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Ouster, Inc.（OUST）与Target Hospitality Corp.（TH）财务数据对比。点击上方公司名可切换其他公司
Target Hospitality Corp.的季度营收约是Ouster, Inc.的1.5倍（$73.5M vs $48.6M），Ouster, Inc.净利率更高（8.2% vs -20.3%，领先28.5%），Ouster, Inc.同比增速更快（48.9% vs 22.0%），过去两年Ouster, Inc.的营收复合增速更高（34.2% vs 0.7%）
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。
Target Hospitality是一家专业住宿服务提供商，主营石油、天然气及矿业项目用工住宿，也提供大型活动、灾后救援所需的临时模块化住宿，总部位于得克萨斯州伍德兰兹，同时在北达科他州威利斯顿、科罗拉多州丹佛以及阿尔伯塔省卡尔加里设有办事处。
OUST vs TH — 直观对比
营收规模更大
TH
是对方的1.5倍
$48.6M
营收增速更快
OUST
高出26.9%
22.0%
净利率更高
OUST
高出28.5%
-20.3%
两年增速更快
OUST
近两年复合增速
0.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $48.6M | $73.5M |
| 净利润 | $4.0M | $-14.9M |
| 毛利率 | 42.9% | 9.6% |
| 营业利润率 | 17.6% | -22.9% |
| 净利率 | 8.2% | -20.3% |
| 营收同比 | 48.9% | 22.0% |
| 净利润同比 | — | -219.1% |
| 每股收益（稀释后） | $0.06 | $-0.14 |
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OUSTTH
| Q1 26 | $48.6M | — | ||
| Q4 25 | $62.2M | $73.5M | ||
| Q3 25 | $39.5M | $91.6M | ||
| Q2 25 | $35.0M | $54.9M | ||
| Q1 25 | $32.6M | $54.9M | ||
| Q4 24 | $30.1M | $60.2M | ||
| Q3 24 | $28.1M | $65.8M | ||
| Q2 24 | $27.0M | $67.5M |
净利润OUSTTH
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-14.9M | ||
| Q3 25 | $-21.7M | $-795.0K | ||
| Q2 25 | $-20.6M | $-14.9M | ||
| Q1 25 | $-22.0M | $-6.5M | ||
| Q4 24 | — | $12.5M | ||
| Q3 24 | $-25.6M | $20.0M | ||
| Q2 24 | $-23.9M | $18.4M |
毛利率OUSTTH
| Q1 26 | 42.9% | — | ||
| Q4 25 | 60.2% | 9.6% | ||
| Q3 25 | 42.1% | 19.6% | ||
| Q2 25 | 45.2% | -0.6% | ||
| Q1 25 | 41.3% | 32.7% | ||
| Q4 24 | 43.8% | 61.5% | ||
| Q3 24 | 38.3% | 68.7% | ||
| Q2 24 | 33.7% | 69.4% |
营业利润率OUSTTH
| Q1 26 | 17.6% | — | ||
| Q4 25 | 1.5% | -22.9% | ||
| Q3 25 | -61.4% | 0.1% | ||
| Q2 25 | -76.5% | -30.8% | ||
| Q1 25 | -73.0% | -2.0% | ||
| Q4 24 | -85.1% | 34.5% | ||
| Q3 24 | -98.0% | 42.5% | ||
| Q2 24 | -93.6% | 43.8% |
净利率OUSTTH
| Q1 26 | 8.2% | — | ||
| Q4 25 | — | -20.3% | ||
| Q3 25 | -55.0% | -0.9% | ||
| Q2 25 | -58.8% | -27.2% | ||
| Q1 25 | -67.5% | -11.8% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | -91.1% | 30.4% | ||
| Q2 24 | -88.4% | 27.2% |
每股收益（稀释后）OUSTTH
| Q1 26 | $0.06 | — | ||
| Q4 25 | $0.10 | $-0.14 | ||
| Q3 25 | $-0.37 | $-0.01 | ||
| Q2 25 | $-0.38 | $-0.15 | ||
| Q1 25 | $-0.42 | $-0.07 | ||
| Q4 24 | $-0.46 | $0.12 | ||
| Q3 24 | $-0.54 | $0.20 | ||
| Q2 24 | $-0.53 | $0.18 |
