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Side-by-side financial comparison of AMBARELLA INC (AMBA) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
STONERIDGE INC is the larger business by last-quarter revenue ($205.2M vs $108.5M, roughly 1.9× AMBARELLA INC). On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -6.0%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $2.6M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -7.4%).
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 ...
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
AMBA vs SRI — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $205.2M |
| Net Profit | $-15.1M | — |
| Gross Margin | 59.6% | 16.2% |
| Operating Margin | -15.0% | -14.4% |
| Net Margin | -13.9% | — |
| Revenue YoY | 31.2% | -6.0% |
| Net Profit YoY | 37.2% | — |
| EPS (diluted) | $-0.35 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $95.5M | $210.3M | ||
| Q2 25 | $85.9M | $228.0M | ||
| Q1 25 | $84.0M | $217.9M | ||
| Q4 24 | $82.7M | $218.2M | ||
| Q3 24 | $63.7M | $213.8M | ||
| Q2 24 | $54.5M | $237.1M | ||
| Q1 24 | $51.6M | $239.2M |
| Q4 25 | $-15.1M | — | ||
| Q3 25 | $-20.0M | $-9.4M | ||
| Q2 25 | $-24.3M | $-9.4M | ||
| Q1 25 | $-20.2M | $-7.2M | ||
| Q4 24 | $-24.1M | — | ||
| Q3 24 | $-34.9M | $-7.1M | ||
| Q2 24 | $-37.9M | $2.8M | ||
| Q1 24 | $-60.6M | $-6.1M |
| Q4 25 | 59.6% | 16.2% | ||
| Q3 25 | 58.9% | 20.3% | ||
| Q2 25 | 60.0% | 21.5% | ||
| Q1 25 | 60.0% | 21.2% | ||
| Q4 24 | 60.6% | 19.5% | ||
| Q3 24 | 60.8% | 20.8% | ||
| Q2 24 | 60.9% | 22.7% | ||
| Q1 24 | 59.8% | 20.2% |
| Q4 25 | -15.0% | -14.4% | ||
| Q3 25 | -23.0% | -1.6% | ||
| Q2 25 | -30.1% | -1.1% | ||
| Q1 25 | -30.2% | -1.5% | ||
| Q4 24 | -30.9% | -2.0% | ||
| Q3 24 | -56.9% | 0.1% | ||
| Q2 24 | -72.4% | 1.4% | ||
| Q1 24 | -80.8% | 0.1% |
| Q4 25 | -13.9% | — | ||
| Q3 25 | -20.9% | -4.5% | ||
| Q2 25 | -28.3% | -4.1% | ||
| Q1 25 | -24.1% | -3.3% | ||
| Q4 24 | -29.1% | — | ||
| Q3 24 | -54.8% | -3.3% | ||
| Q2 24 | -69.6% | 1.2% | ||
| Q1 24 | -117.4% | -2.6% |
| Q4 25 | $-0.35 | $-2.76 | ||
| Q3 25 | $-0.47 | $-0.34 | ||
| Q2 25 | $-0.58 | $-0.34 | ||
| Q1 25 | $-0.48 | $-0.26 | ||
| Q4 24 | $-0.58 | $-0.22 | ||
| Q3 24 | $-0.85 | $-0.26 | ||
| Q2 24 | $-0.93 | $0.10 | ||
| Q1 24 | $-1.51 | $-0.22 |
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 | $66.3M |
| Total DebtLower is stronger | — | $180.9M |
| Stockholders' EquityBook value | $590.1M | $179.8M |
| Total Assets | $751.9M | $551.2M |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $66.3M | ||
| Q3 25 | $142.7M | $54.0M | ||
| Q2 25 | $141.3M | $49.8M | ||
| Q1 25 | $144.6M | $79.1M | ||
| Q4 24 | $127.1M | $71.8M | ||
| Q3 24 | $153.9M | $54.1M | ||
| Q2 24 | $131.8M | $42.1M | ||
| Q1 24 | $144.9M | $48.4M |
| Q4 25 | — | $180.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $201.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $590.1M | $179.8M | ||
| Q3 25 | $576.5M | $251.2M | ||
| Q2 25 | $572.7M | $260.5M | ||
| Q1 25 | $561.4M | $253.1M | ||
| Q4 24 | $554.3M | $245.3M | ||
| Q3 24 | $547.6M | $271.4M | ||
| Q2 24 | $555.4M | $270.5M | ||
| Q1 24 | $559.9M | $277.3M |
| Q4 25 | $751.9M | $551.2M | ||
| Q3 25 | $706.4M | $632.1M | ||
| Q2 25 | $701.9M | $639.4M | ||
| Q1 25 | $689.0M | $657.4M | ||
| Q4 24 | $670.8M | $621.6M | ||
| Q3 24 | $650.3M | $662.5M | ||
| Q2 24 | $638.7M | $666.7M | ||
| Q1 24 | $657.7M | $675.4M |
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| 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 | $8.8M |
| Free Cash FlowOCF − Capex | $31.4M | $2.6M |
| FCF MarginFCF / Revenue | 29.0% | 1.3% |
| Capex IntensityCapex / Revenue | 2.7% | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $8.8M | ||
| Q3 25 | $5.5M | $3.6M | ||
| Q2 25 | $14.8M | $10.7M | ||
| Q1 25 | $25.4M | $10.9M | ||
| Q4 24 | $6.6M | $19.2M | ||
| Q3 24 | $16.7M | $10.8M | ||
| Q2 24 | $-15.0M | $8.7M | ||
| Q1 24 | $-4.0M | $9.1M |
| Q4 25 | $31.4M | $2.6M | ||
| Q3 25 | $1.4M | $-2.7M | ||
| Q2 25 | $10.2M | $7.4M | ||
| Q1 25 | $21.2M | $4.8M | ||
| Q4 24 | $4.1M | $14.0M | ||
| Q3 24 | $14.2M | $4.6M | ||
| Q2 24 | $-16.1M | $1.5M | ||
| Q1 24 | $-6.0M | $3.3M |
| Q4 25 | 29.0% | 1.3% | ||
| Q3 25 | 1.4% | -1.3% | ||
| Q2 25 | 11.9% | 3.3% | ||
| Q1 25 | 25.3% | 2.2% | ||
| Q4 24 | 5.0% | 6.4% | ||
| Q3 24 | 22.2% | 2.2% | ||
| Q2 24 | -29.5% | 0.6% | ||
| Q1 24 | -11.6% | 1.4% |
| Q4 25 | 2.7% | 3.0% | ||
| Q3 25 | 4.3% | 3.0% | ||
| Q2 25 | 5.3% | 1.4% | ||
| Q1 25 | 5.0% | 2.8% | ||
| Q4 24 | 3.0% | 2.4% | ||
| Q3 24 | 4.0% | 2.9% | ||
| Q2 24 | 2.1% | 3.0% | ||
| Q1 24 | 3.7% | 2.4% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.11× | ||
| 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% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
