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Ouster, Inc.（OUST）与Planet Labs PBC（PL）财务数据对比。点击上方公司名可切换其他公司
Planet Labs PBC的季度营收约是Ouster, Inc.的1.3倍（$81.3M vs $62.2M），Ouster, Inc.同比增速更快（106.6% vs 32.6%），Planet Labs PBC自由现金流更多（$1.9M vs $-37.2M），过去两年Ouster, Inc.的营收复合增速更高（54.8% vs 17.5%）
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。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
OUST vs PL — 直观对比
营收规模更大
PL
是对方的1.3倍
$62.2M
营收增速更快
OUST
高出74.0%
32.6%
自由现金流更多
PL
多$39.1M
$-37.2M
两年增速更快
OUST
近两年复合增速
17.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $62.2M | $81.3M |
| 净利润 | — | $-59.2M |
| 毛利率 | 60.2% | 57.3% |
| 营业利润率 | 1.5% | -22.6% |
| 净利率 | — | -72.8% |
| 营收同比 | 106.6% | 32.6% |
| 净利润同比 | — | -194.7% |
| 每股收益（稀释后） | $0.10 | $-0.19 |
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OUSTPL
| Q4 25 | $62.2M | $81.3M | ||
| Q3 25 | $39.5M | $73.4M | ||
| Q2 25 | $35.0M | $66.3M | ||
| Q1 25 | $32.6M | $61.6M | ||
| Q4 24 | $30.1M | $61.3M | ||
| Q3 24 | $28.1M | $61.1M | ||
| Q2 24 | $27.0M | $60.4M | ||
| Q1 24 | $25.9M | $58.9M |
净利润OUSTPL
| Q4 25 | — | $-59.2M | ||
| Q3 25 | $-21.7M | $-22.6M | ||
| Q2 25 | $-20.6M | $-12.6M | ||
| Q1 25 | $-22.0M | $-35.2M | ||
| Q4 24 | — | $-20.1M | ||
| Q3 24 | $-25.6M | $-38.7M | ||
| Q2 24 | $-23.9M | $-29.3M | ||
| Q1 24 | $-23.8M | $-30.1M |
毛利率OUSTPL
| Q4 25 | 60.2% | 57.3% | ||
| Q3 25 | 42.1% | 57.6% | ||
| Q2 25 | 45.2% | 55.2% | ||
| Q1 25 | 41.3% | 62.1% | ||
| Q4 24 | 43.8% | 61.2% | ||
| Q3 24 | 38.3% | 52.9% | ||
| Q2 24 | 33.7% | 52.4% | ||
| Q1 24 | 28.6% | 55.2% |
营业利润率OUSTPL
| Q4 25 | 1.5% | -22.6% | ||
| Q3 25 | -61.4% | -24.5% | ||
| Q2 25 | -76.5% | -34.4% | ||
| Q1 25 | -73.0% | -31.5% | ||
| Q4 24 | -85.1% | -36.9% | ||
| Q3 24 | -98.0% | -64.8% | ||
| Q2 24 | -93.6% | -57.2% | ||
| Q1 24 | -99.5% | -57.6% |
净利率OUSTPL
| Q4 25 | — | -72.8% | ||
| Q3 25 | -55.0% | -30.8% | ||
| Q2 25 | -58.8% | -19.1% | ||
| Q1 25 | -67.5% | -57.1% | ||
| Q4 24 | — | -32.8% | ||
| Q3 24 | -91.1% | -63.3% | ||
| Q2 24 | -88.4% | -48.5% | ||
| Q1 24 | -91.9% | -51.1% |
每股收益（稀释后）OUSTPL
| Q4 25 | $0.10 | $-0.19 | ||
| Q3 25 | $-0.37 | $-0.07 | ||
| Q2 25 | $-0.38 | $-0.04 | ||
| Q1 25 | $-0.42 | $-0.12 | ||
| Q4 24 | $-0.46 | $-0.07 | ||
| Q3 24 | $-0.54 | $-0.13 | ||
| Q2 24 | $-0.53 | $-0.10 | ||
| Q1 24 | $-0.55 | $-0.10 |
