vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and Climb Global Solutions, Inc. (CLMB). Click either name above to swap in a different company.
Climb Global Solutions, Inc. is the larger business by last-quarter revenue ($182.4M vs $108.5M, roughly 1.7× AMBARELLA INC). Climb Global Solutions, Inc. runs the higher net margin — 1.8% vs -13.9%, a 15.8% gap on every dollar of revenue. On growth, Climb Global Solutions, Inc. posted the faster year-over-year revenue change (32.1% vs 31.2%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 40.7%).
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 ...
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
AMBA vs CLMB — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $182.4M |
| Net Profit | $-15.1M | $3.3M |
| Gross Margin | 59.6% | 14.5% |
| Operating Margin | -15.0% | 2.1% |
| Net Margin | -13.9% | 1.8% |
| Revenue YoY | 31.2% | 32.1% |
| Net Profit YoY | 37.2% | -9.5% |
| EPS (diluted) | $-0.35 | $0.18 |
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 | — | $182.4M | ||
| Q4 25 | $108.5M | $193.8M | ||
| Q3 25 | $95.5M | $161.3M | ||
| Q2 25 | $85.9M | $159.3M | ||
| Q1 25 | $84.0M | $138.0M | ||
| Q4 24 | $82.7M | $161.8M | ||
| Q3 24 | $63.7M | $119.3M | ||
| Q2 24 | $54.5M | $92.1M |
| Q1 26 | — | $3.3M | ||
| Q4 25 | $-15.1M | $7.0M | ||
| Q3 25 | $-20.0M | $4.7M | ||
| Q2 25 | $-24.3M | $6.0M | ||
| Q1 25 | $-20.2M | $3.7M | ||
| Q4 24 | $-24.1M | $7.0M | ||
| Q3 24 | $-34.9M | $5.5M | ||
| Q2 24 | $-37.9M | $3.4M |
| Q1 26 | — | 14.5% | ||
| Q4 25 | 59.6% | 15.4% | ||
| Q3 25 | 58.9% | 15.9% | ||
| Q2 25 | 60.0% | 16.5% | ||
| Q1 25 | 60.0% | 16.9% | ||
| Q4 24 | 60.6% | 19.3% | ||
| Q3 24 | 60.8% | 20.3% | ||
| Q2 24 | 60.9% | 20.2% |
| Q1 26 | — | 2.1% | ||
| Q4 25 | -15.0% | 4.9% | ||
| Q3 25 | -23.0% | 4.3% | ||
| Q2 25 | -30.1% | 5.0% | ||
| Q1 25 | -30.2% | 3.5% | ||
| Q4 24 | -30.9% | 7.2% | ||
| Q3 24 | -56.9% | 7.1% | ||
| Q2 24 | -72.4% | 4.6% |
| Q1 26 | — | 1.8% | ||
| Q4 25 | -13.9% | 3.6% | ||
| Q3 25 | -20.9% | 2.9% | ||
| Q2 25 | -28.3% | 3.7% | ||
| Q1 25 | -24.1% | 2.7% | ||
| Q4 24 | -29.1% | 4.3% | ||
| Q3 24 | -54.8% | 4.6% | ||
| Q2 24 | -69.6% | 3.7% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $-0.35 | $1.51 | ||
| Q3 25 | $-0.47 | $1.02 | ||
| Q2 25 | $-0.58 | $1.30 | ||
| Q1 25 | $-0.48 | $0.81 | ||
| Q4 24 | $-0.58 | $1.52 | ||
| Q3 24 | $-0.85 | $1.19 | ||
| Q2 24 | $-0.93 | $0.75 |
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 | $41.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $118.4M |
| Total Assets | $751.9M | $458.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $41.8M | ||
| Q4 25 | $174.1M | $36.6M | ||
| Q3 25 | $142.7M | $49.8M | ||
| Q2 25 | $141.3M | $28.6M | ||
| Q1 25 | $144.6M | $32.5M | ||
| Q4 24 | $127.1M | $29.8M | ||
| Q3 24 | $153.9M | $22.1M | ||
| Q2 24 | $131.8M | $48.4M |
| Q1 26 | — | $118.4M | ||
| Q4 25 | $590.1M | $116.6M | ||
| Q3 25 | $576.5M | $109.3M | ||
| Q2 25 | $572.7M | $105.2M | ||
| Q1 25 | $561.4M | $95.6M | ||
| Q4 24 | $554.3M | $90.6M | ||
| Q3 24 | $547.6M | $87.7M | ||
| Q2 24 | $555.4M | $79.8M |
| Q1 26 | — | $458.8M | ||
| Q4 25 | $751.9M | $460.2M | ||
| Q3 25 | $706.4M | $376.1M | ||
| Q2 25 | $701.9M | $420.7M | ||
| Q1 25 | $689.0M | $370.1M | ||
| Q4 24 | $670.8M | $469.2M | ||
| Q3 24 | $650.3M | $371.9M | ||
| Q2 24 | $638.7M | $302.8M |
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 | $-11.9M | ||
| Q3 25 | $5.5M | $22.2M | ||
| Q2 25 | $14.8M | $-2.2M | ||
| Q1 25 | $25.4M | $8.5M | ||
| Q4 24 | $6.6M | $16.0M | ||
| Q3 24 | $16.7M | $-3.6M | ||
| Q2 24 | $-15.0M | $7.3M |
| 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 | — | -1.70× | ||
| Q3 25 | — | 4.73× | ||
| Q2 25 | — | -0.37× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | -0.66× | ||
| Q2 24 | — | 2.13× |
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% |
CLMB
Segment breakdown not available.
