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Side-by-side financial comparison of AMBARELLA INC (AMBA) and AVANOS MEDICAL, INC. (AVNS). Click either name above to swap in a different company.
AVANOS MEDICAL, INC. is the larger business by last-quarter revenue ($180.9M vs $108.5M, roughly 1.7× AMBARELLA INC). AVANOS MEDICAL, INC. runs the higher net margin — -0.7% vs -13.9%, a 13.2% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 0.7%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $21.3M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 4.4%).
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 ...
Avanos Medical, Inc. is a medical technology company making clinical medical devices. The company consists of two franchises – Pain Management and Chronic Care – that address reducing the use of opioids while helping patients recover faster and preventing infection.
AMBA vs AVNS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $108.5M | $180.9M |
| Net Profit | $-15.1M | $-1.3M |
| Gross Margin | 59.6% | 47.5% |
| Operating Margin | -15.0% | 1.4% |
| Net Margin | -13.9% | -0.7% |
| Revenue YoY | 31.2% | 0.7% |
| Net Profit YoY | 37.2% | 99.7% |
| EPS (diluted) | $-0.35 | $-0.02 |
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 | $180.9M | ||
| Q3 25 | $95.5M | $177.8M | ||
| Q2 25 | $85.9M | $175.0M | ||
| Q1 25 | $84.0M | $167.5M | ||
| Q4 24 | $82.7M | $179.6M | ||
| Q3 24 | $63.7M | $170.4M | ||
| Q2 24 | $54.5M | $171.7M | ||
| Q1 24 | $51.6M | $166.1M |
| Q4 25 | $-15.1M | $-1.3M | ||
| Q3 25 | $-20.0M | $-1.4M | ||
| Q2 25 | $-24.3M | $-76.8M | ||
| Q1 25 | $-20.2M | $6.6M | ||
| Q4 24 | $-24.1M | $-397.3M | ||
| Q3 24 | $-34.9M | $4.3M | ||
| Q2 24 | $-37.9M | $1.8M | ||
| Q1 24 | $-60.6M | $-900.0K |
| Q4 25 | 59.6% | 47.5% | ||
| Q3 25 | 58.9% | 48.4% | ||
| Q2 25 | 60.0% | 52.6% | ||
| Q1 25 | 60.0% | 53.6% | ||
| Q4 24 | 60.6% | 54.6% | ||
| Q3 24 | 60.8% | 54.5% | ||
| Q2 24 | 60.9% | 55.7% | ||
| Q1 24 | 59.8% | 57.1% |
| Q4 25 | -15.0% | 1.4% | ||
| Q3 25 | -23.0% | 0.1% | ||
| Q2 25 | -30.1% | -42.6% | ||
| Q1 25 | -30.2% | 6.1% | ||
| Q4 24 | -30.9% | -233.0% | ||
| Q3 24 | -56.9% | 7.0% | ||
| Q2 24 | -72.4% | 3.7% | ||
| Q1 24 | -80.8% | 2.4% |
| Q4 25 | -13.9% | -0.7% | ||
| Q3 25 | -20.9% | -0.8% | ||
| Q2 25 | -28.3% | -43.9% | ||
| Q1 25 | -24.1% | 3.9% | ||
| Q4 24 | -29.1% | -221.2% | ||
| Q3 24 | -54.8% | 2.5% | ||
| Q2 24 | -69.6% | 1.0% | ||
| Q1 24 | -117.4% | -0.5% |
| Q4 25 | $-0.35 | $-0.02 | ||
| Q3 25 | $-0.47 | $-0.03 | ||
| Q2 25 | $-0.58 | $-1.66 | ||
| Q1 25 | $-0.48 | $0.14 | ||
| Q4 24 | $-0.58 | $-8.64 | ||
| Q3 24 | $-0.85 | $0.09 | ||
| Q2 24 | $-0.93 | $0.04 | ||
| Q1 24 | $-1.51 | $-0.02 |
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 | $89.8M |
| Total DebtLower is stronger | — | $90.3M |
