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Side-by-side financial comparison of AMBARELLA INC (AMBA) and TWIN DISC INC (TWIN). Click either name above to swap in a different company.
AMBARELLA INC is the larger business by last-quarter revenue ($108.5M vs $90.2M, roughly 1.2× TWIN DISC INC). TWIN DISC INC runs the higher net margin — 24.8% vs -13.9%, a 38.7% gap on every dollar of revenue. On growth, AMBARELLA INC posted the faster year-over-year revenue change (31.2% vs 0.3%). AMBARELLA INC produced more free cash flow last quarter ($31.4M vs $1.2M). Over the past eight quarters, AMBARELLA INC's revenue compounded faster (45.0% CAGR vs 10.3%).
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 ...
Twin Disc, Inc. designs, manufactures, and distributes power transmission equipment for a wide range of applications, including marine, off-road vehicle, and industrial. The company was founded in 1918 to manufacture clutches for farm tractors. It is now a worldwide company with subsidiaries or sales offices in Asia, Europe, North America, Oceania, and South America.
AMBA vs TWIN — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $108.5M | $90.2M |
| Net Profit | $-15.1M | $22.4M |
| Gross Margin | 59.6% | 24.8% |
| Operating Margin | -15.0% | 2.3% |
| Net Margin | -13.9% | 24.8% |
| Revenue YoY | 31.2% | 0.3% |
| Net Profit YoY | 37.2% | 2334.3% |
| EPS (diluted) | $-0.35 | $1.55 |
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 | $90.2M | ||
| Q3 25 | $95.5M | $80.0M | ||
| Q2 25 | $85.9M | $96.7M | ||
| Q1 25 | $84.0M | $81.2M | ||
| Q4 24 | $82.7M | $89.9M | ||
| Q3 24 | $63.7M | $72.9M | ||
| Q2 24 | $54.5M | $84.4M | ||
| Q1 24 | $51.6M | $74.2M |
| Q4 25 | $-15.1M | $22.4M | ||
| Q3 25 | $-20.0M | $-518.0K | ||
| Q2 25 | $-24.3M | $1.4M | ||
| Q1 25 | $-20.2M | $-1.5M | ||
| Q4 24 | $-24.1M | $919.0K | ||
| Q3 24 | $-34.9M | $-2.8M | ||
| Q2 24 | $-37.9M | $7.4M | ||
| Q1 24 | $-60.6M | $3.8M |
| Q4 25 | 59.6% | 24.8% | ||
| Q3 25 | 58.9% | 28.7% | ||
| Q2 25 | 60.0% | 31.0% | ||
| Q1 25 | 60.0% | 26.7% | ||
| Q4 24 | 60.6% | 24.1% | ||
| Q3 24 | 60.8% | 26.5% | ||
| Q2 24 | 60.9% | 29.7% | ||
| Q1 24 | 59.8% | 28.2% |
| Q4 25 | -15.0% | 2.3% | ||
| Q3 25 | -23.0% | 2.8% | ||
| Q2 25 | -30.1% | 5.5% | ||
| Q1 25 | -30.2% | 2.4% | ||
| Q4 24 | -30.9% | 3.1% | ||
| Q3 24 | -56.9% | -0.2% | ||
| Q2 24 | -72.4% | 5.6% | ||
| Q1 24 | -80.8% | 4.9% |
| Q4 25 | -13.9% | 24.8% | ||
| Q3 25 | -20.9% | -0.6% | ||
| Q2 25 | -28.3% | 1.5% | ||
| Q1 25 | -24.1% | -1.8% | ||
| Q4 24 | -29.1% | 1.0% | ||
| Q3 24 | -54.8% | -3.8% | ||
| Q2 24 | -69.6% | 8.8% | ||
| Q1 24 | -117.4% | 5.2% |
| Q4 25 | $-0.35 | $1.55 | ||
| Q3 25 | $-0.47 | $-0.04 | ||
| Q2 25 | $-0.58 | $0.10 | ||
| Q1 25 | $-0.48 | $-0.11 | ||
| Q4 24 | $-0.58 | $0.07 | ||
| Q3 24 | $-0.85 | $-0.20 | ||
| Q2 24 | $-0.93 | $0.54 | ||
| Q1 24 | $-1.51 | $0.27 |
