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Side-by-side financial comparison of AMBARELLA INC (AMBA) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $108.5M, roughly 1.9× AMBARELLA INC). iRhythm Holdings, Inc. runs the higher net margin — 2.7% vs -13.9%, a 16.6% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 27.1%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $14.5M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 25.8%).
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 ...
iRhythm Holdings is a digital healthcare company focused on cardiac care, developing and commercializing wearable ambulatory heart monitoring devices paired with AI-powered analytical tools. It primarily serves healthcare providers and patients across the United States, helping to detect undiagnosed arrhythmias such as atrial fibrillation through convenient long-term heart rhythm tracking that delivers actionable clinical insights.
AMBA vs IRTC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $208.9M |
| Net Profit | $-15.1M | $5.6M |
| Gross Margin | 59.6% | 70.9% |
| Operating Margin | -15.0% | 1.1% |
| Net Margin | -13.9% | 2.7% |
| Revenue YoY | 31.2% | 27.1% |
| Net Profit YoY | 37.2% | 518.5% |
| EPS (diluted) | $-0.35 | $0.18 |
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 | $208.9M | ||
| Q3 25 | $95.5M | $192.9M | ||
| Q2 25 | $85.9M | $186.7M | ||
| Q1 25 | $84.0M | $158.7M | ||
| Q4 24 | $82.7M | $164.3M | ||
| Q3 24 | $63.7M | $147.5M | ||
| Q2 24 | $54.5M | $148.0M | ||
| Q1 24 | $51.6M | $131.9M |
| Q4 25 | $-15.1M | $5.6M | ||
| Q3 25 | $-20.0M | $-5.2M | ||
| Q2 25 | $-24.3M | $-14.2M | ||
| Q1 25 | $-20.2M | $-30.7M | ||
| Q4 24 | $-24.1M | $-1.3M | ||
| Q3 24 | $-34.9M | $-46.2M | ||
| Q2 24 | $-37.9M | $-20.1M | ||
| Q1 24 | $-60.6M | $-45.7M |
| Q4 25 | 59.6% | 70.9% | ||
| Q3 25 | 58.9% | 71.1% | ||
| Q2 25 | 60.0% | 71.2% | ||
| Q1 25 | 60.0% | 68.8% | ||
| Q4 24 | 60.6% | 70.0% | ||
| Q3 24 | 60.8% | 68.8% | ||
| Q2 24 | 60.9% | 69.9% | ||
| Q1 24 | 59.8% | 66.3% |
| Q4 25 | -15.0% | 1.1% | ||
| Q3 25 | -23.0% | -4.4% | ||
| Q2 25 | -30.1% | -10.0% | ||
| Q1 25 | -30.2% | -20.5% | ||
| Q4 24 | -30.9% | -2.5% | ||
| Q3 24 | -56.9% | -34.1% | ||
| Q2 24 | -72.4% | -15.5% | ||
| Q1 24 | -80.8% | -28.9% |
| Q4 25 | -13.9% | 2.7% | ||
| Q3 25 | -20.9% | -2.7% | ||
| Q2 25 | -28.3% | -7.6% | ||
| Q1 25 | -24.1% | -19.3% | ||
| Q4 24 | -29.1% | -0.8% | ||
| Q3 24 | -54.8% | -31.3% | ||
| Q2 24 | -69.6% | -13.6% | ||
| Q1 24 | -117.4% | -34.6% |
| Q4 25 | $-0.35 | $0.18 | ||
| Q3 25 | $-0.47 | $-0.16 | ||
| Q2 25 | $-0.58 | $-0.44 | ||
| Q1 25 | $-0.48 | $-0.97 | ||
| Q4 24 | $-0.58 | $-0.03 | ||
| Q3 24 | $-0.85 | $-1.48 | ||
| Q2 24 | $-0.93 | $-0.65 | ||
| Q1 24 | $-1.51 | $-1.47 |
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 | $583.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $152.7M |
| Total Assets | $751.9M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $583.8M | ||
| Q3 25 | $142.7M | $565.2M | ||
| Q2 25 | $141.3M | $545.5M | ||
| Q1 25 | $144.6M | $520.6M | ||
| Q4 24 | $127.1M | $535.6M | ||
| Q3 24 | $153.9M | $522.0M | ||
| Q2 24 | $131.8M | $561.5M | ||
| Q1 24 | $144.9M | $569.1M |
| Q4 25 | $590.1M | $152.7M | ||
| Q3 25 | $576.5M | $121.9M | ||
| Q2 25 | $572.7M | $103.7M | ||
| Q1 25 | $561.4M | $86.7M | ||
| Q4 24 | $554.3M | $90.9M | ||
| Q3 24 | $547.6M | $71.8M | ||
| Q2 24 | $555.4M | $99.2M | ||
| Q1 24 | $559.9M | $90.3M |
| Q4 25 | $751.9M | $1.0B | ||
| Q3 25 | $706.4M | $995.2M | ||
| Q2 25 | $701.9M | $964.0M | ||
| Q1 25 | $689.0M | $926.1M | ||
| Q4 24 | $670.8M | $931.4M | ||
| Q3 24 | $650.3M | $909.7M | ||
| Q2 24 | $638.7M | $919.2M | ||
| Q1 24 | $657.7M | $909.8M |
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 | $26.2M |
| Free Cash FlowOCF − Capex | $31.4M | $14.5M |
| FCF MarginFCF / Revenue | 29.0% | 6.9% |
| Capex IntensityCapex / Revenue | 2.7% | 5.6% |
| Cash ConversionOCF / Net Profit | — | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $26.2M | ||
| Q3 25 | $5.5M | $34.9M | ||
| Q2 25 | $14.8M | $27.7M | ||
| Q1 25 | $25.4M | $-7.9M | ||
| Q4 24 | $6.6M | $19.2M | ||
| Q3 24 | $16.7M | $24.3M | ||
| Q2 24 | $-15.0M | $11.8M | ||
| Q1 24 | $-4.0M | $-52.0M |
| Q4 25 | $31.4M | $14.5M | ||
| Q3 25 | $1.4M | $20.1M | ||
| Q2 25 | $10.2M | $17.3M | ||
| Q1 25 | $21.2M | $-17.3M | ||
| Q4 24 | $4.1M | $12.4M | ||
| Q3 24 | $14.2M | $15.5M | ||
| Q2 24 | $-16.1M | $3.4M | ||
| Q1 24 | $-6.0M | $-61.8M |
| Q4 25 | 29.0% | 6.9% | ||
| Q3 25 | 1.4% | 10.4% | ||
| Q2 25 | 11.9% | 9.3% | ||
| Q1 25 | 25.3% | -10.9% | ||
| Q4 24 | 5.0% | 7.5% | ||
| Q3 24 | 22.2% | 10.5% | ||
| Q2 24 | -29.5% | 2.3% | ||
| Q1 24 | -11.6% | -46.8% |
| Q4 25 | 2.7% | 5.6% | ||
| Q3 25 | 4.3% | 7.7% | ||
| Q2 25 | 5.3% | 5.6% | ||
| Q1 25 | 5.0% | 5.9% | ||
| Q4 24 | 3.0% | 4.2% | ||
| Q3 24 | 4.0% | 6.0% | ||
| Q2 24 | 2.1% | 5.7% | ||
| Q1 24 | 3.7% | 7.4% |
| Q4 25 | — | 4.70× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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% |
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
