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Side-by-side financial comparison of C3.ai, Inc. (AI) and Amphenol (APH). Click either name above to swap in a different company.
Amphenol is the larger business by last-quarter revenue ($6.4B vs $75.1M, roughly 85.7× C3.ai, Inc.). Amphenol runs the higher net margin — 18.6% vs -139.3%, a 157.9% gap on every dollar of revenue. On growth, Amphenol posted the faster year-over-year revenue change (49.1% vs -20.3%). Amphenol produced more free cash flow last quarter ($1.5B vs $-46.9M). Over the past eight quarters, Amphenol's revenue compounded faster (40.6% CAGR vs -2.1%).
C3.ai, Inc. is a leading enterprise artificial intelligence software provider that develops and delivers scalable AI applications, platform tools, and industry-specific solutions for clients across sectors including manufacturing, energy, financial services, healthcare and public sector. Its offerings help organizations optimize operations, reduce costs, mitigate risks, and realize data-driven decision making.
Amphenol Corporation is an American producer of electronic and fiber optic connectors, cable and interconnect systems such as coaxial cables. Amphenol is a portmanteau from the corporation's original name, American Phenolic Corp.
AI vs APH — Head-to-Head
Income Statement — Q2 2026 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $75.1M | $6.4B |
| Net Profit | $-104.7M | $1.2B |
| Gross Margin | 40.4% | 38.2% |
| Operating Margin | -149.2% | 26.8% |
| Net Margin | -139.3% | 18.6% |
| Revenue YoY | -20.3% | 49.1% |
| Net Profit YoY | -58.7% | 60.2% |
| EPS (diluted) | $-0.75 | $0.93 |
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 | $75.1M | $6.4B | ||
| Q3 25 | $70.3M | $6.2B | ||
| Q2 25 | $108.7M | $5.7B | ||
| Q1 25 | $98.8M | $4.8B | ||
| Q4 24 | $94.3M | $4.3B | ||
| Q3 24 | $87.2M | $4.0B | ||
| Q2 24 | $86.6M | $3.6B | ||
| Q1 24 | $78.4M | $3.3B |
| Q4 25 | $-104.7M | $1.2B | ||
| Q3 25 | $-116.8M | $1.2B | ||
| Q2 25 | $-79.7M | $1.1B | ||
| Q1 25 | $-80.2M | $737.8M | ||
| Q4 24 | $-66.0M | $746.1M | ||
| Q3 24 | $-62.8M | $604.4M | ||
| Q2 24 | $-72.9M | $524.8M | ||
| Q1 24 | $-72.6M | $548.7M |
| Q4 25 | 40.4% | 38.2% | ||
| Q3 25 | 37.6% | 38.1% | ||
| Q2 25 | 62.1% | 36.3% | ||
| Q1 25 | 59.1% | 34.2% | ||
| Q4 24 | 61.3% | 34.3% | ||
| Q3 24 | 59.8% | 33.6% | ||
| Q2 24 | 59.6% | 33.6% | ||
| Q1 24 | 57.8% | 33.4% |
| Q4 25 | -149.2% | 26.8% | ||
| Q3 25 | -177.7% | 27.5% | ||
| Q2 25 | -81.8% | 25.1% | ||
| Q1 25 | -88.7% | 21.3% | ||
| Q4 24 | -79.8% | 22.1% | ||
| Q3 24 | -83.2% | 20.3% | ||
| Q2 24 | -95.1% | 19.4% | ||
| Q1 24 | -105.3% | 21.0% |
| Q4 25 | -139.3% | 18.6% | ||
| Q3 25 | -166.2% | 20.1% | ||
| Q2 25 | -73.3% | 19.3% | ||
| Q1 25 | -81.2% | 15.3% | ||
| Q4 24 | -69.9% | 17.3% | ||
| Q3 24 | -72.0% | 15.0% | ||
| Q2 24 | -84.2% | 14.5% | ||
| Q1 24 | -92.6% | 16.9% |
| Q4 25 | $-0.75 | $0.93 | ||
| Q3 25 | $-0.86 | $0.97 | ||
| Q2 25 | $-0.60 | $0.86 | ||
| Q1 25 | $-0.62 | $0.58 | ||
| Q4 24 | $-0.52 | $0.16 | ||
| Q3 24 | $-0.50 | $0.48 | ||
| Q2 24 | $-0.59 | $0.41 | ||
