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Side-by-side financial comparison of AMBARELLA INC (AMBA) and INSTEEL INDUSTRIES INC (IIIN). Click either name above to swap in a different company.
INSTEEL INDUSTRIES INC is the larger business by last-quarter revenue ($159.9M vs $108.5M, roughly 1.5× AMBARELLA INC). INSTEEL INDUSTRIES INC runs the higher net margin — 4.7% vs -13.9%, a 18.7% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 23.3%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-2.2M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 12.0%).
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 ...
Insteel Industries Inc is a leading U.S. manufacturer of steel reinforcing products including welded wire reinforcement and steel fibers. It primarily serves non-residential construction, infrastructure, and precast concrete segments across North America, delivering high-performance reinforcement solutions for various construction projects.
AMBA vs IIIN — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $159.9M |
| Net Profit | $-15.1M | $7.6M |
| Gross Margin | 59.6% | 11.3% |
| Operating Margin | -15.0% | 6.0% |
| Net Margin | -13.9% | 4.7% |
| Revenue YoY | 31.2% | 23.3% |
| Net Profit YoY | 37.2% | 602.4% |
| EPS (diluted) | $-0.35 | $0.39 |
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 | $159.9M | ||
| Q3 25 | $95.5M | $177.4M | ||
| Q2 25 | $85.9M | $179.9M | ||
| Q1 25 | $84.0M | $160.7M | ||
| Q4 24 | $82.7M | $129.7M | ||
| Q3 24 | $63.7M | $134.3M | ||
| Q2 24 | $54.5M | $145.8M | ||
| Q1 24 | $51.6M | $127.4M |
| Q4 25 | $-15.1M | $7.6M | ||
| Q3 25 | $-20.0M | $14.6M | ||
| Q2 25 | $-24.3M | $15.2M | ||
| Q1 25 | $-20.2M | $10.2M | ||
| Q4 24 | $-24.1M | $1.1M | ||
| Q3 24 | $-34.9M | $4.7M | ||
| Q2 24 | $-37.9M | $6.6M | ||
| Q1 24 | $-60.6M | $6.9M |
| Q4 25 | 59.6% | 11.3% | ||
| Q3 25 | 58.9% | 16.1% | ||
| Q2 25 | 60.0% | 17.1% | ||
| Q1 25 | 60.0% | 15.3% | ||
| Q4 24 | 60.6% | 7.3% | ||
| Q3 24 | 60.8% | 9.1% | ||
| Q2 24 | 60.9% | 10.6% | ||
| Q1 24 | 59.8% | 12.3% |
| Q4 25 | -15.0% | 6.0% | ||
| Q3 25 | -23.0% | 10.8% | ||
| Q2 25 | -30.1% | 11.0% | ||
| Q1 25 | -30.2% | 8.3% | ||
| Q4 24 | -30.9% | 1.1% | ||
| Q3 24 | -56.9% | 4.5% | ||
| Q2 24 | -72.4% | 6.0% | ||
| Q1 24 | -80.8% | 7.0% |
| Q4 25 | -13.9% | 4.7% | ||
| Q3 25 | -20.9% | 8.2% | ||
| Q2 25 | -28.3% | 8.4% | ||
| Q1 25 | -24.1% | 6.4% | ||
| Q4 24 | -29.1% | 0.8% | ||
| Q3 24 | -54.8% | 3.5% | ||
| Q2 24 | -69.6% | 4.5% | ||
| Q1 24 | -117.4% | 5.4% |
| Q4 25 | $-0.35 | $0.39 | ||
| Q3 25 | $-0.47 | $0.74 | ||
| Q2 25 | $-0.58 | $0.78 | ||
| Q1 25 | $-0.48 | $0.52 | ||
| Q4 24 | $-0.58 | $0.06 | ||
