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Side-by-side financial comparison of AMBARELLA INC (AMBA) and LandBridge Co LLC (LB). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $56.8M, roughly 1.9× LandBridge Co LLC). LandBridge Co LLC runs the higher net margin — 14.2% vs -13.9%, a 28.1% gap on every dollar of revenue. On growth, LandBridge Co LLC posted the faster year-over-year revenue change (55.6% vs 31.2%). LandBridge Co LLC produced more free cash flow last quarter ($122.0M vs $31.4M). Over the past eight quarters, LandBridge Co LLC's revenue compounded faster (72.8% CAGR vs 45.0%).
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 ...
AMBA vs LB — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $56.8M |
| Net Profit | $-15.1M | $8.1M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 60.0% |
| Net Margin | -13.9% | 14.2% |
| Revenue YoY | 31.2% | 55.6% |
| Net Profit YoY | 37.2% | -83.7% |
| EPS (diluted) | $-0.35 | $0.24 |
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 | $56.8M | ||
| Q3 25 | $95.5M | $50.8M | ||
| Q2 25 | $85.9M | $47.5M | ||
| Q1 25 | $84.0M | $44.0M | ||
| Q4 24 | $82.7M | $36.5M | ||
| Q3 24 | $63.7M | $28.5M | ||
| Q2 24 | $54.5M | $26.0M | ||
| Q1 24 | $51.6M | $19.0M |
| Q4 25 | $-15.1M | $8.1M | ||
| Q3 25 | $-20.0M | $8.1M | ||
| Q2 25 | $-24.3M | $7.5M | ||
| Q1 25 | $-20.2M | $6.5M | ||
| Q4 24 | $-24.1M | $49.3M | ||
| Q3 24 | $-34.9M | $2.7M | ||
| Q2 24 | $-37.9M | $-57.7M | ||
| Q1 24 | $-60.6M | $10.8M |
| 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% | 60.0% | ||
| Q3 25 | -23.0% | 60.8% | ||
| Q2 25 | -30.1% | 60.0% | ||
| Q1 25 | -30.2% | 57.0% | ||
| Q4 24 | -30.9% | 49.4% | ||
| Q3 24 | -56.9% | 11.2% | ||
| Q2 24 | -72.4% | -197.4% | ||
| Q1 24 | -80.8% | 71.1% |
| Q4 25 | -13.9% | 14.2% | ||
| Q3 25 | -20.9% | 15.9% | ||
| Q2 25 | -28.3% | 15.8% | ||
| Q1 25 | -24.1% | 14.7% | ||
| Q4 24 | -29.1% | 135.2% | ||
| Q3 24 | -54.8% | 9.3% | ||
| Q2 24 | -69.6% | -222.1% | ||
| Q1 24 | -117.4% | 56.7% |
| Q4 25 | $-0.35 | $0.24 | ||
| Q3 25 | $-0.47 | $0.26 | ||
| Q2 25 | $-0.58 | $0.24 | ||
| Q1 25 | $-0.48 | $0.20 | ||
| Q4 24 | $-0.58 | — | ||
| Q3 24 | $-0.85 | $-0.04 | ||
| Q2 24 | $-0.93 | — | ||
| Q1 24 | $-1.51 | — |
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 | $30.7M |
| Total DebtLower is stronger | — | $570.7M |
| Stockholders' EquityBook value | $590.1M | $340.3M |
| Total Assets | $751.9M | $1.4B |
| Debt / EquityLower = less leverage | — | 1.68× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $30.7M | ||
| Q3 25 | $142.7M | $28.3M | ||
| Q2 25 | $141.3M | $20.3M | ||
| Q1 25 | $144.6M | $14.9M | ||
| Q4 24 | $127.1M | $37.0M | ||
| Q3 24 | $153.9M | $14.4M | ||
| Q2 24 | $131.8M | $24.6M | ||
| Q1 24 | $144.9M | — |
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $366.1M | ||
| Q2 25 | — | $370.9M | ||
| Q1 25 | — | $375.5M | ||
| Q4 24 | — | $385.5M | ||
| Q3 24 | — | $242.4M | ||
| Q2 24 | — | $360.8M | ||
| Q1 24 | — | — |
| Q4 25 | $590.1M | $340.3M | ||
| Q3 25 | $576.5M | $272.0M | ||
| Q2 25 | $572.7M | $266.4M | ||
| Q1 25 | $561.4M | $217.0M | ||
| Q4 24 | $554.3M | $211.8M | ||
| Q3 24 | $547.6M | $97.2M | ||
| Q2 24 | $555.4M | $296.4M | ||
| Q1 24 | $559.9M | $162.3M |
| Q4 25 | $751.9M | $1.4B | ||
| Q3 25 | $706.4M | $1.1B | ||
| Q2 25 | $701.9M | $1.1B | ||
| Q1 25 | $689.0M | $1.0B | ||
| Q4 24 | $670.8M | $1.0B | ||
| Q3 24 | $650.3M | $689.9M | ||
| Q2 24 | $638.7M | $710.5M | ||
| Q1 24 | $657.7M | — |
| Q4 25 | — | 1.68× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.73× | ||
| Q4 24 | — | 1.82× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.22× | ||
| Q1 24 | — | — |
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 | $126.3M |
| Free Cash FlowOCF − Capex | $31.4M | $122.0M |
| FCF MarginFCF / Revenue | 29.0% | 214.9% |
| Capex IntensityCapex / Revenue | 2.7% | 7.5% |
| Cash ConversionOCF / Net Profit | — | 15.68× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $207.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $126.3M | ||
| Q3 25 | $5.5M | $34.9M | ||
| Q2 25 | $14.8M | $37.3M | ||
| Q1 25 | $25.4M | $15.9M | ||
| Q4 24 | $6.6M | $67.6M | ||
| Q3 24 | $16.7M | $7.5M | ||
| Q2 24 | $-15.0M | $16.0M | ||
| Q1 24 | $-4.0M | $17.2M |
| Q4 25 | $31.4M | $122.0M | ||
| Q3 25 | $1.4M | $33.7M | ||
| Q2 25 | $10.2M | $36.1M | ||
| Q1 25 | $21.2M | $15.8M | ||
| Q4 24 | $4.1M | $66.7M | ||
| Q3 24 | $14.2M | $7.1M | ||
| Q2 24 | $-16.1M | $15.7M | ||
| Q1 24 | $-6.0M | $17.1M |
| Q4 25 | 29.0% | 214.9% | ||
| Q3 25 | 1.4% | 66.3% | ||
| Q2 25 | 11.9% | 75.9% | ||
| Q1 25 | 25.3% | 36.0% | ||
| Q4 24 | 5.0% | 182.6% | ||
| Q3 24 | 22.2% | 25.1% | ||
| Q2 24 | -29.5% | 60.4% | ||
| Q1 24 | -11.6% | 90.1% |
| Q4 25 | 2.7% | 7.5% | ||
| Q3 25 | 4.3% | 2.3% | ||
| Q2 25 | 5.3% | 2.6% | ||
| Q1 25 | 5.0% | 0.2% | ||
| Q4 24 | 3.0% | 2.7% | ||
| Q3 24 | 4.0% | 1.1% | ||
| Q2 24 | 2.1% | 1.4% | ||
| Q1 24 | 3.7% | 0.5% |
| Q4 25 | — | 15.68× | ||
| Q3 25 | — | 4.31× | ||
| Q2 25 | — | 4.98× | ||
| Q1 25 | — | 2.46× | ||
| Q4 24 | — | 1.37× | ||
| Q3 24 | — | 2.80× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.60× |
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% |
LB
Segment breakdown not available.