| Q1 24 | $-0.60 | $0.87 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $675.0M | $11.4B |
| Total DebtLower is stronger | — | $14.6B |
| Stockholders' EquityBook value | $771.9M | $13.4B |
| Total Assets | $961.3M | $36.2B |
| Debt / EquityLower = less leverage | — | 1.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $675.0M | $11.4B | ||
| Q3 25 | $711.9M | $3.9B | ||
| Q2 25 | $742.7M | $3.2B | ||
| Q1 25 | $724.3M | $1.7B | ||
| Q4 24 | $730.4M | $3.3B | ||
| Q3 24 | $762.5M | $1.6B | ||
| Q2 24 | $750.4M | $1.3B | ||
| Q1 24 | $723.3M | $2.0B |
| Q4 25 | — | $14.6B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | — | $7.1B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | $6.5B | ||
| Q3 24 | — | $5.1B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $3.6B |
| Q4 25 | $771.9M | $13.4B | ||
| Q3 25 | $798.8M | $12.5B | ||
| Q2 25 | $838.3M | $11.5B | ||
| Q1 25 | $860.2M | $10.3B | ||
| Q4 24 | $859.0M | $9.8B | ||
| Q3 24 | $874.9M | $9.5B | ||
| Q2 24 | $873.4M | $9.0B | ||
| Q1 24 | $898.0M | $8.7B |
| Q4 25 | $961.3M | $36.2B | ||
| Q3 25 | $968.7M | $27.1B | ||
| Q2 25 | $1.0B | $25.7B | ||
| Q1 25 | $1.1B | $22.9B | ||
| Q4 24 | $1.0B | $21.4B | ||
| Q3 24 | $1.1B | $19.6B | ||
| Q2 24 | $1.0B | $18.6B | ||
| Q1 24 | $1.1B | $16.7B |
| Q4 25 | — | 1.09× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.66× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.56× | ||
| Q1 24 | — | 0.41× |
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 | $-46.5M | $1.7B |
| Free Cash FlowOCF − Capex | $-46.9M | $1.5B |
| FCF MarginFCF / Revenue | -62.4% | 22.8% |
| Capex IntensityCapex / Revenue | 0.5% | 3.9% |
| Cash ConversionOCF / Net Profit | — | 1.44× |
| TTM Free Cash FlowTrailing 4 quarters | $-93.2M | $4.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-46.5M | $1.7B | ||
| Q3 25 | $-33.5M | $1.5B | ||
| Q2 25 | $11.3M | $1.4B | ||
| Q1 25 | $-22.0M | $764.9M | ||
| Q4 24 | $-38.7M | $847.1M | ||
| Q3 24 | $8.0M | $704.0M | ||
| Q2 24 | $21.3M | $664.1M | ||
| Q1 24 | $-39.1M | $599.5M |
| Q4 25 | $-46.9M | $1.5B | ||
| Q3 25 | $-34.3M | $1.2B | ||
| Q2 25 | $10.3M | $1.1B | ||
| Q1 25 | $-22.4M | $576.3M | ||
| Q4 24 | $-39.5M | $647.3M | ||
| Q3 24 | $7.1M | $474.0M | ||
| Q2 24 | $18.8M | $522.8M | ||
| Q1 24 | $-45.1M | $505.2M |
| Q4 25 | -62.4% | 22.8% | ||
| Q3 25 | -48.8% | 19.6% | ||
| Q2 25 | 9.5% | 19.8% | ||
| Q1 25 | -22.7% | 12.0% | ||
| Q4 24 | -41.9% | 15.0% | ||
| Q3 24 | 8.2% | 11.7% | ||
| Q2 24 | 21.7% | 14.5% | ||
| Q1 24 | -57.6% | 15.5% |
| Q4 25 | 0.5% | 3.9% | ||
| Q3 25 | 1.1% | 4.2% | ||
| Q2 25 | 0.9% | 5.3% | ||
| Q1 25 | 0.4% | 3.9% | ||
| Q4 24 | 0.9% | 4.6% | ||
| Q3 24 | 1.1% | 5.7% | ||
| Q2 24 | 2.9% | 3.9% | ||
| Q1 24 | 7.8% | 2.9% |
| Q4 25 | — | 1.44× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 1.30× | ||
| Q1 25 | — | 1.04× | ||
| Q4 24 | — | 1.14× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | — | 1.27× | ||
| Q1 24 | — | 1.09× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
APH
| Communications Solutions Segment | $3.5B | 54% |
| Harsh Environment Solutions Segment | $1.7B | 26% |
| Sales Channel Through Intermediary | $1.4B | 21% |
