Earnings

Filed in the last 90 days — 141 tracked companies

Every tracked company with a resolved SEC CIK is checked against its real EDGAR filing history for its most recent 10-Q and most recent annual report (10-K, or 20-F/40-F for foreign private issuers) — this is every one whose latest filing date falls in the window, newest first. A revenue figure is shown only when it shares the SAME reporting period as the filing; otherwise the row says so instead of showing a stale number. "Downstream" dependents means every tracked company reachable by following customer relationships from this one, any depth.

1. Amazon (Annapurna Labs) (AMZN) — filed 10-Q on 2026-10-30, period ended 2026-09-30 (filing ↗), revenue $201.9B, market cap $2.60T. For Q3 2026, Amazon (Annapurna Labs) recorded $201.9B in revenue. The graph records 4 direct dependents for it.
2. SanDisk (SNDK) — filed 10-Q on 2026-10-30, period ended 2026-10-02 (filing ↗), revenue $11.0B, market cap $163.8B. For Q3 2026, SanDisk recorded $11.0B in revenue. The graph records 6 direct dependents for it.
3. Digital Realty (DLR) — filed 10-Q on 2026-10-30, period ended 2026-09-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $68.2B.
4. Teradyne (TER) — filed 10-Q on 2026-10-30, period ended 2026-09-27 (filing ↗), revenue $1.3B, market cap $42.8B. Teradyne reported Q3 2026 revenue of $1.3B. 10 tracked companies list it as a key supplier.
5. Flex Ltd. (FLEX) — filed 10-Q on 2026-10-30, period ended 2026-09-25 (filing ↗), revenue $8.5B, market cap $31.9B. Flex Ltd.'s Q3 2026 revenue was $8.5B; 1 other tracked companies depend on it directly.
6. nVent Electrical (NVT) — filed 10-Q on 2026-10-30, period ended 2026-09-30 (filing ↗), revenue $1.5B, market cap $20.4B. nVent Electrical's Q3 2026 revenue was $1.5B; 7 other tracked companies depend on it directly.
7. Allegro MicroSystems (ALGM) — filed 10-Q on 2026-10-30, period ended 2026-09-25 (filing ↗), revenue $277M, market cap $5.7B. Allegro MicroSystems's Q3 2026 revenue was $277M; no other tracked company depends on it directly in this dataset.
8. Atomera (ATOM) — filed 10-Q on 2026-10-30, period ended 2026-09-30 (filing ↗), revenue $0, market cap $130M. Atomera's Q3 2026 revenue was $0; 13 other tracked companies depend on it directly.
9. Intel (INTC) — filed 10-Q on 2026-10-30, period ended 2026-09-26 (filing ↗), revenue $16.5B. For Q3 2026, Intel recorded $16.5B in revenue. The graph records 21 direct dependents for it.
10. Amphenol (APH) — filed 10-Q on 2026-10-30, period ended 2026-09-30 (filing ↗), revenue $10.2B. For Q3 2026, Amphenol recorded $10.2B in revenue. The graph records no direct dependents for it.
11. Alphabet (Google) (GOOGL) — filed 10-Q on 2026-10-29, period ended 2026-09-30 (filing ↗), revenue $127.6B, market cap $3.44T. Alphabet (Google)'s Q3 2026 revenue was $127.6B; 2 other tracked companies depend on it directly.
12. Linde (LIN) — filed 10-Q on 2026-10-29, period ended 2026-09-30 (filing ↗), revenue $9.4B, market cap $236.1B. Q3 2026: Linde posted $9.4B in revenue. 9 companies in the tracked graph name it among their suppliers.
13. KLA (KLAC) — filed 10-Q on 2026-10-29, period ended 2026-09-30 (filing ↗), revenue $4.1B, market cap $205.8B. For Q3 2026, KLA recorded $4.1B in revenue. The graph records 8 direct dependents for it.
