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Side-by-side financial comparison of AMBARELLA INC (AMBA) and DMC Global Inc. (BOOM). Click either name above to swap in a different company.
DMC Global Inc. is the larger business by last-quarter revenue ($143.5M vs $108.5M, roughly 1.3× AMBARELLA INC). DMC Global Inc. runs the higher net margin — -7.8% vs -13.9%, a 6.2% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -5.8%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $9.6M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -7.3%).
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 ...
DMC Mining Services is a mining services contractor founded in 1980 operating in Canada, the United States, Chile, and Mongolia
AMBA vs BOOM — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $143.5M |
| Net Profit | $-15.1M | $-11.2M |
| Gross Margin | 59.6% | 17.1% |
| Operating Margin | -15.0% | -7.8% |
| Net Margin | -13.9% | -7.8% |
| Revenue YoY | 31.2% | -5.8% |
| Net Profit YoY | 37.2% | -3871.6% |
| EPS (diluted) | $-0.35 | $-0.60 |
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 | $143.5M | ||
| Q3 25 | $95.5M | $151.5M | ||
| Q2 25 | $85.9M | $155.5M | ||
| Q1 25 | $84.0M | $159.3M | ||
| Q4 24 | $82.7M | $152.4M | ||
| Q3 24 | $63.7M | $152.4M | ||
| Q2 24 | $54.5M | $171.2M | ||
| Q1 24 | $51.6M | $166.9M |
| Q4 25 | $-15.1M | $-11.2M | ||
| Q3 25 | $-20.0M | $-3.1M | ||
| Q2 25 | $-24.3M | $116.0K | ||
| Q1 25 | $-20.2M | $677.0K | ||
| Q4 24 | $-24.1M | $296.0K | ||
| Q3 24 | $-34.9M | $-101.3M | ||
| Q2 24 | $-37.9M | $4.0M | ||
| Q1 24 | $-60.6M | $2.6M |
| Q4 25 | 59.6% | 17.1% | ||
| Q3 25 | 58.9% | 21.7% | ||
| Q2 25 | 60.0% | 23.6% | ||
| Q1 25 | 60.0% | 25.9% | ||
| Q4 24 | 60.6% | 20.8% | ||
| Q3 24 | 60.8% | 19.8% | ||
| Q2 24 | 60.9% | 27.1% | ||
| Q1 24 | 59.8% | 25.4% |
| Q4 25 | -15.0% | -7.8% | ||
| Q3 25 | -23.0% | 0.4% | ||
| Q2 25 | -30.1% | 2.5% | ||
| Q1 25 | -30.2% | 4.1% | ||
| Q4 24 | -30.9% | -0.5% | ||
| Q3 24 | -56.9% | -97.7% | ||
| Q2 24 | -72.4% | 6.8% | ||
| Q1 24 | -80.8% | 4.0% |
| Q4 25 | -13.9% | -7.8% | ||
| Q3 25 | -20.9% | -2.0% | ||
| Q2 25 | -28.3% | 0.1% | ||
| Q1 25 | -24.1% | 0.4% | ||
| Q4 24 | -29.1% | 0.2% | ||
| Q3 24 | -54.8% | -66.5% | ||
| Q2 24 | -69.6% | 2.3% | ||
| Q1 24 | -117.4% | 1.5% |
| Q4 25 | $-0.35 | $-0.60 | ||
| Q3 25 | $-0.47 | $-0.10 | ||
| Q2 25 | $-0.58 | $-0.24 | ||
| Q1 25 | $-0.48 | $0.04 | ||
| Q4 24 | $-0.58 | $-0.18 | ||
| Q3 24 | $-0.85 | $-8.27 | ||
| Q2 24 | $-0.93 | $0.24 | ||
| Q1 24 | $-1.51 | $0.01 |
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 | $31.9M |
| Total DebtLower is stronger | — | $50.6M |
| Stockholders' EquityBook value | $590.1M | $242.1M |
| Total Assets | $751.9M | $635.8M |
