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Side-by-side financial comparison of ADMA BIOLOGICS, INC. (ADMA) and AMBARELLA INC (AMBA). Click either name above to swap in a different company.
ADMA BIOLOGICS, INC. is the larger business by last-quarter revenue ($139.2M vs $108.5M, roughly 1.3× AMBARELLA INC). ADMA BIOLOGICS, INC. runs the higher net margin — 35.5% vs -13.9%, a 49.4% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 18.4%). ADMA BIOLOGICS, INC. produced more free cash flow last quarter ($34.6M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 30.4%).
ADMA Biologics Inc. is a biopharmaceutical enterprise focused on the research, development, manufacturing and commercialization of specialty plasma-derived immunoglobulin therapies. It primarily operates in the United States, catering to patients with primary immunodeficiency and other immune-related disorders, healthcare providers and medical institutions across its core immune health therapeutic segment.
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 ...
ADMA vs AMBA — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $139.2M | $108.5M |
| Net Profit | $49.4M | $-15.1M |
| Gross Margin | 63.8% | 59.6% |
| Operating Margin | 45.1% | -15.0% |
| Net Margin | 35.5% | -13.9% |
| Revenue YoY | 18.4% | 31.2% |
| Net Profit YoY | -55.9% | 37.2% |
| EPS (diluted) | $0.20 | $-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.
| Q4 25 | $139.2M | $108.5M | ||
| Q3 25 | $134.2M | $95.5M | ||
| Q2 25 | $122.0M | $85.9M | ||
| Q1 25 | $114.8M | $84.0M | ||
| Q4 24 | $117.5M | $82.7M | ||
| Q3 24 | $119.8M | $63.7M | ||
| Q2 24 | $107.2M | $54.5M | ||
| Q1 24 | $81.9M | $51.6M |
| Q4 25 | $49.4M | $-15.1M | ||
| Q3 25 | $36.4M | $-20.0M | ||
| Q2 25 | $34.2M | $-24.3M | ||
| Q1 25 | $26.9M | $-20.2M | ||
| Q4 24 | $111.9M | $-24.1M | ||
| Q3 24 | $35.9M | $-34.9M | ||
| Q2 24 | $32.1M | $-37.9M | ||
| Q1 24 | $17.8M | $-60.6M |
| Q4 25 | 63.8% | 59.6% | ||
| Q3 25 | 56.3% | 58.9% | ||
| Q2 25 | 55.1% | 60.0% | ||
| Q1 25 | 53.2% | 60.0% | ||
| Q4 24 | 53.9% | 60.6% | ||
| Q3 24 | 49.8% | 60.8% | ||
| Q2 24 | 53.6% | 60.9% | ||
| Q1 24 | 47.8% | 59.8% |
| Q4 25 | 45.1% | -15.0% | ||
| Q3 25 | 38.0% | -23.0% | ||
| Q2 25 | 35.1% | -30.1% | ||
| Q1 25 | 30.4% | -30.2% | ||
| Q4 24 | 32.6% | -30.9% | ||
| Q3 24 | 33.1% | -56.9% | ||
| Q2 24 | 36.6% | -72.4% | ||
| Q1 24 | 26.7% | -80.8% |
| Q4 25 | 35.5% | -13.9% | ||
| Q3 25 | 27.1% | -20.9% | ||
| Q2 25 | 28.1% | -28.3% | ||
| Q1 25 | 23.4% | -24.1% | ||
| Q4 24 | 95.2% | -29.1% | ||
| Q3 24 | 30.0% | -54.8% | ||
| Q2 24 | 29.9% | -69.6% | ||
| Q1 24 | 21.7% | -117.4% |
| Q4 25 | $0.20 | $-0.35 | ||
| Q3 25 | $0.15 | $-0.47 | ||
| Q2 25 | $0.14 | $-0.58 | ||
| Q1 25 | $0.11 | $-0.48 | ||
| Q4 24 | $0.45 | $-0.58 | ||
| Q3 24 | $0.15 | $-0.85 | ||
| Q2 24 | $0.13 | $-0.93 | ||
