vs
Ouster, Inc.（OUST）与Perimeter Solutions, Inc.（PRM）财务数据对比。点击上方公司名可切换其他公司
Perimeter Solutions, Inc.的季度营收约是Ouster, Inc.的2.1倍（$102.8M vs $48.6M），Ouster, Inc.净利率更高（8.2% vs -136.5%，领先144.7%），Ouster, Inc.同比增速更快（48.9% vs 19.2%），过去两年Ouster, Inc.的营收复合增速更高（34.2% vs 31.9%）
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。
Perimeter Solutions是一家以色列云与网络安全企业，专为各类机构打造基于零信任架构的安全远程网络方案，其技术可替代VPN、防火墙等传统安全硬件设备，助力企业简化网络安全部署，提升远程访问的安全性与效率。
OUST vs PRM — 直观对比
营收规模更大
PRM
是对方的2.1倍
$48.6M
营收增速更快
OUST
高出29.7%
19.2%
净利率更高
OUST
高出144.7%
-136.5%
两年增速更快
OUST
近两年复合增速
31.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $48.6M | $102.8M |
| 净利润 | $4.0M | $-140.2M |
| 毛利率 | 42.9% | 45.2% |
| 营业利润率 | 17.6% | -160.7% |
| 净利率 | 8.2% | -136.5% |
| 营收同比 | 48.9% | 19.2% |
| 净利润同比 | — | -197.3% |
| 每股收益（稀释后） | $0.06 | $-0.89 |
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OUSTPRM
| Q1 26 | $48.6M | — | ||
| Q4 25 | $62.2M | $102.8M | ||
| Q3 25 | $39.5M | $315.4M | ||
| Q2 25 | $35.0M | $162.6M | ||
| Q1 25 | $32.6M | $72.0M | ||
| Q4 24 | $30.1M | $86.2M | ||
| Q3 24 | $28.1M | $288.4M | ||
| Q2 24 | $27.0M | $127.3M |
净利润OUSTPRM
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-140.2M | ||
| Q3 25 | $-21.7M | $-90.7M | ||
| Q2 25 | $-20.6M | $-32.2M | ||
| Q1 25 | $-22.0M | $56.7M | ||
| Q4 24 | — | $144.2M | ||
| Q3 24 | $-25.6M | $-89.2M | ||
| Q2 24 | $-23.9M | $21.6M |
毛利率OUSTPRM
| Q1 26 | 42.9% | — | ||
| Q4 25 | 60.2% | 45.2% | ||
| Q3 25 | 42.1% | 63.1% | ||
| Q2 25 | 45.2% | 62.4% | ||
| Q1 25 | 41.3% | 39.1% | ||
| Q4 24 | 43.8% | 48.6% | ||
| Q3 24 | 38.3% | 62.8% | ||
| Q2 24 | 33.7% | 57.6% |
营业利润率OUSTPRM
| Q1 26 | 17.6% | — | ||
| Q4 25 | 1.5% | -160.7% | ||
| Q3 25 | -61.4% | -27.7% | ||
| Q2 25 | -76.5% | -16.1% | ||
| Q1 25 | -73.0% | — | ||
| Q4 24 | -85.1% | 71.1% | ||
| Q3 24 | -98.0% | -12.2% | ||
| Q2 24 | -93.6% | 35.4% |
净利率OUSTPRM
| Q1 26 | 8.2% | — | ||
| Q4 25 | — | -136.5% | ||
| Q3 25 | -55.0% | -28.7% | ||
| Q2 25 | -58.8% | -19.8% | ||
| Q1 25 | -67.5% | 78.7% | ||
| Q4 24 | — | 167.2% | ||
| Q3 24 | -91.1% | -30.9% | ||
| Q2 24 | -88.4% | 17.0% |
每股收益（稀释后）OUSTPRM
| Q1 26 | $0.06 | — | ||
| Q4 25 | $0.10 | $-0.89 | ||
| Q3 25 | $-0.37 | $-0.62 | ||
| Q2 25 | $-0.38 | $-0.22 | ||
| Q1 25 | $-0.42 | $0.36 | ||
| Q4 24 | $-0.46 | $1.00 | ||
| Q3 24 | $-0.54 | $-0.61 | ||
| Q2 24 | $-0.53 | $0.14 |
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 | $173.1M | $325.9M |
| 总债务越低越好 | — | $669.1M |
| 股东权益账面价值 | $275.6M | $1.1B |
| 总资产 | $381.5M | $2.7B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资OUSTPRM
| Q1 26 | $173.1M | — | ||
| Q4 25 | $208.6M | $325.9M | ||