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 | $443.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $261.7M | $349.6M |
| 总资产 | $349.5M | $1.1B |
| 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OUSTPL
| Q4 25 | $208.6M | $443.3M | ||
| Q3 25 | $244.5M | $181.1M | ||
| Q2 25 | $226.5M | $133.5M | ||
| Q1 25 | $168.2M | $118.0M | ||
| Q4 24 | $172.0M | $139.0M | ||
| Q3 24 | $151.4M | $148.3M | ||
| Q2 24 | $184.2M | $107.4M | ||
| Q1 24 | $187.8M | $83.9M |
股东权益OUSTPL
| Q4 25 | $261.7M | $349.6M | ||
| Q3 25 | $247.4M | $435.7M | ||
| Q2 25 | $221.0M | $444.8M | ||
| Q1 25 | $167.9M | $441.3M | ||
| Q4 24 | $180.9M | $464.6M | ||
| Q3 24 | $171.7M | $473.2M | ||
| Q2 24 | $170.6M | $500.3M | ||
| Q1 24 | $167.2M | $518.0M |
总资产OUSTPL
| Q4 25 | $349.5M | $1.1B | ||
| Q3 25 | $353.8M | $696.4M | ||
| Q2 25 | $321.8M | $658.4M | ||
| Q1 25 | $268.6M | $633.8M | ||
| Q4 24 | $276.1M | $630.8M | ||
| Q3 24 | $255.2M | $658.4M | ||
| Q2 24 | $309.9M | $674.6M | ||
| Q1 24 | $317.7M | $702.0M |
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 | $28.6M |
| 自由现金流经营现金流 - 资本支出 | $-37.2M | $1.9M |
| 自由现金流率自由现金流/营收 | -59.8% | 2.3% |
| 资本支出强度资本支出/营收 | 35.0% | 32.9% |
| 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 | $40.7M |
8季度趋势，按日历期对齐
经营现金流OUSTPL
| Q4 25 | $-15.4M | $28.6M | ||
| Q3 25 | $-18.3M | $67.8M | ||
| Q2 25 | $-1.3M | $17.3M | ||
| Q1 25 | $-4.9M | $-6.3M | ||
| Q4 24 | $-2.6M | $4.1M | ||
| Q3 24 | $-3.8M | $-7.9M | ||
| Q2 24 | $-21.6M | $-4.3M | ||
| Q1 24 | $-5.7M | $-6.8M |
自由现金流OUSTPL
| Q4 25 | $-37.2M | $1.9M | ||
| Q3 25 | $-20.0M | $47.5M | ||
| Q2 25 | $-2.2M | $9.2M | ||
| Q1 25 | $-5.4M | $-17.9M | ||
| Q4 24 | $-4.0M | $-3.6M | ||
| Q3 24 | $-4.3M | $-23.0M | ||
| Q2 24 | $-22.0M | $-14.2M | ||
| Q1 24 | $-7.1M | $-15.7M |
自由现金流率OUSTPL
| Q4 25 | -59.8% | 2.3% | ||
| Q3 25 | -50.7% | 64.7% | ||
| Q2 25 | -6.3% | 13.9% | ||
| Q1 25 | -16.6% | -29.1% | ||
| Q4 24 | -13.3% | -5.8% | ||
| Q3 24 | -15.4% | -37.6% | ||
| Q2 24 | -81.5% | -23.6% | ||
| Q1 24 | -27.4% | -26.7% |
资本支出强度OUSTPL
| Q4 25 | 35.0% | 32.9% | ||
| Q3 25 | 4.3% | 27.6% | ||
| Q2 25 | 2.5% | 12.3% | ||
| Q1 25 | 1.7% | 18.9% | ||
| Q4 24 | 4.8% | 12.5% | ||
| Q3 24 | 2.0% | 24.8% | ||
| Q2 24 | 1.3% | 16.4% | ||
| Q1 24 | 5.3% | 15.1% |
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
OUST
暂无分部数据
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
