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Side-by-side financial comparison of AMBARELLA INC (AMBA) and DOUGLAS DYNAMICS, INC (PLOW). Click either name above to swap in a different company.
DOUGLAS DYNAMICS, INC is the larger business by last-quarter revenue ($184.5M vs $108.5M, roughly 1.7× AMBARELLA INC). DOUGLAS DYNAMICS, INC runs the higher net margin — 7.0% vs -13.9%, a 20.9% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 28.6%). DOUGLAS DYNAMICS, INC produced more free cash flow last quarter ($92.8M vs $31.4M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 38.9%).
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 ...
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
AMBA vs PLOW — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $184.5M |
| Net Profit | $-15.1M | $12.8M |
| Gross Margin | 59.6% | 26.1% |
| Operating Margin | -15.0% | 10.5% |
| Net Margin | -13.9% | 7.0% |
| Revenue YoY | 31.2% | 28.6% |
| Net Profit YoY | 37.2% | 62.3% |
| EPS (diluted) | $-0.35 | $0.54 |
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 | $184.5M | ||
| Q3 25 | $95.5M | $162.1M | ||
| Q2 25 | $85.9M | $194.3M | ||
| Q1 25 | $84.0M | $115.1M | ||
| Q4 24 | $82.7M | $143.5M | ||
| Q3 24 | $63.7M | $129.4M | ||
| Q2 24 | $54.5M | $199.9M | ||
| Q1 24 | $51.6M | $95.7M |
| Q4 25 | $-15.1M | $12.8M | ||
| Q3 25 | $-20.0M | $8.0M | ||
| Q2 25 | $-24.3M | $26.0M | ||
| Q1 25 | $-20.2M | $148.0K | ||
| Q4 24 | $-24.1M | $7.9M | ||
| Q3 24 | $-34.9M | $32.3M | ||
| Q2 24 | $-37.9M | $24.3M | ||
| Q1 24 | $-60.6M | $-8.4M |
| Q4 25 | 59.6% | 26.1% | ||
| Q3 25 | 58.9% | 23.5% | ||
| Q2 25 | 60.0% | 31.0% | ||
| Q1 25 | 60.0% | 24.5% | ||
| Q4 24 | 60.6% | 24.9% | ||
| Q3 24 | 60.8% | 23.9% | ||
| Q2 24 | 60.9% | 30.7% | ||
| Q1 24 | 59.8% | 19.8% |
| Q4 25 | -15.0% | 10.5% | ||
| Q3 25 | -23.0% | 8.7% | ||
| Q2 25 | -30.1% | 19.0% | ||
| Q1 25 | -30.2% | 2.8% | ||
| Q4 24 | -30.9% | 9.0% | ||
| Q3 24 | -56.9% | 35.4% | ||
| Q2 24 | -72.4% | 18.2% | ||
| Q1 24 | -80.8% | -6.7% |
| Q4 25 | -13.9% | 7.0% | ||
| Q3 25 | -20.9% | 4.9% | ||
| Q2 25 | -28.3% | 13.4% | ||
| Q1 25 | -24.1% | 0.1% | ||
| Q4 24 | -29.1% | 5.5% | ||
| Q3 24 | -54.8% | 24.9% | ||
| Q2 24 | -69.6% | 12.2% | ||
| Q1 24 | -117.4% | -8.7% |
| Q4 25 | $-0.35 | $0.54 | ||
| Q3 25 | $-0.47 | $0.33 | ||
| Q2 25 | $-0.58 | $1.09 | ||
| Q1 25 | $-0.48 | $0.00 | ||
| Q4 24 | $-0.58 | $0.35 | ||
| Q3 24 | $-0.85 | $1.36 | ||
| Q2 24 | $-0.93 | $1.02 | ||
| Q1 24 | $-1.51 | $-0.37 |
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 | — |
| Total DebtLower is stronger | — | $144.0M |
| Stockholders' EquityBook value | $590.1M | $281.4M |
| Total Assets | $751.9M | $626.7M |
| Debt / EquityLower = less leverage | — | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | — |
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $147.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $590.1M | $281.4M | ||
| Q3 25 | $576.5M | $275.3M | ||
| Q2 25 | $572.7M | $273.3M | ||
| Q1 25 | $561.4M | $258.9M | ||
| Q4 24 | $554.3M | $264.2M | ||
| Q3 24 | $547.6M | $260.8M | ||
| Q2 24 | $555.4M | $236.7M | ||
| Q1 24 | $559.9M | $217.2M |
| Q4 25 | $751.9M | $626.7M | ||
| Q3 25 | $706.4M | $694.9M | ||
| Q2 25 | $701.9M | $671.5M | ||
| Q1 25 | $689.0M | $621.0M | ||
| Q4 24 | $670.8M | $590.0M | ||
| Q3 24 | $650.3M | $665.6M | ||
| Q2 24 | $638.7M | $617.0M | ||
| Q1 24 | $657.7M | $577.1M |
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $95.9M |
| Free Cash FlowOCF − Capex | $31.4M | $92.8M |
| FCF MarginFCF / Revenue | 29.0% | 50.3% |
| Capex IntensityCapex / Revenue | 2.7% | 1.7% |
| Cash ConversionOCF / Net Profit | — | 7.47× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $63.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $95.9M | ||
| Q3 25 | $5.5M | $-8.5M | ||
| Q2 25 | $14.8M | $-11.4M | ||
| Q1 25 | $25.4M | $-1.3M | ||
| Q4 24 | $6.6M | $74.4M | ||
| Q3 24 | $16.7M | $-14.2M | ||
| Q2 24 | $-15.0M | $2.5M | ||
| Q1 24 | $-4.0M | $-21.6M |
| Q4 25 | $31.4M | $92.8M | ||
| Q3 25 | $1.4M | $-11.4M | ||
| Q2 25 | $10.2M | $-14.3M | ||
| Q1 25 | $21.2M | $-3.5M | ||
| Q4 24 | $4.1M | $70.2M | ||
| Q3 24 | $14.2M | $-15.2M | ||
| Q2 24 | $-16.1M | $836.0K | ||
| Q1 24 | $-6.0M | $-22.4M |
| Q4 25 | 29.0% | 50.3% | ||
| Q3 25 | 1.4% | -7.1% | ||
| Q2 25 | 11.9% | -7.4% | ||
| Q1 25 | 25.3% | -3.0% | ||
| Q4 24 | 5.0% | 48.9% | ||
| Q3 24 | 22.2% | -11.8% | ||
| Q2 24 | -29.5% | 0.4% | ||
| Q1 24 | -11.6% | -23.4% |
| Q4 25 | 2.7% | 1.7% | ||
| Q3 25 | 4.3% | 1.8% | ||
| Q2 25 | 5.3% | 1.5% | ||
| Q1 25 | 5.0% | 1.9% | ||
| Q4 24 | 3.0% | 2.9% | ||
| Q3 24 | 4.0% | 0.8% | ||
| Q2 24 | 2.1% | 0.8% | ||
| Q1 24 | 3.7% | 0.8% |
| Q4 25 | — | 7.47× | ||
| Q3 25 | — | -1.07× | ||
| Q2 25 | — | -0.44× | ||
| Q1 25 | — | -9.03× | ||
| Q4 24 | — | 9.41× | ||
| Q3 24 | — | -0.44× | ||
| Q2 24 | — | 0.10× | ||
| Q1 24 | — | — |
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% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
