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Side-by-side financial comparison of AMBARELLA INC (AMBA) and GRAHAM CORP (GHM). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $56.7M, roughly 1.9× GRAHAM CORP). GRAHAM CORP runs the higher net margin — 5.0% vs -13.9%, a 18.9% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 20.5%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $2.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 7.5%).
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 ...
Graham Holdings Company is a diversified American conglomerate holding company. Headquartered in Arlington County, Virginia, and incorporated in Delaware, it was formerly the owner of The Washington Post newspaper and Newsweek magazine.
AMBA vs GHM — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $56.7M |
| Net Profit | $-15.1M | $2.8M |
| Gross Margin | 59.6% | 23.8% |
| Operating Margin | -15.0% | 5.5% |
| Net Margin | -13.9% | 5.0% |
| Revenue YoY | 31.2% | 20.5% |
| Net Profit YoY | 37.2% | 79.2% |
| EPS (diluted) | $-0.35 | $0.25 |
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 | $56.7M | ||
| Q3 25 | $95.5M | $66.0M | ||
| Q2 25 | $85.9M | $55.5M | ||
| Q1 25 | $84.0M | $59.3M | ||
| Q4 24 | $82.7M | $47.0M | ||
| Q3 24 | $63.7M | $53.6M | ||
| Q2 24 | $54.5M | $50.0M | ||
| Q1 24 | $51.6M | $49.1M |
| Q4 25 | $-15.1M | $2.8M | ||
| Q3 25 | $-20.0M | $3.1M | ||
| Q2 25 | $-24.3M | $4.6M | ||
| Q1 25 | $-20.2M | $4.4M | ||
| Q4 24 | $-24.1M | $1.6M | ||
| Q3 24 | $-34.9M | $3.3M | ||
| Q2 24 | $-37.9M | $3.0M | ||
| Q1 24 | $-60.6M | $1.3M |
| Q4 25 | 59.6% | 23.8% | ||
| Q3 25 | 58.9% | 21.7% | ||
| Q2 25 | 60.0% | 26.5% | ||
| Q1 25 | 60.0% | 27.0% | ||
| Q4 24 | 60.6% | 24.8% | ||
| Q3 24 | 60.8% | 23.9% | ||
| Q2 24 | 60.9% | 24.8% | ||
| Q1 24 | 59.8% | 25.9% |
| Q4 25 | -15.0% | 5.5% | ||
| Q3 25 | -23.0% | 6.5% | ||
| Q2 25 | -30.1% | 8.9% | ||
| Q1 25 | -30.2% | 9.3% | ||
| Q4 24 | -30.9% | 4.7% | ||
| Q3 24 | -56.9% | 7.9% | ||
| Q2 24 | -72.4% | 6.5% | ||
| Q1 24 | -80.8% | 3.1% |
| Q4 25 | -13.9% | 5.0% | ||
| Q3 25 | -20.9% | 4.7% | ||
| Q2 25 | -28.3% | 8.3% | ||
| Q1 25 | -24.1% | 7.4% | ||
| Q4 24 | -29.1% | 3.4% | ||
| Q3 24 | -54.8% | 6.1% | ||
| Q2 24 | -69.6% | 5.9% | ||
| Q1 24 | -117.4% | 2.7% |
| Q4 25 | $-0.35 | $0.25 | ||
| Q3 25 | $-0.47 | $0.28 | ||
| Q2 25 | $-0.58 | $0.42 | ||
| Q1 25 | $-0.48 | $0.40 | ||
| Q4 24 | $-0.58 | $0.14 | ||
| Q3 24 | $-0.85 | $0.30 | ||
| Q2 24 | $-0.93 | $0.27 | ||
| Q1 24 | $-1.51 | $0.11 |
