Earnings

Companies that FILED a 10-Q or annual report with the SEC in the last 90 days — real filing dates from EDGAR, joined to each company's position in the tracked semiconductor & AI supply chain. Nothing here is a forecast or an opinion.

Data as of 2026-10-28.

Filed in the last 90 days — 135 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. GE Vernova (GEV) — filed 10-Q on 2026-10-28, period ended 2026-09-30 (filing ↗), revenue $12.6B, market cap $238.4B. Q3 2026: GE Vernova posted $12.6B in revenue. No company in the tracked graph names it as a supplier yet.
  2. Cadence Design Systems (CDNS) — filed 10-Q on 2026-10-28, period ended 2026-09-30 (filing ↗), revenue $1.6B, market cap $94.5B. Q3 2026: Cadence Design Systems posted $1.6B in revenue. 10 companies in the tracked graph name it among their suppliers.
  3. American Tower (AMT) — filed 10-Q on 2026-10-27, period ended 2026-09-30 (filing ↗), revenue $2.8B, market cap $85.7B. Q3 2026: American Tower posted $2.8B in revenue. 5 companies in the tracked graph name it among their suppliers.
  4. NXP Semiconductors (NXPI) — filed 10-Q on 2026-10-27, period ended 2026-09-27 (filing ↗), revenue $3.8B, market cap $63.9B. Q3 2026: NXP Semiconductors posted $3.8B in revenue. 15 companies in the tracked graph name it among their suppliers.
  5. Amkor Technology (AMKR) — filed 10-Q on 2026-10-27, period ended 2026-09-30 (filing ↗), revenue $2.0B, market cap $9.9B. Amkor Technology's Q3 2026 revenue was $2.0B; 6 other tracked companies depend on it directly.
  6. Knowles (KN) — filed 10-Q on 2026-10-27, period ended 2026-09-30 (filing ↗), revenue $184M, market cap $2.9B. Knowles's Q3 2026 revenue was $184M; 2 other tracked companies depend on it directly.
  7. Celestica (CLS) — filed 10-Q on 2026-10-26, period ended 2026-09-30 (filing ↗), revenue $5.8B, market cap $34.9B. Celestica reported Q3 2026 revenue of $5.8B. 5 tracked companies list it as a key supplier.
  8. Vicor (VICR) — filed 10-Q on 2026-10-26, period ended 2026-09-30 (filing ↗), revenue $197M, market cap $9.8B. Q3 2026: Vicor posted $197M in revenue. 1 companies in the tracked graph name it among their suppliers.
  9. 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 $9.6B.
  10. Texas Instruments (TXN) — filed 10-Q on 2026-10-23, period ended 2026-09-30 (filing ↗), revenue $6.1B, market cap $282.4B. Texas Instruments reported Q3 2026 revenue of $6.1B. 17 tracked companies list it as a key supplier.
  11. Western Digital (WDC) — filed 10-Q on 2026-10-23, period ended 2026-10-02 (filing ↗), revenue $4.4B, market cap $142.6B. Western Digital reported Q3 2026 revenue of $4.4B. No tracked company lists it as a key supplier yet.
  12. 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 $29.2B.
  13. Tesla (TSLA) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $28.0B, market cap $1.61T. For Q3 2026, Tesla recorded $28.0B in revenue. The graph records no direct dependents for it.
  14. Meta Platforms (META) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $64.6B, market cap $1.59T. Meta Platforms's Q3 2026 revenue was $64.6B; no other tracked company depends on it directly in this dataset.
  15. Lam Research (LRCX) — filed 10-Q on 2026-10-22, period ended 2026-09-27 (filing ↗), revenue $8.2B, market cap $301.4B. Lam Research reported Q3 2026 revenue of $8.2B. 9 tracked companies list it as a key supplier.
  16. IBM (IBM) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $17.1B, market cap $236.5B. For Q3 2026, IBM recorded $17.1B in revenue. The graph records 1 direct dependents for it.
  17. Bloom Energy (BE) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $1.2B, market cap $64.6B. Bloom Energy's Q3 2026 revenue was $1.2B; 2 other tracked companies depend on it directly.
  18. Element Solutions (ESI) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $995M, market cap $8.5B. For Q3 2026, Element Solutions recorded $995M in revenue. The graph records 7 direct dependents for it.
