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Side-by-side financial comparison of AMBARELLA INC (AMBA) and CAMDEN NATIONAL CORP (CAC). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $64.3M, roughly 1.7× CAMDEN NATIONAL CORP). CAMDEN NATIONAL CORP runs the higher net margin — 34.0% vs -13.9%, a 47.9% gap on every dollar of revenue. Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 22.6%).
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 ...
Camden National Bank is a commercial bank headquartered in Camden, Maine, operating as the principal subsidiary of Camden National Corporation, a publicly traded bank holding company. Founded in 1875, the bank became a direct, wholly owned subsidiary of the holding company following a corporate reorganization in 1984. Following the 2025 merger with Northway Financial, the combined institution has approximately $7.0 billion in assets.
AMBA vs CAC — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $64.3M |
| Net Profit | $-15.1M | $21.9M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | — |
| Net Margin | -13.9% | 34.0% |
| Revenue YoY | 31.2% | — |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $1.29 |
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 | — | $64.3M | ||
| Q4 25 | $108.5M | $68.1M | ||
| Q3 25 | $95.5M | $65.4M | ||
| Q2 25 | $85.9M | $62.3M | ||
| Q1 25 | $84.0M | $60.1M | ||
| Q4 24 | $82.7M | $47.6M | ||
| Q3 24 | $63.7M | $45.0M | ||
| Q2 24 | $54.5M | $42.8M |
| Q1 26 | — | $21.9M | ||
| Q4 25 | $-15.1M | $22.6M | ||
| Q3 25 | $-20.0M | $21.2M | ||
| Q2 25 | $-24.3M | $14.1M | ||
| Q1 25 | $-20.2M | $7.3M | ||
| Q4 24 | $-24.1M | $14.7M | ||
| Q3 24 | $-34.9M | $13.1M | ||
| Q2 24 | $-37.9M | $12.0M |
| 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 | — | — | ||
| Q4 25 | -15.0% | 41.5% | ||
| Q3 25 | -23.0% | 40.5% | ||
| Q2 25 | -30.1% | 28.5% | ||
| Q1 25 | -30.2% | 10.3% | ||
| Q4 24 | -30.9% | 38.7% | ||
| Q3 24 | -56.9% | 35.2% | ||
| Q2 24 | -72.4% | 34.7% |
| Q1 26 | — | 34.0% | ||
| Q4 25 | -13.9% | 33.1% | ||
| Q3 25 | -20.9% | 32.4% | ||
| Q2 25 | -28.3% | 22.6% | ||
| Q1 25 | -24.1% | 12.2% | ||
| Q4 24 | -29.1% | 30.8% | ||
| Q3 24 | -54.8% | 29.1% | ||
| Q2 24 | -69.6% | 28.0% |
| Q1 26 | — | $1.29 | ||
| Q4 25 | $-0.35 | $1.33 | ||
| Q3 25 | $-0.47 | $1.25 | ||
| Q2 25 | $-0.58 | $0.83 | ||
| Q1 25 | $-0.48 | $0.43 | ||
| Q4 24 | $-0.58 | $1.00 | ||
| Q3 24 | $-0.85 | $0.90 | ||
| Q2 24 | $-0.93 | $0.81 |
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 | — |
| Total DebtLower is stronger | — | $514.4M |
| Stockholders' EquityBook value | $590.1M | $710.0M |
| Total Assets | $751.9M | $7.0B |
| Debt / EquityLower = less leverage | — | 0.72× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — |
| Q1 26 | — | $514.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $710.0M | ||
| Q4 25 | $590.1M | $696.6M | ||
| Q3 25 | $576.5M | $676.4M | ||
| Q2 25 | $572.7M | $652.1M | ||
| Q1 25 | $561.4M | $640.1M | ||
| Q4 24 | $554.3M | $531.2M | ||
| Q3 24 | $547.6M | $529.9M | ||
| Q2 24 | $555.4M | $508.3M |
| Q1 26 | — | $7.0B | ||
| Q4 25 | $751.9M | $7.0B | ||
| Q3 25 | $706.4M | $7.0B | ||
| Q2 25 | $701.9M | $6.9B | ||
| Q1 25 | $689.0M | $7.0B | ||
| Q4 24 | $670.8M | $5.8B | ||
| Q3 24 | $650.3M | $5.7B | ||
| Q2 24 | $638.7M | $5.7B |
| Q1 26 | — | 0.72× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $63.9M | ||
| Q3 25 | $5.5M | $36.1M | ||
| Q2 25 | $14.8M | $6.0M | ||
| Q1 25 | $25.4M | $1.0M | ||
| Q4 24 | $6.6M | $60.9M | ||
| Q3 24 | $16.7M | $-14.5M | ||
| Q2 24 | $-15.0M | $14.5M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $58.2M | ||
| Q3 25 | $1.4M | $35.4M | ||
| Q2 25 | $10.2M | $4.5M | ||
| Q1 25 | $21.2M | $-727.0K | ||
| Q4 24 | $4.1M | $55.4M | ||
| Q3 24 | $14.2M | $-16.2M | ||
| Q2 24 | $-16.1M | $13.2M |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 85.5% | ||
| Q3 25 | 1.4% | 54.1% | ||
| Q2 25 | 11.9% | 7.3% | ||
| Q1 25 | 25.3% | -1.2% | ||
| Q4 24 | 5.0% | 116.4% | ||
| Q3 24 | 22.2% | -36.0% | ||
| Q2 24 | -29.5% | 30.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 8.4% | ||
| Q3 25 | 4.3% | 1.1% | ||
| Q2 25 | 5.3% | 2.4% | ||
| Q1 25 | 5.0% | 2.9% | ||
| Q4 24 | 3.0% | 11.7% | ||
| Q3 24 | 4.0% | 3.8% | ||
| Q2 24 | 2.1% | 3.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.83× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | — | 4.15× | ||
| Q3 24 | — | -1.11× | ||
| Q2 24 | — | 1.21× |
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% |
CAC
| Net Interest Income | $52.4M | 81% |
| Noninterest Income | $12.0M | 19% |
