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Side-by-side financial comparison of AMBARELLA INC (AMBA) and NWPX Infrastructure, Inc. (NWPX). Click either name above to swap in a different company.
NWPX Infrastructure, Inc. is the larger business by last-quarter revenue ($125.6M vs $108.5M, roughly 1.2× AMBARELLA INC). NWPX Infrastructure, Inc. runs the higher net margin — 7.1% vs -13.9%, a 21.0% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 5.0%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $30.8M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 5.3%).
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 NWPX — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $125.6M |
| Net Profit | $-15.1M | $8.9M |
| Gross Margin | 59.6% | 21.3% |
| Operating Margin | -15.0% | 10.4% |
| Net Margin | -13.9% | 7.1% |
| Revenue YoY | 31.2% | 5.0% |
| Net Profit YoY | 37.2% | -12.1% |
| EPS (diluted) | $-0.35 | $0.88 |
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 | $125.6M | ||
| Q3 25 | $95.5M | $151.1M | ||
| Q2 25 | $85.9M | $133.2M | ||
| Q1 25 | $84.0M | $116.1M | ||
| Q4 24 | $82.7M | $119.6M | ||
| Q3 24 | $63.7M | $130.2M | ||
| Q2 24 | $54.5M | $129.5M | ||
| Q1 24 | $51.6M | $113.2M |
| Q4 25 | $-15.1M | $8.9M | ||
| Q3 25 | $-20.0M | $13.5M | ||
| Q2 25 | $-24.3M | $9.1M | ||
| Q1 25 | $-20.2M | $4.0M | ||
| Q4 24 | $-24.1M | $10.1M | ||
| Q3 24 | $-34.9M | $10.3M | ||
| Q2 24 | $-37.9M | $8.6M | ||
| Q1 24 | $-60.6M | $5.2M |
| Q4 25 | 59.6% | 21.3% | ||
| Q3 25 | 58.9% | 21.3% | ||
| Q2 25 | 60.0% | 19.0% | ||
| Q1 25 | 60.0% | 16.7% | ||
| Q4 24 | 60.6% | 18.8% | ||
| Q3 24 | 60.8% | 20.8% | ||
| Q2 24 | 60.9% | 19.9% | ||
| Q1 24 | 59.8% | 17.8% |
| Q4 25 | -15.0% | 10.4% | ||
| Q3 25 | -23.0% | 12.6% | ||
| Q2 25 | -30.1% | 9.9% | ||
| Q1 25 | -30.2% | 4.8% | ||
| Q4 24 | -30.9% | 8.8% | ||
| Q3 24 | -56.9% | 11.9% | ||
| Q2 24 | -72.4% | 10.5% | ||
| Q1 24 | -80.8% | 7.7% |
| Q4 25 | -13.9% | 7.1% | ||
| Q3 25 | -20.9% | 8.9% | ||
| Q2 25 | -28.3% | 6.8% | ||
| Q1 25 | -24.1% | 3.4% | ||
| Q4 24 | -29.1% | 8.4% | ||
| Q3 24 | -54.8% | 7.9% | ||
| Q2 24 | -69.6% | 6.7% | ||
| Q1 24 | -117.4% | 4.6% |
| Q4 25 | $-0.35 | $0.88 | ||
| Q3 25 | $-0.47 | $1.38 | ||
| Q2 25 | $-0.58 | $0.91 | ||
| Q1 25 | $-0.48 | $0.39 | ||
| Q4 24 | $-0.58 | $1.00 | ||
| Q3 24 | $-0.85 | $1.02 | ||
| Q2 24 | $-0.93 | $0.86 | ||
| Q1 24 | $-1.51 | $0.52 |
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 | $2.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $394.8M |
| Total Assets | $751.9M | $579.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $2.3M | ||
| Q3 25 | $142.7M | $2.7M | ||
| Q2 25 | $141.3M | $2.0M | ||
| Q1 25 | $144.6M | $5.3M | ||
| Q4 24 | $127.1M | $5.0M | ||
| Q3 24 | $153.9M | $5.7M | ||
| Q2 24 | $131.8M | $4.5M | ||
| Q1 24 | $144.9M | $4.3M |
| Q4 25 | $590.1M | $394.8M | ||
| Q3 25 | $576.5M | $386.4M | ||
| Q2 25 | $572.7M | $379.5M | ||
| Q1 25 | $561.4M | $378.5M | ||
| Q4 24 | $554.3M | $374.0M | ||
| Q3 24 | $547.6M | $362.4M | ||
| Q2 24 | $555.4M | $351.2M | ||
| Q1 24 | $559.9M | $342.6M |
| Q4 25 | $751.9M | $579.6M | ||
| Q3 25 | $706.4M | $605.2M | ||
| Q2 25 | $701.9M | $592.6M | ||
| Q1 25 | $689.0M | $582.2M | ||
| Q4 24 | $670.8M | $589.7M | ||
| Q3 24 | $650.3M | $617.2M | ||
| Q2 24 | $638.7M | $631.7M | ||
| Q1 24 | $657.7M | $621.3M |
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 | $36.0M |
| Free Cash FlowOCF − Capex | $31.4M | $30.8M |
| FCF MarginFCF / Revenue | 29.0% | 24.5% |
| Capex IntensityCapex / Revenue | 2.7% | 4.1% |
| Cash ConversionOCF / Net Profit | — | 4.06× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $47.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $36.0M | ||
| Q3 25 | $5.5M | $21.0M | ||
| Q2 25 | $14.8M | $5.4M | ||
| Q1 25 | $25.4M | $4.8M | ||
| Q4 24 | $6.6M | $36.1M | ||
| Q3 24 | $16.7M | $22.7M | ||
| Q2 24 | $-15.0M | $22.3M | ||
| Q1 24 | $-4.0M | $-26.1M |
| Q4 25 | $31.4M | $30.8M | ||
| Q3 25 | $1.4M | $13.2M | ||
| Q2 25 | $10.2M | $1.9M | ||
| Q1 25 | $21.2M | $1.2M | ||
| Q4 24 | $4.1M | $31.9M | ||
| Q3 24 | $14.2M | $16.8M | ||
| Q2 24 | $-16.1M | $16.2M | ||
| Q1 24 | $-6.0M | $-30.7M |
| Q4 25 | 29.0% | 24.5% | ||
| Q3 25 | 1.4% | 8.7% | ||
| Q2 25 | 11.9% | 1.4% | ||
| Q1 25 | 25.3% | 1.0% | ||
| Q4 24 | 5.0% | 26.7% | ||
| Q3 24 | 22.2% | 12.9% | ||
| Q2 24 | -29.5% | 12.5% | ||
| Q1 24 | -11.6% | -27.1% |
| Q4 25 | 2.7% | 4.1% | ||
| Q3 25 | 4.3% | 5.2% | ||
| Q2 25 | 5.3% | 2.6% | ||
| Q1 25 | 5.0% | 3.2% | ||
| Q4 24 | 3.0% | 3.5% | ||
| Q3 24 | 4.0% | 4.6% | ||
| Q2 24 | 2.1% | 4.7% | ||
| Q1 24 | 3.7% | 4.0% |
| Q4 25 | — | 4.06× | ||
| Q3 25 | — | 1.55× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | 3.58× | ||
| Q3 24 | — | 2.22× | ||
| Q2 24 | — | 2.58× | ||
| Q1 24 | — | -4.98× |
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% |
NWPX
| Transferred Over Time | $84.0M | 67% |
| Precast Infrastructure And Engineered Systems | $41.7M | 33% |