  19. MaxLinear (MXL) — filed 10-Q on 2026-10-22, period ended 2026-09-30 (filing ↗), revenue $218M, market cap $6.8B. MaxLinear reported Q3 2026 revenue of $218M. No tracked company lists it as a key supplier yet.
  20. 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 $3.0B.
  21. 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.
  22. Applied Digital (APLD) — filed 10-Q on 2026-10-07, period ended 2026-08-31 (filing ↗), revenue $342M, market cap $5.9B. For Q3 2026, Applied Digital recorded $342M in revenue. The graph records 5 direct dependents for it.
  23. Oracle (ORCL) — filed 10-Q on 2026-09-11, period ended 2026-08-31 (filing ↗), revenue $19.3B, market cap $395.7B. Oracle's Q3 2026 revenue was $19.3B; 3 other tracked companies depend on it directly.
  24. Broadcom (AVGO) — filed 10-Q on 2026-09-10, period ended 2026-08-02 (filing ↗), revenue $29.6B, market cap $1.63T. Broadcom's Q2 2026 revenue was $29.6B; 45 other tracked companies depend on it directly.
  25. Photronics (PLAB) — filed 10-Q on 2026-09-10, period ended 2026-08-02 (filing ↗), revenue $216M, market cap $1.7B. Photronics reported Q2 2026 revenue of $216M. 8 tracked companies list it as a key supplier.
  26. Dell Technologies (DELL) — filed 10-Q on 2026-09-08, period ended 2026-07-31 (filing ↗), revenue $47.0B, market cap $319.1B. For Q2 2026, Dell Technologies recorded $47.0B in revenue. The graph records 18 direct dependents for it.
  27. Ambarella (AMBA) — filed 10-Q on 2026-09-04, period ended 2026-07-31 (filing ↗), revenue $108M, market cap $3.0B. Q2 2026: Ambarella posted $108M in revenue. 1 companies in the tracked graph name it among their suppliers.
  28. Hewlett Packard Enterprise (HPE) — filed 10-Q on 2026-09-03, period ended 2026-07-31 (filing ↗), revenue $12.2B, market cap $80.8B. Hewlett Packard Enterprise reported Q2 2026 revenue of $12.2B. 1 tracked companies list it as a key supplier.
  29. Ciena (CIEN) — filed 10-Q on 2026-09-03, period ended 2026-08-01 (filing ↗), revenue $1.7B, market cap $49.8B. Q2 2026: Ciena posted $1.7B in revenue. 3 companies in the tracked graph name it among their suppliers.
  30. 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 $439.1B.
  31. Keysight Technologies (KEYS) — filed 10-Q on 2026-09-02, period ended 2026-07-31 (filing ↗), revenue $1.8B, market cap $57.2B. Q2 2026: Keysight Technologies posted $1.8B in revenue. 13 companies in the tracked graph name it among their suppliers.
  32. NetApp (NTAP) — filed 10-Q on 2026-09-02, period ended 2026-07-31 (filing ↗), revenue $1.8B, market cap $44.7B. Q2 2026: NetApp posted $1.8B in revenue. No company in the tracked graph names it as a supplier yet.
  33. Credo Technology (CRDO) — filed 10-Q on 2026-09-02, period ended 2026-08-01 (filing ↗), revenue $479M, market cap $31.5B. Credo Technology reported Q2 2026 revenue of $479M. 3 tracked companies list it as a key supplier.
  34. 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 $23.1B.
  35. Marvell Technology (MRVL) — filed 10-Q on 2026-08-28, period ended 2026-08-01 (filing ↗), revenue $2.7B, market cap $218.9B. For Q2 2026, Marvell Technology recorded $2.7B in revenue. The graph records 15 direct dependents for it.
  36. 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 $11.1B.
  37. 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 $740M.
  38. NVIDIA (NVDA) — filed 10-Q on 2026-08-26, period ended 2026-07-26 (filing ↗), revenue $96.2B, market cap $5.26T. For Q2 2026, NVIDIA recorded $96.2B in revenue. The graph records 45 direct dependents for it.
  39. Synopsys (SNPS) — filed 10-Q on 2026-08-26, period ended 2026-07-31 (filing ↗), revenue $2.5B, market cap $90.9B. For Q2 2026, Synopsys recorded $2.5B in revenue. The graph records 11 direct dependents for it.
  40. 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 $13.5B.
  41. 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 $113.6B.
