vs
Ouster, Inc.(OUST)与Rumble Inc.(RUM)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Rumble Inc.的1.8倍($48.6M vs $27.1M),Ouster, Inc.净利率更高(8.2% vs -120.8%,领先129.0%),Ouster, Inc.同比增速更快(48.9% vs -10.5%),过去两年Ouster, Inc.的营收复合增速更高(34.2% vs 15.2%)
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。
Rumble Inc.是一家加美跨国企业,主营在线视频平台、网络托管及云服务,总部位于加拿大多伦多,美国总部设在佛罗里达州朗博特基。公司由加拿大科技创业者克里斯·帕夫洛夫斯基于2013年创立,云服务板块为Truth Social提供托管支持,其视频平台在美国保守派及极右翼用户群体中广受欢迎,属于“另类科技”阵营。
OUST vs RUM — 直观对比
营收规模更大
OUST
是对方的1.8倍
$27.1M
营收增速更快
OUST
高出59.3%
-10.5%
净利率更高
OUST
高出129.0%
-120.8%
两年增速更快
OUST
近两年复合增速
15.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $48.6M | $27.1M |
| 净利润 | $4.0M | $-32.7M |
| 毛利率 | 42.9% | 5.5% |
| 营业利润率 | 17.6% | -131.1% |
| 净利率 | 8.2% | -120.8% |
| 营收同比 | 48.9% | -10.5% |
| 净利润同比 | — | 86.2% |
| 每股收益(稀释后) | $0.06 | $-0.13 |
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
OUST
RUM
| Q1 26 | $48.6M | — | ||
| Q4 25 | $62.2M | $27.1M | ||
| Q3 25 | $39.5M | $24.8M | ||
| Q2 25 | $35.0M | — | ||
| Q1 25 | $32.6M | $23.7M | ||
| Q4 24 | $30.1M | $30.2M | ||
| Q3 24 | $28.1M | $25.1M | ||
| Q2 24 | $27.0M | $22.5M |
净利润
OUST
RUM
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-32.7M | ||
| Q3 25 | $-21.7M | $-16.3M | ||
| Q2 25 | $-20.6M | — | ||
| Q1 25 | $-22.0M | $-2.7M | ||
| Q4 24 | — | $-236.8M | ||
| Q3 24 | $-25.6M | $-31.5M | ||
| Q2 24 | $-23.9M | $-26.8M |
毛利率
OUST
RUM
| Q1 26 | 42.9% | — | ||
| Q4 25 | 60.2% | 5.5% | ||
| Q3 25 | 42.1% | -1.8% | ||
| Q2 25 | 45.2% | — | ||
| Q1 25 | 41.3% | -26.7% | ||
| Q4 24 | 43.8% | -14.2% | ||
| Q3 24 | 38.3% | -45.4% | ||
| Q2 24 | 33.7% | -58.8% |
营业利润率
OUST
RUM
| Q1 26 | 17.6% | — | ||
| Q4 25 | 1.5% | -131.1% | ||
| Q3 25 | -61.4% | -113.6% | ||
| Q2 25 | -76.5% | — | ||
| Q1 25 | -73.0% | -153.5% | ||
| Q4 24 | -85.1% | -80.1% | ||
| Q3 24 | -98.0% | -131.0% | ||
| Q2 24 | -93.6% | -172.7% |
净利率
OUST
RUM
| Q1 26 | 8.2% | — | ||
| Q4 25 | — | -120.8% | ||
| Q3 25 | -55.0% | -65.7% | ||
| Q2 25 | -58.8% | — | ||
| Q1 25 | -67.5% | -11.2% | ||
| Q4 24 | — | -783.2% | ||
| Q3 24 | -91.1% | -125.9% | ||
| Q2 24 | -88.4% | -119.2% |
每股收益(稀释后)
OUST
RUM
| Q1 26 | $0.06 | — | ||
| Q4 25 | $0.10 | $-0.13 | ||
| Q3 25 | $-0.37 | $-0.06 | ||
| Q2 25 | $-0.38 | — | ||
| Q1 25 | $-0.42 | $-0.01 | ||
| Q4 24 | $-0.46 | $-1.17 | ||
| Q3 24 | $-0.54 | $-0.15 | ||
| Q2 24 | $-0.53 | $-0.13 |
