vs
Ouster, Inc.（OUST）与ZIPRECRUITER, INC.（ZIP）财务数据对比。点击上方公司名可切换其他公司
ZIPRECRUITER, INC.的季度营收约是Ouster, Inc.的2.3倍（$111.7M vs $48.6M），Ouster, Inc.净利率更高（8.2% vs -0.7%，领先9.0%），Ouster, Inc.同比增速更快（48.9% vs 0.6%），过去两年Ouster, Inc.的营收复合增速更高（34.2% vs -4.4%）
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。
ZipRecruiter, Inc.是一家美国线上招聘平台企业，主打面向求职者与招聘方的求职招聘匹配服务，为双方提供高效对接的人才服务市场，帮助求职者快速找到适配岗位，也助力企业高效完成招聘需求。
OUST vs ZIP — 直观对比
营收规模更大
ZIP
是对方的2.3倍
$48.6M
营收增速更快
OUST
高出48.3%
0.6%
净利率更高
OUST
高出9.0%
-0.7%
两年增速更快
OUST
近两年复合增速
-4.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $48.6M | $111.7M |
| 净利润 | $4.0M | $-835.0K |
| 毛利率 | 42.9% | 89.1% |
| 营业利润率 | 17.6% | 3.6% |
| 净利率 | 8.2% | -0.7% |
| 营收同比 | 48.9% | 0.6% |
| 净利润同比 | — | 92.3% |
| 每股收益（稀释后） | $0.06 | $-0.03 |
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OUSTZIP
| Q1 26 | $48.6M | — | ||
| Q4 25 | $62.2M | $111.7M | ||
| Q3 25 | $39.5M | $115.0M | ||
| Q2 25 | $35.0M | $112.2M | ||
| Q1 25 | $32.6M | $110.1M | ||
| Q4 24 | $30.1M | $111.0M | ||
| Q3 24 | $28.1M | $117.1M | ||
| Q2 24 | $27.0M | $123.7M |
净利润OUSTZIP
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $-835.0K | ||
| Q3 25 | $-21.7M | $-9.8M | ||
| Q2 25 | $-20.6M | $-9.5M | ||
| Q1 25 | $-22.0M | $-12.8M | ||
| Q4 24 | — | $-10.8M | ||
| Q3 24 | $-25.6M | $-2.6M | ||
| Q2 24 | $-23.9M | $7.0M |
毛利率OUSTZIP
| Q1 26 | 42.9% | — | ||
| Q4 25 | 60.2% | 89.1% | ||
| Q3 25 | 42.1% | 89.1% | ||
| Q2 25 | 45.2% | 89.3% | ||
| Q1 25 | 41.3% | 89.4% | ||
| Q4 24 | 43.8% | 89.6% | ||
| Q3 24 | 38.3% | 89.4% | ||
| Q2 24 | 33.7% | 89.5% |
营业利润率OUSTZIP
| Q1 26 | 17.6% | — | ||
| Q4 25 | 1.5% | 3.6% | ||
| Q3 25 | -61.4% | -4.4% | ||
| Q2 25 | -76.5% | -5.9% | ||
| Q1 25 | -73.0% | -10.6% | ||
| Q4 24 | -85.1% | -3.6% | ||
| Q3 24 | -98.0% | -2.8% | ||
| Q2 24 | -93.6% | 7.6% |
净利率OUSTZIP
| Q1 26 | 8.2% | — | ||
| Q4 25 | — | -0.7% | ||
| Q3 25 | -55.0% | -8.5% | ||
| Q2 25 | -58.8% | -8.5% | ||
| Q1 25 | -67.5% | -11.7% | ||
| Q4 24 | — | -9.7% | ||
| Q3 24 | -91.1% | -2.2% | ||
| Q2 24 | -88.4% | 5.7% |
每股收益（稀释后）OUSTZIP
| Q1 26 | $0.06 | — | ||
| Q4 25 | $0.10 | $-0.03 | ||
| Q3 25 | $-0.37 | $-0.11 | ||
| Q2 25 | $-0.38 | $-0.10 | ||
| Q1 25 | $-0.42 | $-0.13 | ||
| Q4 24 | $-0.46 | $-0.10 | ||
| Q3 24 | $-0.54 | $-0.03 | ||
| Q2 24 | $-0.53 | $0.07 |
