Ouster, Inc.

NASDAQ•OUST

CEO: Mr. Charles Angus Pacala

セクター: Technology

業種: Hardware, Equipment & Parts

上場日: 2020-10-09

Ouster, Inc. provides lidar sensors for the automotive, industrial, robotics, and smart infrastructure industries in Americas, the Asia-Pacific, Europe, the Middle East, and Africa. Its products include high-resolution scanning and solid-state digital lidar sensors, analog lidar sensors, and software solutions. The company offers Ouster Sensor, a scanning sensor; and Digital Flash, a solid-state flash sensor. It also provides surround-view lidar sensors, which include Ouster Gemini, a perception platform for smart infrastructure deployments; and Blue City, a Gemini-powered solution for traffic operations, planning, and safety. The company is headquartered in San Francisco, California.

連絡先情報

350 Treat Avenue, San Francisco, CA, 94110, United States

415-949-0108

ouster.com

時価総額

$1.34B

PER (TTM)

-21.4

21.9

配当利回り

52週高値

$41.65

52週安値

$6.34

52週レンジ

43%

順位61Top 91.5%

2.0

F-Score

改良版 Piotroski 分析

7年ファンダメンタル

弱い • 2 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2019-2025

財務ダッシュボード

Q4 2025 データ

売上高

$62.18M+0.00%

直近4四半期の推移

EPS

$0.07+0.00%

直近4四半期の推移

フリーCF

-$37.18M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Surges 52% Total Revenue hit $169.38 M in 2025, driven by $22.81 M in royalty recognition and sensor sales growth.

Gross Margin Significantly Improves Gross Profit reached $83.44 M, expanding margin to 49% from 36% due to royalty revenue recognition.

Net Loss Narrows Substantially Net Loss decreased 37.8% to $(60.38) M in 2025, reflecting improved gross profitability and cost management.

Financing Activity Boosts Liquidity Financing activities provided $97.61 M cash, primarily from $95.58 M in ATM proceeds, supporting operations.

リスク要因

Limited Operating History Risk Limited operating history since 2015 makes future prospects difficult to evaluate; significant losses incurred to date.

Supplier Reliance Creates Disruption Reliance on limited/single source third-party suppliers for key components risks supply chain interruptions and delays.

Continued Operating Losses Expected Expect continued operating losses for foreseeable future as R&D and commercial expansion requires substantial investment.

Lidar Market Adoption Uncertain Market adoption of lidar remains uncertain, making long-term end-customer demand difficult to accurately forecast.

見通し

Invest in Core Technology Roadmap Continue investing in digital lidar, camera, and compute product portfolio improvements, primarily driven by semiconductor advances.

Capture High Volume OEM Sales Solid-state DF sensor technology positioned to meet OEM requirements for performance, cost, and reliability for growth.

Integrate Stereolabs Software Capabilities Stereolabs acquisition expands portfolio, strengthening software capabilities for unified Physical AI sensing platform delivery.

Expand Global Distribution Network Plan to grow existing distribution network and establish new partnerships to reach more end customers faster globally.

同業比較

売上高 (TTM)

VSH

$3.07B

+4.5%

BHE

$2.66B

+0.1%

WBTN

$1.38B

+2.5%

粗利益率 (最新四半期)

82.5%

-0.4pp

PRGS

81.6%

-1.4pp

JAMF

76.0%

-1.3pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
VICR	$8.84B	74.9	18.7%	1.6%
KC	$3.62B	-25.7	-16.4%	34.1%
BELFB	$2.65B	7.2	15.1%	25.4%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

24.0%

高成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年3月19日

EPS:-$0.39

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし