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Side-by-side financial comparison of American Assets Trust, Inc. (AAT) and AMBARELLA INC (AMBA). Click either name above to swap in a different company.
American Assets Trust, Inc. is the larger business by last-quarter revenue ($110.6M vs $108.5M, roughly 1.0× AMBARELLA INC). American Assets Trust, Inc. runs the higher net margin — 6.1% vs -13.9%, a 20.0% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 1.8%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -0.1%).
Personal Assets Trust is a large British investment trust. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The chairman is Iain Ferguson CBE.
Ambarella, Inc. is an American fabless semiconductor design company, focusing on low-power, high-definition (HD) and Ultra HD video compression, image processing, and computer vision processors. Ambarella's products are used in a wide variety of human and computer vision applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver and in-cabin monitoring, autonomous driving, and robotics applications. Ambarella's system on chips ...
AAT vs AMBA — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $110.6M | $108.5M |
| Net Profit | $6.7M | $-15.1M |
| Gross Margin | — | 59.6% |
| Operating Margin | 23.4% | -15.0% |
| Net Margin | 6.1% | -13.9% |
| Revenue YoY | 1.8% | 31.2% |
| Net Profit YoY | -16.3% | 37.2% |
| EPS (diluted) | $0.08 | $-0.35 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $110.6M | — | ||
| Q4 25 | $110.1M | $108.5M | ||
| Q3 25 | $109.6M | $95.5M | ||
| Q2 25 | $107.9M | $85.9M | ||
| Q1 25 | $108.6M | $84.0M | ||
| Q4 24 | $113.5M | $82.7M | ||
| Q3 24 | $122.8M | $63.7M | ||
| Q2 24 | $110.9M | $54.5M |
| Q1 26 | $6.7M | — | ||
| Q4 25 | — | $-15.1M | ||
| Q3 25 | $4.5M | $-20.0M | ||
| Q2 25 | $5.5M | $-24.3M | ||
| Q1 25 | $42.5M | $-20.2M | ||
| Q4 24 | — | $-24.1M | ||
| Q3 24 | $16.7M | $-34.9M | ||
| Q2 24 | $11.9M | $-37.9M |
| Q1 26 | — | — | ||
| Q4 25 | 59.4% | 59.6% | ||
| Q3 25 | 60.5% | 58.9% | ||
| Q2 25 | 62.6% | 60.0% | ||
| Q1 25 | 62.0% | 60.0% | ||
| Q4 24 | 61.3% | 60.6% | ||
| Q3 24 | 65.5% | 60.8% | ||
| Q2 24 | 63.6% | 60.9% |
| Q1 26 | 23.4% | — | ||
| Q4 25 | 21.1% | -15.0% | ||
| Q3 25 | 22.6% | -23.0% | ||
| Q2 25 | 24.1% | -30.1% | ||
| Q1 25 | 66.3% | -30.2% | ||
| Q4 24 | 26.5% | -30.9% | ||
| Q3 24 | 30.8% | -56.9% | ||
| Q2 24 | 27.8% | -72.4% |
| Q1 26 | 6.1% | — | ||
| Q4 25 | — | -13.9% | ||
| Q3 25 | 4.1% | -20.9% | ||
| Q2 25 | 5.1% | -28.3% | ||
| Q1 25 | 39.2% | -24.1% | ||
| Q4 24 | — | -29.1% | ||
| Q3 24 | 13.6% | -54.8% | ||
| Q2 24 | 10.7% | -69.6% |
| Q1 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $-0.35 | ||
| Q3 25 | $0.07 | $-0.47 | ||
| Q2 25 | $0.09 | $-0.58 | ||
| Q1 25 | $0.70 | $-0.48 | ||
| Q4 24 | $0.14 | $-0.58 | ||
| Q3 24 | $0.28 | $-0.85 | ||
| Q2 24 | $0.20 | $-0.93 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $118.3M | $174.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $590.1M |
| Total Assets | $2.9B | $751.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $118.3M | — | ||
| Q4 25 | $129.4M | $174.1M | ||
| Q3 25 | $138.7M | $142.7M | ||
| Q2 25 | $143.7M | $141.3M | ||
| Q1 25 | $143.9M | $144.6M | ||
| Q4 24 | $425.7M | $127.1M | ||
| Q3 24 | $533.0M | $153.9M | ||
| Q2 24 | $114.9M | $131.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.2B | $590.1M | ||
| Q3 25 | $1.2B | $576.5M | ||
| Q2 25 | $1.2B | $572.7M | ||
| Q1 25 | $1.2B | $561.4M | ||
| Q4 24 | $1.2B | $554.3M | ||
| Q3 24 | $1.2B | $547.6M | ||
| Q2 24 | $1.2B | $555.4M |
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $751.9M | ||
| Q3 25 | $2.9B | $706.4M | ||
| Q2 25 | $3.0B | $701.9M | ||
| Q1 25 | $3.0B | $689.0M | ||
| Q4 24 | $3.3B | $670.8M | ||
| Q3 24 | $3.4B | $650.3M | ||
| Q2 24 | $3.0B | $638.7M |
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.72× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | — | $34.3M |
| Free Cash FlowOCF − Capex | — | $31.4M |
| FCF MarginFCF / Revenue | — | 29.0% |
| Capex IntensityCapex / Revenue | 14.5% | 2.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $64.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $167.1M | $34.3M | ||
| Q3 25 | $40.5M | $5.5M | ||
| Q2 25 | $49.2M | $14.8M | ||
| Q1 25 | $36.9M | $25.4M | ||
| Q4 24 | $207.1M | $6.6M | ||
| Q3 24 | $52.4M | $16.7M | ||
| Q2 24 | $59.3M | $-15.0M |
| Q1 26 | — | — | ||
| Q4 25 | $94.9M | $31.4M | ||
| Q3 25 | $23.1M | $1.4M | ||
| Q2 25 | $28.4M | $10.2M | ||
| Q1 25 | $20.4M | $21.2M | ||
| Q4 24 | $136.9M | $4.1M | ||
| Q3 24 | $28.0M | $14.2M | ||
| Q2 24 | $43.6M | $-16.1M |
| Q1 26 | — | — | ||
| Q4 25 | 86.2% | 29.0% | ||
| Q3 25 | 21.1% | 1.4% | ||
| Q2 25 | 26.3% | 11.9% | ||
| Q1 25 | 18.8% | 25.3% | ||
| Q4 24 | 120.7% | 5.0% | ||
| Q3 24 | 22.8% | 22.2% | ||
| Q2 24 | 39.3% | -29.5% |
| Q1 26 | 14.5% | — | ||
| Q4 25 | 65.6% | 2.7% | ||
| Q3 25 | 15.9% | 4.3% | ||
| Q2 25 | 19.3% | 5.3% | ||
| Q1 25 | 15.1% | 5.0% | ||
| Q4 24 | 61.9% | 3.0% | ||
| Q3 24 | 19.9% | 4.0% | ||
| Q2 24 | 14.1% | 2.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 8.98× | — | ||
| Q2 25 | 9.01× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.15× | — | ||
| Q2 24 | 4.98× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AAT
| Rental income | $104.4M | 94% |
| Other | $6.2M | 6% |
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |