.7% | -58.8% | ||
| Q1 25 | -3797.2% | -67.5% | ||
| Q4 24 | -555.8% | — | ||
| Q3 24 | -293.1% | -91.1% | ||
| Q2 24 | -92.0% | -88.4% |
每股收益（稀释后）MSTROUST
| Q1 26 | — | $0.06 | ||
| Q4 25 | — | $0.10 | ||
| Q3 25 | $8.42 | $-0.37 | ||
| Q2 25 | $32.60 | $-0.38 | ||
| Q1 25 | $-16.49 | $-0.42 | ||
| Q4 24 | $4.49 | $-0.46 | ||
| Q3 24 | $-1.72 | $-0.54 | ||
| Q2 24 | $-0.57 | $-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 | $2.3B | $208.6M |
| 总债务越低越好 | $8.2B | — |
| 股东权益账面价值 | $44.1B | $261.7M |
| 总资产 | $61.6B | $349.5M |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
现金及短期投资MSTROUST
| Q1 26 | — | $208.6M | ||
| Q4 25 | $2.3B | $208.6M | ||
| Q3 25 | $54.3M | $244.5M | ||
| Q2 25 | $50.1M | $226.5M | ||
| Q1 25 | $60.3M | $168.2M | ||
| Q4 24 | $38.1M | $172.0M | ||
| Q3 24 | $46.3M | $151.4M | ||
| Q2 24 | $66.9M | $184.2M |
总债务MSTROUST
| Q1 26 | — | — | ||
| Q4 25 | $8.2B | — | ||
| Q3 25 | $8.2B | — | ||
| Q2 25 | $8.2B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $7.2B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $3.8B | — |
股东权益MSTROUST
| Q1 26 | — | $261.7M | ||
| Q4 25 | $44.1B | $261.7M | ||
| Q3 25 | $52.3B | $247.4M | ||
| Q2 25 | $47.5B | $221.0M | ||
| Q1 25 | $32.2B | $167.9M | ||
| Q4 24 | $18.2B | $180.9M | ||
| Q3 24 | $3.8B | $171.7M | ||
| Q2 24 | $2.8B | $170.6M |
总资产MSTROUST
| Q1 26 | — | $349.5M | ||
| Q4 25 | $61.6B | $349.5M | ||
| Q3 25 | $73.6B | $353.8M | ||
| Q2 25 | $64.8B | $321.8M | ||
| Q1 25 | $43.9B | $268.6M | ||
| Q4 24 | $25.8B | $276.1M | ||
| Q3 24 | $8.3B | $255.2M | ||
| Q2 24 | $7.1B | $309.9M |
负债/权益比MSTROUST
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.39× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.36× | — |
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
MSTR
暂无分部数据
OUST
| Product revenue | $41.0M | 66% |
| Royalties | $21.2M | 34% |