| Q1 24 | $0.08 | $-1.51 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $87.6M | $174.1M |
| Total DebtLower is stronger | $72.1M | — |
| Stockholders' EquityBook value | $477.3M | $590.1M |
| Total Assets | $624.2M | $751.9M |
| Debt / EquityLower = less leverage | 0.15× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $87.6M | $174.1M | ||
| Q3 25 | $61.4M | $142.7M | ||
| Q2 25 | $90.3M | $141.3M | ||
| Q1 25 | $71.6M | $144.6M | ||
| Q4 24 | $103.1M | $127.1M | ||
| Q3 24 | $86.7M | $153.9M | ||
| Q2 24 | $88.2M | $131.8M | ||
| Q1 24 | $45.3M | $144.9M |
| Q4 25 | $72.1M | — | ||
| Q3 25 | $72.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $72.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $477.3M | $590.1M | ||
| Q3 25 | $431.2M | $576.5M | ||
| Q2 25 | $398.3M | $572.7M | ||
| Q1 25 | $373.4M | $561.4M | ||
| Q4 24 | $349.0M | $554.3M | ||
| Q3 24 | $231.9M | $547.6M | ||
| Q2 24 | $188.3M | $555.4M | ||
| Q1 24 | $153.7M | $559.9M |
| Q4 25 | $624.2M | $751.9M | ||
| Q3 25 | $568.7M | $706.4M | ||
| Q2 25 | $558.4M | $701.9M | ||
| Q1 25 | $510.6M | $689.0M | ||
| Q4 24 | $488.7M | $670.8M | ||
| Q3 24 | $390.6M | $650.3M | ||
| Q2 24 | $376.4M | $638.7M | ||
| Q1 24 | $350.9M | $657.7M |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $35.6M | $34.3M |
| Free Cash FlowOCF − Capex | $34.6M | $31.4M |
| FCF MarginFCF / Revenue | 24.8% | 29.0% |
| Capex IntensityCapex / Revenue | 0.8% | 2.7% |
| Cash ConversionOCF / Net Profit | 0.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | $27.8M | $64.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.6M | $34.3M | ||
| Q3 25 | $13.3M | $5.5M | ||
| Q2 25 | $21.1M | $14.8M | ||
| Q1 25 | $-19.7M | $25.4M | ||
| Q4 24 | $50.2M | $6.6M | ||
| Q3 24 | $25.0M | $16.7M | ||
| Q2 24 | $45.6M | $-15.0M | ||
| Q1 24 | $-2.2M | $-4.0M |
| Q4 25 | $34.6M | $31.4M | ||
| Q3 25 | $-1.1M | $1.4M | ||
| Q2 25 | $18.7M | $10.2M | ||
| Q1 25 | $-24.4M | $21.2M | ||
| Q4 24 | $47.5M | $4.1M | ||
| Q3 24 | $24.0M | $14.2M | ||
| Q2 24 | $43.6M | $-16.1M | ||
| Q1 24 | $-4.6M | $-6.0M |
| Q4 25 | 24.8% | 29.0% | ||
| Q3 25 | -0.8% | 1.4% | ||
| Q2 25 | 15.3% | 11.9% | ||
| Q1 25 | -21.2% | 25.3% | ||
| Q4 24 | 40.4% | 5.0% | ||
| Q3 24 | 20.0% | 22.2% | ||
| Q2 24 | 40.7% | -29.5% | ||
| Q1 24 | -5.6% | -11.6% |
| Q4 25 | 0.8% | 2.7% | ||
| Q3 25 | 10.7% | 4.3% | ||
| Q2 25 | 2.0% | 5.3% | ||
| Q1 25 | 4.1% | 5.0% | ||
| Q4 24 | 2.3% | 3.0% | ||
| Q3 24 | 0.9% | 4.0% | ||
| Q2 24 | 1.9% | 2.1% | ||
| Q1 24 | 2.9% | 3.7% |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | -0.73× | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 1.42× | — | ||
| Q1 24 | -0.12× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ADMA
| ADMA Bio Manufacturing Segment | $123.1M | 88% |
| Other | $16.0M | 12% |
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% |