  42. Applied Materials (AMAT) — filed 10-Q on 2026-08-20, period ended 2026-07-26 (filing ↗), revenue $9.1B, market cap $314.2B. Applied Materials's Q2 2026 revenue was $9.1B; 10 other tracked companies depend on it directly.
  43. Nordson (NDSN) — filed 10-Q on 2026-08-20, period ended 2026-07-31 (filing ↗), revenue $818M, market cap $18.1B. Q2 2026: Nordson posted $818M in revenue. 10 companies in the tracked graph name it among their suppliers.
  44. 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 $1.3B.
  45. Analog Devices (ADI) — filed 10-Q on 2026-08-19, period ended 2026-08-01 (filing ↗), revenue $4.0B, market cap $206.1B. Analog Devices reported Q2 2026 revenue of $4.0B. 14 tracked companies list it as a key supplier.
  46. 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 $12.3B.
  47. SanDisk (SNDK) — filed 10-K on 2026-08-17, period ended 2026-07-03 (filing ↗), no matching revenue figure for this filed period yet, market cap $188.6B.
  48. 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 $78.5B.
  49. 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 $46.4B.
  50. 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 $7.6B.
  51. HIVE Digital Technologies (HIVE) — filed 10-Q on 2026-08-14, period ended 2026-06-30 (filing ↗), revenue $79M, market cap $550M. For Q2 2026, HIVE Digital Technologies recorded $79M in revenue. The graph records 5 direct dependents for it.
  52. Bit Digital (BTBT) — filed 10-Q on 2026-08-13, period ended 2026-06-30 (filing ↗), revenue $32M, market cap $330M. Bit Digital's Q2 2026 revenue was $32M; no other tracked company depends on it directly in this dataset.
  53. Blaize (BZAI) — filed 10-Q on 2026-08-13, period ended 2026-06-30 (filing ↗), revenue $12M. For Q2 2026, Blaize recorded $12M in revenue. The graph records no direct dependents for it.
  54. 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.
  55. CoreWeave (CRWV) — filed 10-Q on 2026-08-12, period ended 2026-06-30 (filing ↗), revenue $2.6B, market cap $32.9B. CoreWeave's Q2 2026 revenue was $2.6B; 15 other tracked companies depend on it directly.
  56. QuickLogic (QUIK) — filed 10-Q on 2026-08-12, period ended 2026-06-28 (filing ↗), revenue $5M, market cap $170M. QuickLogic's Q2 2026 revenue was $5M; 8 other tracked companies depend on it directly.
  57. 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.
  58. Cerebras Systems — filed 10-Q on 2026-08-12, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet.
  59. Silicon Labs (SLAB) — filed 10-Q on 2026-08-11, period ended 2026-07-04 (filing ↗), revenue $228M, market cap $7.4B. Silicon Labs reported Q2 2026 revenue of $228M. 1 tracked companies list it as a key supplier.
  60. Netlist (NLST) — filed 10-Q on 2026-08-11, period ended 2026-06-27 (filing ↗), no matching revenue figure for this filed period yet.
  61. 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 $6.3B.
  62. 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.
  63. Ceva (CEVA) — filed 10-Q on 2026-08-10, period ended 2026-06-30 (filing ↗), revenue $29M, market cap $880M. Q2 2026: Ceva posted $29M in revenue. 9 companies in the tracked graph name it among their suppliers.
  64. 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 $200M.
  65. 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.
  66. 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.
  67. ACM Research (ACMR) — filed 10-Q on 2026-08-07, period ended 2026-06-30 (filing ↗), revenue $293M, market cap $3.6B. Q2 2026: ACM Research posted $293M in revenue. 9 companies in the tracked graph name it among their suppliers.
  68. 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.
  69. indie Semiconductor (INDI) — filed 10-Q on 2026-08-07, period ended 2026-06-30 (filing ↗), revenue $64M, market cap $400M. indie Semiconductor's Q2 2026 revenue was $64M; no other tracked company depends on it directly in this dataset.
  70. 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.
  71. KLA (KLAC) — filed 10-K on 2026-08-06, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $200.5B.
  72. Microchip Technology (MCHP) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $1.5B, market cap $43.5B. Microchip Technology's Q2 2026 revenue was $1.5B; 2 other tracked companies depend on it directly.