14. Seagate Technology Holdings (STX) — filed 10-Q on 2026-10-29, period ended 2026-10-02 (filing ↗), revenue $4.2B, market cap $148.0B. Seagate Technology Holdings reported Q3 2026 revenue of $4.2B. No tracked company lists it as a key supplier yet.
15. Corning Incorporated (GLW) — filed 10-Q on 2026-10-29, period ended 2026-09-30 (filing ↗), revenue $4.9B, market cap $106.2B. Q3 2026: Corning Incorporated posted $4.9B in revenue. 1 companies in the tracked graph name it among their suppliers.
16. Quanta Services (PWR) — filed 10-Q on 2026-10-29, period ended 2026-09-30 (filing ↗), revenue $12.0B, market cap $93.5B. Q3 2026: Quanta Services posted $12.0B in revenue. No company in the tracked graph names it as a supplier yet.
17. Trane Technologies plc (TT) — filed 10-Q on 2026-10-29, period ended 2026-09-30 (filing ↗), revenue $6.8B, market cap $89.8B. Trane Technologies plc reported Q3 2026 revenue of $6.8B. No tracked company lists it as a key supplier yet.
18. Entegris (ENTG) — filed 10-Q on 2026-10-29, period ended 2026-09-26 (filing ↗), revenue $1.0B, market cap $23.6B. Entegris reported Q3 2026 revenue of $1.0B. 8 tracked companies list it as a key supplier.
19. Cohu (COHU) — filed 10-Q on 2026-10-29, period ended 2026-09-26 (filing ↗), no matching revenue figure for this filed period yet, market cap $2.4B.
20. Microsoft (MSFT) — filed 10-Q on 2026-10-28, period ended 2026-09-30 (filing ↗), revenue $92.3B, market cap $3.88T. Microsoft reported Q3 2026 revenue of $92.3B. 12 tracked companies list it as a key supplier.
21. GE Vernova (GEV) — filed 10-Q on 2026-10-28, period ended 2026-09-30 (filing ↗), revenue $12.6B, market cap $227.1B. GE Vernova reported Q3 2026 revenue of $12.6B. No tracked company lists it as a key supplier yet.
22. Equinix (EQIX) — filed 10-Q on 2026-10-28, period ended 2026-09-30 (filing ↗), revenue $2.6B, market cap $100.3B. Equinix reported Q3 2026 revenue of $2.6B. 7 tracked companies list it as a key supplier.
23. Cadence Design Systems (CDNS) — filed 10-Q on 2026-10-28, period ended 2026-09-30 (filing ↗), revenue $1.6B, market cap $90.0B. Q3 2026: Cadence Design Systems posted $1.6B in revenue. 10 companies in the tracked graph name it among their suppliers.
24. Vertiv (VRT) — filed 10-Q on 2026-10-28, period ended 2026-09-30 (filing ↗), revenue $4.3B, market cap $89.5B. Q3 2026: Vertiv posted $4.3B in revenue. 46 companies in the tracked graph name it among their suppliers.
25. Hubbell Incorporated (HUBB) — filed 10-Q on 2026-10-28, period ended 2026-09-30 (filing ↗), revenue $1.9B, market cap $22.3B. Hubbell Incorporated's Q3 2026 revenue was $1.9B; no other tracked company depends on it directly in this dataset.
26. Avantor (AVTR) — filed 10-Q on 2026-10-28, period ended 2026-09-30 (filing ↗), revenue $1.7B, market cap $10.9B. Q3 2026: Avantor posted $1.7B in revenue. 7 companies in the tracked graph name it among their suppliers.
27. Littelfuse (LFUS) — filed 10-Q on 2026-10-28, period ended 2026-09-26 (filing ↗), no matching revenue figure for this filed period yet, market cap $10.0B.
28. Benchmark Electronics (BHE) — filed 10-Q on 2026-10-28, period ended 2026-09-30 (filing ↗), revenue $811M, market cap $2.5B. Benchmark Electronics's Q3 2026 revenue was $811M; no other tracked company depends on it directly in this dataset.
