vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and AMPCO PITTSBURGH CORP (AP). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $104.4M, roughly 1.0× AMPCO PITTSBURGH CORP). AMBARELLA INC runs the higher net margin — -13.9% vs -55.2%, a 41.3% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 11.5%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-64.0K). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -2.6%).
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 ...
Ampco-Pittsburgh Corporation is a specialty steel manufacturer headquartered in Downtown Pittsburgh, Pennsylvania. It is one of several companies to bear the Ampco name, and it should not be confused with the Milwaukee-based copper base alloy producer, Ampco Metal Inc.; the Miami-based cabinetry company; the Swiss aluminum corporation; or the Dallas-based tool company. Ampco was formed in 1929 and is a conglomerate made up of several previously established small steel makers. Five small compa...
AMBA vs AP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $104.4M |
| Net Profit | $-15.1M | $-57.7M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | -54.0% |
| Net Margin | -13.9% | -55.2% |
| Revenue YoY | 31.2% | 11.5% |
| Net Profit YoY | 37.2% | -1958.9% |
| EPS (diluted) | $-0.35 | $-2.87 |
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 | $108.5M | $104.4M | ||
| Q3 25 | $95.5M | $103.7M | ||
| Q2 25 | $85.9M | $108.9M | ||
| Q1 25 | $84.0M | $99.2M | ||
| Q4 24 | $82.7M | $93.6M | ||
| Q3 24 | $63.7M | $92.1M | ||
| Q2 24 | $54.5M | $107.1M | ||
| Q1 24 | $51.6M | $110.0M |
| Q4 25 | $-15.1M | $-57.7M | ||
| Q3 25 | $-20.0M | $-2.2M | ||
| Q2 25 | $-24.3M | $-7.3M | ||
| Q1 25 | $-20.2M | $1.1M | ||
| Q4 24 | $-24.1M | $3.1M | ||
| Q3 24 | $-34.9M | $-2.0M | ||
| Q2 24 | $-37.9M | $2.0M | ||
| Q1 24 | $-60.6M | $-2.7M |
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.9% | — | ||
| Q1 24 | 59.8% | — |
| Q4 25 | -15.0% | -54.0% | ||
| Q3 25 | -23.0% | 1.1% | ||
| Q2 25 | -30.1% | -2.8% | ||
| Q1 25 | -30.2% | 3.9% | ||
| Q4 24 | -30.9% | 5.5% | ||
| Q3 24 | -56.9% | 2.0% | ||
| Q2 24 | -72.4% | 4.7% | ||
| Q1 24 | -80.8% | 0.1% |
| Q4 25 | -13.9% | -55.2% | ||
| Q3 25 | -20.9% | -2.1% | ||
| Q2 25 | -28.3% | -6.7% | ||
| Q1 25 | -24.1% | 1.2% | ||
| Q4 24 | -29.1% | 3.3% | ||
| Q3 24 | -54.8% | -2.1% | ||
| Q2 24 | -69.6% | 1.9% | ||
| Q1 24 | -117.4% | -2.5% |
| Q4 25 | $-0.35 | $-2.87 | ||
| Q3 25 | $-0.47 | $-0.11 | ||
| Q2 25 | $-0.58 | $-0.36 | ||
| Q1 25 | $-0.48 | $0.06 | ||
| Q4 24 | $-0.58 | $0.16 | ||
| Q3 24 | $-0.85 | $-0.10 | ||
| Q2 24 | $-0.93 | $0.10 | ||
| Q1 24 | $-1.51 | $-0.14 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $174.1M | $10.7M |
| Total DebtLower is stronger | — | $117.9M |
| Stockholders' EquityBook value | $590.1M | $32.6M |
| Total Assets | $751.9M | $495.4M |