  73. MACOM Technology (MTSI) — filed 10-Q on 2026-08-06, period ended 2026-07-03 (filing ↗), revenue $342M, market cap $19.5B. MACOM Technology's Q2 2026 revenue was $342M; 1 other tracked companies depend on it directly.
  74. SiTime (SITM) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $157M, market cap $14.7B. SiTime's Q2 2026 revenue was $157M; 3 other tracked companies depend on it directly.
  75. MKS Instruments (MKSI) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $1.2B, market cap $14.3B. MKS Instruments's Q2 2026 revenue was $1.2B; 13 other tracked companies depend on it directly.
  76. Arrow Electronics (ARW) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $10.0B, market cap $11.2B. Q2 2026: Arrow Electronics posted $10.0B in revenue. 6 companies in the tracked graph name it among their suppliers.
  77. Onto Innovation (ONTO) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $343M, market cap $10.5B. Onto Innovation reported Q2 2026 revenue of $343M. 7 tracked companies list it as a key supplier.
  78. Applied Optoelectronics (AAOI) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $192M, market cap $6.5B. For Q2 2026, Applied Optoelectronics recorded $192M in revenue. The graph records 5 direct dependents for it.
  79. Plexus Corp. (PLXS) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $1M, market cap $6.1B. Plexus Corp. reported Q2 2026 revenue of $1M. No tracked company lists it as a key supplier yet.
  80. Kulicke & Soffa (KLIC) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $330M, market cap $4.1B. Kulicke & Soffa's Q2 2026 revenue was $330M; 14 other tracked companies depend on it directly.
  81. Axcelis Technologies (ACLS) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $215M, market cap $3.5B. For Q2 2026, Axcelis Technologies recorded $215M in revenue. The graph records 7 direct dependents for it.
  82. Power Integrations (POWI) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $119M, market cap $2.8B. Power Integrations's Q2 2026 revenue was $119M; 1 other tracked companies depend on it directly.
  83. 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 $1.9B.
  84. Arteris (AIP) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $24M, market cap $1.0B. Arteris's Q2 2026 revenue was $24M; 8 other tracked companies depend on it directly.
  85. Aeva Technologies (AEVA) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $6M, market cap $730M. Aeva Technologies reported Q2 2026 revenue of $6M. 3 tracked companies list it as a key supplier.
  86. Silvaco Group, Inc. (SVCO) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $18M, market cap $230M. For Q2 2026, Silvaco Group, Inc. recorded $18M in revenue. The graph records no direct dependents for it.
  87. Atomera (ATOM) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $158,000, market cap $110M. Atomera's Q2 2026 revenue was $158,000; 13 other tracked companies depend on it directly.
  88. AMD (AMD) — filed 10-Q on 2026-08-05, period ended 2026-06-27 (filing ↗), revenue $11.5B, market cap $914.6B. AMD reported Q2 2026 revenue of $11.5B. 23 tracked companies list it as a key supplier.
  89. Caterpillar (CAT) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $20.5B, market cap $327.9B. For Q2 2026, Caterpillar recorded $20.5B in revenue. The graph records no direct dependents for it.
  90. Arista Networks (ANET) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $3.0B, market cap $235.8B. Arista Networks's Q2 2026 revenue was $3.0B; 3 other tracked companies depend on it directly.
  91. Monolithic Power Systems (MPWR) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $981M, market cap $59.6B. For Q2 2026, Monolithic Power Systems recorded $981M in revenue. The graph records 2 direct dependents for it.
  92. Astera Labs (ALAB) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $392M, market cap $49.7B. For Q2 2026, Astera Labs recorded $392M in revenue. The graph records 2 direct dependents for it.
  93. Iron Mountain (IRM) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $2.0B, market cap $34.3B. Iron Mountain reported Q2 2026 revenue of $2.0B. 5 tracked companies list it as a key supplier.
  94. Albemarle Corporation (ALB) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $1.7B, market cap $11.7B. Albemarle Corporation reported Q2 2026 revenue of $1.7B. No tracked company lists it as a key supplier yet.
  95. Bruker (BRKR) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $839M, market cap $9.3B. For Q2 2026, Bruker recorded $839M in revenue. The graph records 7 direct dependents for it.
  96. TeraWulf (WULF) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $45M, market cap $6.3B. TeraWulf reported Q2 2026 revenue of $45M. 5 tracked companies list it as a key supplier.
