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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Lifeway Foods, Inc. (LWAY). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $55.4M, roughly 2.0× Lifeway Foods, Inc.). Lifeway Foods, Inc. runs the higher net margin — 4.6% vs -13.9%, a 18.5% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 18.0%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $-17.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 11.4%).
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 ...
Lifeway Foods is an Illinois-based health food company founded in 1986. They are a leading U.S. supplier of kefir and fermented probiotic products to support the microbiome.
AMBA vs LWAY — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $55.4M |
| Net Profit | $-15.1M | $2.5M |
| Gross Margin | 59.6% | 27.8% |
| Operating Margin | -15.0% | 6.8% |
| Net Margin | -13.9% | 4.6% |
| Revenue YoY | 31.2% | 18.0% |
| Net Profit YoY | 37.2% | 1688.1% |
| EPS (diluted) | $-0.35 | $0.15 |
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 | $55.4M | ||
| Q3 25 | $95.5M | $57.1M | ||
| Q2 25 | $85.9M | $53.9M | ||
| Q1 25 | $84.0M | $46.1M | ||
| Q4 24 | $82.7M | $46.9M | ||
| Q3 24 | $63.7M | $46.1M | ||
| Q2 24 | $54.5M | $49.2M | ||
| Q1 24 | $51.6M | $44.6M |
| Q4 25 | $-15.1M | $2.5M | ||
| Q3 25 | $-20.0M | $3.5M | ||
| Q2 25 | $-24.3M | $4.2M | ||
| Q1 25 | $-20.2M | $3.5M | ||
| Q4 24 | $-24.1M | $-160.0K | ||
| Q3 24 | $-34.9M | $3.0M | ||
| Q2 24 | $-37.9M | $3.8M | ||
| Q1 24 | $-60.6M | $2.4M |
| Q4 25 | 59.6% | 27.8% | ||
| Q3 25 | 58.9% | 28.7% | ||
| Q2 25 | 60.0% | 28.6% | ||
| Q1 25 | 60.0% | 23.9% | ||
| Q4 24 | 60.6% | 25.3% | ||
| Q3 24 | 60.8% | 25.7% | ||
| Q2 24 | 60.9% | 27.0% | ||
| Q1 24 | 59.8% | 25.8% |
| Q4 25 | -15.0% | 6.8% | ||
| Q3 25 | -23.0% | 8.8% | ||
| Q2 25 | -30.1% | 10.8% | ||
| Q1 25 | -30.2% | 3.4% | ||
| Q4 24 | -30.9% | 1.5% | ||
| Q3 24 | -56.9% | 9.1% | ||
| Q2 24 | -72.4% | 11.0% | ||
| Q1 24 | -80.8% | 8.0% |
| Q4 25 | -13.9% | 4.6% | ||
| Q3 25 | -20.9% | 6.2% | ||
| Q2 25 | -28.3% | 7.9% | ||
| Q1 25 | -24.1% | 7.7% | ||
| Q4 24 | -29.1% | -0.3% | ||
| Q3 24 | -54.8% | 6.5% | ||
| Q2 24 | -69.6% | 7.7% | ||
| Q1 24 | -117.4% | 5.4% |
| Q4 25 | $-0.35 | $0.15 | ||
| Q3 25 | $-0.47 | $0.23 | ||
| Q2 25 | $-0.58 | $0.28 | ||
| Q1 25 | $-0.48 | $0.23 | ||
| Q4 24 | $-0.58 | $0.00 | ||
| Q3 24 | $-0.85 | $0.19 | ||
| Q2 24 | $-0.93 | $0.25 | ||
| Q1 24 | $-1.51 | $0.16 |
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 | $5.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $85.8M |
| Total Assets | $751.9M | $105.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $5.6M | ||
| Q3 25 | $142.7M | $23.0M | ||
| Q2 25 | $141.3M | $21.2M | ||
| Q1 25 | $144.6M | $19.4M | ||
| Q4 24 | $127.1M | $16.7M | ||
| Q3 24 | $153.9M | $20.6M | ||
| Q2 24 | $131.8M | $14.6M | ||
| Q1 24 | $144.9M | $12.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $2.5M |
| Q4 25 | $590.1M | $85.8M | ||
| Q3 25 | $576.5M | $82.8M | ||
| Q2 25 | $572.7M | $78.7M | ||
| Q1 25 | $561.4M | $74.2M | ||
| Q4 24 | $554.3M | $71.9M | ||
| Q3 24 | $547.6M | $71.5M | ||
| Q2 24 | $555.4M | $68.0M | ||
| Q1 24 | $559.9M | $63.5M |
| Q4 25 | $751.9M | $105.6M | ||
| Q3 25 | $706.4M | $109.5M | ||
| Q2 25 | $701.9M | $98.3M | ||
| Q1 25 | $689.0M | $93.7M | ||
| Q4 24 | $670.8M | $90.5M | ||
| Q3 24 | $650.3M | $91.3M | ||
| Q2 24 | $638.7M | $84.9M | ||
| Q1 24 | $657.7M | $82.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.04× |
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 | $267.0K |
| Free Cash FlowOCF − Capex | $31.4M | $-17.4M |
| FCF MarginFCF / Revenue | 29.0% | -31.5% |
| Capex IntensityCapex / Revenue | 2.7% | 31.9% |
| Cash ConversionOCF / Net Profit | — | 0.11× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-16.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $267.0K | ||
| Q3 25 | $5.5M | $6.9M | ||
| Q2 25 | $14.8M | $3.9M | ||
| Q1 25 | $25.4M | $-150.0K | ||
| Q4 24 | $6.6M | $-2.6M | ||
| Q3 24 | $16.7M | $7.5M | ||
| Q2 24 | $-15.0M | $6.5M | ||
| Q1 24 | $-4.0M | $1.5M |
| Q4 25 | $31.4M | $-17.4M | ||
| Q3 25 | $1.4M | $1.8M | ||
| Q2 25 | $10.2M | $1.6M | ||
| Q1 25 | $21.2M | $-2.4M | ||
| Q4 24 | $4.1M | $-3.8M | ||
| Q3 24 | $14.2M | $5.9M | ||
| Q2 24 | $-16.1M | $5.1M | ||
| Q1 24 | $-6.0M | $-923.0K |
| Q4 25 | 29.0% | -31.5% | ||
| Q3 25 | 1.4% | 3.1% | ||
| Q2 25 | 11.9% | 3.0% | ||
| Q1 25 | 25.3% | -5.1% | ||
| Q4 24 | 5.0% | -8.2% | ||
| Q3 24 | 22.2% | 12.8% | ||
| Q2 24 | -29.5% | 10.4% | ||
| Q1 24 | -11.6% | -2.1% |
| Q4 25 | 2.7% | 31.9% | ||
| Q3 25 | 4.3% | 9.0% | ||
| Q2 25 | 5.3% | 4.3% | ||
| Q1 25 | 5.0% | 4.8% | ||
| Q4 24 | 3.0% | 2.7% | ||
| Q3 24 | 4.0% | 3.3% | ||
| Q2 24 | 2.1% | 2.9% | ||
| Q1 24 | 3.7% | 5.5% |
| Q4 25 | — | 0.11× | ||
| Q3 25 | — | 1.96× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | -0.04× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.50× | ||
| Q2 24 | — | 1.73× | ||
| Q1 24 | — | 0.64× |
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% |
LWAY
| Drinkable Kefirotherthan Pro Bugs | $47.8M | 86% |
| Cheese | $4.7M | 8% |
| Cream And Other | $1.7M | 3% |
| Other | $1.2M | 2% |
