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Side-by-side financial comparison of AMBARELLA INC (AMBA) and AerSale Corp (ASLE). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $90.9M, roughly 1.2× AerSale Corp). AerSale Corp runs the higher net margin — 5.9% vs -13.9%, a 19.9% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -4.0%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $9.8M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 0.2%).
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 ...
AerSale, Inc. is a Doral, Florida-based global supplier of aftermarket commercial jet aircraft, engines, used materials, and aeronautical engineering services to passenger and cargo airlines, government, multinational original equipment manufacturers, and independent MROs. AerSale is a member of the Aircraft Fleet Recycling Association.
AMBA vs ASLE — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $90.9M |
| Net Profit | $-15.1M | $5.4M |
| Gross Margin | 59.6% | 34.1% |
| Operating Margin | -15.0% | 7.8% |
| Net Margin | -13.9% | 5.9% |
| Revenue YoY | 31.2% | -4.0% |
| Net Profit YoY | 37.2% | 99.7% |
| EPS (diluted) | $-0.35 | $0.10 |
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 | $90.9M | ||
| Q3 25 | $95.5M | $71.2M | ||
| Q2 25 | $85.9M | $107.4M | ||
| Q1 25 | $84.0M | $65.8M | ||
| Q4 24 | $82.7M | $94.7M | ||
| Q3 24 | $63.7M | $82.7M | ||
| Q2 24 | $54.5M | $77.1M | ||
| Q1 24 | $51.6M | $90.5M |
| Q4 25 | $-15.1M | $5.4M | ||
| Q3 25 | $-20.0M | $-120.0K | ||
| Q2 25 | $-24.3M | $8.6M | ||
| Q1 25 | $-20.2M | $-5.3M | ||
| Q4 24 | $-24.1M | $2.7M | ||
| Q3 24 | $-34.9M | $509.0K | ||
| Q2 24 | $-37.9M | $-3.6M | ||
| Q1 24 | $-60.6M | $6.3M |
| Q4 25 | 59.6% | 34.1% | ||
| Q3 25 | 58.9% | 30.2% | ||
| Q2 25 | 60.0% | 32.9% | ||
| Q1 25 | 60.0% | 27.3% | ||
| Q4 24 | 60.6% | 31.4% | ||
| Q3 24 | 60.8% | 28.6% | ||
| Q2 24 | 60.9% | 28.2% | ||
| Q1 24 | 59.8% | 31.8% |
| Q4 25 | -15.0% | 7.8% | ||
| Q3 25 | -23.0% | 4.0% | ||
| Q2 25 | -30.1% | 11.7% | ||
| Q1 25 | -30.2% | -10.1% | ||
| Q4 24 | -30.9% | 5.2% | ||
| Q3 24 | -56.9% | 2.4% | ||
| Q2 24 | -72.4% | -2.4% | ||
| Q1 24 | -80.8% | 5.2% |
| Q4 25 | -13.9% | 5.9% | ||
| Q3 25 | -20.9% | -0.2% | ||
| Q2 25 | -28.3% | 8.0% | ||
| Q1 25 | -24.1% | -8.0% | ||
| Q4 24 | -29.1% | 2.9% | ||
| Q3 24 | -54.8% | 0.6% | ||
| Q2 24 | -69.6% | -4.7% | ||
| Q1 24 | -117.4% | 6.9% |
| Q4 25 | $-0.35 | $0.10 | ||
| Q3 25 | $-0.47 | $0.00 | ||
| Q2 25 | $-0.58 | $0.18 | ||
| Q1 25 | $-0.48 | $-0.10 | ||
| Q4 24 | $-0.58 | $0.05 | ||
| Q3 24 | $-0.85 | $0.01 | ||
| Q2 24 | $-0.93 | $-0.07 | ||
| Q1 24 | $-1.51 | $0.12 |
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 | $4.4M |