  97. Cirrus Logic (CRUS) — filed 10-Q on 2026-08-05, period ended 2026-06-27 (filing ↗), revenue $460M, market cap $5.7B. Q2 2026: Cirrus Logic posted $460M in revenue. 1 companies in the tracked graph name it among their suppliers.
  98. Materion (MTRN) — filed 10-Q on 2026-08-05, period ended 2026-07-03 (filing ↗), revenue $614M, market cap $4.9B. Q2 2026: Materion posted $614M in revenue. 7 companies in the tracked graph name it among their suppliers.
  99. Vishay Intertechnology (VSH) — filed 10-Q on 2026-08-05, period ended 2026-07-04 (filing ↗), revenue $889M, market cap $4.5B. For Q2 2026, Vishay Intertechnology recorded $889M in revenue. The graph records 2 direct dependents for it.
  100. Diodes Incorporated (DIOD) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $446M, market cap $4.1B. Diodes Incorporated reported Q2 2026 revenue of $446M. 1 tracked companies list it as a key supplier.
  101. 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 $2.7B.
  102. Adeia Inc. (ADEA) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $96M, market cap $2.5B. Adeia Inc. reported Q2 2026 revenue of $96M. 8 tracked companies list it as a key supplier.
  103. Everspin Technologies (MRAM) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $19M, market cap $340M. Everspin Technologies reported Q2 2026 revenue of $19M. 4 tracked companies list it as a key supplier.
  104. TTM Technologies (TTMI) — filed 10-Q on 2026-08-05, period ended 2026-06-29 (filing ↗), revenue $1.0B. TTM Technologies's Q2 2026 revenue was $1.0B; 7 other tracked companies depend on it directly.
  105. Seagate Technology Holdings (STX) — filed 10-K on 2026-08-04, period ended 2026-07-03 (filing ↗), no matching revenue figure for this filed period yet, market cap $151.9B.
  106. Emerson Electric (EMR) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $4.9B, market cap $92.8B. Q2 2026: Emerson Electric posted $4.9B in revenue. No company in the tracked graph names it as a supplier yet.
  107. Cummins (CMI) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $9.5B, market cap $73.0B. Cummins's Q2 2026 revenue was $9.5B; no other tracked company depends on it directly in this dataset.
  108. Entegris (ENTG) — filed 10-Q on 2026-08-04, period ended 2026-06-27 (filing ↗), revenue $883M, market cap $22.9B. Q2 2026: Entegris posted $883M in revenue. 8 companies in the tracked graph name it among their suppliers.
  109. DuPont (DD) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $1.8B, market cap $18.6B. DuPont reported Q2 2026 revenue of $1.8B. 5 tracked companies list it as a key supplier.
  110. Lattice Semiconductor (LSCC) — filed 10-Q on 2026-08-04, period ended 2026-07-04 (filing ↗), revenue $201M, market cap $14.7B. Lattice Semiconductor reported Q2 2026 revenue of $201M. No tracked company lists it as a key supplier yet.
  111. Generac Holdings (GNRC) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $1.2B, market cap $11.4B. Generac Holdings's Q2 2026 revenue was $1.2B; no other tracked company depends on it directly in this dataset.
  112. FormFactor (FORM) — filed 10-Q on 2026-08-04, period ended 2026-06-27 (filing ↗), revenue $258M, market cap $8.3B. FormFactor reported Q2 2026 revenue of $258M. 7 tracked companies list it as a key supplier.
  113. Hut 8 (HUT) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $75M, market cap $8.3B. Hut 8's Q2 2026 revenue was $75M; 5 other tracked companies depend on it directly.
  114. Powell Industries (POWL) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $312M, market cap $5.9B. For Q2 2026, Powell Industries recorded $312M in revenue. The graph records no direct dependents for it.
  115. Cipher Mining (CIFR) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $25M, market cap $3.5B. Q2 2026: Cipher Mining posted $25M in revenue. 5 companies in the tracked graph name it among their suppliers.
  116. DigitalBridge (DBRG) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $509M, market cap $3.0B. Q2 2026: DigitalBridge posted $509M in revenue. 5 companies in the tracked graph name it among their suppliers.
  117. Ultra Clean Holdings (UCTT) — filed 10-Q on 2026-08-04, period ended 2026-06-26 (filing ↗), no matching revenue figure for this filed period yet, market cap $2.3B.
