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NeuroPace Inc(NPCE)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NeuroPace Inc的1.8倍($48.6M vs $26.6M),Ouster, Inc.净利率更高(8.2% vs -10.3%,领先18.5%),Ouster, Inc.同比增速更快(48.9% vs 23.9%),过去两年Ouster, Inc.的营收复合增速更高(34.2% vs 21.1%)
NeuroPace Inc是一家专注于神经调控技术的医疗科技企业,核心产品为可植入式响应神经刺激系统,主要用于治疗药物难治性癫痫,通过与医疗机构合作,为北美及部分全球市场的患者提供个性化治疗方案,降低癫痫发作频率。
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。
NPCE vs OUST — 直观对比
营收规模更大
OUST
是对方的1.8倍
$26.6M
营收增速更快
OUST
高出25.0%
23.9%
净利率更高
OUST
高出18.5%
-10.3%
两年增速更快
OUST
近两年复合增速
21.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $26.6M | $48.6M |
| 净利润 | $-2.7M | $4.0M |
| 毛利率 | 77.4% | 42.9% |
| 营业利润率 | -6.6% | 17.6% |
| 净利率 | -10.3% | 8.2% |
| 营收同比 | 23.9% | 48.9% |
| 净利润同比 | 48.0% | — |
| 每股收益(稀释后) | $-0.08 | $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
NPCE
OUST
| Q1 26 | — | $48.6M | ||
| Q4 25 | $26.6M | $62.2M | ||
| Q3 25 | $27.4M | $39.5M | ||
| Q2 25 | $23.5M | $35.0M | ||
| Q1 25 | $22.5M | $32.6M | ||
| Q4 24 | $21.5M | $30.1M | ||
| Q3 24 | $21.1M | $28.1M | ||
| Q2 24 | $19.3M | $27.0M |
净利润
NPCE
OUST
| Q1 26 | — | $4.0M | ||
| Q4 25 | $-2.7M | — | ||
| Q3 25 | $-3.5M | $-21.7M | ||
| Q2 25 | $-8.7M | $-20.6M | ||
| Q1 25 | $-6.6M | $-22.0M | ||
| Q4 24 | $-5.3M | — | ||
| Q3 24 | $-5.5M | $-25.6M | ||
| Q2 24 | $-7.5M | $-23.9M |
毛利率
NPCE
OUST
| Q1 26 | — | 42.9% | ||
| Q4 25 | 77.4% | 60.2% | ||
| Q3 25 | 77.4% | 42.1% | ||
| Q2 25 | 77.1% | 45.2% | ||
| Q1 25 | 77.0% | 41.3% | ||
| Q4 24 | 75.4% | 43.8% | ||
| Q3 24 | 73.2% | 38.3% | ||
| Q2 24 | 73.4% | 33.7% |
营业利润率
NPCE
OUST
| Q1 26 | — | 17.6% | ||
| Q4 25 | -6.6% | 1.5% | ||
| Q3 25 | -9.5% | -61.4% | ||
| Q2 25 | -29.0% | -76.5% | ||
| Q1 25 | -22.9% | -73.0% | ||
| Q4 24 | -17.0% | -85.1% | ||
| Q3 24 | -20.1% | -98.0% | ||
| Q2 24 | -32.4% | -93.6% |
净利率
NPCE
OUST
| Q1 26 | — | 8.2% | ||
| Q4 25 | -10.3% | — | ||
| Q3 25 | -12.8% | -55.0% | ||
| Q2 25 | -36.8% | -58.8% | ||
| Q1 25 | -29.3% | -67.5% | ||
| Q4 24 | -24.5% | — | ||
| Q3 24 | -25.9% | -91.1% | ||
| Q2 24 | -39.0% | -88.4% |
每股收益(稀释后)
NPCE
OUST
| Q1 26 | — | $0.06 | ||
| Q4 25 | $-0.08 | $0.10 | ||
| Q3 25 | $-0.11 | $-0.37 | ||
| Q2 25 | $-0.26 | $-0.38 | ||
| Q1 25 | $-0.21 | $-0.42 | ||
| Q4 24 | $-0.16 | $-0.46 | ||
| Q3 24 | $-0.19 | $-0.54 | ||