| Debt / EquityLower = less leverage | — | 3.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $10.7M | ||
| Q3 25 | $142.7M | $15.0M | ||
| Q2 25 | $141.3M | $9.9M | ||
| Q1 25 | $144.6M | $7.1M | ||
| Q4 24 | $127.1M | $15.4M | ||
| Q3 24 | $153.9M | $11.8M | ||
| Q2 24 | $131.8M | $7.9M | ||
| Q1 24 | $144.9M | $10.8M |
| Q4 25 | — | $117.9M | ||
| Q3 25 | — | $119.0M | ||
| Q2 25 | — | $115.9M | ||
| Q1 25 | — | $115.0M | ||
| Q4 24 | — | $116.4M | ||
| Q3 24 | — | $116.0M | ||
| Q2 24 | — | $119.4M | ||
| Q1 24 | — | $116.2M |
| Q4 25 | $590.1M | $32.6M | ||
| Q3 25 | $576.5M | $60.1M | ||
| Q2 25 | $572.7M | $62.7M | ||
| Q1 25 | $561.4M | $64.6M | ||
| Q4 24 | $554.3M | $58.9M | ||
| Q3 24 | $547.6M | $61.3M | ||
| Q2 24 | $555.4M | $58.0M | ||
| Q1 24 | $559.9M | $56.3M |
| Q4 25 | $751.9M | $495.4M | ||
| Q3 25 | $706.4M | $524.4M | ||
| Q2 25 | $701.9M | $537.2M | ||
| Q1 25 | $689.0M | $536.2M | ||
| Q4 24 | $670.8M | $530.9M | ||
| Q3 24 | $650.3M | $547.4M | ||
| Q2 24 | $638.7M | $560.8M | ||
| Q1 24 | $657.7M | $565.8M |
| Q4 25 | — | 3.61× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | — | 1.78× | ||
| Q4 24 | — | 1.98× | ||
| Q3 24 | — | 1.89× | ||
| Q2 24 | — | 2.06× | ||
| Q1 24 | — | 2.06× |
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 | $2.7M |
| Free Cash FlowOCF − Capex | $31.4M | $-64.0K |
| FCF MarginFCF / Revenue | 29.0% | -0.1% |
| Capex IntensityCapex / Revenue | 2.7% | 2.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-8.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $2.7M | ||
| Q3 25 | $5.5M | $6.3M | ||
| Q2 25 | $14.8M | $-2.3M | ||
| Q1 25 | $25.4M | $-5.3M | ||
| Q4 24 | $6.6M | $7.5M | ||
| Q3 24 | $16.7M | $11.4M | ||
| Q2 24 | $-15.0M | $-5.3M | ||
| Q1 24 | $-4.0M | $4.5M |
| Q4 25 | $31.4M | $-64.0K | ||
| Q3 25 | $1.4M | $3.3M | ||
| Q2 25 | $10.2M | $-3.8M | ||
| Q1 25 | $21.2M | $-7.5M | ||
| Q4 24 | $4.1M | $3.7M | ||
| Q3 24 | $14.2M | $8.4M | ||
| Q2 24 | $-16.1M | $-8.0M | ||
| Q1 24 | $-6.0M | $1.7M |
| Q4 25 | 29.0% | -0.1% | ||
| Q3 25 | 1.4% | 3.2% | ||
| Q2 25 | 11.9% | -3.5% | ||
| Q1 25 | 25.3% | -7.5% | ||
| Q4 24 | 5.0% | 4.0% | ||
| Q3 24 | 22.2% | 9.1% | ||
| Q2 24 | -29.5% | -7.5% | ||
| Q1 24 | -11.6% | 1.5% |
| Q4 25 | 2.7% | 2.7% | ||
| Q3 25 | 4.3% | 2.9% | ||
| Q2 25 | 5.3% | 1.3% | ||
| Q1 25 | 5.0% | 2.2% | ||
| Q4 24 | 3.0% | 4.0% | ||
| Q3 24 | 4.0% | 3.2% | ||
| Q2 24 | 2.1% | 2.5% | ||
| Q1 24 | 3.7% | 2.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -4.62× | ||
| Q4 24 | — | 2.40× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -2.64× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
AP
| Forged And Cast Mill Rolls | $67.0M | 64% |
| Air Handling Systems | $14.3M | 14% |
| Heat Exchange Coils | $13.1M | 13% |
| Centrifugal Pumps | $10.3M | 10% |
| Forged Engineered Products | $4.0M | 4% |