| Total DebtLower is stronger | — | $1.3M |
| Stockholders' EquityBook value | $590.1M | $424.4M |
| Total Assets | $751.9M | $640.5M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $4.4M | ||
| Q3 25 | $142.7M | $5.3M | ||
| Q2 25 | $141.3M | $5.7M | ||
| Q1 25 | $144.6M | $4.7M | ||
| Q4 24 | $127.1M | $4.7M | ||
| Q3 24 | $153.9M | $9.8M | ||
| Q2 24 | $131.8M | $4.3M | ||
| Q1 24 | $144.9M | $2.6M |
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $1.5M | ||
| Q2 25 | — | $907.0K | ||
| Q1 25 | — | $1.1M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $376.0K | ||
| Q2 24 | — | $522.0K | ||
| Q1 24 | — | $3.5M |
| Q4 25 | $590.1M | $424.4M | ||
| Q3 25 | $576.5M | $417.1M | ||
| Q2 25 | $572.7M | $415.9M | ||
| Q1 25 | $561.4M | $406.5M | ||
| Q4 24 | $554.3M | $455.6M | ||
| Q3 24 | $547.6M | $451.5M | ||
| Q2 24 | $555.4M | $449.8M | ||
| Q1 24 | $559.9M | $452.0M |
| Q4 25 | $751.9M | $640.5M | ||
| Q3 25 | $706.4M | $646.3M | ||
| Q2 25 | $701.9M | $646.7M | ||
| Q1 25 | $689.0M | $646.1M | ||
| Q4 24 | $670.8M | $604.7M | ||
| Q3 24 | $650.3M | $601.5M | ||
| Q2 24 | $638.7M | $598.7M | ||
| Q1 24 | $657.7M | $571.7M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.01× |
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 | $11.4M |
| Free Cash FlowOCF − Capex | $31.4M | $9.8M |
| FCF MarginFCF / Revenue | 29.0% | 10.8% |
| Capex IntensityCapex / Revenue | 2.7% | 1.7% |
| Cash ConversionOCF / Net Profit | — | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-29.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $11.4M | ||
| Q3 25 | $5.5M | $-8.9M | ||
| Q2 25 | $14.8M | $19.8M | ||
| Q1 25 | $25.4M | $-45.2M | ||
| Q4 24 | $6.6M | $37.5M | ||
| Q3 24 | $16.7M | $10.4M | ||
| Q2 24 | $-15.0M | $-15.3M | ||
| Q1 24 | $-4.0M | $-21.5M |
| Q4 25 | $31.4M | $9.8M | ||
| Q3 25 | $1.4M | $-9.8M | ||
| Q2 25 | $10.2M | $18.6M | ||
| Q1 25 | $21.2M | $-47.6M | ||
| Q4 24 | $4.1M | $32.3M | ||
| Q3 24 | $14.2M | $8.9M | ||
| Q2 24 | $-16.1M | $-18.9M | ||
| Q1 24 | $-6.0M | $-25.0M |
| Q4 25 | 29.0% | 10.8% | ||
| Q3 25 | 1.4% | -13.8% | ||
| Q2 25 | 11.9% | 17.3% | ||
| Q1 25 | 25.3% | -72.4% | ||
| Q4 24 | 5.0% | 34.0% | ||
| Q3 24 | 22.2% | 10.7% | ||
| Q2 24 | -29.5% | -24.6% | ||
| Q1 24 | -11.6% | -27.7% |
| Q4 25 | 2.7% | 1.7% | ||
| Q3 25 | 4.3% | 1.3% | ||
| Q2 25 | 5.3% | 1.1% | ||
| Q1 25 | 5.0% | 3.7% | ||
| Q4 24 | 3.0% | 5.6% | ||
| Q3 24 | 4.0% | 1.9% | ||
| Q2 24 | 2.1% | 4.7% | ||
| Q1 24 | 3.7% | 3.9% |
| Q4 25 | — | 2.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | — | 20.52× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -3.42× |
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% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
