Earnings

Filed in the last 90 days — 154 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. Hewlett Packard Enterprise (HPE) — filed 10-Q on 2026-09-03, period ended 2026-07-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $69.0B.
2. Ciena (CIEN) — filed 10-Q on 2026-09-03, period ended 2026-08-01 (filing ↗), no matching revenue figure for this filed period yet, market cap $45.5B.
3. 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 $430.5B.
4. Keysight Technologies (KEYS) — filed 10-Q on 2026-09-02, period ended 2026-07-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $55.7B.
5. NetApp (NTAP) — filed 10-Q on 2026-09-02, period ended 2026-07-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $36.5B.
6. Credo Technology (CRDO) — filed 10-Q on 2026-09-02, period ended 2026-08-01 (filing ↗), no matching revenue figure for this filed period yet, market cap $32.1B.
7. 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 $26.0B.
8. Marvell Technology (MRVL) — filed 10-Q on 2026-08-28, period ended 2026-08-01 (filing ↗), revenue $2.7B, market cap $200.9B. Q2 2026: Marvell Technology posted $2.7B in revenue. 15 companies in the tracked graph name it among their suppliers.
9. 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 $17.6B.
10. 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 $760M.
11. NVIDIA (NVDA) — filed 10-Q on 2026-08-26, period ended 2026-07-26 (filing ↗), revenue $96.2B, market cap $5.56T. NVIDIA's Q2 2026 revenue was $96.2B; 45 other tracked companies depend on it directly.
12. Synopsys (SNPS) — filed 10-Q on 2026-08-26, period ended 2026-07-31 (filing ↗), revenue $2.5B, market cap $75.5B. Synopsys's Q2 2026 revenue was $2.5B; 11 other tracked companies depend on it directly.
13. 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 $13.8B.
14. 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 $121.3B.
15. Applied Materials (AMAT) — filed 10-Q on 2026-08-20, period ended 2026-07-26 (filing ↗), revenue $9.1B, market cap $360.9B. Q2 2026: Applied Materials posted $9.1B in revenue. 10 companies in the tracked graph name it among their suppliers.
16. Nordson (NDSN) — filed 10-Q on 2026-08-20, period ended 2026-07-31 (filing ↗), revenue $818M, market cap $17.7B. For Q2 2026, Nordson recorded $818M in revenue. The graph records 10 direct dependents for it.
17. 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 $1.5B.
18. Analog Devices (ADI) — filed 10-Q on 2026-08-19, period ended 2026-08-01 (filing ↗), revenue $4.0B, market cap $175.5B. For Q2 2026, Analog Devices recorded $4.0B in revenue. The graph records 14 direct dependents for it.
19. 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 $14.6B.
20. 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 $79.0B.
21. SanDisk (SNDK) — filed 10-K on 2026-08-17, period ended 2026-07-03 (filing ↗), no matching revenue figure for this filed period yet.
22. Western Digital (WDC) — filed 10-K on 2026-08-14, period ended 2026-07-03 (filing ↗), no matching revenue figure for this filed period yet, market cap $168.5B.
23. 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 $55.2B.
24. 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.
25. HIVE Digital Technologies (HIVE) — filed 10-Q on 2026-08-14, period ended 2026-06-30 (filing ↗), revenue $79M, market cap $850M. HIVE Digital Technologies's Q2 2026 revenue was $79M; 5 other tracked companies depend on it directly.
26. Bit Digital (BTBT) — filed 10-Q on 2026-08-13, period ended 2026-06-30 (filing ↗), revenue $32M, market cap $590M. Q2 2026: Bit Digital posted $32M in revenue. No company in the tracked graph names it as a supplier yet.
27. 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.
28. Soluna Holdings (SLNH) — filed 10-Q on 2026-08-13, period ended 2026-06-30 (filing ↗), revenue $15M. Soluna Holdings reported Q2 2026 revenue of $15M. 7 tracked companies list it as a key supplier.