29. Ultra Clean Holdings (UCTT) — filed 10-Q on 2026-10-28, period ended 2026-09-25 (filing ↗), no matching revenue figure for this filed period yet, market cap $2.4B.
30. TTM Technologies (TTMI) — filed 10-Q on 2026-10-28, period ended 2026-09-28 (filing ↗), revenue $1.2B. For Q3 2026, TTM Technologies recorded $1.2B in revenue. The graph records 7 direct dependents for it.
31. American Tower (AMT) — filed 10-Q on 2026-10-27, period ended 2026-09-30 (filing ↗), revenue $2.8B, market cap $87.1B. American Tower reported Q3 2026 revenue of $2.8B. 5 tracked companies list it as a key supplier.
32. NXP Semiconductors (NXPI) — filed 10-Q on 2026-10-27, period ended 2026-09-27 (filing ↗), revenue $3.8B, market cap $65.4B. Q3 2026: NXP Semiconductors posted $3.8B in revenue. 15 companies in the tracked graph name it among their suppliers.
33. Amkor Technology (AMKR) — filed 10-Q on 2026-10-27, period ended 2026-09-30 (filing ↗), revenue $2.0B, market cap $9.8B. Amkor Technology reported Q3 2026 revenue of $2.0B. 6 tracked companies list it as a key supplier.
34. Knowles (KN) — filed 10-Q on 2026-10-27, period ended 2026-09-30 (filing ↗), revenue $184M, market cap $2.8B. Q3 2026: Knowles posted $184M in revenue. 2 companies in the tracked graph name it among their suppliers.
35. Celestica (CLS) — filed 10-Q on 2026-10-26, period ended 2026-09-30 (filing ↗), revenue $5.8B, market cap $33.5B. For Q3 2026, Celestica recorded $5.8B in revenue. The graph records 5 direct dependents for it.
36. Rambus (RMBS) — filed 10-Q on 2026-10-26, period ended 2026-09-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $9.1B.
37. Vicor (VICR) — filed 10-Q on 2026-10-26, period ended 2026-09-30 (filing ↗), revenue $197M, market cap $8.8B. Q3 2026: Vicor posted $197M in revenue. 1 companies in the tracked graph name it among their suppliers.
38. Texas Instruments (TXN) — filed 10-Q on 2026-10-23, period ended 2026-09-30 (filing ↗), revenue $6.1B, market cap $275.0B. Texas Instruments reported Q3 2026 revenue of $6.1B. 17 tracked companies list it as a key supplier.
39. Western Digital (WDC) — filed 10-Q on 2026-10-23, period ended 2026-10-02 (filing ↗), revenue $4.4B, market cap $137.0B. Q3 2026: Western Digital posted $4.4B in revenue. No company in the tracked graph names it as a supplier yet.
40. Jabil (JBL) — filed 10-K on 2026-10-23, period ended 2026-08-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $28.1B.
41. Tesla (TSLA) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $28.0B, market cap $1.58T. Tesla's Q3 2026 revenue was $28.0B; no other tracked company depends on it directly in this dataset.
42. Meta Platforms (META) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $64.6B, market cap $1.57T. Q3 2026: Meta Platforms posted $64.6B in revenue. No company in the tracked graph names it as a supplier yet.
43. Lam Research (LRCX) — filed 10-Q on 2026-10-22, period ended 2026-09-27 (filing ↗), revenue $8.2B, market cap $299.2B. Lam Research's Q3 2026 revenue was $8.2B; 9 other tracked companies depend on it directly.
44. IBM (IBM) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $17.1B, market cap $243.7B. For Q3 2026, IBM recorded $17.1B in revenue. The graph records 1 direct dependents for it.
45. Bloom Energy (BE) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $1.2B, market cap $60.0B. For Q3 2026, Bloom Energy recorded $1.2B in revenue. The graph records 2 direct dependents for it.
46. Element Solutions (ESI) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $995M, market cap $8.3B. Element Solutions's Q3 2026 revenue was $995M; 7 other tracked companies depend on it directly.
