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Side-by-side financial comparison of AMBARELLA INC (AMBA) and Pangaea Logistics Solutions Ltd. (PANL). Click either name above to swap in a different company.
Pangaea Logistics Solutions Ltd. is the larger business by last-quarter revenue ($183.9M vs $108.5M, roughly 1.7× AMBARELLA INC). Pangaea Logistics Solutions Ltd. runs the higher net margin — 6.5% vs -13.9%, a 20.4% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 24.9%). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 32.5%).
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 ...
Pangaea Logistics Solutions Ltd. is a global dry bulk logistics and shipping service provider. It operates a modern fleet of dry bulk vessels to transport a wide range of commodities including grains, minerals, construction materials, and energy-related raw materials, serving industrial, agricultural, and energy sector clients across North America, Europe, and Asia with tailored end-to-end bulk cargo supply chain solutions.
AMBA vs PANL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $183.9M |
| Net Profit | $-15.1M | $11.9M |
| Gross Margin | 59.6% | — |
| Operating Margin | -15.0% | 9.5% |
| Net Margin | -13.9% | 6.5% |
| Revenue YoY | 31.2% | 24.9% |
| Net Profit YoY | 37.2% | 40.9% |
| 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 | $183.9M | ||
| Q3 25 | $95.5M | $168.7M | ||
| Q2 25 | $85.9M | $156.7M | ||
| Q1 25 | $84.0M | $122.8M | ||
| Q4 24 | $82.7M | $147.2M | ||
| Q3 24 | $63.7M | $153.1M | ||
| Q2 24 | $54.5M | $131.5M | ||
| Q1 24 | $51.6M | $104.7M |
| Q4 25 | $-15.1M | $11.9M | ||
| Q3 25 | $-20.0M | $12.2M | ||
| Q2 25 | $-24.3M | $-2.7M | ||
| Q1 25 | $-20.2M | $-2.0M | ||
| Q4 24 | $-24.1M | $8.4M | ||
| Q3 24 | $-34.9M | $5.1M | ||
| Q2 24 | $-37.9M | $3.7M | ||
| Q1 24 | $-60.6M | $11.7M |
| 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% | 9.5% | ||
| Q3 25 | -23.0% | 10.0% | ||
| Q2 25 | -30.1% | 2.3% | ||
| Q1 25 | -30.2% | 2.4% | ||
| Q4 24 | -30.9% | 10.1% | ||
| Q3 24 | -56.9% | 9.8% | ||
| Q2 24 | -72.4% | 5.8% | ||
| Q1 24 | -80.8% | 10.5% |
| Q4 25 | -13.9% | 6.5% | ||
| Q3 25 | -20.9% | 7.2% | ||
| Q2 25 | -28.3% | -1.8% | ||
| Q1 25 | -24.1% | -1.6% | ||
| Q4 24 | -29.1% | 5.7% | ||
| Q3 24 | -54.8% | 3.3% | ||
| Q2 24 | -69.6% | 2.8% | ||
| Q1 24 | -117.4% | 11.1% |
| Q4 25 | $-0.35 | $0.18 | ||
| Q3 25 | $-0.47 | $0.19 | ||
| Q2 25 | $-0.58 | $-0.04 | ||
| Q1 25 | $-0.48 | $-0.03 | ||
| Q4 24 | $-0.58 | $0.19 | ||
| Q3 24 | $-0.85 | $0.11 | ||
| Q2 24 | $-0.93 | $0.08 | ||
| Q1 24 | $-1.51 | $0.25 |
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 | $103.1M |
| Total DebtLower is stronger | — | $249.6M |
| Stockholders' EquityBook value | $590.1M | $429.3M |
| Total Assets | $751.9M | $928.1M |
| Debt / EquityLower = less leverage | — | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $103.1M | ||
| Q3 25 | $142.7M | $94.0M | ||
| Q2 25 | $141.3M | $59.3M | ||
| Q1 25 | $144.6M | $63.9M | ||
| Q4 24 | $127.1M | $86.8M | ||
| Q3 24 | $153.9M | $93.1M | ||
| Q2 24 | $131.8M | $77.9M | ||
| Q1 24 | $144.9M | $95.9M |
| Q4 25 | — | $249.6M | ||
| Q3 25 | — | $256.2M | ||
| Q2 25 | — | $244.7M | ||
| Q1 25 | — | $251.0M | ||
| Q4 24 | — | $257.2M | ||
| Q3 24 | — | $133.6M | ||
| Q2 24 | — | $90.5M | ||
| Q1 24 | — | $95.9M |
| Q4 25 | $590.1M | $429.3M | ||
| Q3 25 | $576.5M | $420.3M | ||
| Q2 25 | $572.7M | $414.4M | ||
| Q1 25 | $561.4M | $420.8M | ||
| Q4 24 | $554.3M | $427.8M | ||
| Q3 24 | $547.6M | $332.6M | ||
| Q2 24 | $555.4M | $331.5M | ||
| Q1 24 | $559.9M | $332.0M |
| Q4 25 | $751.9M | $928.1M | ||
| Q3 25 | $706.4M | $932.1M | ||
| Q2 25 | $701.9M | $916.0M | ||
| Q1 25 | $689.0M | $918.0M | ||
| Q4 24 | $670.8M | $936.5M | ||
| Q3 24 | $650.3M | $749.2M | ||
| Q2 24 | $638.7M | $692.9M | ||
| Q1 24 | $657.7M | $703.3M |
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.27× | ||
| Q1 24 | — | 0.29× |
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 | $15.1M |
| Free Cash FlowOCF − Capex | $31.4M | — |
| FCF MarginFCF / Revenue | 29.0% | — |
| Capex IntensityCapex / Revenue | 2.7% | — |
| Cash ConversionOCF / Net Profit | — | 1.27× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $15.1M | ||
| Q3 25 | $5.5M | $28.6M | ||
| Q2 25 | $14.8M | $14.4M | ||
| Q1 25 | $25.4M | $-4.4M | ||
| Q4 24 | $6.6M | $19.3M | ||
| Q3 24 | $16.7M | $28.5M | ||
| Q2 24 | $-15.0M | $9.0M | ||
| Q1 24 | $-4.0M | $9.0M |
| Q4 25 | $31.4M | — | ||
| Q3 25 | $1.4M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $21.2M | — | ||
| Q4 24 | $4.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-16.1M | — | ||
| Q1 24 | $-6.0M | — |
| Q4 25 | 29.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 25.3% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | -29.5% | — | ||
| Q1 24 | -11.6% | — |
| Q4 25 | 2.7% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.0% | — | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | 3.7% | — |
| Q4 25 | — | 1.27× | ||
| Q3 25 | — | 2.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.29× | ||
| Q3 24 | — | 5.57× | ||
| Q2 24 | — | 2.43× | ||
| Q1 24 | — | 0.77× |
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% |
PANL
| Voyage | $166.3M | 90% |
| Charter | $13.1M | 7% |
| Terminal Stevedore Revenue | $4.4M | 2% |