  118. Ichor Holdings (ICHR) — filed 10-Q on 2026-08-04, period ended 2026-06-26 (filing ↗), revenue $295M, market cap $1.5B. Ichor Holdings reported Q2 2026 revenue of $295M. 9 tracked companies list it as a key supplier.
  119. onsemi (ON) — filed 10-Q on 2026-08-03, period ended 2026-07-03 (filing ↗), revenue $1.6B, market cap $30.6B. Q2 2026: onsemi posted $1.6B in revenue. 2 companies in the tracked graph name it among their suppliers.
  120. Advanced Energy (AEIS) — filed 10-Q on 2026-08-03, period ended 2026-06-30 (filing ↗), revenue $574M, market cap $9.3B. For Q2 2026, Advanced Energy recorded $574M in revenue. The graph records 13 direct dependents for it.
  121. Apple (AAPL) — filed 10-Q on 2026-07-31, period ended 2026-06-27 (filing ↗), revenue $109.4B, market cap $5.07T. Q2 2026: Apple posted $109.4B in revenue. No company in the tracked graph names it as a supplier yet.
  122. Amazon (Annapurna Labs) (AMZN) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $200.6B, market cap $2.73T. For Q2 2026, Amazon (Annapurna Labs) recorded $200.6B in revenue. The graph records 4 direct dependents for it.
  123. Linde (LIN) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $9.3B, market cap $234.5B. Linde's Q2 2026 revenue was $9.3B; 9 other tracked companies depend on it directly.
  124. Eaton (ETN) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $8.5B, market cap $149.2B. Q2 2026: Eaton posted $8.5B in revenue. 45 companies in the tracked graph name it among their suppliers.
  125. Digital Realty (DLR) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $67.6B.
  126. Teradyne (TER) — filed 10-Q on 2026-07-31, period ended 2026-06-28 (filing ↗), revenue $1.3B, market cap $50.6B. Q2 2026: Teradyne posted $1.3B in revenue. 10 companies in the tracked graph name it among their suppliers.
  127. Flex Ltd. (FLEX) — filed 10-Q on 2026-07-31, period ended 2026-06-26 (filing ↗), revenue $7.9B, market cap $30.8B. Q2 2026: Flex Ltd. posted $7.9B in revenue. 1 companies in the tracked graph name it among their suppliers.
  128. nVent Electrical (NVT) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $1.5B, market cap $21.8B. nVent Electrical's Q2 2026 revenue was $1.5B; 7 other tracked companies depend on it directly.
  129. Allegro MicroSystems (ALGM) — filed 10-Q on 2026-07-31, period ended 2026-06-26 (filing ↗), revenue $259M, market cap $6.3B. Allegro MicroSystems reported Q2 2026 revenue of $259M. No tracked company lists it as a key supplier yet.
  130. Cohu (COHU) — filed 10-Q on 2026-07-31, period ended 2026-06-27 (filing ↗), no matching revenue figure for this filed period yet, market cap $2.4B.
  131. Amphenol (APH) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $8.8B. Q2 2026: Amphenol posted $8.8B in revenue. No company in the tracked graph names it as a supplier yet.
  132. Trane Technologies plc (TT) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $6.4B, market cap $101.5B. Trane Technologies plc reported Q2 2026 revenue of $6.4B. No tracked company lists it as a key supplier yet.
  133. Quanta Services (PWR) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $9.6B, market cap $87.0B. Quanta Services reported Q2 2026 revenue of $9.6B. No tracked company lists it as a key supplier yet.
  134. Air Products (APD) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $3.2B, market cap $68.4B. For Q2 2026, Air Products recorded $3.2B in revenue. The graph records 8 direct dependents for it.
  135. Modine Manufacturing (MOD) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $874M, market cap $7.3B. Q2 2026: Modine Manufacturing posted $874M in revenue. No company in the tracked graph names it as a supplier yet.

Coverage: 437 tracked companies carry a real reported revenue figure or a resolved SEC filer record (194 have a resolved SEC CIK, 177 of those have at least one 10-Q/10-K/20-F/40-F on file, 135 filed one in the last 90 days). Separately, the most recently reported XBRL-tagged quarter across the tracked, quarterly-reporting cohort is Q2 2026 — that lags real filings by design and is kept only as a secondary, legacy fact. Net income and operating margin are shown only where they share the same reporting period as revenue on that row. Source: SEC EDGAR and, where a company doesn't file with the SEC, its exchange financial statements.

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