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Side-by-side financial comparison of Arteris, Inc. (AIP) and American Express (AXP). Click either name above to swap in a different company.
Arteris, Inc. is the larger business by last-quarter revenue ($20.1M vs $18.9M, roughly 1.1× American Express). American Express runs the higher net margin — 15.7% vs -42.2%, a 57.9% gap on every dollar of revenue. On growth, Arteris, Inc. posted the faster year-over-year revenue change (30.0% vs 11.4%). Over the past eight quarters, Arteris, Inc.'s revenue compounded faster (24.7% CAGR vs -95.6%).
Arteris, Inc. is a multinational technology company headquartered in Campbell, California. It develops the network-on-chip (NoC) IP and system-on-chip (SoC) integration automation software that is used to create semiconductor chip and chiplet designs for a variety of devices, particularly in automotive electronics, artificial intelligence, machine learning, enterprise computing, communications, consumer, industrial, and aerospace & defense markets. The company specializes in the development a...
American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financing products; network services; accounts payable expense management products and services; and travel and lifestyle services. The company's products an...
AIP vs AXP — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $20.1M | $18.9M |
| Net Profit | $-8.5M | $3.0M |
| Gross Margin | 90.8% | — |
| Operating Margin | -42.0% | — |
| Net Margin | -42.2% | 15.7% |
| Revenue YoY | 30.0% | 11.4% |
| Net Profit YoY | -3.7% | 15.0% |
| EPS (diluted) | $-0.19 | — |
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 | — | $18.9M | ||
| Q4 25 | $20.1M | $10.9B | ||
| Q3 25 | $17.4M | $10.4B | ||
| Q2 25 | $16.5M | $10.3B | ||
| Q1 25 | $16.5M | $9.6B | ||
| Q4 24 | $15.5M | $10.0B | ||
| Q3 24 | $14.7M | $9.7B | ||
| Q2 24 | $14.6M | $9.8B |
| Q1 26 | — | $3.0M | ||
| Q4 25 | $-8.5M | $2.5B | ||
| Q3 25 | $-9.0M | $2.9B | ||
| Q2 25 | $-9.1M | $2.9B | ||
| Q1 25 | $-8.1M | $2.6B | ||
| Q4 24 | $-8.2M | $2.2B | ||
| Q3 24 | $-7.7M | $2.5B | ||
| Q2 24 | $-8.3M | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | 90.8% | — | ||
| Q3 25 | 89.9% | — | ||
| Q2 25 | 89.4% | — | ||
| Q1 25 | 90.8% | — | ||
| Q4 24 | 89.8% | — | ||
| Q3 24 | 90.1% | — | ||
| Q2 24 | 90.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | -42.0% | 28.2% | ||
| Q3 25 | -50.1% | 36.7% | ||
| Q2 25 | -50.0% | 34.4% | ||
| Q1 25 | -46.6% | 34.6% | ||
| Q4 24 | -45.9% | 27.7% | ||
| Q3 24 | -53.8% | 33.0% | ||
| Q2 24 | -51.1% | 38.6% |
| Q1 26 | — | 15.7% | ||
| Q4 25 | -42.2% | 22.5% | ||
| Q3 25 | -51.6% | 27.9% | ||
| Q2 25 | -55.3% | 28.0% | ||
| Q1 25 | -49.1% | 26.8% | ||
| Q4 24 | -53.0% | 21.8% | ||
| Q3 24 | -52.2% | 25.8% | ||
| Q2 24 | -57.2% | 30.7% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.19 | $3.52 | ||
| Q3 25 | $-0.21 | $4.14 | ||
| Q2 25 | $-0.22 | $4.08 | ||