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 | $237.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $275.6M | $274.8M |
| 总资产 | $381.5M | $336.8M |
| 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
OUST
RUM
| Q1 26 | $173.1M | — | ||
| Q4 25 | $208.6M | $237.9M | ||
| Q3 25 | $244.5M | $269.8M | ||
| Q2 25 | $226.5M | — | ||
| Q1 25 | $168.2M | $301.3M | ||
| Q4 24 | $172.0M | $114.0M | ||
| Q3 24 | $151.4M | $132.0M | ||
| Q2 24 | $184.2M | $154.2M |
股东权益
OUST
RUM
| Q1 26 | $275.6M | — | ||
| Q4 25 | $261.7M | $274.8M | ||
| Q3 25 | $247.4M | $302.2M | ||
| Q2 25 | $221.0M | — | ||
| Q1 25 | $167.9M | $339.6M | ||
| Q4 24 | $180.9M | $-63.1M | ||
| Q3 24 | $171.7M | $166.1M | ||
| Q2 24 | $170.6M | $192.7M |
总资产
OUST
RUM
| Q1 26 | $381.5M | — | ||
| Q4 25 | $349.5M | $336.8M | ||
| Q3 25 | $353.8M | $367.2M | ||
| Q2 25 | $321.8M | — | ||
| Q1 25 | $268.6M | $391.1M | ||
| Q4 24 | $276.1M | $195.3M | ||
| Q3 24 | $255.2M | $217.2M | ||
| Q2 24 | $309.9M | $243.2M |
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 | — | $-29.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-31.7M |
| 自由现金流率自由现金流/营收 | — | -117.2% |
| 资本支出强度资本支出/营收 | — | 8.5% |
| 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 | — | $-70.8M |
8季度趋势,按日历期对齐
经营现金流
OUST
RUM
| Q1 26 | — | — | ||
| Q4 25 | $-15.4M | $-29.4M | ||
| Q3 25 | $-18.3M | $-10.6M | ||
| Q2 25 | $-1.3M | — | ||
| Q1 25 | $-4.9M | $-14.5M | ||
| Q4 24 | $-2.6M | $-12.4M | ||
| Q3 24 | $-3.8M | $-19.1M | ||
| Q2 24 | $-21.6M | $-21.7M |
自由现金流
OUST
RUM
| Q1 26 | — | — | ||
| Q4 25 | $-37.2M | $-31.7M | ||
| Q3 25 | $-20.0M | $-12.0M | ||
| Q2 25 | $-2.2M | — | ||
| Q1 25 | $-5.4M | $-14.6M | ||
| Q4 24 | $-4.0M | $-12.4M | ||
| Q3 24 | $-4.3M | $-19.9M | ||
| Q2 24 | $-22.0M | $-23.1M |
自由现金流率
OUST
RUM
| Q1 26 | — | — | ||
| Q4 25 | -59.8% | -117.2% | ||
| Q3 25 | -50.7% | -48.6% | ||
| Q2 25 | -6.3% | — | ||
| Q1 25 | -16.6% | -61.7% | ||
| Q4 24 | -13.3% | -40.9% | ||
| Q3 24 | -15.4% | -79.5% | ||
| Q2 24 | -81.5% | -102.8% |
资本支出强度
OUST
RUM
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 8.5% | ||
| Q3 25 | 4.3% | 5.7% | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 1.7% | 0.6% | ||
| Q4 24 | 4.8% | 0.1% | ||
| Q3 24 | 2.0% | 3.4% | ||
| Q2 24 | 1.3% | 6.1% |
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
| Product revenue | $48.2M | 99% |
| Royalties | $347.0K | 1% |
RUM
| Audience Monetization | $23.8M | 88% |
| Other Initiatives | $3.3M | 12% |