47. MaxLinear (MXL) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $218M, market cap $6.1B. MaxLinear reported Q3 2026 revenue of $218M. No tracked company lists it as a key supplier yet.
48. SMART Modular Technologies (PENG) — filed 10-K on 2026-10-20, period ended 2026-08-28 (filing ↗), no matching revenue figure for this filed period yet, market cap $2.7B.
49. Micron Technology (MU) — filed 10-K on 2026-10-09, period ended 2026-09-03 (filing ↗), no matching revenue figure for this filed period yet.
50. Applied Digital (APLD) — filed 10-Q on 2026-10-07, period ended 2026-08-31 (filing ↗), revenue $342M, market cap $5.4B. For Q3 2026, Applied Digital recorded $342M in revenue. The graph records 5 direct dependents for it.
51. Oracle (ORCL) — filed 10-Q on 2026-09-11, period ended 2026-08-31 (filing ↗), revenue $19.3B, market cap $396.1B. Oracle's Q3 2026 revenue was $19.3B; 3 other tracked companies depend on it directly.
52. Broadcom (AVGO) — filed 10-Q on 2026-09-10, period ended 2026-08-02 (filing ↗), revenue $29.6B, market cap $1.56T. For Q2 2026, Broadcom recorded $29.6B in revenue. The graph records 45 direct dependents for it.
53. Photronics (PLAB) — filed 10-Q on 2026-09-10, period ended 2026-08-02 (filing ↗), revenue $216M, market cap $1.6B. Photronics's Q2 2026 revenue was $216M; 8 other tracked companies depend on it directly.
54. Dell Technologies (DELL) — filed 10-Q on 2026-09-08, period ended 2026-07-31 (filing ↗), revenue $47.0B, market cap $269.8B. Q2 2026: Dell Technologies posted $47.0B in revenue. 18 companies in the tracked graph name it among their suppliers.
55. Ambarella (AMBA) — filed 10-Q on 2026-09-04, period ended 2026-07-31 (filing ↗), revenue $108M, market cap $2.8B. Ambarella's Q2 2026 revenue was $108M; 1 other tracked companies depend on it directly.
56. Hewlett Packard Enterprise (HPE) — filed 10-Q on 2026-09-03, period ended 2026-07-31 (filing ↗), revenue $12.2B, market cap $73.1B. Hewlett Packard Enterprise's Q2 2026 revenue was $12.2B; 1 other tracked companies depend on it directly.
57. Ciena (CIEN) — filed 10-Q on 2026-09-03, period ended 2026-08-01 (filing ↗), revenue $1.7B, market cap $45.5B. For Q2 2026, Ciena recorded $1.7B in revenue. The graph records 3 direct dependents for it.
58. Cisco Systems (CSCO) — filed 10-K on 2026-09-02, period ended 2026-07-25 (filing ↗), no matching revenue figure for this filed period yet, market cap $412.0B.
59. Keysight Technologies (KEYS) — filed 10-Q on 2026-09-02, period ended 2026-07-31 (filing ↗), revenue $1.8B, market cap $52.3B. Q2 2026: Keysight Technologies posted $1.8B in revenue. 13 companies in the tracked graph name it among their suppliers.
60. NetApp (NTAP) — filed 10-Q on 2026-09-02, period ended 2026-07-31 (filing ↗), revenue $1.8B, market cap $39.1B. Q2 2026: NetApp posted $1.8B in revenue. No company in the tracked graph names it as a supplier yet.
61. Credo Technology (CRDO) — filed 10-Q on 2026-09-02, period ended 2026-08-01 (filing ↗), revenue $479M, market cap $28.4B. Q2 2026: Credo Technology posted $479M in revenue. 3 companies in the tracked graph name it among their suppliers.
62. Super Micro Computer (SMCI) — filed 10-K on 2026-08-31, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $21.6B.
63. Marvell Technology (MRVL) — filed 10-Q on 2026-08-28, period ended 2026-08-01 (filing ↗), revenue $2.7B, market cap $176.5B. Marvell Technology reported Q2 2026 revenue of $2.7B. 15 tracked companies list it as a key supplier.
