10-Q quarterly report · filed Aug 6, 2026

Ouster, Inc. (OUST) Q2 2026 10-Q Quarterly Report

Short answer

Ouster, Inc. (OUST) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $55M (up 55.9% year over year) with net income of −$18M.

Q2 2026 key financials · XBRL

Revenue
$55M
+55.9% YoY · +12.5% QoQ
Net income
−$18M
+12.1% YoY · −3.7% QoQ
Operating margin
-36.7%
Gross margin
48.9%
EPS (diluted)
−$0.28
+26.3% YoY · +0.0% QoQ

Source: XBRL data from the Ouster, Inc. (OUST) Q2 2026 10-Q on SEC EDGAR. USD.

Ouster, Inc. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue $54.6M, up 56% YoY from $35.0M, driven by higher sensor volumes and Stereolabs products
  • Gross margin 49% vs 45% YoY; operating loss margin 37% vs 77% YoY
  • Asia-Pacific strongest region, revenue $12.6M, up 106%; Americas largest, revenue $35.4M, up 44%
  • IEEPA import-duty refunds reduced quarterly cost of revenue by $5.4M; $0.6M cash refunds received during quarter
  • Outlook: revenue and gross margins expected to fluctuate; tariff uncertainty, lower ASPs, and trade restrictions remain headwinds

Risk Factors

  • No Risk Factors section provided; supplied text covers Items 2–6 and signature
  • New insider-trading disclosure: CFO Kenneth Gianella’s Rule 10b5-1 plan permits sales of up to 40,000 shares
  • New insider-trading disclosure: General Counsel Megan Chung’s Rule 10b5-1 plan permits sales of up to 16,000 shares
  • New financing exhibit: May 8, 2026 sales agreement with four investment banks
  • No defaults, unregistered sales, or board-nomination procedure changes disclosed in the provided text

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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