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Side-by-side financial comparison of AMBARELLA INC (AMBA) and TREX CO INC (TREX). Click either name above to swap in a different company.
TREX CO INC is the larger business by last-quarter revenue ($161.1M vs $108.5M, roughly 1.5× AMBARELLA INC). TREX CO INC runs the higher net margin — 1.4% vs -13.9%, a 15.4% 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 $22.1M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs -34.3%).
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 ...
Trex Company, Inc. is a manufacturer of wood-alternative composite decking, residential railing, and other outdoor items made from recycled materials. Its headquarters is in Winchester, Virginia.
AMBA vs TREX — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $161.1M |
| Net Profit | $-15.1M | $2.3M |
| Gross Margin | 59.6% | 30.2% |
| Operating Margin | -15.0% | 2.2% |
| Net Margin | -13.9% | 1.4% |
| Revenue YoY | 31.2% | -3.9% |
| Net Profit YoY | 37.2% | -76.4% |
| EPS (diluted) | $-0.35 | $0.03 |
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 | $161.1M | ||
| Q3 25 | $95.5M | $285.3M | ||
| Q2 25 | $85.9M | $387.8M | ||
| Q1 25 | $84.0M | $340.0M | ||
| Q4 24 | $82.7M | $167.6M | ||
| Q3 24 | $63.7M | $233.7M | ||
| Q2 24 | $54.5M | $376.5M | ||
| Q1 24 | $51.6M | $373.6M |
| Q4 25 | $-15.1M | $2.3M | ||
| Q3 25 | $-20.0M | $51.8M | ||
| Q2 25 | $-24.3M | $75.9M | ||
| Q1 25 | $-20.2M | $60.4M | ||
| Q4 24 | $-24.1M | $9.8M | ||
| Q3 24 | $-34.9M | $40.6M | ||
| Q2 24 | $-37.9M | $87.0M | ||
| Q1 24 | $-60.6M | $89.1M |
| Q4 25 | 59.6% | 30.2% | ||
| Q3 25 | 58.9% | 40.5% | ||
| Q2 25 | 60.0% | 40.8% | ||
| Q1 25 | 60.0% | 40.5% | ||
| Q4 24 | 60.6% | 32.7% | ||
| Q3 24 | 60.8% | 39.9% | ||
| Q2 24 | 60.9% | 44.7% | ||
| Q1 24 | 59.8% | 45.4% |
| Q4 25 | -15.0% | 2.2% | ||
| Q3 25 | -23.0% | 24.7% | ||
| Q2 25 | -30.1% | 26.4% | ||
| Q1 25 | -30.2% | 24.0% | ||
| Q4 24 | -30.9% | 9.2% | ||
| Q3 24 | -56.9% | 23.2% | ||
| Q2 24 | -72.4% | 31.1% | ||
| Q1 24 | -80.8% | 31.9% |
| Q4 25 | -13.9% | 1.4% | ||
| Q3 25 | -20.9% | 18.1% | ||
| Q2 25 | -28.3% | 19.6% | ||
| Q1 25 | -24.1% | 17.8% | ||
| Q4 24 | -29.1% | 5.8% | ||
| Q3 24 | -54.8% | 17.4% | ||
| Q2 24 | -69.6% | 23.1% | ||
| Q1 24 | -117.4% | 23.8% |
| Q4 25 | $-0.35 | $0.03 | ||
| Q3 25 | $-0.47 | $0.48 | ||
| Q2 25 | $-0.58 | $0.71 | ||
| Q1 25 | $-0.48 | $0.56 | ||
| Q4 24 | $-0.58 | $0.10 | ||
| Q3 24 | $-0.85 | $0.37 | ||
| Q2 24 | $-0.93 | $0.80 | ||
| Q1 24 | $-1.51 | $0.82 |