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 | $8.3M |
| 总债务越低越好 | — | $1.7M |
| 股东权益账面价值 | $275.6M | $389.3M |
| 总资产 | $381.5M | $530.2M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资OUSTTH
| Q1 26 | $173.1M | — | ||
| Q4 25 | $208.6M | $8.3M | ||
| Q3 25 | $244.5M | $30.4M | ||
| Q2 25 | $226.5M | $19.2M | ||
| Q1 25 | $168.2M | $34.5M | ||
| Q4 24 | $172.0M | $190.7M | ||
| Q3 24 | $151.4M | $177.7M | ||
| Q2 24 | $184.2M | $154.3M |
总债务OUSTTH
| Q1 26 | — | — | ||
| Q4 25 | — | $1.7M | ||
| Q3 25 | — | $2.0M | ||
| Q2 25 | — | $26.3M | ||
| Q1 25 | — | $42.9M | ||
| Q4 24 | — | $1.5M | ||
| Q3 24 | — | $994.0K | ||
| Q2 24 | — | $1.1M |
股东权益OUSTTH
| Q1 26 | $275.6M | — | ||
| Q4 25 | $261.7M | $389.3M | ||
| Q3 25 | $247.4M | $402.4M | ||
| Q2 25 | $221.0M | $401.3M | ||
| Q1 25 | $167.9M | $415.3M | ||
| Q4 24 | $180.9M | $421.1M | ||
| Q3 24 | $171.7M | $417.6M | ||
| Q2 24 | $170.6M | $397.2M |
总资产OUSTTH
| Q1 26 | $381.5M | — | ||
| Q4 25 | $349.5M | $530.2M | ||
| Q3 25 | $353.8M | $541.2M | ||
| Q2 25 | $321.8M | $533.7M | ||
| Q1 25 | $268.6M | $562.5M | ||
| Q4 24 | $276.1M | $725.8M | ||
| Q3 24 | $255.2M | $709.8M | ||
| Q2 24 | $309.9M | $697.0M |
负债/权益比OUSTTH
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $5.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流OUSTTH
| Q1 26 | — | — | ||
| Q4 25 | $-15.4M | $5.7M | ||
| Q3 25 | $-18.3M | $53.4M | ||
| Q2 25 | $-1.3M | $11.1M | ||
| Q1 25 | $-4.9M | $3.9M | ||
| Q4 24 | $-2.6M | $30.6M | ||
| Q3 24 | $-3.8M | $31.4M | ||
| Q2 24 | $-21.6M | $39.1M |
自由现金流OUSTTH
| Q1 26 | — | — | ||
| Q4 25 | $-37.2M | — | ||
| Q3 25 | $-20.0M | — | ||
| Q2 25 | $-2.2M | — | ||
| Q1 25 | $-5.4M | $-11.6M | ||
| Q4 24 | $-4.0M | — | ||
| Q3 24 | $-4.3M | — | ||
| Q2 24 | $-22.0M | — |
自由现金流率OUSTTH
| Q1 26 | — | — | ||
| Q4 25 | -59.8% | — | ||
| Q3 25 | -50.7% | — | ||
| Q2 25 | -6.3% | — | ||
| Q1 25 | -16.6% | -21.1% | ||
| Q4 24 | -13.3% | — | ||
| Q3 24 | -15.4% | — | ||
| Q2 24 | -81.5% | — |
资本支出强度OUSTTH
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 1.7% | 28.2% | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 1.3% | — |
现金转化率OUSTTH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.44× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | — | 2.13× |
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% |
TH
| Services | $40.9M | 56% |
| Hospitality And Facilities Services South | $32.6M | 44% |