| Q1 25 | $-0.20 | $3.64 | ||
| Q4 24 | $-0.19 | $3.04 | ||
| Q3 24 | $-0.20 | $3.49 | ||
| Q2 24 | $-0.22 | $4.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $33.9M | — |
| Total DebtLower is stronger | — | $60.4M |
| Stockholders' EquityBook value | $-14.6M | $34.0M |
| Total Assets | $115.0M | $308.9M |
| Debt / EquityLower = less leverage | — | 1.78× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $33.9M | $742.0M | ||
| Q3 25 | $39.0M | $1.3B | ||
| Q2 25 | $38.0M | $197.0M | ||
| Q1 25 | $42.3M | $261.0M | ||
| Q4 24 | $43.8M | $221.0M | ||
| Q3 24 | $48.7M | $120.0M | ||
| Q2 24 | $45.8M | $188.0M |
| Q1 26 | — | $60.4M | ||
| Q4 25 | — | $56.4B | ||
| Q3 25 | — | $57.8B | ||
| Q2 25 | — | $58.2B | ||
| Q1 25 | — | $51.2B | ||
| Q4 24 | — | $49.7B | ||
| Q3 24 | — | $53.5B | ||
| Q2 24 | — | $51.5B |
| Q1 26 | — | $34.0M | ||
| Q4 25 | $-14.6M | $33.5B | ||
| Q3 25 | $-11.4M | $32.4B | ||
| Q2 25 | $-7.5M | $32.3B | ||
| Q1 25 | $-4.8M | $31.2B | ||
| Q4 24 | $-1.2M | $30.3B | ||
| Q3 24 | $2.2M | $29.7B | ||
| Q2 24 | $5.3M | $29.5B |
| Q1 26 | — | $308.9M | ||
| Q4 25 | $115.0M | $300.1B | ||
| Q3 25 | $107.7M | $297.6B | ||
| Q2 25 | $106.9M | $295.6B | ||
| Q1 25 | $98.3M | $282.2B | ||
| Q4 24 | $106.1M | $271.5B | ||
| Q3 24 | $97.7M | $271.0B | ||
| Q2 24 | $96.4M | $272.2B |
| Q1 26 | — | 1.78× | ||
| Q4 25 | — | 1.68× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.80× | ||
| Q1 25 | — | 1.64× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.80× | ||
| Q2 24 | — | 1.74× |
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 | $3.2M | — |
| Free Cash FlowOCF − Capex | $3.0M | — |
| FCF MarginFCF / Revenue | 15.1% | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $5.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.2M | $3.1B | ||
| Q3 25 | $3.2M | $6.2B | ||
| Q2 25 | $-2.5M | $4.4B | ||
| Q1 25 | $2.9M | $4.8B | ||
| Q4 24 | $-2.6M | $5.8B | ||
| Q3 24 | $1.1M | $-1.8B | ||
| Q2 24 | $311.0K | $4.5B |
| Q1 26 | — | — | ||
| Q4 25 | $3.0M | $2.3B | ||
| Q3 25 | $2.5M | $5.6B | ||
| Q2 25 | $-2.8M | $3.7B | ||
| Q1 25 | $2.7M | $4.3B | ||
| Q4 24 | $-2.7M | $5.3B | ||
| Q3 24 | $1.1M | $-2.3B | ||
| Q2 24 | $264.0K | $4.0B |
| Q1 26 | — | — | ||
| Q4 25 | 15.1% | 21.4% | ||
| Q3 25 | 14.2% | 53.6% | ||
| Q2 25 | -17.2% | 36.3% | ||
| Q1 25 | 16.2% | 45.0% | ||
| Q4 24 | -17.3% | 53.1% | ||
| Q3 24 | 7.4% | -23.3% | ||
| Q2 24 | 1.8% | 40.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 6.6% | ||
| Q3 25 | 4.1% | 6.3% | ||
| Q2 25 | 2.2% | 6.0% | ||
| Q1 25 | 1.1% | 4.5% | ||
| Q4 24 | 0.3% | 5.0% | ||
| Q3 24 | 0.2% | 4.7% | ||
| Q2 24 | 0.3% | 5.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.84× | ||
| Q4 24 | — | 2.66× | ||
| Q3 24 | — | -0.72× | ||
| Q2 24 | — | 1.50× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
AXP
| Discount revenue | $9.5M | 50% |
| Other | $8.9M | 47% |
| Deposits with banks and other | $512.0K | 3% |