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 | $3.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $590.1M | $1.0B |
| Total Assets | $751.9M | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | $3.8M | ||
| Q3 25 | $142.7M | $11.4M | ||
| Q2 25 | $141.3M | $5.5M | ||
| Q1 25 | $144.6M | $5.0M | ||
| Q4 24 | $127.1M | $1.3M | ||
| Q3 24 | $153.9M | $12.8M | ||
| Q2 24 | $131.8M | $1.2M | ||
| Q1 24 | $144.9M | $3.1M |
| Q4 25 | $590.1M | $1.0B | ||
| Q3 25 | $576.5M | $1.0B | ||
| Q2 25 | $572.7M | $989.3M | ||
| Q1 25 | $561.4M | $910.1M | ||
| Q4 24 | $554.3M | $850.1M | ||
| Q3 24 | $547.6M | $887.9M | ||
| Q2 24 | $555.4M | $894.9M | ||
| Q1 24 | $559.9M | $804.1M |
| Q4 25 | $751.9M | $1.5B | ||
| Q3 25 | $706.4M | $1.5B | ||
| Q2 25 | $701.9M | $1.5B | ||
| Q1 25 | $689.0M | $1.6B | ||
| Q4 24 | $670.8M | $1.3B | ||
| Q3 24 | $650.3M | $1.3B | ||
| Q2 24 | $638.7M | $1.3B | ||
| Q1 24 | $657.7M | $1.3B |
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 | $65.5M |
| Free Cash FlowOCF − Capex | $31.4M | $22.1M |
| FCF MarginFCF / Revenue | 29.0% | 13.7% |
| Capex IntensityCapex / Revenue | 2.7% | 26.9% |
| Cash ConversionOCF / Net Profit | — | 28.45× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $134.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $65.5M | ||
| Q3 25 | $5.5M | $196.9M | ||
| Q2 25 | $14.8M | $249.8M | ||
| Q1 25 | $25.4M | $-154.0M | ||
| Q4 24 | $6.6M | $-8.5M | ||
| Q3 24 | $16.7M | $132.8M | ||
| Q2 24 | $-15.0M | $193.7M | ||
| Q1 24 | $-4.0M | $-174.0M |
| Q4 25 | $31.4M | $22.1M | ||
| Q3 25 | $1.4M | $142.9M | ||
| Q2 25 | $10.2M | $203.0M | ||
| Q1 25 | $21.2M | $-233.5M | ||
| Q4 24 | $4.1M | $-89.3M | ||
| Q3 24 | $14.2M | $54.5M | ||
| Q2 24 | $-16.1M | $158.2M | ||
| Q1 24 | $-6.0M | $-211.8M |
| Q4 25 | 29.0% | 13.7% | ||
| Q3 25 | 1.4% | 50.1% | ||
| Q2 25 | 11.9% | 52.3% | ||
| Q1 25 | 25.3% | -68.7% | ||
| Q4 24 | 5.0% | -53.3% | ||
| Q3 24 | 22.2% | 23.3% | ||
| Q2 24 | -29.5% | 42.0% | ||
| Q1 24 | -11.6% | -56.7% |
| Q4 25 | 2.7% | 26.9% | ||
| Q3 25 | 4.3% | 18.9% | ||
| Q2 25 | 5.3% | 12.1% | ||
| Q1 25 | 5.0% | 23.4% | ||
| Q4 24 | 3.0% | 48.2% | ||
| Q3 24 | 4.0% | 33.5% | ||
| Q2 24 | 2.1% | 9.4% | ||
| Q1 24 | 3.7% | 10.1% |
| Q4 25 | — | 28.45× | ||
| Q3 25 | — | 3.80× | ||
| Q2 25 | — | 3.29× | ||
| Q1 25 | — | -2.55× | ||
| Q4 24 | — | -0.87× | ||
| Q3 24 | — | 3.27× | ||
| Q2 24 | — | 2.23× | ||
| Q1 24 | — | -1.95× |
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% |
TREX
Segment breakdown not available.