29. CoreWeave (CRWV) — filed 10-Q on 2026-08-12, period ended 2026-06-30 (filing ↗), revenue $2.6B, market cap $49.3B. Q2 2026: CoreWeave posted $2.6B in revenue. 15 companies in the tracked graph name it among their suppliers.
30. QuickLogic (QUIK) — filed 10-Q on 2026-08-12, period ended 2026-06-28 (filing ↗), revenue $5M, market cap $200M. QuickLogic reported Q2 2026 revenue of $5M. 8 tracked companies list it as a key supplier.
31. 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.
32. Cerebras Systems — filed 10-Q on 2026-08-12, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet.
33. Silicon Labs (SLAB) — filed 10-Q on 2026-08-11, period ended 2026-07-04 (filing ↗), revenue $228M, market cap $7.4B. Silicon Labs's Q2 2026 revenue was $228M; 1 other tracked companies depend on it directly.
34. Netlist (NLST) — filed 10-Q on 2026-08-11, period ended 2026-06-27 (filing ↗), no matching revenue figure for this filed period yet.
35. 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 $6.5B.
36. 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 $3.9B.
37. Ceva (CEVA) — filed 10-Q on 2026-08-10, period ended 2026-06-30 (filing ↗), revenue $29M, market cap $760M. Ceva reported Q2 2026 revenue of $29M. 9 tracked companies list it as a key supplier.
38. 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 $140M.
39. Magnachip Semiconductor (MX) — filed 10-Q on 2026-08-10, period ended 2026-06-30 (filing ↗), revenue $45M, market cap $110M. Q2 2026: Magnachip Semiconductor posted $45M in revenue. No company in the tracked graph names it as a supplier yet.
40. Galaxy Digital (GLXY) — filed 10-Q on 2026-08-10, period ended 2026-06-30 (filing ↗), revenue $8.6B. For Q2 2026, Galaxy Digital recorded $8.6B in revenue. The graph records 5 direct dependents for it.
41. Lam Research (LRCX) — filed 10-K on 2026-08-07, period ended 2026-06-28 (filing ↗), no matching revenue figure for this filed period yet, market cap $385.0B.
42. ACM Research (ACMR) — filed 10-Q on 2026-08-07, period ended 2026-06-30 (filing ↗), revenue $293M, market cap $5.2B. ACM Research reported Q2 2026 revenue of $293M. 9 tracked companies list it as a key supplier.
43. SkyWater Technology (SKYT) — filed 10-Q on 2026-08-07, period ended 2026-06-28 (filing ↗), revenue $156M, market cap $1.6B. SkyWater Technology reported Q2 2026 revenue of $156M. 6 tracked companies list it as a key supplier.
44. indie Semiconductor (INDI) — filed 10-Q on 2026-08-07, period ended 2026-06-30 (filing ↗), revenue $64M, market cap $760M. For Q2 2026, indie Semiconductor recorded $64M in revenue. The graph records no direct dependents for it.
45. nLight (LASR) — filed 10-Q on 2026-08-07, period ended 2026-06-30 (filing ↗), revenue $83M. For Q2 2026, nLight recorded $83M in revenue. The graph records 3 direct dependents for it.
46. 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 $242.5B.
47. Microchip Technology (MCHP) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $1.5B, market cap $40.3B. Q2 2026: Microchip Technology posted $1.5B in revenue. 2 companies in the tracked graph name it among their suppliers.
48. MACOM Technology (MTSI) — filed 10-Q on 2026-08-06, period ended 2026-07-03 (filing ↗), revenue $342M, market cap $20.5B. Q2 2026: MACOM Technology posted $342M in revenue. 1 companies in the tracked graph name it among their suppliers.
49. SiTime (SITM) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $157M, market cap $18.3B. SiTime reported Q2 2026 revenue of $157M. 3 tracked companies list it as a key supplier.
