vs
Ouster, Inc.(OUST)与STRATTEC SECURITY CORP(STRT)财务数据对比。点击上方公司名可切换其他公司
STRATTEC SECURITY CORP的季度营收约是Ouster, Inc.的2.2倍($137.5M vs $62.2M),Ouster, Inc.同比增速更快(106.6% vs 5.9%),STRATTEC SECURITY CORP自由现金流更多($11.3M vs $-37.2M),过去两年Ouster, Inc.的营收复合增速更高(54.8% vs 7.7%)
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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商,主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品,主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户,业务覆盖北美、欧洲、亚太等地区。
OUST vs STRT — 直观对比
营收规模更大
STRT
是对方的2.2倍
$62.2M
营收增速更快
OUST
高出100.8%
5.9%
自由现金流更多
STRT
多$48.4M
$-37.2M
两年增速更快
OUST
近两年复合增速
7.7%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $62.2M | $137.5M |
| 净利润 | — | $4.9M |
| 毛利率 | 60.2% | 16.5% |
| 营业利润率 | 1.5% | 3.5% |
| 净利率 | — | 3.6% |
| 营收同比 | 106.6% | 5.9% |
| 净利润同比 | — | 275.1% |
| 每股收益(稀释后) | $0.10 | $1.20 |
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
STRT
| Q4 25 | $62.2M | $137.5M | ||
| Q3 25 | $39.5M | $152.4M | ||
| Q2 25 | $35.0M | $152.0M | ||
| Q1 25 | $32.6M | $144.1M | ||
| Q4 24 | $30.1M | $129.9M | ||
| Q3 24 | $28.1M | $139.1M | ||
| Q2 24 | $27.0M | — | ||
| Q1 24 | $25.9M | $140.8M |
净利润
OUST
STRT
| Q4 25 | — | $4.9M | ||
| Q3 25 | $-21.7M | $8.5M | ||
| Q2 25 | $-20.6M | $8.3M | ||
| Q1 25 | $-22.0M | $5.4M | ||
| Q4 24 | — | $1.3M | ||
| Q3 24 | $-25.6M | $3.7M | ||
| Q2 24 | $-23.9M | — | ||
| Q1 24 | $-23.8M | $1.5M |
毛利率
OUST
STRT
| Q4 25 | 60.2% | 16.5% | ||
| Q3 25 | 42.1% | 17.3% | ||
| Q2 25 | 45.2% | 16.7% | ||
| Q1 25 | 41.3% | 16.0% | ||
| Q4 24 | 43.8% | 13.2% | ||
| Q3 24 | 38.3% | 13.6% | ||
| Q2 24 | 33.7% | — | ||
| Q1 24 | 28.6% | 10.4% |
营业利润率
OUST
STRT
| Q4 25 | 1.5% | 3.5% | ||
| Q3 25 | -61.4% | 6.9% | ||
| Q2 25 | -76.5% | 5.6% | ||
| Q1 25 | -73.0% | 4.9% | ||
| Q4 24 | -85.1% | 1.6% | ||
| Q3 24 | -98.0% | 3.6% | ||
| Q2 24 | -93.6% | — | ||
| Q1 24 | -99.5% | 1.4% |
净利率
OUST
STRT
| Q4 25 | — | 3.6% | ||
| Q3 25 | -55.0% | 5.6% | ||
| Q2 25 | -58.8% | 5.4% | ||
| Q1 25 | -67.5% | 3.7% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | -91.1% | 2.7% | ||
| Q2 24 | -88.4% | — | ||
| Q1 24 | -91.9% | 1.1% |
每股收益(稀释后)
OUST
STRT
| Q4 25 | $0.10 | $1.20 | ||
| Q3 25 | $-0.37 | $2.07 | ||
| Q2 25 | $-0.38 | $2.02 | ||
| Q1 25 | $-0.42 | $1.32 | ||
| Q4 24 | $-0.46 | $0.32 | ||
| Q3 24 | $-0.54 | $0.92 | ||
| Q2 24 | $-0.53 | — | ||
| Q1 24 | $-0.55 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $261.7M | $236.8M |