| Debt / EquityLower = less leverage | — | 0.21× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $31.9M | ||
| Q3 25 | $142.7M | $26.4M | ||
| Q2 25 | $141.3M | $12.4M | ||
| Q1 25 | $144.6M | $14.7M | ||
| Q4 24 | $127.1M | $14.3M | ||
| Q3 24 | $153.9M | $14.5M | ||
| Q2 24 | $131.8M | $14.6M | ||
| Q1 24 | $144.9M | $20.4M |
| Q4 25 | — | $50.6M | ||
| Q3 25 | — | $56.5M | ||
| Q2 25 | — | $58.7M | ||
| Q1 25 | — | $72.4M | ||
| Q4 24 | — | $70.8M | ||
| Q3 24 | — | $74.2M | ||
| Q2 24 | — | $84.1M | ||
| Q1 24 | — | $88.0M |
| Q4 25 | $590.1M | $242.1M | ||
| Q3 25 | $576.5M | $253.0M | ||
| Q2 25 | $572.7M | $253.9M | ||
| Q1 25 | $561.4M | $253.9M | ||
| Q4 24 | $554.3M | $251.0M | ||
| Q3 24 | $547.6M | $256.5M | ||
| Q2 24 | $555.4M | $416.0M | ||
| Q1 24 | $559.9M | $409.9M |
| Q4 25 | $751.9M | $635.8M | ||
| Q3 25 | $706.4M | $644.1M | ||
| Q2 25 | $701.9M | $645.0M | ||
| Q1 25 | $689.0M | $670.6M | ||
| Q4 24 | $670.8M | $671.3M | ||
| Q3 24 | $650.3M | $702.0M | ||
| Q2 24 | $638.7M | $869.5M | ||
| Q1 24 | $657.7M | $860.0M |
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.20× | ||
| Q1 24 | — | 0.21× |
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 | $15.2M |
| Free Cash FlowOCF − Capex | $31.4M | $9.6M |
| FCF MarginFCF / Revenue | 29.0% | 6.7% |
| Capex IntensityCapex / Revenue | 2.7% | 3.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $37.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $15.2M | ||
| Q3 25 | $5.5M | $18.6M | ||
| Q2 25 | $14.8M | $15.2M | ||
| Q1 25 | $25.4M | $4.5M | ||
| Q4 24 | $6.6M | $11.8M | ||
| Q3 24 | $16.7M | $19.0M | ||
| Q2 24 | $-15.0M | $2.3M | ||
| Q1 24 | $-4.0M | $13.4M |
| Q4 25 | $31.4M | $9.6M | ||
| Q3 25 | $1.4M | $14.4M | ||
| Q2 25 | $10.2M | $12.3M | ||
| Q1 25 | $21.2M | $709.0K | ||
| Q4 24 | $4.1M | $6.1M | ||
| Q3 24 | $14.2M | $12.9M | ||
| Q2 24 | $-16.1M | $-204.0K | ||
| Q1 24 | $-6.0M | $10.5M |
| Q4 25 | 29.0% | 6.7% | ||
| Q3 25 | 1.4% | 9.5% | ||
| Q2 25 | 11.9% | 7.9% | ||
| Q1 25 | 25.3% | 0.4% | ||
| Q4 24 | 5.0% | 4.0% | ||
| Q3 24 | 22.2% | 8.5% | ||
| Q2 24 | -29.5% | -0.1% | ||
| Q1 24 | -11.6% | 6.3% |
| Q4 25 | 2.7% | 3.9% | ||
| Q3 25 | 4.3% | 2.8% | ||
| Q2 25 | 5.3% | 1.9% | ||
| Q1 25 | 5.0% | 2.4% | ||
| Q4 24 | 3.0% | 3.7% | ||
| Q3 24 | 4.0% | 4.0% | ||
| Q2 24 | 2.1% | 1.5% | ||
| Q1 24 | 3.7% | 1.8% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 131.43× | ||
| Q1 25 | — | 6.63× | ||
| Q4 24 | — | 39.90× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.58× | ||
| Q1 24 | — | 5.24× |
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% |
BOOM
| Dyna Energetics Segment | $68.9M | 48% |
| Other | $57.0M | 40% |
| Nobel Clad Segment | $17.7M | 12% |
