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Ouster

OUST

Ouster, Inc. is a leading provider of high-resolution digital lidar sensors and perception software for Physical Artificial Intelligence.

Market cap
$2.36B+95.5%
Revenue$185.3M+57.3%
Net income-$59.8M+37.2%
Free cash flow-$69.3M-93.6%
EPS (diluted)-$1.03+47.2%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 6, 2026 (In 1 week)
Revenue estimate$51.5M
EPS estimate-$0.14

Financials

Q1 2026

Income statement

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Revenue$48.6M+48.9%
Gross profit$20.8M+54.6%
Operating income-$19.2M+19.4%
Net income-$17.5M+20.7%
EPS (diluted)-$0.28+33.3%

Balance sheet

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Cash & equivalents$18.3M-27.3%
Total debt$17.4M-8.3%
Total equity$275.6M+64.1%
Total assets$381.5M+42.0%

Cash flow

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Operating cash flow-$7.3M-49.2%
CapEx$2.6M+364%
Free cash flow-$9.8M-81.2%

Valuation & ratios

Valuation

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Market cap$2.36B+95.5%
Enterprise value$2.36B+71.3%
P/S12.8×+1.7×

Profitability

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Gross margin49%+9.5pp
Operating margin-37.9%-13.7pp
Net margin-32.3%-12.1pp
FCF margin-37.4%+11.2pp

Returns & leverage

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Return on equity-27%-9.3pp
Debt / equity0.1×0.0×
Current ratio+0.4×

Segments

By geography

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Americas$32.8M+111%
Asia and Pacific$8.0M-35.9%
Europe, Middle East and Africa$7.8M+67.9%

By segment

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Reportable Segment$48.6M+48.9%

By product

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Royalties$347.0K-77.3%

Competitors

Profile

Ouster, Inc. is a leading provider of high-resolution digital lidar sensors and perception software for Physical Artificial Intelligence. The company offers a unified platform combining digital lidar, cameras, AI compute, and sensor fusion to enable machines to autonomously sense and navigate the physical world. Their core value proposition centers on a simplified digital architecture that provides high performance and reliability at a competitive cost compared to traditional analog lidar solutions.

Competitive position

Ouster is a pioneer in digital lidar technology, leveraging a patented CMOS-based architecture to achieve significant cost and scalability advantages over analog competitors. It maintains a leading position in the Physical AI market through a diversified customer base and a comprehensive hardware-software stack.

GeographiesAmericas, Asia and Pacific, Europe, Middle East, Africa
Customer segmentsEnterprise, Government, Industrial, Automotive
Business modelHardware manufacturing, Software-as-a-Service (SaaS), IP Licensing
SuppliersSemiconductor foundries, Optical component suppliers, Contract manufacturers (Benchmark, Fabrinet), CMOS and VCSEL technology
CustomersAutomotive OEMs, Logistics and warehouse operators, Municipal traffic departments, Security and surveillance providers
Listed2021
Employees290.0
CEOAngus Pacala
Websiteouster.com
FilingsSEC EDGAR

Questions, answered.

What is Ouster's market cap?
Ouster (OUST) has a market capitalization of $2.4B and trades on NYSE.
What is Ouster's revenue and profitability?
Ouster generated $185.3M in trailing twelve-month revenue with a net loss of $59.8M, representing a net margin of -32.3%. Gross margin stands at 49.0%, with free cash flow of -$69.3M. These figures are based on the Q1 2026 filing.
Who are Ouster's competitors?
Ouster's key competitors include MicroVision, AEye, Aeva Inc., and others. These companies compete in similar markets and product categories.
Who does Ouster partner with?
Ouster's notable partners include Benchmark Electronics, Inc., Fabrinet, Amazon.com, Inc., and others.
What subsidiaries does Ouster have?
Ouster's subsidiaries include Velodyne Lidar, Inc., Sense Photonics, Inc., Stereolabs SAS, and others.
Where is Ouster headquartered?
Ouster is headquartered in United States of America and employs approximately 290 people. It has been publicly traded since 2021.