64. IREN (IREN) — filed 10-K on 2026-08-27, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $9.7B.
65. Alpha and Omega Semiconductor (AOSL) — filed 10-K on 2026-08-27, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $700M.
66. NVIDIA (NVDA) — filed 10-Q on 2026-08-26, period ended 2026-07-26 (filing ↗), revenue $96.2B, market cap $4.94T. NVIDIA reported Q2 2026 revenue of $96.2B. 45 tracked companies list it as a key supplier.
67. Synopsys (SNPS) — filed 10-Q on 2026-08-26, period ended 2026-07-31 (filing ↗), revenue $2.5B, market cap $89.6B. Synopsys reported Q2 2026 revenue of $2.5B. 11 tracked companies list it as a key supplier.
68. Semtech (SMTC) — filed 10-Q on 2026-08-26, period ended 2026-07-26 (filing ↗), no matching revenue figure for this filed period yet, market cap $11.9B.
69. Parker Hannifin (PH) — filed 10-K on 2026-08-21, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $113.5B.
70. Applied Materials (AMAT) — filed 10-Q on 2026-08-20, period ended 2026-07-26 (filing ↗), revenue $9.1B, market cap $309.6B. Applied Materials reported Q2 2026 revenue of $9.1B. 10 tracked companies list it as a key supplier.
71. Nordson (NDSN) — filed 10-Q on 2026-08-20, period ended 2026-07-31 (filing ↗), revenue $818M, market cap $18.0B. For Q2 2026, Nordson recorded $818M in revenue. The graph records 10 direct dependents for it.
72. Wolfspeed (WOLF) — filed 10-K on 2026-08-20, period ended 2026-06-28 (filing ↗), no matching revenue figure for this filed period yet, market cap $1.2B.
73. Analog Devices (ADI) — filed 10-Q on 2026-08-19, period ended 2026-08-01 (filing ↗), revenue $4.0B, market cap $202.1B. Analog Devices's Q2 2026 revenue was $4.0B; 14 other tracked companies depend on it directly.
74. Fabrinet (FN) — filed 10-K on 2026-08-18, period ended 2026-06-26 (filing ↗), no matching revenue figure for this filed period yet, market cap $11.7B.
75. Lumentum Holdings (LITE) — filed 10-K on 2026-08-17, period ended 2026-06-27 (filing ↗), no matching revenue figure for this filed period yet, market cap $76.2B.
76. Coherent (COHR) — filed 10-K on 2026-08-14, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $41.4B.
77. Avnet (AVT) — filed 10-K on 2026-08-14, period ended 2026-06-27 (filing ↗), no matching revenue figure for this filed period yet, market cap $7.3B.
78. HIVE Digital Technologies (HIVE) — filed 10-Q on 2026-08-14, period ended 2026-06-30 (filing ↗), revenue $79M, market cap $520M. For Q2 2026, HIVE Digital Technologies recorded $79M in revenue. The graph records 5 direct dependents for it.
79. Bit Digital (BTBT) — filed 10-Q on 2026-08-13, period ended 2026-06-30 (filing ↗), revenue $32M, market cap $290M. Bit Digital's Q2 2026 revenue was $32M; no other tracked company depends on it directly in this dataset.
80. Blaize (BZAI) — filed 10-Q on 2026-08-13, period ended 2026-06-30 (filing ↗), revenue $12M. Q2 2026: Blaize posted $12M in revenue. No company in the tracked graph names it as a supplier yet.
81. Soluna Holdings (SLNH) — filed 10-Q on 2026-08-13, period ended 2026-06-30 (filing ↗), revenue $15M. Q2 2026: Soluna Holdings posted $15M in revenue. 7 companies in the tracked graph name it among their suppliers.
