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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Honest Company, Inc. (HNST). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $78.1M, roughly 1.4× Honest Company, Inc.). On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -19.7%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -8.4%).
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 ...
The Honest Company, Inc. is an American digital-first consumer goods company, based in Los Angeles and founded by actress Jessica Alba, Christopher Gavigan, and Brian Lee. The company had $319 million in 2021 sales, and was valued at roughly $550 million as of February 2022. Carla Vernón, Chief Executive Officer, is one of the first Afro-Latina CEOs of a U.S. publicly traded company. The Honest Company has raised multiple rounds of venture capital, and went public via an initial public offeri...
AMBA vs HNST — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $78.1M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | 42.6% |
| Operating Margin | -15.0% | 56.6% |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | -19.7% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $0.00 |
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 | — | $78.1M | ||
| Q4 25 | $108.5M | $88.0M | ||
| Q3 25 | $95.5M | $92.6M | ||
| Q2 25 | $85.9M | $93.5M | ||
| Q1 25 | $84.0M | $97.3M | ||
| Q4 24 | $82.7M | $99.8M | ||
| Q3 24 | $63.7M | $99.2M | ||
| Q2 24 | $54.5M | $93.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-15.1M | $-23.6M | ||
| Q3 25 | $-20.0M | $758.0K | ||
| Q2 25 | $-24.3M | $3.9M | ||
| Q1 25 | $-20.2M | $3.3M | ||
| Q4 24 | $-24.1M | $-809.0K | ||
| Q3 24 | $-34.9M | $165.0K | ||
| Q2 24 | $-37.9M | $-4.1M |
| Q1 26 | — | 42.6% | ||
| Q4 25 | 59.6% | 15.7% | ||
| Q3 25 | 58.9% | 37.3% | ||
| Q2 25 | 60.0% | 40.4% | ||
| Q1 25 | 60.0% | 38.7% | ||
| Q4 24 | 60.6% | 38.8% | ||
| Q3 24 | 60.8% | 38.7% | ||
| Q2 24 | 60.9% | 38.3% |
| Q1 26 | — | 56.6% | ||
| Q4 25 | -15.0% | -27.5% | ||
| Q3 25 | -23.0% | 0.3% | ||
| Q2 25 | -30.1% | 3.1% | ||
| Q1 25 | -30.2% | 2.6% | ||
| Q4 24 | -30.9% | -1.0% | ||
| Q3 24 | -56.9% | 0.1% | ||
| Q2 24 | -72.4% | -4.3% |
| Q1 26 | — | — | ||
| Q4 25 | -13.9% | -26.8% | ||
| Q3 25 | -20.9% | 0.8% | ||
| Q2 25 | -28.3% | 4.1% | ||
| Q1 25 | -24.1% | 3.3% | ||
| Q4 24 | -29.1% | -0.8% | ||
| Q3 24 | -54.8% | 0.2% | ||
| Q2 24 | -69.6% | -4.4% |
| Q1 26 | — | $0.00 | ||
| Q4 25 | $-0.35 | $-0.21 | ||
| Q3 25 | $-0.47 | $0.01 | ||
| Q2 25 | $-0.58 | $0.03 | ||
| Q1 25 | $-0.48 | $0.03 | ||
| Q4 24 | $-0.58 | $-0.01 | ||
| Q3 24 | $-0.85 | $0.00 | ||
| Q2 24 | $-0.93 | $-0.04 |
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 | $90.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $169.1M |
| Total Assets | $751.9M | $214.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $90.4M | ||
| Q4 25 | $174.1M | $89.6M | ||
| Q3 25 | $142.7M | $71.5M | ||
| Q2 25 | $141.3M | $72.1M | ||
| Q1 25 | $144.6M | $72.8M | ||
| Q4 24 | $127.1M | $75.4M | ||
| Q3 24 | $153.9M | $53.4M | ||
| Q2 24 | $131.8M | $36.6M |
| Q1 26 | — | $169.1M | ||
| Q4 25 | $590.1M | $169.7M | ||
| Q3 25 | $576.5M | $190.2M | ||
| Q2 25 | $572.7M | $187.0M | ||
| Q1 25 | $561.4M | $180.4M | ||
| Q4 24 | $554.3M | $174.3M | ||
| Q3 24 | $547.6M | $133.9M | ||
| Q2 24 | $555.4M | $129.7M |
| Q1 26 | — | $214.9M | ||
| Q4 25 | $751.9M | $225.4M | ||
| Q3 25 | $706.4M | $241.5M | ||
| Q2 25 | $701.9M | $249.0M | ||
| Q1 25 | $689.0M | $265.3M | ||
| Q4 24 | $670.8M | $247.4M | ||
| Q3 24 | $650.3M | $209.2M | ||
| Q2 24 | $638.7M | $200.2M |
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% | 0.6% |
| 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 | $19.3M | ||
| Q3 25 | $5.5M | $-504.0K | ||
| Q2 25 | $14.8M | $-745.0K | ||
| Q1 25 | $25.4M | $-2.9M | ||
| Q4 24 | $6.6M | $-16.8M | ||
| Q3 24 | $16.7M | $15.1M | ||
| Q2 24 | $-15.0M | $2.9M |
| Q1 26 | — | — | ||
| Q4 25 | $31.4M | $18.1M | ||
| Q3 25 | $1.4M | $-624.0K | ||
| Q2 25 | $10.2M | $-826.0K | ||
| Q1 25 | $21.2M | $-3.0M | ||
| Q4 24 | $4.1M | $-17.2M | ||
| Q3 24 | $14.2M | $15.0M | ||
| Q2 24 | $-16.1M | $2.9M |
| Q1 26 | — | — | ||
| Q4 25 | 29.0% | 20.5% | ||
| Q3 25 | 1.4% | -0.7% | ||
| Q2 25 | 11.9% | -0.9% | ||
| Q1 25 | 25.3% | -3.1% | ||
| Q4 24 | 5.0% | -17.2% | ||
| Q3 24 | 22.2% | 15.1% | ||
| Q2 24 | -29.5% | 3.1% |
| Q1 26 | — | 0.6% | ||
| Q4 25 | 2.7% | 1.4% | ||
| Q3 25 | 4.3% | 0.1% | ||
| Q2 25 | 5.3% | 0.1% | ||
| Q1 25 | 5.0% | 0.1% | ||
| Q4 24 | 3.0% | 0.3% | ||
| Q3 24 | 4.0% | 0.1% | ||
| Q2 24 | 2.1% | 0.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -0.66× | ||
| Q2 25 | — | -0.19× | ||
| Q1 25 | — | -0.90× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 91.42× | ||
| Q2 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% |
HNST
Segment breakdown not available.
