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Side-by-side financial comparison of AMBARELLA INC (AMBA) and BRANDYWINE REALTY TRUST (BDN). Click either name above to swap in a different company.
BRANDYWINE REALTY TRUST is the larger business by last-quarter revenue ($127.0M vs $108.5M, roughly 1.2× AMBARELLA INC). AMBARELLA INC runs the higher net margin — -13.9% vs -38.4%, a 24.5% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 4.5%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 0.7%).
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 ...
Brandywine Realty Trust is a Philadelphia-based real estate investment trust (REIT) that invests in office buildings in Philadelphia, Washington, D.C., and Austin, Texas.
AMBA vs BDN — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $127.0M |
| Net Profit | $-15.1M | $-48.8M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 1.2% |
| Net Margin | -13.9% | -38.4% |
| Revenue YoY | 31.2% | 4.5% |
| Net Profit YoY | 37.2% | -80.4% |
| EPS (diluted) | $-0.35 | $-0.28 |
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 | — | $127.0M | ||
| Q4 25 | $108.5M | $121.0M | ||
| Q3 25 | $95.5M | $121.4M | ||
| Q2 25 | $85.9M | $120.6M | ||
| Q1 25 | $84.0M | $121.5M | ||
| Q4 24 | $82.7M | $121.9M | ||
| Q3 24 | $63.7M | $131.8M | ||
| Q2 24 | $54.5M | $125.3M |
| Q1 26 | — | $-48.8M | ||
| Q4 25 | $-15.1M | $-36.7M | ||
| Q3 25 | $-20.0M | $-25.9M | ||
| Q2 25 | $-24.3M | $-88.7M | ||
| Q1 25 | $-20.2M | $-27.0M | ||
| Q4 24 | $-24.1M | $-44.5M | ||
| Q3 24 | $-34.9M | $-165.2M | ||
| Q2 24 | $-37.9M | $30.2M |
| Q1 26 | — | — | ||
| Q4 25 | 59.6% | 61.3% | ||
| Q3 25 | 58.9% | 62.6% | ||
| Q2 25 | 60.0% | 62.4% | ||
| Q1 25 | 60.0% | 60.8% | ||
| Q4 24 | 60.6% | 61.2% | ||
| Q3 24 | 60.8% | 64.9% | ||
| Q2 24 | 60.9% | 63.1% |
| Q1 26 | — | 1.2% | ||
| Q4 25 | -15.0% | 22.8% | ||
| Q3 25 | -23.0% | 20.8% | ||
| Q2 25 | -30.1% | -34.3% | ||
| Q1 25 | -30.2% | 12.5% | ||
| Q4 24 | -30.9% | 18.0% | ||
| Q3 24 | -56.9% | -7.2% | ||
| Q2 24 | -72.4% | 15.5% |
| Q1 26 | — | -38.4% | ||
| Q4 25 | -13.9% | -30.3% | ||
| Q3 25 | -20.9% | -21.3% | ||
| Q2 25 | -28.3% | -73.5% | ||
| Q1 25 | -24.1% | -22.2% | ||
| Q4 24 | -29.1% | -36.5% | ||
| Q3 24 | -54.8% | -125.4% | ||
| Q2 24 | -69.6% | 24.1% |
| Q1 26 | — | $-0.28 | ||
| Q4 25 | $-0.35 | $-0.21 | ||
| Q3 25 | $-0.47 | $-0.15 | ||
| Q2 25 | $-0.58 | $-0.51 | ||
| Q1 25 | $-0.48 | $-0.16 | ||
| Q4 24 | $-0.58 | $-0.25 | ||
| Q3 24 | $-0.85 | $-0.96 | ||
| Q2 24 | $-0.93 | $0.17 |
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 | $36.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | — |
| Total Assets | $751.9M | $3.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $36.2M | ||
| Q4 25 | $174.1M | $32.3M | ||
| Q3 25 | $142.7M | $75.5M | ||
| Q2 25 | $141.3M | $122.6M | ||
| Q1 25 | $144.6M | $29.4M | ||
| Q4 24 | $127.1M | $90.2M | ||
| Q3 24 | $153.9M | $36.5M | ||
| Q2 24 | $131.8M | $30.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.2B |
| Q1 26 | — | — | ||
| Q4 25 | $590.1M | $792.7M | ||
| Q3 25 | $576.5M | $841.5M | ||
| Q2 25 | $572.7M | $879.8M | ||
| Q1 25 | $561.4M | $993.6M | ||
| Q4 24 | $554.3M | $1.0B | ||
| Q3 24 | $547.6M | $1.1B | ||
| Q2 24 | $555.4M | $1.3B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $751.9M | $3.6B | ||
| Q3 25 | $706.4M | $3.3B | ||
| Q2 25 | $701.9M | $3.4B | ||
| Q1 25 | $689.0M | $3.4B | ||
| Q4 24 | $670.8M | $3.5B | ||
| Q3 24 | $650.3M | $3.6B | ||
| Q2 24 | $638.7M | $3.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.23× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | — | 2.63× | ||
| Q1 25 | — | 2.23× | ||
| Q4 24 | — | 2.13× | ||
| Q3 24 | — | 2.06× | ||
| Q2 24 | — | 1.73× |
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 | — |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $34.3M | $116.7M | ||
| Q3 25 | $5.5M | $47.5M | ||
| Q2 25 | $14.8M | $34.4M | ||
| Q1 25 | $25.4M | $6.3M | ||
| Q4 24 | $6.6M | $181.1M | ||
| Q3 24 | $16.7M | $52.2M | ||
| Q2 24 | $-15.0M | $48.2M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.60× |
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% |
BDN
| Rents | $120.7M | 95% |
| Third party management fees, labor reimbursement and leasing | $4.7M | 4% |