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 | — |
| Total DebtLower is stronger | — | $44.5M |
| Stockholders' EquityBook value | $590.1M | $184.5M |
| Total Assets | $751.9M | $384.0M |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $174.1M | — | ||
| Q3 25 | $142.7M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $144.6M | — | ||
| Q4 24 | $127.1M | — | ||
| Q3 24 | $153.9M | — | ||
| Q2 24 | $131.8M | — | ||
| Q1 24 | $144.9M | — |
| Q4 25 | — | $44.5M | ||
| Q3 25 | — | $43.7M | ||
| Q2 25 | — | $31.4M | ||
| Q1 25 | — | $40.8M | ||
| Q4 24 | — | $24.9M | ||
| Q3 24 | — | $29.8M | ||
| Q2 24 | — | $25.8M | ||
| Q1 24 | — | $17.0M |
| Q4 25 | $590.1M | $184.5M | ||
| Q3 25 | $576.5M | $160.3M | ||
| Q2 25 | $572.7M | $164.0M | ||
| Q1 25 | $561.4M | $149.5M | ||
| Q4 24 | $554.3M | $147.0M | ||
| Q3 24 | $547.6M | $157.5M | ||
| Q2 24 | $555.4M | $154.7M | ||
| Q1 24 | $559.9M | $146.3M |
| Q4 25 | $751.9M | $384.0M | ||
| Q3 25 | $706.4M | $363.5M | ||
| Q2 25 | $701.9M | $355.6M | ||
| Q1 25 | $689.0M | $332.9M | ||
| Q4 24 | $670.8M | $307.4M | ||
| Q3 24 | $650.3M | $323.5M | ||
| Q2 24 | $638.7M | $312.1M | ||
| Q1 24 | $657.7M | $288.8M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.17× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.12× |
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 | $4.6M |
| Free Cash FlowOCF − Capex | $31.4M | $1.2M |
| FCF MarginFCF / Revenue | 29.0% | 1.4% |
| Capex IntensityCapex / Revenue | 2.7% | 3.7% |
| Cash ConversionOCF / Net Profit | — | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | $64.3M | $-70.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.3M | $4.6M | ||
| Q3 25 | $5.5M | $-7.5M | ||
| Q2 25 | $14.8M | $16.4M | ||
| Q1 25 | $25.4M | $3.2M | ||
| Q4 24 | $6.6M | $8.7M | ||
| Q3 24 | $16.7M | $-4.3M | ||
| Q2 24 | $-15.0M | $11.4M | ||
| Q1 24 | $-4.0M | $6.2M |
| Q4 25 | $31.4M | $1.2M | ||
| Q3 25 | $1.4M | $-11.0M | ||
| Q2 25 | $10.2M | $8.7M | ||
| Q1 25 | $21.2M | $906.0K | ||
| Q4 24 | $4.1M | $5.9M | ||
| Q3 24 | $14.2M | $-6.7M | ||
| Q2 24 | $-16.1M | $10.3M | ||
| Q1 24 | $-6.0M | $4.0M |
| Q4 25 | 29.0% | 1.4% | ||
| Q3 25 | 1.4% | -13.7% | ||
| Q2 25 | 11.9% | 9.0% | ||
| Q1 25 | 25.3% | 1.1% | ||
| Q4 24 | 5.0% | 6.5% | ||
| Q3 24 | 22.2% | -9.2% | ||
| Q2 24 | -29.5% | 12.2% | ||
| Q1 24 | -11.6% | 5.5% |
| Q4 25 | 2.7% | 3.7% | ||
| Q3 25 | 4.3% | 4.3% | ||
| Q2 25 | 5.3% | 8.0% | ||
| Q1 25 | 5.0% | 2.8% | ||
| Q4 24 | 3.0% | 3.1% | ||
| Q3 24 | 4.0% | 3.2% | ||
| Q2 24 | 2.1% | 1.3% | ||
| Q1 24 | 3.7% | 2.9% |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 11.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 9.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.54× | ||
| Q1 24 | — | 1.63× |
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% |
TWIN
Segment breakdown not available.
