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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Broadstone Net Lease, Inc. (BNL). Click either name above to swap in a different company.
Broadstone Net Lease, Inc. is the larger business by last-quarter revenue ($121.4M vs $108.5M, roughly 1.1× AMBARELLA INC). Broadstone Net Lease, Inc. runs the higher net margin — 38.2% vs -13.9%, a 52.1% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 11.7%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 7.1%).
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 ...
Broadstone Net Lease, Inc. is a real estate investment trust (REIT) that acquires, owns, and manages a diversified portfolio of single-tenant commercial real estate assets across the United States. Its portfolio covers key segments including industrial facilities, healthcare properties, retail locations, and office spaces, all leased to tenants under long-term net lease agreements.
AMBA vs BNL — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $121.4M |
| Net Profit | $-15.1M | $46.4M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 52.2% |
| Net Margin | -13.9% | 38.2% |
| Revenue YoY | 31.2% | 11.7% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $0.24 |
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 | — | $121.4M | ||
| Q4 25 | $108.5M | $118.3M | ||
| Q3 25 | $95.5M | $114.2M | ||
| Q2 25 | $85.9M | $113.0M | ||
| Q1 25 | $84.0M | $108.7M | ||
| Q4 24 | $82.7M | $112.1M | ||
| Q3 24 | $63.7M | $108.4M | ||
| Q2 24 | $54.5M | $105.9M |
| Q1 26 | — | $46.4M | ||
| Q4 25 | $-15.1M | $33.1M | ||
| Q3 25 | $-20.0M | $26.5M | ||
| Q2 25 | $-24.3M | $20.2M | ||
| Q1 25 | $-20.2M | $16.7M | ||
| Q4 24 | $-24.1M | $26.4M | ||
| Q3 24 | $-34.9M | $35.6M | ||
| Q2 24 | $-37.9M | $35.3M |
| Q1 26 | — | — | ||
| 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 26 | — | 52.2% | ||
| Q4 25 | -15.0% | — | ||
| Q3 25 | -23.0% | — | ||
| Q2 25 | -30.1% | — | ||
| Q1 25 | -30.2% | — | ||
| Q4 24 | -30.9% | — | ||
| Q3 24 | -56.9% | — | ||
| Q2 24 | -72.4% | — |
| Q1 26 | — | 38.2% | ||
| Q4 25 | -13.9% | 28.0% | ||
| Q3 25 | -20.9% | 23.2% | ||
| Q2 25 | -28.3% | 17.8% | ||
| Q1 25 | -24.1% | 15.4% | ||
| Q4 24 | -29.1% | 23.5% | ||
| Q3 24 | -54.8% | 32.8% | ||
| Q2 24 | -69.6% | 33.4% |
| Q1 26 | — | $0.24 | ||
| Q4 25 | $-0.35 | $0.17 | ||
| Q3 25 | $-0.47 | $0.14 | ||
| Q2 25 | $-0.58 | $0.10 | ||
| Q1 25 | $-0.48 | $0.09 | ||
| Q4 24 | $-0.58 | $0.13 | ||
| Q3 24 | $-0.85 | $0.19 | ||
| Q2 24 | $-0.93 | $0.19 |
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 | $20.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $3.0B |
| Total Assets | $751.9M | $5.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $20.3M | ||
| Q4 25 | $174.1M | $30.5M | ||
| Q3 25 | $142.7M | $82.0M | ||
| Q2 25 | $141.3M | $20.8M | ||
| Q1 25 | $144.6M | $9.6M | ||
| Q4 24 | $127.1M | $14.8M | ||
| Q3 24 | $153.9M | $9.0M | ||
| Q2 24 | $131.8M | $18.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $1.9B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $590.1M | $2.9B | ||
| Q3 25 | $576.5M | $2.9B | ||
| Q2 25 | $572.7M | $2.9B | ||
| Q1 25 | $561.4M | $2.9B | ||
| Q4 24 | $554.3M | $3.0B | ||
| Q3 24 | $547.6M | $3.0B | ||
| Q2 24 | $555.4M | $3.1B |
| Q1 26 | — | $5.8B | ||
| Q4 25 | $751.9M | $5.7B | ||
| Q3 25 | $706.4M | $5.5B | ||
| Q2 25 | $701.9M | $5.3B | ||
| Q1 25 | $689.0M | $5.2B | ||
| Q4 24 | $670.8M | $5.2B | ||
| Q3 24 | $650.3M | $5.3B | ||
| Q2 24 | $638.7M | $5.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | — | 0.82× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 0.68× | ||
| Q4 24 | — | 0.64× | ||
| Q3 24 | — | 0.65× | ||
| Q2 24 | — | 0.62× |
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 | $299.5M | ||
| Q3 25 | $5.5M | $64.2M | ||
| Q2 25 | $14.8M | $79.3M | ||
| Q1 25 | $25.4M | $71.5M | ||
| Q4 24 | $6.6M | $276.3M | ||
| Q3 24 | $16.7M | $67.3M | ||
| Q2 24 | $-15.0M | $74.2M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $269.8M | ||
| Q3 25 | $1.4M | $58.0M | ||
| Q2 25 | $10.2M | $76.7M | ||
| Q1 25 | $21.2M | $57.1M | ||
| Q4 24 | $4.1M | $259.5M | ||
| Q3 24 | $14.2M | $60.3M | ||
| Q2 24 | $-16.1M | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 228.1% | ||
| Q3 25 | 1.4% | 50.8% | ||
| Q2 25 | 11.9% | 67.9% | ||
| Q1 25 | 25.3% | 52.5% | ||
| Q4 24 | 5.0% | 231.4% | ||
| Q3 24 | 22.2% | 55.6% | ||
| Q2 24 | -29.5% | 69.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 25.1% | ||
| Q3 25 | 4.3% | 5.4% | ||
| Q2 25 | 5.3% | 2.3% | ||
| Q1 25 | 5.0% | 13.2% | ||
| Q4 24 | 3.0% | 15.0% | ||
| Q3 24 | 4.0% | 6.5% | ||
| Q2 24 | 2.1% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 9.04× | ||
| Q3 25 | — | 2.43× | ||
| Q2 25 | — | 3.93× | ||
| Q1 25 | — | 4.27× | ||
| Q4 24 | — | 10.47× | ||
| Q3 24 | — | 1.89× | ||
| Q2 24 | — | 2.10× |
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% |
BNL
Segment breakdown not available.
