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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Commercial Vehicle Group, Inc. (CVGI). Click either name above to swap in a different company.
Commercial Vehicle Group, Inc. is the larger business by last-quarter revenue ($154.8M vs $108.5M, roughly 1.4× AMBARELLA INC). On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -5.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $8.7M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -10.8%).
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 ...
WABCO Holdings, Inc. was a U.S.-based provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. In 2007, the Vehicle Control Systems was spun off as WABCO Holdings Inc., an American provider of electronic braking, stability, suspension and transmission automation systems for heavy-duty commercial vehicles. Their products are present in many commercial vehicles such as trucks, buses, trailers and off-highway vehicles but they ...
AMBA vs CVGI — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $154.8M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | 9.7% |
| Operating Margin | -15.0% | -1.2% |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | -5.2% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | — |
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 | $154.8M | ||
| Q3 25 | $95.5M | $152.5M | ||
| Q2 25 | $85.9M | $172.0M | ||
| Q1 25 | $84.0M | $169.8M | ||
| Q4 24 | $82.7M | $163.3M | ||
| Q3 24 | $63.7M | $171.8M | ||
| Q2 24 | $54.5M | $193.7M | ||
| Q1 24 | $51.6M | $194.6M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-7.1M | ||
| Q2 25 | $-24.3M | $-4.8M | ||
| Q1 25 | $-20.2M | $-4.3M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $9.5M | ||
| Q2 24 | $-37.9M | $-1.6M | ||
| Q1 24 | $-60.6M | $2.9M |
| Q4 25 | 59.6% | 9.7% | ||
| Q3 25 | 58.9% | 10.5% | ||
| Q2 25 | 60.0% | 11.4% | ||
| Q1 25 | 60.0% | 10.5% | ||
| Q4 24 | 60.6% | 8.0% | ||
| Q3 24 | 60.8% | 9.6% | ||
| Q2 24 | 60.9% | 10.6% | ||
| Q1 24 | 59.8% | 11.9% |
| Q4 25 | -15.0% | -1.2% | ||
| Q3 25 | -23.0% | -0.7% | ||
| Q2 25 | -30.1% | 0.5% | ||
| Q1 25 | -30.2% | 0.8% | ||
| Q4 24 | -30.9% | -3.2% | ||
| Q3 24 | -56.9% | -0.6% | ||
| Q2 24 | -72.4% | 0.5% | ||
| Q1 24 | -80.8% | 2.3% |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -4.6% | ||
| Q2 25 | -28.3% | -2.8% | ||
| Q1 25 | -24.1% | -2.5% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | 5.5% | ||
| Q2 24 | -69.6% | -0.8% | ||
| Q1 24 | -117.4% | 1.5% |
| Q4 25 | $-0.35 | — | ||
| Q3 25 | $-0.47 | — | ||
| Q2 25 | $-0.58 | — | ||
| Q1 25 | $-0.48 | — | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | — | ||
| Q2 24 | $-0.93 | $-0.05 | ||
| Q1 24 | $-1.51 | $0.09 |
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 | — | $104.9M |
| Stockholders' EquityBook value | $590.1M | $133.4M |
| Total Assets | $751.9M | $391.7M |
| Debt / EquityLower = less leverage | — | 0.79× |
8-quarter trend — quarters aligned by calendar period.
| 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 24 | $144.9M | — |
| Q4 25 | — | $104.9M | ||
| Q3 25 | — | $108.2M | ||
| Q2 25 | — | $118.2M | ||
| Q1 25 | — | $117.4M | ||
| Q4 24 | — | $135.5M | ||
| Q3 24 | — | $128.8M | ||
| Q2 24 | — | $142.0M | ||
| Q1 24 | — | $155.7M |
| Q4 25 | $590.1M | $133.4M | ||
| Q3 25 | $576.5M | $136.5M | ||
| Q2 25 | $572.7M | $142.6M | ||
| Q1 25 | $561.4M | $136.7M | ||
| Q4 24 | $554.3M | $135.6M | ||
| Q3 24 | $547.6M | $179.3M | ||
| Q2 24 | $555.4M | $169.6M | ||
| Q1 24 | $559.9M | $175.5M |
| Q4 25 | $751.9M | $391.7M | ||
| Q3 25 | $706.4M | $400.3M | ||
| Q2 25 | $701.9M | $429.8M | ||
| Q1 25 | $689.0M | $419.8M | ||
| Q4 24 | $670.8M | $424.6M | ||
| Q3 24 | $650.3M | $495.3M | ||
| Q2 24 | $638.7M | $503.2M | ||
| Q1 24 | $657.7M | $509.2M |
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 0.79× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | 1.00× | ||
| Q3 24 | — | 0.72× | ||
| Q2 24 | — | 0.84× | ||
| Q1 24 | — | 0.89× |
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 | $12.3M |
| Free Cash FlowOCF − Capex | $31.4M | $8.7M |
| FCF MarginFCF / Revenue | 29.0% | 5.6% |
| Capex IntensityCapex / Revenue | 2.7% | 2.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $34.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $12.3M | ||
| Q3 25 | $5.5M | $-1.7M | ||
| Q2 25 | $14.8M | $18.9M | ||
| Q1 25 | $25.4M | $15.2M | ||
| Q4 24 | $6.6M | $-26.6M | ||
| Q3 24 | $16.7M | $-17.1M | ||
| Q2 24 | $-15.0M | $12.6M | ||
| Q1 24 | $-4.0M | $-2.4M |
| Q4 25 | $31.4M | $8.7M | ||
| Q3 25 | $1.4M | $-3.5M | ||
| Q2 25 | $10.2M | $17.4M | ||
| Q1 25 | $21.2M | $11.4M | ||
| Q4 24 | $4.1M | $-30.6M | ||
| Q3 24 | $14.2M | $-20.3M | ||
| Q2 24 | $-16.1M | $6.4M | ||
| Q1 24 | $-6.0M | $-7.4M |
| Q4 25 | 29.0% | 5.6% | ||
| Q3 25 | 1.4% | -2.3% | ||
| Q2 25 | 11.9% | 10.1% | ||
| Q1 25 | 25.3% | 6.7% | ||
| Q4 24 | 5.0% | -18.7% | ||
| Q3 24 | 22.2% | -11.8% | ||
| Q2 24 | -29.5% | 3.3% | ||
| Q1 24 | -11.6% | -3.8% |
| Q4 25 | 2.7% | 2.3% | ||
| Q3 25 | 4.3% | 1.2% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 5.0% | 2.2% | ||
| Q4 24 | 3.0% | 2.4% | ||
| Q3 24 | 4.0% | 1.9% | ||
| Q2 24 | 2.1% | 3.2% | ||
| Q1 24 | 3.7% | 2.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -1.79× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -0.80× |
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% |
CVGI
| Global Seating | $70.7M | 46% |
| Global Electrical Systems | $49.7M | 32% |
| Trim Systems And Components | $34.4M | 22% |