| Q3 24 | $-0.85 | $0.24 | ||
| Q2 24 | $-0.93 | $0.34 | ||
| Q1 24 | $-1.51 | $0.35 |
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 | $15.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $358.8M |
| Total Assets | $751.9M | $456.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $15.6M | ||
| Q3 25 | $142.7M | $38.6M | ||
| Q2 25 | $141.3M | $53.7M | ||
| Q1 25 | $144.6M | $28.4M | ||
| Q4 24 | $127.1M | $36.0M | ||
| Q3 24 | $153.9M | $111.5M | ||
| Q2 24 | $131.8M | $97.7M | ||
| Q1 24 | $144.9M | $83.9M |
| Q4 25 | $590.1M | $358.8M | ||
| Q3 25 | $576.5M | $371.5M | ||
| Q2 25 | $572.7M | $356.2M | ||
| Q1 25 | $561.4M | $341.4M | ||
| Q4 24 | $554.3M | $331.6M | ||
| Q3 24 | $547.6M | $350.9M | ||
| Q2 24 | $555.4M | $346.0M | ||
| Q1 24 | $559.9M | $340.6M |
| Q4 25 | $751.9M | $456.1M | ||
| Q3 25 | $706.4M | $462.6M | ||
| Q2 25 | $701.9M | $471.9M | ||
| Q1 25 | $689.0M | $421.9M | ||
| Q4 24 | $670.8M | $404.7M | ||
| Q3 24 | $650.3M | $422.6M | ||
| Q2 24 | $638.7M | $414.6M | ||
| Q1 24 | $657.7M | $397.2M |
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 | $-701.0K |
| Free Cash FlowOCF − Capex | $31.4M | $-2.2M |
| FCF MarginFCF / Revenue | 29.0% | -1.4% |
| Capex IntensityCapex / Revenue | 2.7% | 0.9% |
| Cash ConversionOCF / Net Profit | — | -0.09× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $439.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $-701.0K | ||
| Q3 25 | $5.5M | $-17.0M | ||
| Q2 25 | $14.8M | $28.5M | ||
| Q1 25 | $25.4M | $-3.3M | ||
| Q4 24 | $6.6M | $19.0M | ||
| Q3 24 | $16.7M | $16.2M | ||
| Q2 24 | $-15.0M | $18.8M | ||
| Q1 24 | $-4.0M | $1.4M |
| Q4 25 | $31.4M | $-2.2M | ||
| Q3 25 | $1.4M | $-18.7M | ||
| Q2 25 | $10.2M | $26.9M | ||
| Q1 25 | $21.2M | $-5.5M | ||
| Q4 24 | $4.1M | $16.3M | ||
| Q3 24 | $14.2M | $14.5M | ||
| Q2 24 | $-16.1M | $15.5M | ||
| Q1 24 | $-6.0M | $-580.0K |
| Q4 25 | 29.0% | -1.4% | ||
| Q3 25 | 1.4% | -10.6% | ||
| Q2 25 | 11.9% | 15.0% | ||
| Q1 25 | 25.3% | -3.5% | ||
| Q4 24 | 5.0% | 12.6% | ||
| Q3 24 | 22.2% | 10.8% | ||
| Q2 24 | -29.5% | 10.7% | ||
| Q1 24 | -11.6% | -0.5% |
| Q4 25 | 2.7% | 0.9% | ||
| Q3 25 | 4.3% | 1.0% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 5.0% | 1.4% | ||
| Q4 24 | 3.0% | 2.1% | ||
| Q3 24 | 4.0% | 1.3% | ||
| Q2 24 | 2.1% | 2.2% | ||
| Q1 24 | 3.7% | 1.5% |
| Q4 25 | — | -0.09× | ||
| Q3 25 | — | -1.17× | ||
| Q2 25 | — | 1.88× | ||
| Q1 25 | — | -0.32× | ||
| Q4 24 | — | 17.56× | ||
| Q3 24 | — | 3.48× | ||
| Q2 24 | — | 2.86× | ||
| Q1 24 | — | 0.20× |
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% |
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
