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Side-by-side financial comparison of AMBARELLA INC (AMBA) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ROGERS CORP is the larger business by last-quarter revenue ($200.5M vs $108.5M, roughly 1.8× AMBARELLA INC). ROGERS CORP runs the higher net margin — 2.2% vs -13.9%, a 16.2% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 5.2%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $1.1M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -3.3%).
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 ...
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
AMBA vs ROG — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $200.5M |
| Net Profit | $-15.1M | $4.5M |
| Gross Margin | 59.6% | 32.2% |
| Operating Margin | -15.0% | — |
| Net Margin | -13.9% | 2.2% |
| Revenue YoY | 31.2% | 5.2% |
| Net Profit YoY | 37.2% | 421.4% |
| EPS (diluted) | $-0.35 | $0.25 |
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.
| Q1 26 | — | $200.5M | ||
| Q4 25 | $108.5M | $201.5M | ||
| Q3 25 | $95.5M | $216.0M | ||
| Q2 25 | $85.9M | $202.8M | ||
| Q1 25 | $84.0M | $190.5M | ||
| Q4 24 | $82.7M | $192.2M | ||
| Q3 24 | $63.7M | $210.3M | ||
| Q2 24 | $54.5M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-15.1M | $4.6M | ||
| Q3 25 | $-20.0M | $8.6M | ||
| Q2 25 | $-24.3M | $-73.6M | ||
| Q1 25 | $-20.2M | $-1.4M | ||
| Q4 24 | $-24.1M | $-500.0K | ||
| Q3 24 | $-34.9M | $10.7M | ||
| Q2 24 | $-37.9M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 59.6% | 31.5% | ||
| Q3 25 | 58.9% | 33.5% | ||
| Q2 25 | 60.0% | 31.6% | ||
| Q1 25 | 60.0% | 29.9% | ||
| Q4 24 | 60.6% | 32.1% | ||
| Q3 24 | 60.8% | 35.2% | ||
| Q2 24 | 60.9% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | -15.0% | 3.5% | ||
| Q3 25 | -23.0% | 7.3% | ||
| Q2 25 | -30.1% | -33.3% | ||
| Q1 25 | -30.2% | -0.2% | ||
| Q4 24 | -30.9% | -6.6% | ||
| Q3 24 | -56.9% | 6.9% | ||
| Q2 24 | -72.4% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -13.9% | 2.3% | ||
| Q3 25 | -20.9% | 4.0% | ||
| Q2 25 | -28.3% | -36.3% | ||
| Q1 25 | -24.1% | -0.7% | ||
| Q4 24 | -29.1% | -0.3% | ||
| Q3 24 | -54.8% | 5.1% | ||
| Q2 24 | -69.6% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-0.35 | $0.20 | ||
| Q3 25 | $-0.47 | $0.48 | ||
| Q2 25 | $-0.58 | $-4.00 | ||
| Q1 25 | $-0.48 | $-0.08 | ||
| Q4 24 | $-0.58 | $-0.04 | ||
| Q3 24 | $-0.85 | $0.58 | ||
| Q2 24 | $-0.93 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $1.2B |
| Total Assets | $751.9M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $174.1M | $197.0M | ||
| Q3 25 | $142.7M | $167.8M | ||
| Q2 25 | $141.3M | $157.2M | ||
| Q1 25 | $144.6M | $175.6M | ||
| Q4 24 | $127.1M | $159.8M | ||
| Q3 24 | $153.9M | $146.4M | ||
| Q2 24 | $131.8M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $590.1M | $1.2B | ||
| Q3 25 | $576.5M | $1.2B | ||
| Q2 25 | $572.7M | $1.2B | ||
| Q1 25 | $561.4M | $1.3B | ||
| Q4 24 | $554.3M | $1.3B | ||
| Q3 24 | $547.6M | $1.3B | ||
| Q2 24 | $555.4M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $751.9M | $1.4B | ||
| Q3 25 | $706.4M | $1.4B | ||
| Q2 25 | $701.9M | $1.5B | ||
| Q1 25 | $689.0M | $1.5B | ||
| Q4 24 | $670.8M | $1.5B | ||
| Q3 24 | $650.3M | $1.5B | ||
| Q2 24 | $638.7M | $1.5B |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $31.4M | $1.1M |
| FCF MarginFCF / Revenue | 29.0% | 0.5% |
| Capex IntensityCapex / Revenue | 2.7% | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $34.3M | $46.9M | ||
| Q3 25 | $5.5M | $28.9M | ||
| Q2 25 | $14.8M | $13.7M | ||
| Q1 25 | $25.4M | $11.7M | ||
| Q4 24 | $6.6M | $33.7M | ||
| Q3 24 | $16.7M | $42.4M | ||
| Q2 24 | $-15.0M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $31.4M | $42.2M | ||
| Q3 25 | $1.4M | $21.2M | ||
| Q2 25 | $10.2M | $5.6M | ||
| Q1 25 | $21.2M | $2.1M | ||
| Q4 24 | $4.1M | $18.3M | ||
| Q3 24 | $14.2M | $25.2M | ||
| Q2 24 | $-16.1M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 29.0% | 20.9% | ||
| Q3 25 | 1.4% | 9.8% | ||
| Q2 25 | 11.9% | 2.8% | ||
| Q1 25 | 25.3% | 1.1% | ||
| Q4 24 | 5.0% | 9.5% | ||
| Q3 24 | 22.2% | 12.0% | ||
| Q2 24 | -29.5% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.7% | 2.3% | ||
| Q3 25 | 4.3% | 3.6% | ||
| Q2 25 | 5.3% | 4.0% | ||
| Q1 25 | 5.0% | 5.0% | ||
| Q4 24 | 3.0% | 8.0% | ||
| Q3 24 | 4.0% | 8.2% | ||
| Q2 24 | 2.1% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
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% |
ROG
Segment breakdown not available.
