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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Industrial Logistics Properties Trust (ILPT). Click either name above to swap in a different company.
Industrial Logistics Properties Trust is the larger business by last-quarter revenue ($113.9M vs $108.5M, roughly 1.1× AMBARELLA INC). Industrial Logistics Properties Trust runs the higher net margin — -1.6% vs -13.9%, a 12.4% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 3.1%). Industrial Logistics Properties Trust produced more free cash flow last quarter ($42.0M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 0.7%).
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 ...
Industrial Logistics Properties Trust is a real estate investment trust that owns and operates a portfolio of industrial and logistics real estate assets primarily across the United States. Its holdings include distribution centers, warehouses, and last-mile delivery properties, serving e-commerce, retail, manufacturing and supply chain operators to meet their storage and logistics operation needs.
AMBA vs ILPT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $113.9M |
| Net Profit | $-15.1M | $-1.8M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | -22.1% |
| Net Margin | -13.9% | -1.6% |
| Revenue YoY | 31.2% | 3.1% |
| Net Profit YoY | 37.2% | 92.6% |
| EPS (diluted) | $-0.35 | $-0.02 |
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 | $113.9M | ||
| Q3 25 | $95.5M | $110.9M | ||
| Q2 25 | $85.9M | $112.1M | ||
| Q1 25 | $84.0M | $111.9M | ||
| Q4 24 | $82.7M | $110.5M | ||
| Q3 24 | $63.7M | $108.9M | ||
| Q2 24 | $54.5M | $110.6M | ||
| Q1 24 | $51.6M | $112.2M |
| Q4 25 | $-15.1M | $-1.8M | ||
| Q3 25 | $-20.0M | $-21.6M | ||
| Q2 25 | $-24.3M | $-21.3M | ||
| Q1 25 | $-20.2M | $-21.5M | ||
| Q4 24 | $-24.1M | $-24.1M | ||
| Q3 24 | $-34.9M | $-25.0M | ||
| Q2 24 | $-37.9M | $-23.2M | ||
| Q1 24 | $-60.6M | $-23.4M |
| Q4 25 | 59.6% | — | ||
| Q3 25 | 58.9% | — | ||
| Q2 25 | 60.0% | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 60.6% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.9% | — | ||
| Q1 24 | 59.8% | — |
| Q4 25 | -15.0% | -22.1% | ||
| Q3 25 | -23.0% | -29.4% | ||
| Q2 25 | -30.1% | -30.8% | ||
| Q1 25 | -30.2% | -26.9% | ||
| Q4 24 | -30.9% | -31.1% | ||
| Q3 24 | -56.9% | -33.5% | ||
| Q2 24 | -72.4% | -32.4% | ||
| Q1 24 | -80.8% | -31.7% |
| Q4 25 | -13.9% | -1.6% | ||
| Q3 25 | -20.9% | -19.4% | ||
| Q2 25 | -28.3% | -19.0% | ||
| Q1 25 | -24.1% | -19.2% | ||
| Q4 24 | -29.1% | -21.8% | ||
| Q3 24 | -54.8% | -22.9% | ||
| Q2 24 | -69.6% | -20.9% | ||
| Q1 24 | -117.4% | -20.9% |
| Q4 25 | $-0.35 | $-0.02 | ||
| Q3 25 | $-0.47 | $-0.33 | ||
| Q2 25 | $-0.58 | $-0.32 | ||
| Q1 25 | $-0.48 | $-0.33 | ||