| Q3 25 | $244.5M | $340.6M | ||
| Q2 25 | $226.5M | $140.7M | ||
| Q1 25 | $168.2M | $200.1M | ||
| Q4 24 | $172.0M | $198.5M | ||
| Q3 24 | $151.4M | $223.1M | ||
| Q2 24 | $184.2M | $43.2M |
总债务OUSTPRM
| Q1 26 | — | — | ||
| Q4 25 | — | $669.1M | ||
| Q3 25 | — | $668.8M | ||
| Q2 25 | — | $668.4M | ||
| Q1 25 | — | $668.1M | ||
| Q4 24 | — | $667.8M | ||
| Q3 24 | — | $667.4M | ||
| Q2 24 | — | $667.1M |
股东权益OUSTPRM
| Q1 26 | $275.6M | — | ||
| Q4 25 | $261.7M | $1.1B | ||
| Q3 25 | $247.4M | $1.1B | ||
| Q2 25 | $221.0M | $1.2B | ||
| Q1 25 | $167.9M | $1.2B | ||
| Q4 24 | $180.9M | $1.2B | ||
| Q3 24 | $171.7M | $1.0B | ||
| Q2 24 | $170.6M | $1.1B |
总资产OUSTPRM
| Q1 26 | $381.5M | — | ||
| Q4 25 | $349.5M | $2.7B | ||
| Q3 25 | $353.8M | $2.6B | ||
| Q2 25 | $321.8M | $2.5B | ||
| Q1 25 | $268.6M | $2.4B | ||
| Q4 24 | $276.1M | $2.4B | ||
| Q3 24 | $255.2M | $2.5B | ||
| Q2 24 | $309.9M | $2.3B |
负债/权益比OUSTPRM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | 0.58× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.62× |
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 | — | $18.6M |
| 自由现金流经营现金流 - 资本支出 | — | $11.6M |
| 自由现金流率自由现金流/营收 | — | 11.3% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 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 | — | $208.6M |
8季度趋势，按日历期对齐
经营现金流OUSTPRM
| Q1 26 | — | — | ||
| Q4 25 | $-15.4M | $18.6M | ||
| Q3 25 | $-18.3M | $198.7M | ||
| Q2 25 | $-1.3M | $-2.9M | ||
| Q1 25 | $-4.9M | $23.7M | ||
| Q4 24 | $-2.6M | $-6.0M | ||
| Q3 24 | $-3.8M | $183.0M | ||
| Q2 24 | $-21.6M | $8.6M |
自由现金流OUSTPRM
| Q1 26 | — | — | ||
| Q4 25 | $-37.2M | $11.6M | ||
| Q3 25 | $-20.0M | $193.6M | ||
| Q2 25 | $-2.2M | $-15.6M | ||
| Q1 25 | $-5.4M | $18.9M | ||
| Q4 24 | $-4.0M | $-12.4M | ||
| Q3 24 | $-4.3M | $179.1M | ||
| Q2 24 | $-22.0M | $5.0M |
自由现金流率OUSTPRM
| Q1 26 | — | — | ||
| Q4 25 | -59.8% | 11.3% | ||
| Q3 25 | -50.7% | 61.4% | ||
| Q2 25 | -6.3% | -9.6% | ||
| Q1 25 | -16.6% | 26.3% | ||
| Q4 24 | -13.3% | -14.4% | ||
| Q3 24 | -15.4% | 62.1% | ||
| Q2 24 | -81.5% | 3.9% |
资本支出强度OUSTPRM
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 6.8% | ||
| Q3 25 | 4.3% | 1.6% | ||
| Q2 25 | 2.5% | 7.8% | ||
| Q1 25 | 1.7% | 6.7% | ||
| Q4 24 | 4.8% | 7.5% | ||
| Q3 24 | 2.0% | 1.3% | ||
| Q2 24 | 1.3% | 2.9% |
现金转化率OUSTPRM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | -0.04× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.40× |
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
| Product revenue | $48.2M | 99% |
| Royalties | $347.0K | 1% |
PRM
| Products | $87.7M | 85% |
| Service And Other | $14.8M | 14% |