| Stockholders' EquityBook value | $590.1M | $778.2M |
| Total Assets | $751.9M | $1.1B |
| Debt / EquityLower = less leverage | — | 0.12× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $89.8M | ||
| Q3 25 | $142.7M | $70.5M | ||
| Q2 25 | $141.3M | $90.3M | ||
| Q1 25 | $144.6M | $97.0M | ||
| Q4 24 | $127.1M | $107.7M | ||
| Q3 24 | $153.9M | $89.0M | ||
| Q2 24 | $131.8M | $92.2M | ||
| Q1 24 | $144.9M | $75.8M |
| Q4 25 | — | $90.3M | ||
| Q3 25 | — | $93.4M | ||
| Q2 25 | — | $95.7M | ||
| Q1 25 | — | $98.0M | ||
| Q4 24 | — | $125.3M | ||
| Q3 24 | — | $152.6M | ||
| Q2 24 | — | $164.9M | ||
| Q1 24 | — | $167.2M |
| Q4 25 | $590.1M | $778.2M | ||
| Q3 25 | $576.5M | $778.0M | ||
| Q2 25 | $572.7M | $776.3M | ||
| Q1 25 | $561.4M | $839.4M | ||
| Q4 24 | $554.3M | $828.5M | ||
| Q3 24 | $547.6M | $1.2B | ||
| Q2 24 | $555.4M | $1.2B | ||
| Q1 24 | $559.9M | $1.2B |
| Q4 25 | $751.9M | $1.1B | ||
| Q3 25 | $706.4M | $1.1B | ||
| Q2 25 | $701.9M | $1.0B | ||
| Q1 25 | $689.0M | $1.1B | ||
| Q4 24 | $670.8M | $1.2B | ||
| Q3 24 | $650.3M | $1.7B | ||
| Q2 24 | $638.7M | $1.7B | ||
| Q1 24 | $657.7M | $1.7B |
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.12× | ||
| Q2 24 | — | 0.13× | ||
| Q1 24 | — | 0.14× |
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 | $28.2M |
| Free Cash FlowOCF − Capex | $31.4M | $21.3M |
| FCF MarginFCF / Revenue | 29.0% | 11.8% |
| Capex IntensityCapex / Revenue | 2.7% | 3.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $43.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $28.2M | ||
| Q3 25 | $5.5M | $14.0M | ||
| Q2 25 | $14.8M | $6.8M | ||
| Q1 25 | $25.4M | $25.7M | ||
| Q4 24 | $6.6M | $57.9M | ||
| Q3 24 | $16.7M | $23.0M | ||
| Q2 24 | $-15.0M | $27.8M | ||
| Q1 24 | $-4.0M | $-8.0M |
| Q4 25 | $31.4M | $21.3M | ||
| Q3 25 | $1.4M | $7.0M | ||
| Q2 25 | $10.2M | $-4.2M | ||
| Q1 25 | $21.2M | $19.0M | ||
| Q4 24 | $4.1M | $53.1M | ||
| Q3 24 | $14.2M | $20.0M | ||
| Q2 24 | $-16.1M | $21.9M | ||
| Q1 24 | $-6.0M | $-12.1M |
| Q4 25 | 29.0% | 11.8% | ||
| Q3 25 | 1.4% | 3.9% | ||
| Q2 25 | 11.9% | -2.4% | ||
| Q1 25 | 25.3% | 11.3% | ||
| Q4 24 | 5.0% | 29.6% | ||
| Q3 24 | 22.2% | 11.7% | ||
| Q2 24 | -29.5% | 12.8% | ||
| Q1 24 | -11.6% | -7.3% |
| Q4 25 | 2.7% | 3.8% | ||
| Q3 25 | 4.3% | 3.9% | ||
| Q2 25 | 5.3% | 6.3% | ||
| Q1 25 | 5.0% | 4.0% | ||
| Q4 24 | 3.0% | 2.7% | ||
| Q3 24 | 4.0% | 1.8% | ||
| Q2 24 | 2.1% | 3.4% | ||
| Q1 24 | 3.7% | 2.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.89× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 5.35× | ||
| Q2 24 | — | 15.44× | ||
| 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% |
AVNS
| Enteral Feeding | $83.0M | 46% |
| Radiofrequency Ablation | $36.9M | 20% |
| Neonate Solutions | $32.1M | 18% |
| Surgical Pain And Recovery | $24.7M | 14% |
| Corporate Other | $4.2M | 2% |