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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Azenta, Inc. (AZTA). Click either name above to swap in a different company.
Azenta, Inc. is the larger business by last-quarter revenue ($148.6M vs $108.5M, roughly 1.4× AMBARELLA INC). Azenta, Inc. runs the higher net margin — -10.4% vs -13.9%, a 3.5% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 0.8%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $14.7M). 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 ...
Azenta, was founded in 1978, and is based in Chelmsford, Massachusetts, United States. The company is a provider of life sciences services including genomics, cryogenic storage, automation, and informatics.
AMBA vs AZTA — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $148.6M |
| Net Profit | $-15.1M | $-15.4M |
| Gross Margin | 59.6% | 42.9% |
| Operating Margin | -15.0% | -4.9% |
| Net Margin | -13.9% | -10.4% |
| Revenue YoY | 31.2% | 0.8% |
| Net Profit YoY | 37.2% | -15.7% |
| EPS (diluted) | $-0.35 | $-0.34 |
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 | $148.6M | ||
| Q3 25 | $95.5M | $159.2M | ||
| Q2 25 | $85.9M | $143.9M | ||
| Q1 25 | $84.0M | $143.3M | ||
| Q4 24 | $82.7M | $147.4M | ||
| Q3 24 | $63.7M | $150.6M | ||
| Q2 24 | $54.5M | $144.3M | ||
| Q1 24 | $51.6M | $136.4M |
| Q4 25 | $-15.1M | $-15.4M | ||
| Q3 25 | $-20.0M | $50.9M | ||
| Q2 25 | $-24.3M | $-48.0M | ||
| Q1 25 | $-20.2M | $-47.7M | ||
| Q4 24 | $-24.1M | $-11.0M | ||
| Q3 24 | $-34.9M | $-6.6M | ||
| Q2 24 | $-37.9M | $-6.6M | ||
| Q1 24 | $-60.6M | $-137.4M |
| Q4 25 | 59.6% | 42.9% | ||
| Q3 25 | 58.9% | 45.4% | ||
| Q2 25 | 60.0% | 46.2% | ||
| Q1 25 | 60.0% | 43.8% | ||
| Q4 24 | 60.6% | 46.7% | ||
| Q3 24 | 60.8% | 45.5% | ||
| Q2 24 | 60.9% | 44.8% | ||
| Q1 24 | 59.8% | 43.8% |
| Q4 25 | -15.0% | -4.9% | ||
| Q3 25 | -23.0% | 1.2% | ||
| Q2 25 | -30.1% | -1.3% | ||
| Q1 25 | -30.2% | -12.7% | ||
| Q4 24 | -30.9% | -5.9% | ||
| Q3 24 | -56.9% | -3.1% | ||
| Q2 24 | -72.4% | -4.9% | ||
| Q1 24 | -80.8% | -18.1% |
| Q4 25 | -13.9% | -10.4% | ||
| Q3 25 | -20.9% | 32.0% | ||
| Q2 25 | -28.3% | -33.4% | ||
| Q1 25 | -24.1% | -33.3% | ||
| Q4 24 | -29.1% | -7.5% | ||
| Q3 24 | -54.8% | -4.4% | ||
| Q2 24 | -69.6% | -4.5% | ||
| Q1 24 | -117.4% | -100.8% |
| Q4 25 | $-0.35 | $-0.34 | ||
| Q3 25 | $-0.47 | $1.12 | ||
| Q2 25 | $-0.58 | $-1.05 | ||
| Q1 25 | $-0.48 | $-1.04 | ||
| Q4 24 | $-0.58 | $-0.25 | ||
| Q3 24 | $-0.85 | $-0.25 | ||
| Q2 24 | $-0.93 | $-0.12 | ||
| Q1 24 | $-1.51 | $-2.48 |
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 | $336.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $1.7B |
| Total Assets | $751.9M | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $336.6M | ||
| Q3 25 | $142.7M | $279.8M | ||
| Q2 25 | $141.3M | $270.0M | ||
| Q1 25 | $144.6M | $253.6M | ||
| Q4 24 | $127.1M | $377.5M | ||
| Q3 24 | $153.9M | $280.0M | ||
| Q2 24 | $131.8M | $336.5M | ||
| Q1 24 | $144.9M | $353.5M |
| Q4 25 | $590.1M | $1.7B | ||
| Q3 25 | $576.5M | $1.7B | ||
| Q2 25 | $572.7M | $1.7B | ||
| Q1 25 | $561.4M | $1.7B | ||
| Q4 24 | $554.3M | $1.7B | ||
| Q3 24 | $547.6M | $1.8B | ||
| Q2 24 | $555.4M | $2.0B | ||
| Q1 24 | $559.9M | $2.2B |
| Q4 25 | $751.9M | $2.1B | ||
| Q3 25 | $706.4M | $2.1B | ||
| Q2 25 | $701.9M | $2.0B | ||
| Q1 25 | $689.0M | $2.0B | ||
| Q4 24 | $670.8M | $2.0B | ||
| Q3 24 | $650.3M | $2.1B | ||
| Q2 24 | $638.7M | $2.3B | ||
| Q1 24 | $657.7M | $2.6B |
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 | $20.8M |
| Free Cash FlowOCF − Capex | $31.4M | $14.7M |
| FCF MarginFCF / Revenue | 29.0% | 9.9% |
| Capex IntensityCapex / Revenue | 2.7% | 4.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $30.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $20.8M | ||
| Q3 25 | $5.5M | $2.2M | ||
| Q2 25 | $14.8M | $25.8M | ||
| Q1 25 | $25.4M | $14.4M | ||
| Q4 24 | $6.6M | $29.8M | ||
| Q3 24 | $16.7M | $17.7M | ||
| Q2 24 | $-15.0M | $9.8M | ||
| Q1 24 | $-4.0M | $8.7M |
| Q4 25 | $31.4M | $14.7M | ||
| Q3 25 | $1.4M | $-5.7M | ||
| Q2 25 | $10.2M | $15.0M | ||
| Q1 25 | $21.2M | $7.0M | ||
| Q4 24 | $4.1M | $22.0M | ||
| Q3 24 | $14.2M | $8.3M | ||
| Q2 24 | $-16.1M | $1.3M | ||
| Q1 24 | $-6.0M | $428.0K |
| Q4 25 | 29.0% | 9.9% | ||
| Q3 25 | 1.4% | -3.6% | ||
| Q2 25 | 11.9% | 10.4% | ||
| Q1 25 | 25.3% | 4.9% | ||
| Q4 24 | 5.0% | 15.0% | ||
| Q3 24 | 22.2% | 5.5% | ||
| Q2 24 | -29.5% | 0.9% | ||
| Q1 24 | -11.6% | 0.3% |
| Q4 25 | 2.7% | 4.2% | ||
| Q3 25 | 4.3% | 4.9% | ||
| Q2 25 | 5.3% | 7.5% | ||
| Q1 25 | 5.0% | 5.2% | ||
| Q4 24 | 3.0% | 5.3% | ||
| Q3 24 | 4.0% | 6.2% | ||
| Q2 24 | 2.1% | 5.9% | ||
| Q1 24 | 3.7% | 6.1% |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.04× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
AZTA
| Multiomics | $67.2M | 45% |
| Core Products | $47.6M | 32% |
| Sample Repository Solutions | $33.8M | 23% |