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 | $188.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $275.6M | $-77.2M |
| 总资产 | $381.5M | $569.7M |
| 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OUSTZIP
| Q1 26 | $173.1M | — | ||
| Q4 25 | $208.6M | $188.0M | ||
| Q3 25 | $244.5M | $211.8M | ||
| Q2 25 | $226.5M | $203.5M | ||
| Q1 25 | $168.2M | $221.1M | ||
| Q4 24 | $172.0M | $218.4M | ||
| Q3 24 | $151.4M | $225.6M | ||
| Q2 24 | $184.2M | $271.7M |
股东权益OUSTZIP
| Q1 26 | $275.6M | — | ||
| Q4 25 | $261.7M | $-77.2M | ||
| Q3 25 | $247.4M | $-76.1M | ||
| Q2 25 | $221.0M | $-65.9M | ||
| Q1 25 | $167.9M | $-11.3M | ||
| Q4 24 | $180.9M | $13.4M | ||
| Q3 24 | $171.7M | $13.6M | ||
| Q2 24 | $170.6M | $24.4M |
总资产OUSTZIP
| Q1 26 | $381.5M | — | ||
| Q4 25 | $349.5M | $569.7M | ||
| Q3 25 | $353.8M | $573.6M | ||
| Q2 25 | $321.8M | $592.4M | ||
| Q1 25 | $268.6M | $629.4M | ||
| Q4 24 | $276.1M | $664.1M | ||
| Q3 24 | $255.2M | $652.0M | ||
| Q2 24 | $309.9M | $665.3M |
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 | — | $7.7M |
| 自由现金流经营现金流 - 资本支出 | — | $7.6M |
| 自由现金流率自由现金流/营收 | — | 6.8% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | — | $9.9M |
8季度趋势，按日历期对齐
经营现金流OUSTZIP
| Q1 26 | — | — | ||
| Q4 25 | $-15.4M | $7.7M | ||
| Q3 25 | $-18.3M | $2.6M | ||
| Q2 25 | $-1.3M | $10.5M | ||
| Q1 25 | $-4.9M | $-9.9M | ||
| Q4 24 | $-2.6M | $12.5M | ||
| Q3 24 | $-3.8M | $9.3M | ||
| Q2 24 | $-21.6M | $21.9M |
自由现金流OUSTZIP
| Q1 26 | — | — | ||
| Q4 25 | $-37.2M | $7.6M | ||
| Q3 25 | $-20.0M | $2.2M | ||
| Q2 25 | $-2.2M | $10.2M | ||
| Q1 25 | $-5.4M | $-10.2M | ||
| Q4 24 | $-4.0M | $12.0M | ||
| Q3 24 | $-4.3M | $9.2M | ||
| Q2 24 | $-22.0M | $21.7M |
自由现金流率OUSTZIP
| Q1 26 | — | — | ||
| Q4 25 | -59.8% | 6.8% | ||
| Q3 25 | -50.7% | 1.9% | ||
| Q2 25 | -6.3% | 9.1% | ||
| Q1 25 | -16.6% | -9.3% | ||
| Q4 24 | -13.3% | 10.8% | ||
| Q3 24 | -15.4% | 7.8% | ||
| Q2 24 | -81.5% | 17.6% |
资本支出强度OUSTZIP
| Q1 26 | — | — | ||
| Q4 25 | 35.0% | 0.1% | ||
| Q3 25 | 4.3% | 0.3% | ||
| Q2 25 | 2.5% | 0.3% | ||
| Q1 25 | 1.7% | 0.3% | ||
| Q4 24 | 4.8% | 0.4% | ||
| Q3 24 | 2.0% | 0.2% | ||
| Q2 24 | 1.3% | 0.1% |
现金转化率OUSTZIP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.12× |
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% |
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