82. CoreWeave (CRWV) — filed 10-Q on 2026-08-12, period ended 2026-06-30 (filing ↗), revenue $2.6B, market cap $30.3B. CoreWeave's Q2 2026 revenue was $2.6B; 15 other tracked companies depend on it directly.
83. QuickLogic (QUIK) — filed 10-Q on 2026-08-12, period ended 2026-06-28 (filing ↗), revenue $5M, market cap $160M. QuickLogic reported Q2 2026 revenue of $5M. 8 tracked companies list it as a key supplier.
84. Guerrilla RF, Inc. (GUER) — filed 10-Q on 2026-08-12, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $40M.
85. Cerebras Systems — filed 10-Q on 2026-08-12, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet.
86. Silicon Labs (SLAB) — filed 10-Q on 2026-08-11, period ended 2026-07-04 (filing ↗), revenue $228M, market cap $7.4B. For Q2 2026, Silicon Labs recorded $228M in revenue. The graph records 1 direct dependents for it.
87. Netlist (NLST) — filed 10-Q on 2026-08-11, period ended 2026-06-27 (filing ↗), no matching revenue figure for this filed period yet.
88. AAON (AAON) — filed 10-Q on 2026-08-10, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $5.6B.
89. Synaptics (SYNA) — filed 10-K on 2026-08-10, period ended 2026-06-27 (filing ↗), no matching revenue figure for this filed period yet, market cap $4.7B.
90. Ceva (CEVA) — filed 10-Q on 2026-08-10, period ended 2026-06-30 (filing ↗), revenue $29M, market cap $830M. Ceva's Q2 2026 revenue was $29M; 9 other tracked companies depend on it directly.
91. inTEST (INTT) — filed 10-Q on 2026-08-10, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $180M.
92. Magnachip Semiconductor (MX) — filed 10-Q on 2026-08-10, period ended 2026-06-30 (filing ↗), revenue $45M. Magnachip Semiconductor's Q2 2026 revenue was $45M; no other tracked company depends on it directly in this dataset.
93. Galaxy Digital (GLXY) — filed 10-Q on 2026-08-10, period ended 2026-06-30 (filing ↗), revenue $8.6B. Galaxy Digital reported Q2 2026 revenue of $8.6B. 5 tracked companies list it as a key supplier.
94. ACM Research (ACMR) — filed 10-Q on 2026-08-07, period ended 2026-06-30 (filing ↗), revenue $293M, market cap $3.2B. For Q2 2026, ACM Research recorded $293M in revenue. The graph records 9 direct dependents for it.
95. SkyWater Technology (SKYT) — filed 10-Q on 2026-08-07, period ended 2026-06-28 (filing ↗), revenue $156M, market cap $1.6B. Q2 2026: SkyWater Technology posted $156M in revenue. 6 companies in the tracked graph name it among their suppliers.
96. indie Semiconductor (INDI) — filed 10-Q on 2026-08-07, period ended 2026-06-30 (filing ↗), revenue $64M, market cap $380M. For Q2 2026, indie Semiconductor recorded $64M in revenue. The graph records no direct dependents for it.
97. nLight (LASR) — filed 10-Q on 2026-08-07, period ended 2026-06-30 (filing ↗), revenue $83M. nLight reported Q2 2026 revenue of $83M. 3 tracked companies list it as a key supplier.
98. Microchip Technology (MCHP) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $1.5B, market cap $42.0B. Microchip Technology reported Q2 2026 revenue of $1.5B. 2 tracked companies list it as a key supplier.
99. MACOM Technology (MTSI) — filed 10-Q on 2026-08-06, period ended 2026-07-03 (filing ↗), revenue $342M, market cap $17.9B. For Q2 2026, MACOM Technology recorded $342M in revenue. The graph records 1 direct dependents for it.
100. MKS Instruments (MKSI) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $1.2B, market cap $13.7B. MKS Instruments reported Q2 2026 revenue of $1.2B. 13 tracked companies list it as a key supplier.