| 总资产 | $349.5M | $392.2M |
| 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
STRT
| Q4 25 | $208.6M | $99.0M | ||
| Q3 25 | $244.5M | $90.5M | ||
| Q2 25 | $226.5M | $84.6M | ||
| Q1 25 | $168.2M | $62.1M | ||
| Q4 24 | $172.0M | $42.6M | ||
| Q3 24 | $151.4M | $34.4M | ||
| Q2 24 | $184.2M | — | ||
| Q1 24 | $187.8M | $9.6M |
股东权益
OUST
STRT
| Q4 25 | $261.7M | $236.8M | ||
| Q3 25 | $247.4M | $230.5M | ||
| Q2 25 | $221.0M | $221.6M | ||
| Q1 25 | $167.9M | $210.7M | ||
| Q4 24 | $180.9M | $204.5M | ||
| Q3 24 | $171.7M | $203.0M | ||
| Q2 24 | $170.6M | — | ||
| Q1 24 | $167.2M | $193.8M |
总资产
OUST
STRT
| Q4 25 | $349.5M | $392.2M | ||
| Q3 25 | $353.8M | $390.1M | ||
| Q2 25 | $321.8M | $391.5M | ||
| Q1 25 | $268.6M | $387.4M | ||
| Q4 24 | $276.1M | $355.9M | ||
| Q3 24 | $255.2M | $366.9M | ||
| Q2 24 | $309.9M | — | ||
| Q1 24 | $317.7M | $348.5M |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $-37.2M | $11.3M |
| 自由现金流率自由现金流/营收 | -59.8% | 8.2% |
| 资本支出强度资本支出/营收 | 35.0% | 1.9% |
| 现金转化率经营现金流/净利润 | — | 2.81× |
| 过去12个月自由现金流最近4个季度 | $-64.8M | $67.8M |
8季度趋势,按日历期对齐
经营现金流
OUST
STRT
| Q4 25 | $-15.4M | $13.9M | ||
| Q3 25 | $-18.3M | $11.3M | ||
| Q2 25 | $-1.3M | $30.2M | ||
| Q1 25 | $-4.9M | $20.7M | ||
| Q4 24 | $-2.6M | $9.4M | ||
| Q3 24 | $-3.8M | $11.3M | ||
| Q2 24 | $-21.6M | — | ||
| Q1 24 | $-5.7M | $-309.0K |
自由现金流
OUST
STRT
| Q4 25 | $-37.2M | $11.3M | ||
| Q3 25 | $-20.0M | $9.8M | ||
| Q2 25 | $-2.2M | $27.2M | ||
| Q1 25 | $-5.4M | $19.6M | ||
| Q4 24 | $-4.0M | $8.5M | ||
| Q3 24 | $-4.3M | $9.3M | ||
| Q2 24 | $-22.0M | — | ||
| Q1 24 | $-7.1M | $-2.0M |
自由现金流率
OUST
STRT
| Q4 25 | -59.8% | 8.2% | ||
| Q3 25 | -50.7% | 6.4% | ||
| Q2 25 | -6.3% | 17.9% | ||
| Q1 25 | -16.6% | 13.6% | ||
| Q4 24 | -13.3% | 6.6% | ||
| Q3 24 | -15.4% | 6.7% | ||
| Q2 24 | -81.5% | — | ||
| Q1 24 | -27.4% | -1.4% |
资本支出强度
OUST
STRT
| Q4 25 | 35.0% | 1.9% | ||
| Q3 25 | 4.3% | 1.0% | ||
| Q2 25 | 2.5% | 2.0% | ||
| Q1 25 | 1.7% | 0.8% | ||
| Q4 24 | 4.8% | 0.7% | ||
| Q3 24 | 2.0% | 1.5% | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 5.3% | 1.2% |
现金转化率
OUST
STRT
| Q4 25 | — | 2.81× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | — | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | — | 7.16× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.21× |
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
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |