vs
Ouster, Inc.（OUST）与IMPINJ INC（PI）财务数据对比。点击上方公司名可切换其他公司
IMPINJ INC的季度营收约是Ouster, Inc.的1.2倍（$74.3M vs $62.2M），Ouster, Inc.同比增速更快（106.6% vs -0.0%），IMPINJ INC自由现金流更多（$2.2M vs $-37.2M），过去两年Ouster, Inc.的营收复合增速更高（54.8% vs -14.9%）
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。
Impinj Inc.是一家美国射频识别（RFID）设备及软件提供商，成立于2000年，总部位于华盛顿州西雅图，源自加州理工学院Carver Mead与Chris Diorio的研究成果。公司主营EPC Class 1 Gen 2无源超高频RFID芯片、读写器、读写器芯片、天线，以及芯片编码、业务数据采集相关的软件应用，为各行业RFID应用提供全链路产品支持。
OUST vs PI — 直观对比
营收规模更大
PI
是对方的1.2倍
$62.2M
营收增速更快
OUST
高出106.7%
-0.0%
自由现金流更多
PI
多$39.4M
$-37.2M
两年增速更快
OUST
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $62.2M | $74.3M |
| 净利润 | — | $8.3M |
| 毛利率 | 60.2% | 49.1% |
| 营业利润率 | 1.5% | 30.5% |
| 净利率 | — | 11.2% |
| 营收同比 | 106.6% | -0.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.10 | $0.14 |
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OUSTPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $62.2M | $92.8M | ||
| Q3 25 | $39.5M | $96.1M | ||
| Q2 25 | $35.0M | $97.9M | ||
| Q1 25 | $32.6M | $74.3M | ||
| Q4 24 | $30.1M | $91.6M | ||
| Q3 24 | $28.1M | $95.2M | ||
| Q2 24 | $27.0M | $102.5M |
净利润OUSTPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | — | $-1.1M | ||
| Q3 25 | $-21.7M | $-12.8M | ||
| Q2 25 | $-20.6M | $11.6M | ||
| Q1 25 | $-22.0M | $-8.5M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | $-25.6M | $221.0K | ||
| Q2 24 | $-23.9M | $10.0M |
毛利率OUSTPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 60.2% | 51.8% | ||
| Q3 25 | 42.1% | 50.3% | ||
| Q2 25 | 45.2% | 57.8% | ||
| Q1 25 | 41.3% | 49.4% | ||
| Q4 24 | 43.8% | 50.5% | ||
| Q3 24 | 38.3% | 50.0% | ||
| Q2 24 | 33.7% | 56.1% |
营业利润率OUSTPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 1.5% | -2.9% | ||
| Q3 25 | -61.4% | 0.7% | ||
| Q2 25 | -76.5% | 11.1% | ||
| Q1 25 | -73.0% | -12.9% | ||
| Q4 24 | -85.1% | -3.9% | ||
| Q3 24 | -98.0% | -0.8% | ||
| Q2 24 | -93.6% | 8.8% |
净利率OUSTPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | -1.2% | ||
| Q3 25 | -55.0% | -13.3% | ||
| Q2 25 | -58.8% | 11.8% | ||
| Q1 25 | -67.5% | -11.4% | ||
| Q4 24 | — | -2.9% | ||
| Q3 24 | -91.1% | 0.2% | ||
| Q2 24 | -88.4% | 9.7% |
每股收益（稀释后）OUSTPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.10 | $-0.02 | ||
| Q3 25 | $-0.37 | $-0.44 | ||
| Q2 25 | $-0.38 | $0.39 | ||
| Q1 25 | $-0.42 | $-0.30 | ||
| Q4 24 | $-0.46 | $-0.06 | ||
| Q3 24 | $-0.54 | $0.01 | ||
| Q2 24 | $-0.53 | $0.34 |
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 | $208.6M | $131.8M |
| 总债务越低越好 | — | $241.5M |
| 股东权益账面价值 | $261.7M | — |
| 总资产 | $349.5M | $502.5M |
| 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OUSTPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $208.6M | $175.3M | ||
| Q3 25 | $244.5M | $190.1M | ||
| Q2 25 | $226.5M | $193.2M | ||
| Q1 25 | $168.2M | $147.9M | ||
| Q4 24 | $172.0M | $164.7M | ||
| Q3 24 | $151.4M | $170.3M | ||
| Q2 24 | $184.2M | $220.2M |
总债务OUSTPI
| Q1 26 | — | $241.5M | ||
| Q4 25 | — | $280.9M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $283.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益OUSTPI
| Q1 26 | — | — | ||
| Q4 25 | $261.7M | $209.2M | ||
| Q3 25 | $247.4M | $195.0M | ||
| Q2 25 | $221.0M | $187.7M | ||
| Q1 25 | $167.9M | $160.6M | ||
| Q4 24 | $180.9M | $149.9M | ||
| Q3 24 | $171.7M | $136.1M | ||
| Q2 24 | $170.6M | $117.0M |
总资产OUSTPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $349.5M | $545.2M | ||
| Q3 25 | $353.8M | $516.5M | ||
| Q2 25 | $321.8M | $508.8M | ||
| Q1 25 | $268.6M | $479.8M | ||
| Q4 24 | $276.1M | $489.1M | ||
| Q3 24 | $255.2M | $476.4M | ||
| Q2 24 | $309.9M | $446.1M |
负债/权益比OUSTPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.89× | ||
| Q3 24 | — | — | ||
| Q2 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 | $-15.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-37.2M | $2.2M |
| 自由现金流率自由现金流/营收 | -59.8% | 3.0% |
| 资本支出强度资本支出/营收 | 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 | $-64.8M | $61.1M |
8季度趋势，按日历期对齐
经营现金流OUSTPI
| Q1 26 | — | — | ||
| Q4 25 | $-15.4M | $15.1M | ||
| Q3 25 | $-18.3M | $20.9M | ||
| Q2 25 | $-1.3M | $33.9M | ||
| Q1 25 | $-4.9M | $-11.1M | ||
| Q4 24 | $-2.6M | $12.6M | ||
| Q3 24 | $-3.8M | $10.1M | ||
| Q2 24 | $-21.6M | $45.5M |
自由现金流OUSTPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $-37.2M | $13.6M | ||
| Q3 25 | $-20.0M | $18.0M | ||
| Q2 25 | $-2.2M | $27.3M | ||
| Q1 25 | $-5.4M | $-13.0M | ||
| Q4 24 | $-4.0M | $8.5M | ||
| Q3 24 | $-4.3M | $4.7M | ||
| Q2 24 | $-22.0M | $44.1M |
自由现金流率OUSTPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | -59.8% | 14.7% | ||
| Q3 25 | -50.7% | 18.7% | ||
| Q2 25 | -6.3% | 27.9% | ||
| Q1 25 | -16.6% | -17.5% | ||
| Q4 24 | -13.3% | 9.3% | ||
| Q3 24 | -15.4% | 4.9% | ||
| Q2 24 | -81.5% | 43.0% |
资本支出强度OUSTPI
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 1.6% | ||
| Q3 25 | 4.3% | 3.1% | ||
| Q2 25 | 2.5% | 6.7% | ||
| Q1 25 | 1.7% | 2.5% | ||
| Q4 24 | 4.8% | 4.5% | ||
| Q3 24 | 2.0% | 5.7% | ||
| Q2 24 | 1.3% | 1.3% |
现金转化率OUSTPI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.56× | ||
| Q2 24 | — | 4.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