101. SiTime (SITM) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $157M, market cap $13.4B. Q2 2026: SiTime posted $157M in revenue. 3 companies in the tracked graph name it among their suppliers.
102. Arrow Electronics (ARW) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $10.0B, market cap $10.6B. Arrow Electronics's Q2 2026 revenue was $10.0B; 6 other tracked companies depend on it directly.
103. Onto Innovation (ONTO) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $343M, market cap $9.9B. Onto Innovation's Q2 2026 revenue was $343M; 7 other tracked companies depend on it directly.
104. Applied Optoelectronics (AAOI) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $192M, market cap $5.9B. For Q2 2026, Applied Optoelectronics recorded $192M in revenue. The graph records 5 direct dependents for it.
105. Plexus Corp. (PLXS) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $1M, market cap $5.5B. For Q2 2026, Plexus Corp. recorded $1M in revenue. The graph records no direct dependents for it.
106. Kulicke & Soffa (KLIC) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $330M, market cap $3.9B. For Q2 2026, Kulicke & Soffa recorded $330M in revenue. The graph records 14 direct dependents for it.
107. Axcelis Technologies (ACLS) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $215M, market cap $3.1B. Q2 2026: Axcelis Technologies posted $215M in revenue. 7 companies in the tracked graph name it among their suppliers.
108. Power Integrations (POWI) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $119M, market cap $2.5B. Power Integrations reported Q2 2026 revenue of $119M. 1 tracked companies list it as a key supplier.
109. PDF Solutions (PDFS) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $1.7B.
110. Arteris (AIP) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $24M, market cap $920M. For Q2 2026, Arteris recorded $24M in revenue. The graph records 8 direct dependents for it.
111. Aeva Technologies (AEVA) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $6M, market cap $650M. Aeva Technologies's Q2 2026 revenue was $6M; 3 other tracked companies depend on it directly.
112. Silvaco Group, Inc. (SVCO) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $18M, market cap $210M. For Q2 2026, Silvaco Group, Inc. recorded $18M in revenue. The graph records no direct dependents for it.
113. AMD (AMD) — filed 10-Q on 2026-08-05, period ended 2026-06-27 (filing ↗), revenue $11.5B, market cap $824.1B. Q2 2026: AMD posted $11.5B in revenue. 23 companies in the tracked graph name it among their suppliers.
114. Caterpillar (CAT) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $20.5B, market cap $286.3B. Caterpillar reported Q2 2026 revenue of $20.5B. No tracked company lists it as a key supplier yet.
115. Arista Networks (ANET) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $3.0B, market cap $213.0B. Arista Networks reported Q2 2026 revenue of $3.0B. 3 tracked companies list it as a key supplier.
116. Monolithic Power Systems (MPWR) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $981M, market cap $59.1B. Q2 2026: Monolithic Power Systems posted $981M in revenue. 2 companies in the tracked graph name it among their suppliers.
117. Astera Labs (ALAB) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $392M, market cap $44.9B. Astera Labs reported Q2 2026 revenue of $392M. 2 tracked companies list it as a key supplier.
118. Iron Mountain (IRM) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $2.0B, market cap $34.7B. Q2 2026: Iron Mountain posted $2.0B in revenue. 5 companies in the tracked graph name it among their suppliers.
119. Albemarle Corporation (ALB) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $1.7B, market cap $10.7B. For Q2 2026, Albemarle Corporation recorded $1.7B in revenue. The graph records no direct dependents for it.
120. Bruker (BRKR) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $839M, market cap $8.7B. For Q2 2026, Bruker recorded $839M in revenue. The graph records 7 direct dependents for it.
121. TeraWulf (WULF) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $45M, market cap $5.8B. TeraWulf reported Q2 2026 revenue of $45M. 5 tracked companies list it as a key supplier.
122. Cirrus Logic (CRUS) — filed 10-Q on 2026-08-05, period ended 2026-06-27 (filing ↗), revenue $460M, market cap $5.5B. Cirrus Logic reported Q2 2026 revenue of $460M. 1 tracked companies list it as a key supplier.
