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Side-by-side financial comparison of AMBARELLA INC (AMBA) and SMITH & WESSON BRANDS, INC. (SWBI). Click either name above to swap in a different company.
SMITH & WESSON BRANDS, INC. is the larger business by last-quarter revenue ($124.7M vs $108.5M, roughly 1.1× AMBARELLA INC). SMITH & WESSON BRANDS, INC. runs the higher net margin — 1.5% vs -13.9%, a 15.5% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs -3.9%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $16.3M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -4.8%).
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 ...
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
AMBA vs SWBI — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $124.7M |
| Net Profit | $-15.1M | $1.9M |
| Gross Margin | 59.6% | 24.3% |
| Operating Margin | -15.0% | 3.3% |
| Net Margin | -13.9% | 1.5% |
| Revenue YoY | 31.2% | -3.9% |
| Net Profit YoY | 37.2% | -53.6% |
| EPS (diluted) | $-0.35 | $0.04 |
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 | $124.7M | ||
| Q3 25 | $95.5M | $85.1M | ||
| Q2 25 | $85.9M | $140.8M | ||
| Q1 25 | $84.0M | $115.9M | ||
| Q4 24 | $82.7M | $129.7M | ||
| Q3 24 | $63.7M | $88.3M | ||
| Q2 24 | $54.5M | $159.1M | ||
| Q1 24 | $51.6M | $137.5M |
| Q4 25 | $-15.1M | $1.9M | ||
| Q3 25 | $-20.0M | $-3.4M | ||
| Q2 25 | $-24.3M | $8.6M | ||
| Q1 25 | $-20.2M | $2.1M | ||
| Q4 24 | $-24.1M | $4.5M | ||
| Q3 24 | $-34.9M | $-1.9M | ||
| Q2 24 | $-37.9M | $27.9M | ||
| Q1 24 | $-60.6M | $7.9M |
| Q4 25 | 59.6% | 24.3% | ||
| Q3 25 | 58.9% | 25.9% | ||
| Q2 25 | 60.0% | 28.8% | ||
| Q1 25 | 60.0% | 24.1% | ||
| Q4 24 | 60.6% | 26.6% | ||
| Q3 24 | 60.8% | 27.4% | ||
| Q2 24 | 60.9% | 35.5% | ||
| Q1 24 | 59.8% | 28.7% |
| Q4 25 | -15.0% | 3.3% | ||
| Q3 25 | -23.0% | -3.5% | ||
| Q2 25 | -30.1% | 9.3% | ||
| Q1 25 | -30.2% | 4.1% | ||
| Q4 24 | -30.9% | 5.8% | ||
| Q3 24 | -56.9% | -1.7% | ||
| Q2 24 | -72.4% | 17.4% | ||
| Q1 24 | -80.8% | 8.2% |
| Q4 25 | -13.9% | 1.5% | ||
| Q3 25 | -20.9% | -4.0% | ||
| Q2 25 | -28.3% | 6.1% | ||
| Q1 25 | -24.1% | 1.8% | ||
| Q4 24 | -29.1% | 3.5% | ||
| Q3 24 | -54.8% | -2.1% | ||
| Q2 24 | -69.6% | 17.5% | ||
| Q1 24 | -117.4% | 5.7% |
| Q4 25 | $-0.35 | $0.04 | ||
| Q3 25 | $-0.47 | $-0.08 | ||
| Q2 25 | $-0.58 | $0.19 | ||
| Q1 25 | $-0.48 | $0.05 | ||
| Q4 24 | $-0.58 | $0.10 | ||
| Q3 24 | $-0.85 | $-0.04 | ||
| Q2 24 | $-0.93 | $0.60 | ||
| Q1 24 | $-1.51 | $0.17 |
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 | $22.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $363.2M |
| Total Assets | $751.9M | $548.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $22.4M | ||
| Q3 25 | $142.7M | $18.0M | ||
| Q2 25 | $141.3M | $25.2M | ||
| Q1 25 | $144.6M | $26.7M | ||
| Q4 24 | $127.1M | $39.1M | ||
| Q3 24 | $153.9M | $35.5M | ||
| Q2 24 | $131.8M | $60.8M | ||
| Q1 24 | $144.9M | $47.4M |
| Q4 25 | $590.1M | $363.2M | ||
| Q3 25 | $576.5M | $364.4M | ||
| Q2 25 | $572.7M | $372.5M | ||
| Q1 25 | $561.4M | $366.9M | ||
| Q4 24 | $554.3M | $371.5M | ||
| Q3 24 | $547.6M | $380.0M | ||
| Q2 24 | $555.4M | $399.9M | ||
| Q1 24 | $559.9M | $376.4M |
| Q4 25 | $751.9M | $548.6M | ||
| Q3 25 | $706.4M | $554.6M | ||
| Q2 25 | $701.9M | $559.6M | ||
| Q1 25 | $689.0M | $578.9M | ||
| Q4 24 | $670.8M | $587.4M | ||
| Q3 24 | $650.3M | $571.3M | ||
| Q2 24 | $638.7M | $577.4M | ||
| Q1 24 | $657.7M | $570.6M |
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 | $27.3M |
| Free Cash FlowOCF − Capex | $31.4M | $16.3M |
| FCF MarginFCF / Revenue | 29.0% | 13.1% |
| Capex IntensityCapex / Revenue | 2.7% | 8.8% |
| Cash ConversionOCF / Net Profit | — | 14.22× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $21.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $27.3M | ||
| Q3 25 | $5.5M | $-8.1M | ||
| Q2 25 | $14.8M | $40.8M | ||
| Q1 25 | $25.4M | $-9.8M | ||
| Q4 24 | $6.6M | $-7.4M | ||
| Q3 24 | $16.7M | $-30.8M | ||
| Q2 24 | $-15.0M | $43.7M | ||
| Q1 24 | $-4.0M | $25.2M |
| Q4 25 | $31.4M | $16.3M | ||
| Q3 25 | $1.4M | $-12.4M | ||
| Q2 25 | $10.2M | $33.5M | ||
| Q1 25 | $21.2M | $-16.1M | ||
| Q4 24 | $4.1M | $-10.7M | ||
| Q3 24 | $14.2M | $-35.5M | ||
| Q2 24 | $-16.1M | $38.2M | ||
| Q1 24 | $-6.0M | $7.0M |
| Q4 25 | 29.0% | 13.1% | ||
| Q3 25 | 1.4% | -14.6% | ||
| Q2 25 | 11.9% | 23.8% | ||
| Q1 25 | 25.3% | -13.9% | ||
| Q4 24 | 5.0% | -8.3% | ||
| Q3 24 | 22.2% | -40.2% | ||
| Q2 24 | -29.5% | 24.0% | ||
| Q1 24 | -11.6% | 5.1% |
| Q4 25 | 2.7% | 8.8% | ||
| Q3 25 | 4.3% | 5.0% | ||
| Q2 25 | 5.3% | 5.2% | ||
| Q1 25 | 5.0% | 5.4% | ||
| Q4 24 | 3.0% | 2.5% | ||
| Q3 24 | 4.0% | 5.3% | ||
| Q2 24 | 2.1% | 3.5% | ||
| Q1 24 | 3.7% | 13.2% |
| Q4 25 | — | 14.22× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 4.73× | ||
| Q1 25 | — | -4.68× | ||
| Q4 24 | — | -1.63× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.57× | ||
| Q1 24 | — | 3.20× |
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% |
SWBI
Segment breakdown not available.