| Q2 24 | $-0.26 | $-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 | $61.1M | $173.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $19.0M | $275.6M |
| 总资产 | $105.6M | $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
NPCE
OUST
| Q1 26 | — | $173.1M | ||
| Q4 25 | $61.1M | $208.6M | ||
| Q3 25 | $60.0M | $244.5M | ||
| Q2 25 | $62.1M | $226.5M | ||
| Q1 25 | $66.3M | $168.2M | ||
| Q4 24 | $52.8M | $172.0M | ||
| Q3 24 | $56.8M | $151.4M | ||
| Q2 24 | $55.5M | $184.2M |
股东权益
NPCE
OUST
| Q1 26 | — | $275.6M | ||
| Q4 25 | $19.0M | $261.7M | ||
| Q3 25 | $18.5M | $247.4M | ||
| Q2 25 | $19.4M | $221.0M | ||
| Q1 25 | $24.3M | $167.9M | ||
| Q4 24 | $8.0M | $180.9M | ||
| Q3 24 | $9.8M | $171.7M | ||
| Q2 24 | $9.9M | $170.6M |
总资产
NPCE
OUST
| Q1 26 | — | $381.5M | ||
| Q4 25 | $105.6M | $349.5M | ||
| Q3 25 | $107.3M | $353.8M | ||
| Q2 25 | $106.1M | $321.8M | ||
| Q1 25 | $110.2M | $268.6M | ||
| Q4 24 | $94.6M | $276.1M | ||
| Q3 24 | $96.3M | $255.2M | ||
| Q2 24 | $94.4M | $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 | $506.0K | — |
| 自由现金流经营现金流 - 资本支出 | $409.0K | — |
| 自由现金流率自由现金流/营收 | 1.5% | — |
| 资本支出强度资本支出/营收 | 0.4% | — |
| 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 | $-11.3M | — |
8季度趋势,按日历期对齐
经营现金流
NPCE
OUST
| Q1 26 | — | — | ||
| Q4 25 | $506.0K | $-15.4M | ||
| Q3 25 | $-1.9M | $-18.3M | ||
| Q2 25 | $-2.1M | $-1.3M | ||
| Q1 25 | $-7.5M | $-4.9M | ||
| Q4 24 | $-4.8M | $-2.6M | ||
| Q3 24 | $-1.7M | $-3.8M | ||
| Q2 24 | $-3.9M | $-21.6M |
自由现金流
NPCE
OUST
| Q1 26 | — | — | ||
| Q4 25 | $409.0K | $-37.2M | ||
| Q3 25 | $-2.0M | $-20.0M | ||
| Q2 25 | $-2.3M | $-2.2M | ||
| Q1 25 | $-7.5M | $-5.4M | ||
| Q4 24 | $-4.8M | $-4.0M | ||
| Q3 24 | $-1.8M | $-4.3M | ||
| Q2 24 | $-4.0M | $-22.0M |
自由现金流率
NPCE
OUST
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | -59.8% | ||
| Q3 25 | -7.2% | -50.7% | ||
| Q2 25 | -9.6% | -6.3% | ||
| Q1 25 | -33.4% | -16.6% | ||
| Q4 24 | -22.5% | -13.3% | ||
| Q3 24 | -8.7% | -15.4% | ||
| Q2 24 | -20.6% | -81.5% |
资本支出强度
NPCE
OUST
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 35.0% | ||
| Q3 25 | 0.1% | 4.3% | ||
| Q2 25 | 0.7% | 2.5% | ||
| Q1 25 | 0.2% | 1.7% | ||
| Q4 24 | 0.2% | 4.8% | ||
| Q3 24 | 0.5% | 2.0% | ||
| Q2 24 | 0.3% | 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
NPCE
暂无分部数据
OUST
| Product revenue | $48.2M | 99% |
| Royalties | $347.0K | 1% |