123. Materion (MTRN) — filed 10-Q on 2026-08-05, period ended 2026-07-03 (filing ↗), revenue $614M, market cap $4.6B. For Q2 2026, Materion recorded $614M in revenue. The graph records 7 direct dependents for it.
124. Vishay Intertechnology (VSH) — filed 10-Q on 2026-08-05, period ended 2026-07-04 (filing ↗), revenue $889M, market cap $4.1B. Q2 2026: Vishay Intertechnology posted $889M in revenue. 2 companies in the tracked graph name it among their suppliers.
125. Diodes Incorporated (DIOD) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $446M, market cap $3.7B. Diodes Incorporated's Q2 2026 revenue was $446M; 1 other tracked companies depend on it directly.
126. Veeco Instruments (VECO) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $2.4B.
127. Adeia Inc. (ADEA) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $96M, market cap $2.4B. Adeia Inc. reported Q2 2026 revenue of $96M. 8 tracked companies list it as a key supplier.
128. Everspin Technologies (MRAM) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $19M, market cap $330M. Q2 2026: Everspin Technologies posted $19M in revenue. 4 companies in the tracked graph name it among their suppliers.
129. Emerson Electric (EMR) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $4.9B, market cap $92.0B. Emerson Electric's Q2 2026 revenue was $4.9B; no other tracked company depends on it directly in this dataset.
130. Cummins (CMI) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $9.5B, market cap $68.8B. For Q2 2026, Cummins recorded $9.5B in revenue. The graph records no direct dependents for it.
131. DuPont (DD) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $1.8B, market cap $18.9B. DuPont reported Q2 2026 revenue of $1.8B. 5 tracked companies list it as a key supplier.
132. Lattice Semiconductor (LSCC) — filed 10-Q on 2026-08-04, period ended 2026-07-04 (filing ↗), revenue $201M, market cap $13.2B. Q2 2026: Lattice Semiconductor posted $201M in revenue. No company in the tracked graph names it as a supplier yet.
133. Generac Holdings (GNRC) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $1.2B, market cap $11.7B. Generac Holdings's Q2 2026 revenue was $1.2B; no other tracked company depends on it directly in this dataset.
134. Hut 8 (HUT) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $75M, market cap $7.3B. Hut 8's Q2 2026 revenue was $75M; 5 other tracked companies depend on it directly.
135. FormFactor (FORM) — filed 10-Q on 2026-08-04, period ended 2026-06-27 (filing ↗), revenue $258M, market cap $6.8B. FormFactor reported Q2 2026 revenue of $258M. 7 tracked companies list it as a key supplier.
136. Powell Industries (POWL) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $312M, market cap $5.7B. Q2 2026: Powell Industries posted $312M in revenue. No company in the tracked graph names it as a supplier yet.
137. Cipher Mining (CIFR) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $25M, market cap $3.0B. Q2 2026: Cipher Mining posted $25M in revenue. 5 companies in the tracked graph name it among their suppliers.
138. DigitalBridge (DBRG) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $509M, market cap $3.0B. DigitalBridge's Q2 2026 revenue was $509M; 5 other tracked companies depend on it directly.
139. Ichor Holdings (ICHR) — filed 10-Q on 2026-08-04, period ended 2026-06-26 (filing ↗), revenue $295M, market cap $1.5B. Ichor Holdings's Q2 2026 revenue was $295M; 9 other tracked companies depend on it directly.
140. onsemi (ON) — filed 10-Q on 2026-08-03, period ended 2026-07-03 (filing ↗), revenue $1.6B, market cap $27.9B. For Q2 2026, onsemi recorded $1.6B in revenue. The graph records 2 direct dependents for it.
141. Advanced Energy (AEIS) — filed 10-Q on 2026-08-03, period ended 2026-06-30 (filing ↗), revenue $574M, market cap $8.9B. Q2 2026: Advanced Energy posted $574M in revenue. 13 companies in the tracked graph name it among their suppliers.