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 | $22.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $131.3M |
| Total Assets | $751.9M | $292.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $22.3M | ||
| Q3 25 | $142.7M | $20.6M | ||
| Q2 25 | $141.3M | $10.8M | ||
| Q1 25 | $144.6M | $21.6M | ||
| Q4 24 | $127.1M | $30.0M | ||
| Q3 24 | $153.9M | $32.3M | ||
| Q2 24 | $131.8M | $21.6M | ||
| Q1 24 | $144.9M | $16.9M |
| Q4 25 | $590.1M | $131.3M | ||
| Q3 25 | $576.5M | $127.6M | ||
| Q2 25 | $572.7M | $123.4M | ||
| Q1 25 | $561.4M | $119.6M | ||
| Q4 24 | $554.3M | $114.4M | ||
| Q3 24 | $547.6M | $112.5M | ||
| Q2 24 | $555.4M | $108.2M | ||
| Q1 24 | $559.9M | $105.6M |
| Q4 25 | $751.9M | $292.9M | ||
| Q3 25 | $706.4M | $287.0M | ||
| Q2 25 | $701.9M | $252.3M | ||
| Q1 25 | $689.0M | $264.1M | ||
| Q4 24 | $670.8M | $264.3M | ||
| Q3 24 | $650.3M | $249.5M | ||
| Q2 24 | $638.7M | $244.2M | ||
| Q1 24 | $657.7M | $233.9M |
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 | $4.8M |
| Free Cash FlowOCF − Capex | $31.4M | $2.4M |
| FCF MarginFCF / Revenue | 29.0% | 4.3% |
| Capex IntensityCapex / Revenue | 2.7% | 4.1% |
| Cash ConversionOCF / Net Profit | — | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-6.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $4.8M | ||
| Q3 25 | $5.5M | $13.6M | ||
| Q2 25 | $14.8M | $-2.3M | ||
| Q1 25 | $25.4M | $-3.6M | ||
| Q4 24 | $6.6M | $5.2M | ||
| Q3 24 | $16.7M | $13.9M | ||
| Q2 24 | $-15.0M | $8.7M | ||
| Q1 24 | $-4.0M | $8.6M |
| Q4 25 | $31.4M | $2.4M | ||
| Q3 25 | $1.4M | $9.4M | ||
| Q2 25 | $10.2M | $-9.3M | ||
| Q1 25 | $21.2M | $-8.7M | ||
| Q4 24 | $4.1M | $-2.1M | ||
| Q3 24 | $14.2M | $10.4M | ||
| Q2 24 | $-16.1M | $5.7M | ||
| Q1 24 | $-6.0M | $4.6M |
| Q4 25 | 29.0% | 4.3% | ||
| Q3 25 | 1.4% | 14.3% | ||
| Q2 25 | 11.9% | -16.7% | ||
| Q1 25 | 25.3% | -14.7% | ||
| Q4 24 | 5.0% | -4.5% | ||
| Q3 24 | 22.2% | 19.5% | ||
| Q2 24 | -29.5% | 11.5% | ||
| Q1 24 | -11.6% | 9.4% |
| Q4 25 | 2.7% | 4.1% | ||
| Q3 25 | 4.3% | 6.3% | ||
| Q2 25 | 5.3% | 12.6% | ||
| Q1 25 | 5.0% | 8.7% | ||
| Q4 24 | 3.0% | 15.6% | ||
| Q3 24 | 4.0% | 6.5% | ||
| Q2 24 | 2.1% | 6.0% | ||
| Q1 24 | 3.7% | 8.2% |
| Q4 25 | — | 1.67× | ||
| Q3 25 | — | 4.40× | ||
| Q2 25 | — | -0.49× | ||
| Q1 25 | — | -0.81× | ||
| Q4 24 | — | 3.29× | ||
| Q3 24 | — | 4.25× | ||
| Q2 24 | — | 2.94× | ||
| Q1 24 | — | 6.45× |
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% |
GHM
| Defense | $35.3M | 62% |
| Energy And Process | $18.3M | 32% |
| Space | $3.1M | 6% |
