Ouster Inc.: Beat — EPS -$0.20, Revenue $59.33M
Earnings BeatQ3 2026 · After-market
Did Ouster Inc. (OUST) beat earnings today?
Yes, Ouster Inc. (OUST) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+20.00% surprise
-$0.20Actual
Expected: -$0.25
vs. year ago +46.0%
Total Revenue+5.43% surprise
$59.33MActual
Expected: $56.27M
vs. year ago +50.0%
Released Nov 03 · 4:05 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $59.33M | $39.52M | +50.0% |
| Revenue detail — reported lines | |||
| └─Product revenue | $56.03M | $39.49M | +42.0% |
| └─Royalties | $3.29M | $38.00K | +8565.8% |
| Net loss | ($14.16M) | ($21.73M) | - |
| Basic and diluted loss per share | -$0.20 | -$0.37 | - |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook | |
|---|---|---|
| Guidance | Expected | |
| Total revenue | $61M-$64M | $62.03MIn-Line |
Q4 2026 Outlook
- Total revenue
- Guidance$61M-$64MExpected$62.03MIn-Line
Business Highlights
- ➤Shipped more than 27,000 lidar and camera sensors for revenue.
- ➤Stereolabs cameras achieved a record quarter of shipments.
- ➤Capacity investments supported surging growth in the robotics sector.
- ➤Hundreds of customers selected Rev8 for mission-critical applications.
- ➤Rev8 is positioned as the world’s first native color lidar.
- ➤Customer demand remained robust during the initial Rev8 production ramp.
- ➤Customers deployed products across warehouse automation, defense, construction, mapping, and data collection.
- ➤Ouster’s unified platform combines lidar, cameras, AI compute, sensor fusion, perception software, and AI models.
- ➤The company serves thousands of customers across the Americas, Europe, and Asia-Pacific.
- ➤Management will participate in the ROTH Technology Conference and Northland Growth Conference.
Management Commentary
Angus Pacala, Ouster CEO
“We delivered a strong third quarter, with $59 million in revenue and more than 27,000 total sensors shipped, cementing Ouster’s evolution into a comprehensive platform that meets the diverse, global demands of Physical AI. Our Stereolabs cameras had a record quarter of shipments, unlocked by our investments in capacity to meet surging growth in the robotics sector.”
Angus Pacala, Ouster CEO
“The market reception for Rev8 has been decisive. As the world’s first native color lidar, Rev8 is a paradigm shift that is proving to be an undeniable competitive differentiator. Hundreds of customers have already chosen Rev8 for their mission critical applications. Customer demand has been robust while we ramp initial production, and we expect our delivery cadence to accelerate into 2027. The breakout performance of Stereolabs proves our vision of a unified platform is exactly what the market demands. From farms and distribution centers to last mile delivery, the world’s most innovative companies are choosing Ouster. We provide the complete stack of lidar, vision, compute, and software required to bring Physical AI into the real world.”