| Q4 24 | $-0.58 | $-0.37 | ||
| Q3 24 | $-0.85 | $-0.38 | ||
| Q2 24 | $-0.93 | $-0.35 | ||
| Q1 24 | $-1.51 | $-0.36 |
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 | $94.8M |
| Total DebtLower is stronger | — | $4.2B |
| Stockholders' EquityBook value | $590.1M | $489.7M |
| Total Assets | $751.9M | $5.2B |
| Debt / EquityLower = less leverage | — | 8.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $94.8M | ||
| Q3 25 | $142.7M | $83.2M | ||
| Q2 25 | $141.3M | $58.6M | ||
| Q1 25 | $144.6M | $108.0M | ||
| Q4 24 | $127.1M | $131.7M | ||
| Q3 24 | $153.9M | $153.9M | ||
| Q2 24 | $131.8M | $146.2M | ||
| Q1 24 | $144.9M | $128.4M |
| Q4 25 | — | $4.2B | ||
| Q3 25 | — | $4.2B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.3B | ||
| Q1 24 | — | $4.3B |
| Q4 25 | $590.1M | $489.7M | ||
| Q3 25 | $576.5M | $494.1M | ||
| Q2 25 | $572.7M | $519.1M | ||
| Q1 25 | $561.4M | $539.5M | ||
| Q4 24 | $554.3M | $562.0M | ||
| Q3 24 | $547.6M | $585.9M | ||
| Q2 24 | $555.4M | $618.3M | ||
| Q1 24 | $559.9M | $643.2M |
| Q4 25 | $751.9M | $5.2B | ||
| Q3 25 | $706.4M | $5.2B | ||
| Q2 25 | $701.9M | $5.2B | ||
| Q1 25 | $689.0M | $5.4B | ||
| Q4 24 | $670.8M | $5.4B | ||
| Q3 24 | $650.3M | $5.5B | ||
| Q2 24 | $638.7M | $5.5B | ||
| Q1 24 | $657.7M | $5.5B |
| Q4 25 | — | 8.56× | ||
| Q3 25 | — | 8.49× | ||
| Q2 25 | — | 8.09× | ||
| Q1 25 | — | 7.96× | ||
| Q4 24 | — | 7.65× | ||
| Q3 24 | — | 7.35× | ||
| Q2 24 | — | 6.96× | ||
| Q1 24 | — | 6.70× |
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 | $60.7M |
| Free Cash FlowOCF − Capex | $31.4M | $42.0M |
| FCF MarginFCF / Revenue | 29.0% | 36.9% |
| Capex IntensityCapex / Revenue | 2.7% | 16.4% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $79.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $60.7M | ||
| Q3 25 | $5.5M | $22.7M | ||
| Q2 25 | $14.8M | $18.4M | ||
| Q1 25 | $25.4M | $11.4M | ||
| Q4 24 | $6.6M | $2.0M | ||
| Q3 24 | $16.7M | $-3.4M | ||
| Q2 24 | $-15.0M | $10.8M | ||
| Q1 24 | $-4.0M | $8.0M |
| Q4 25 | $31.4M | $42.0M | ||
| Q3 25 | $1.4M | $17.6M | ||
| Q2 25 | $10.2M | $15.2M | ||
| Q1 25 | $21.2M | $5.0M | ||
| Q4 24 | $4.1M | $-3.7M | ||
| Q3 24 | $14.2M | $-5.9M | ||
| Q2 24 | $-16.1M | $9.4M | ||
| Q1 24 | $-6.0M | $5.9M |
| Q4 25 | 29.0% | 36.9% | ||
| Q3 25 | 1.4% | 15.9% | ||
| Q2 25 | 11.9% | 13.5% | ||
| Q1 25 | 25.3% | 4.5% | ||
| Q4 24 | 5.0% | -3.4% | ||
| Q3 24 | 22.2% | -5.5% | ||
| Q2 24 | -29.5% | 8.5% | ||
| Q1 24 | -11.6% | 5.2% |
| Q4 25 | 2.7% | 16.4% | ||
| Q3 25 | 4.3% | 4.6% | ||
| Q2 25 | 5.3% | 2.9% | ||
| Q1 25 | 5.0% | 5.7% | ||
| Q4 24 | 3.0% | 5.2% | ||
| Q3 24 | 4.0% | 2.3% | ||
| Q2 24 | 2.1% | 1.3% | ||
| Q1 24 | 3.7% | 1.9% |
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% |
ILPT
Segment breakdown not available.
