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Side-by-side financial comparison of AMBARELLA INC (AMBA) and STURM RUGER & CO INC (RGR). Click either name above to swap in a different company.
STURM RUGER & CO INC is the larger business by last-quarter revenue ($151.1M vs $108.5M, roughly 1.4× AMBARELLA INC). On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 3.6%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $12.3M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 5.1%).
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 ...
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
AMBA vs RGR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $151.1M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | 17.8% |
| Operating Margin | -15.0% | 2.3% |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | 3.6% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $0.22 |
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 | $151.1M | ||
| Q3 25 | $95.5M | $126.8M | ||
| Q2 25 | $85.9M | $132.5M | ||
| Q1 25 | $84.0M | $135.7M | ||
| Q4 24 | $82.7M | $145.8M | ||
| Q3 24 | $63.7M | $122.3M | ||
| Q2 24 | $54.5M | $130.8M | ||
| Q1 24 | $51.6M | $136.8M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $1.6M | ||
| Q2 25 | $-24.3M | $-17.2M | ||
| Q1 25 | $-20.2M | $7.8M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $4.7M | ||
| Q2 24 | $-37.9M | $8.3M | ||
| Q1 24 | $-60.6M | $7.1M |
| Q4 25 | 59.6% | 17.8% | ||
| Q3 25 | 58.9% | 15.1% | ||
| Q2 25 | 60.0% | 3.9% | ||
| Q1 25 | 60.0% | 22.0% | ||
| Q4 24 | 60.6% | 22.8% | ||
| Q3 24 | 60.8% | 18.5% | ||
| Q2 24 | 60.9% | 22.3% | ||
| Q1 24 | 59.8% | 21.5% |
| Q4 25 | -15.0% | 2.3% | ||
| Q3 25 | -23.0% | -2.7% | ||
| Q2 25 | -30.1% | -15.6% | ||
| Q1 25 | -30.2% | 6.2% | ||
| Q4 24 | -30.9% | 7.8% | ||
| Q3 24 | -56.9% | 3.1% | ||
| Q2 24 | -72.4% | 6.9% | ||
| Q1 24 | -80.8% | 5.5% |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | 1.2% | ||
| Q2 25 | -28.3% | -13.0% | ||
| Q1 25 | -24.1% | 5.7% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | 3.9% | ||
| Q2 24 | -69.6% | 6.3% | ||
| Q1 24 | -117.4% | 5.2% |
| Q4 25 | $-0.35 | $0.22 | ||
| Q3 25 | $-0.47 | $0.10 | ||
| Q2 25 | $-0.58 | $-1.05 | ||
| Q1 25 | $-0.48 | $0.46 | ||
| Q4 24 | $-0.58 | $0.62 | ||
| Q3 24 | $-0.85 | $0.28 | ||
| Q2 24 | $-0.93 | $0.47 | ||
| Q1 24 | $-1.51 | $0.40 |
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 | $92.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $283.8M |
| Total Assets | $751.9M | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $92.5M | ||
| Q3 25 | $142.7M | $80.8M | ||
| Q2 25 | $141.3M | $101.4M | ||
| Q1 25 | $144.6M | $108.3M | ||
| Q4 24 | $127.1M | $105.5M | ||
| Q3 24 | $153.9M | $96.0M | ||
| Q2 24 | $131.8M | $105.6M | ||
| Q1 24 | $144.9M | $115.3M |
| Q4 25 | $590.1M | $283.8M | ||
| Q3 25 | $576.5M | $279.6M | ||
| Q2 25 | $572.7M | $289.3M | ||
| Q1 25 | $561.4M | $321.5M | ||
| Q4 24 | $554.3M | $319.6M | ||
| Q3 24 | $547.6M | $314.9M | ||
| Q2 24 | $555.4M | $321.5M | ||
| Q1 24 | $559.9M | $332.0M |
| Q4 25 | $751.9M | $342.0M | ||
| Q3 25 | $706.4M | $342.3M | ||
| Q2 25 | $701.9M | $349.5M | ||
| Q1 25 | $689.0M | $379.0M | ||
| Q4 24 | $670.8M | $384.0M | ||
| Q3 24 | $650.3M | $373.5M | ||
| Q2 24 | $638.7M | $376.7M | ||
| Q1 24 | $657.7M | $385.0M |
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 | $15.5M |
| Free Cash FlowOCF − Capex | $31.4M | $12.3M |
| FCF MarginFCF / Revenue | 29.0% | 8.2% |
| Capex IntensityCapex / Revenue | 2.7% | 2.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $15.5M | ||
| Q3 25 | $5.5M | $12.9M | ||
| Q2 25 | $14.8M | $14.7M | ||
| Q1 25 | $25.4M | $11.1M | ||
| Q4 24 | $6.6M | $20.0M | ||
| Q3 24 | $16.7M | $9.4M | ||
| Q2 24 | $-15.0M | $18.7M | ||
| Q1 24 | $-4.0M | $7.3M |
| Q4 25 | $31.4M | $12.3M | ||
| Q3 25 | $1.4M | $7.0M | ||
| Q2 25 | $10.2M | $9.1M | ||
| Q1 25 | $21.2M | $10.0M | ||
| Q4 24 | $4.1M | $16.4M | ||
| Q3 24 | $14.2M | $2.6M | ||
| Q2 24 | $-16.1M | $10.1M | ||
| Q1 24 | $-6.0M | $5.6M |
| Q4 25 | 29.0% | 8.2% | ||
| Q3 25 | 1.4% | 5.5% | ||
| Q2 25 | 11.9% | 6.9% | ||
| Q1 25 | 25.3% | 7.4% | ||
| Q4 24 | 5.0% | 11.2% | ||
| Q3 24 | 22.2% | 2.1% | ||
| Q2 24 | -29.5% | 7.7% | ||
| Q1 24 | -11.6% | 4.1% |
| Q4 25 | 2.7% | 2.1% | ||
| Q3 25 | 4.3% | 4.6% | ||
| Q2 25 | 5.3% | 4.2% | ||
| Q1 25 | 5.0% | 0.8% | ||
| Q4 24 | 3.0% | 2.5% | ||
| Q3 24 | 4.0% | 5.5% | ||
| Q2 24 | 2.1% | 6.6% | ||
| Q1 24 | 3.7% | 1.3% |
| Q4 25 | — | — | ||
| Q3 25 | — | 8.15× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.43× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | — | 2.27× | ||
| Q1 24 | — | 1.04× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
