vs
Ouster, Inc.（OUST）与STEM, INC.（STEM）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STEM, INC.的1.3倍（$62.2M vs $47.1M），Ouster, Inc.同比增速更快（106.6% vs -15.6%），过去两年Ouster, Inc.的营收复合增速更高（54.8% vs 36.1%）
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。
该公司是一家公开上市的生物制药企业，总部位于加利福尼亚州纽瓦克，专注研发纯化人类神经干细胞，旨在治疗中枢神经系统疾病与瘫痪，其所研发的神经干细胞可分化为中枢神经系统的神经元、星形胶质细胞与少突胶质细胞这三大主要细胞类型。
OUST vs STEM — 直观对比
营收规模更大
OUST
是对方的1.3倍
$47.1M
营收增速更快
OUST
高出122.2%
-15.6%
两年增速更快
OUST
近两年复合增速
36.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $62.2M | $47.1M |
| 净利润 | — | $-16.0M |
| 毛利率 | 60.2% | 48.9% |
| 营业利润率 | 1.5% | -17.7% |
| 净利率 | — | -33.9% |
| 营收同比 | 106.6% | -15.6% |
| 净利润同比 | — | 68.8% |
| 每股收益（稀释后） | $0.10 | $-4.40 |
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OUSTSTEM
| Q4 25 | $62.2M | $47.1M | ||
| Q3 25 | $39.5M | $38.2M | ||
| Q2 25 | $35.0M | $38.4M | ||
| Q1 25 | $32.6M | $32.5M | ||
| Q4 24 | $30.1M | $55.8M | ||
| Q3 24 | $28.1M | $29.3M | ||
| Q2 24 | $27.0M | $34.0M | ||
| Q1 24 | $25.9M | $25.5M |
净利润OUSTSTEM
| Q4 25 | — | $-16.0M | ||
| Q3 25 | $-21.7M | $-23.8M | ||
| Q2 25 | $-20.6M | $202.5M | ||
| Q1 25 | $-22.0M | $-25.0M | ||
| Q4 24 | — | $-51.1M | ||
| Q3 24 | $-25.6M | $-148.3M | ||
| Q2 24 | $-23.9M | $-582.3M | ||
| Q1 24 | $-23.8M | $-72.3M |
毛利率OUSTSTEM
| Q4 25 | 60.2% | 48.9% | ||
| Q3 25 | 42.1% | 35.5% | ||
| Q2 25 | 45.2% | 33.4% | ||
| Q1 25 | 41.3% | 32.4% | ||
| Q4 24 | 43.8% | -4.4% | ||
| Q3 24 | 38.3% | 21.2% | ||
| Q2 24 | 33.7% | 27.6% | ||
| Q1 24 | 28.6% | -95.0% |
营业利润率OUSTSTEM
| Q4 25 | 1.5% | -17.7% | ||
| Q3 25 | -61.4% | -33.6% | ||
| Q2 25 | -76.5% | -34.8% | ||
| Q1 25 | -73.0% | -65.0% | ||
| Q4 24 | -85.1% | -84.4% | ||
| Q3 24 | -98.0% | -493.2% | ||
| Q2 24 | -93.6% | -1705.5% | ||
| Q1 24 | -99.5% | -267.0% |
净利率OUSTSTEM
| Q4 25 | — | -33.9% | ||
| Q3 25 | -55.0% | -62.2% | ||
| Q2 25 | -58.8% | 527.8% | ||
| Q1 25 | -67.5% | -76.9% | ||
| Q4 24 | — | -91.6% | ||
| Q3 24 | -91.1% | -506.3% | ||
| Q2 24 | -88.4% | -1712.6% | ||
| Q1 24 | -91.9% | -283.9% |
每股收益（稀释后）OUSTSTEM
| Q4 25 | $0.10 | $-4.40 | ||
| Q3 25 | $-0.37 | $-2.84 | ||
| Q2 25 | $-0.38 | $-1.79 | ||
| Q1 25 | $-0.42 | $-0.15 | ||
| Q4 24 | $-0.46 | $-15.29 | ||
| Q3 24 | $-0.54 | $-18.24 | ||
| Q2 24 | $-0.53 | $-71.81 | ||
| Q1 24 | $-0.55 | $-0.46 |
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 | $48.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $261.7M | $-249.4M |
| 总资产 | $349.5M | $308.9M |
| 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OUSTSTEM
| Q4 25 | $208.6M | $48.9M | ||
| Q3 25 | $244.5M | $43.1M | ||
| Q2 25 | $226.5M | $40.8M | ||
| Q1 25 | $168.2M | $58.6M | ||
| Q4 24 | $172.0M | $56.3M | ||
| Q3 24 | $151.4M | $75.4M | ||
| Q2 24 | $184.2M | $89.6M | ||
| Q1 24 | $187.8M | $112.8M |
股东权益OUSTSTEM
| Q4 25 | $261.7M | $-249.4M | ||
| Q3 25 | $247.4M | $-235.7M | ||
| Q2 25 | $221.0M | $-214.1M | ||
| Q1 25 | $167.9M | $-417.5M | ||
| Q4 24 | $180.9M | $-398.4M | ||
| Q3 24 | $171.7M | $-344.1M | ||
| Q2 24 | $170.6M | $-203.2M | ||
| Q1 24 | $167.2M | $371.6M |
总资产OUSTSTEM
| Q4 25 | $349.5M | $308.9M | ||
| Q3 25 | $353.8M | $362.6M | ||
| Q2 25 | $321.8M | $379.2M | ||
| Q1 25 | $268.6M | $405.1M | ||
| Q4 24 | $276.1M | $437.4M | ||
| Q3 24 | $255.2M | $537.8M | ||
| Q2 24 | $309.9M | $691.5M | ||
| Q1 24 | $317.7M | $1.3B |
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 | $8.2M |
| 自由现金流经营现金流 - 资本支出 | $-37.2M | — |
| 自由现金流率自由现金流/营收 | -59.8% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流OUSTSTEM
| Q4 25 | $-15.4M | $8.2M | ||
| Q3 25 | $-18.3M | $11.4M | ||
| Q2 25 | $-1.3M | $-21.3M | ||
| Q1 25 | $-4.9M | $8.5M | ||
| Q4 24 | $-2.6M | $-14.7M | ||
| Q3 24 | $-3.8M | $-9.4M | ||
| Q2 24 | $-21.6M | $-11.9M | ||
| Q1 24 | $-5.7M | $-621.0K |
自由现金流OUSTSTEM
| Q4 25 | $-37.2M | — | ||
| Q3 25 | $-20.0M | — | ||
| Q2 25 | $-2.2M | — | ||
| Q1 25 | $-5.4M | — | ||
| Q4 24 | $-4.0M | — | ||
| Q3 24 | $-4.3M | — | ||
| Q2 24 | $-22.0M | — | ||
| Q1 24 | $-7.1M | — |
自由现金流率OUSTSTEM
| Q4 25 | -59.8% | — | ||
| Q3 25 | -50.7% | — | ||
| Q2 25 | -6.3% | — | ||
| Q1 25 | -16.6% | — | ||
| Q4 24 | -13.3% | — | ||
| Q3 24 | -15.4% | — | ||
| Q2 24 | -81.5% | — | ||
| Q1 24 | -27.4% | — |
资本支出强度OUSTSTEM
| Q4 25 | 35.0% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 5.3% | — |
现金转化率OUSTSTEM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.11× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
