vs
Side-by-side financial comparison of AMBARELLA INC (AMBA) and NPK International Inc. (NPKI). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $75.2M, roughly 1.4× NPK International Inc.). On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 30.7%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $5.8M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 23.9%).
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 NPKI — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $75.2M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | 37.7% |
| Operating Margin | -15.0% | 16.7% |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | 30.7% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $0.17 |
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 | $75.2M | ||
| Q3 25 | $95.5M | $68.8M | ||
| Q2 25 | $85.9M | $68.2M | ||
| Q1 25 | $84.0M | $64.8M | ||
| Q4 24 | $82.7M | $57.5M | ||
| Q3 24 | $63.7M | $44.2M | ||
| Q2 24 | $54.5M | $66.8M | ||
| Q1 24 | $51.6M | $49.0M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $5.7M | ||
| Q2 25 | $-24.3M | $8.7M | ||
| Q1 25 | $-20.2M | $10.0M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-174.3M | ||
| Q2 24 | $-37.9M | $8.0M | ||
| Q1 24 | $-60.6M | $7.3M |
| Q4 25 | 59.6% | 37.7% | ||
| Q3 25 | 58.9% | 31.9% | ||
| Q2 25 | 60.0% | 36.9% | ||
| Q1 25 | 60.0% | 39.0% | ||
| Q4 24 | 60.6% | 39.2% | ||
| Q3 24 | 60.8% | 27.5% | ||
| Q2 24 | 60.9% | 37.2% | ||
| Q1 24 | 59.8% | 36.0% |
| Q4 25 | -15.0% | 16.7% | ||
| Q3 25 | -23.0% | 13.2% | ||
| Q2 25 | -30.1% | 17.0% | ||
| Q1 25 | -30.2% | 20.9% | ||
| Q4 24 | -30.9% | 20.2% | ||
| Q3 24 | -56.9% | 2.8% | ||
| Q2 24 | -72.4% | 18.7% | ||
| Q1 24 | -80.8% | 14.2% |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | 8.2% | ||
| Q2 25 | -28.3% | 12.7% | ||
| Q1 25 | -24.1% | 15.4% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -394.3% | ||
| Q2 24 | -69.6% | 12.0% | ||
| Q1 24 | -117.4% | 14.9% |
| Q4 25 | $-0.35 | $0.17 | ||
| Q3 25 | $-0.47 | $0.07 | ||
| Q2 25 | $-0.58 | $0.10 | ||
| Q1 25 | $-0.48 | $0.11 | ||
| Q4 24 | $-0.58 | $0.10 | ||
| Q3 24 | $-0.85 | $-1.99 | ||
| Q2 24 | $-0.93 | $0.09 | ||
| Q1 24 | $-1.51 | $0.08 |
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 | $5.1M |
| Total DebtLower is stronger | — | $16.9M |
| Stockholders' EquityBook value | $590.1M | $351.2M |
| Total Assets | $751.9M | $441.8M |
| Debt / EquityLower = less leverage | — | 0.05× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $5.1M | ||
| Q3 25 | $142.7M | $35.6M | ||
| Q2 25 | $141.3M | $26.0M | ||
| Q1 25 | $144.6M | $20.8M | ||
| Q4 24 | $127.1M | $17.8M | ||
| Q3 24 | $153.9M | $42.9M | ||
| Q2 24 | $131.8M | $35.1M | ||
| Q1 24 | $144.9M | $37.7M |
| Q4 25 | — | $16.9M | ||
| Q3 25 | — | $9.5M | ||
| Q2 25 | — | $9.3M | ||
| Q1 25 | — | $8.1M | ||
| Q4 24 | — | $7.7M | ||
| Q3 24 | — | $14.0M | ||
| Q2 24 | — | $58.0M | ||
| Q1 24 | — | $77.4M |
| Q4 25 | $590.1M | $351.2M | ||
| Q3 25 | $576.5M | $333.9M | ||
| Q2 25 | $572.7M | $328.8M | ||
| Q1 25 | $561.4M | $326.9M | ||
| Q4 24 | $554.3M | $326.5M | ||
| Q3 24 | $547.6M | $316.5M | ||
| Q2 24 | $555.4M | $426.6M | ||
| Q1 24 | $559.9M | $421.6M |
| Q4 25 | $751.9M | $441.8M | ||
| Q3 25 | $706.4M | $404.5M | ||
| Q2 25 | $701.9M | $393.7M | ||
| Q1 25 | $689.0M | $390.0M | ||
| Q4 24 | $670.8M | $393.7M | ||
| Q3 24 | $650.3M | $389.6M | ||
| Q2 24 | $638.7M | $624.8M | ||
| Q1 24 | $657.7M | $640.8M |
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.03× | ||
| Q2 25 | — | 0.03× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.18× |
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 | $18.0M |
| Free Cash FlowOCF − Capex | $31.4M | $5.8M |
| FCF MarginFCF / Revenue | 29.0% | 7.6% |
| Capex IntensityCapex / Revenue | 2.7% | 16.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $26.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $18.0M | ||
| Q3 25 | $5.5M | $24.7M | ||
| Q2 25 | $14.8M | $21.4M | ||
| Q1 25 | $25.4M | $8.8M | ||
| Q4 24 | $6.6M | $-4.1M | ||
| Q3 24 | $16.7M | $2.8M | ||
| Q2 24 | $-15.0M | $27.6M | ||
| Q1 24 | $-4.0M | $11.9M |
| Q4 25 | $31.4M | $5.8M | ||
| Q3 25 | $1.4M | $12.0M | ||
| Q2 25 | $10.2M | $9.7M | ||
| Q1 25 | $21.2M | $-1.2M | ||
| Q4 24 | $4.1M | $-17.7M | ||
| Q3 24 | $14.2M | $-6.7M | ||
| Q2 24 | $-16.1M | $21.0M | ||
| Q1 24 | $-6.0M | $-1.9M |
| Q4 25 | 29.0% | 7.6% | ||
| Q3 25 | 1.4% | 17.4% | ||
| Q2 25 | 11.9% | 14.3% | ||
| Q1 25 | 25.3% | -1.8% | ||
| Q4 24 | 5.0% | -30.8% | ||
| Q3 24 | 22.2% | -15.2% | ||
| Q2 24 | -29.5% | 31.4% | ||
| Q1 24 | -11.6% | -3.9% |
| Q4 25 | 2.7% | 16.3% | ||
| Q3 25 | 4.3% | 18.5% | ||
| Q2 25 | 5.3% | 17.1% | ||
| Q1 25 | 5.0% | 15.5% | ||
| Q4 24 | 3.0% | 23.6% | ||
| Q3 24 | 4.0% | 21.4% | ||
| Q2 24 | 2.1% | 9.9% | ||
| Q1 24 | 3.7% | 28.3% |
| Q4 25 | — | — | ||
| Q3 25 | — | 4.37× | ||
| Q2 25 | — | 2.47× | ||
| Q1 25 | — | 0.88× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.43× | ||
| Q1 24 | — | 1.64× |
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% |
NPKI
| Rental Revenue | $34.8M | 46% |
| Products | $25.5M | 34% |
| Services | $14.9M | 20% |