50. MKS Instruments (MKSI) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $1.2B, market cap $17.6B. Q2 2026: MKS Instruments posted $1.2B in revenue. 13 companies in the tracked graph name it among their suppliers.
51. Arrow Electronics (ARW) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $10.0B, market cap $11.0B. Arrow Electronics reported Q2 2026 revenue of $10.0B. 6 tracked companies list it as a key supplier.
52. Applied Optoelectronics (AAOI) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $192M, market cap $9.0B. Applied Optoelectronics's Q2 2026 revenue was $192M; 5 other tracked companies depend on it directly.
53. Plexus Corp. (PLXS) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $1M, market cap $6.6B. Plexus Corp.'s Q2 2026 revenue was $1M; no other tracked company depends on it directly in this dataset.
54. Kulicke & Soffa (KLIC) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $330M, market cap $4.3B. Q2 2026: Kulicke & Soffa posted $330M in revenue. 14 companies in the tracked graph name it among their suppliers.
55. Axcelis Technologies (ACLS) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $215M, market cap $3.5B. Axcelis Technologies's Q2 2026 revenue was $215M; 7 other tracked companies depend on it directly.
56. Power Integrations (POWI) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $119M, market cap $2.8B. Q2 2026: Power Integrations posted $119M in revenue. 1 companies in the tracked graph name it among their suppliers.
57. 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.
58. Aeva Technologies (AEVA) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $6M, market cap $1.1B. Aeva Technologies's Q2 2026 revenue was $6M; 3 other tracked companies depend on it directly.
59. Arteris (AIP) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $24M, market cap $1.1B. Q2 2026: Arteris posted $24M in revenue. 8 companies in the tracked graph name it among their suppliers.
60. Silvaco Group, Inc. (SVCO) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $18M, market cap $220M. Silvaco Group, Inc.'s Q2 2026 revenue was $18M; no other tracked company depends on it directly in this dataset.
61. Atomera (ATOM) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $158,000, market cap $160M. Q2 2026: Atomera posted $158,000 in revenue. 13 companies in the tracked graph name it among their suppliers.
62. Onto Innovation (ONTO) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $343M. For Q2 2026, Onto Innovation recorded $343M in revenue. The graph records 7 direct dependents for it.
63. AMD (AMD) — filed 10-Q on 2026-08-05, period ended 2026-06-27 (filing ↗), revenue $11.5B, market cap $779.6B. For Q2 2026, AMD recorded $11.5B in revenue. The graph records 23 direct dependents for it.
64. Caterpillar (CAT) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $20.5B, market cap $374.1B. Caterpillar's Q2 2026 revenue was $20.5B; no other tracked company depends on it directly in this dataset.
65. Arista Networks (ANET) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $3.0B, market cap $244.4B. Arista Networks's Q2 2026 revenue was $3.0B; 3 other tracked companies depend on it directly.
66. Monolithic Power Systems (MPWR) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $981M, market cap $60.1B. Monolithic Power Systems's Q2 2026 revenue was $981M; 2 other tracked companies depend on it directly.
67. Astera Labs (ALAB) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $392M, market cap $53.9B. Astera Labs reported Q2 2026 revenue of $392M. 2 tracked companies list it as a key supplier.
68. Iron Mountain (IRM) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $2.0B, market cap $34.8B. For Q2 2026, Iron Mountain recorded $2.0B in revenue. The graph records 5 direct dependents for it.
69. Albemarle Corporation (ALB) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $1.7B, market cap $14.9B. Albemarle Corporation's Q2 2026 revenue was $1.7B; no other tracked company depends on it directly in this dataset.
70. TTM Technologies (TTMI) — filed 10-Q on 2026-08-05, period ended 2026-06-29 (filing ↗), revenue $1.0B, market cap $13.2B. Q2 2026: TTM Technologies posted $1.0B in revenue. 7 companies in the tracked graph name it among their suppliers.
71. Bruker (BRKR) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $839M, market cap $8.9B. Bruker's Q2 2026 revenue was $839M; 7 other tracked companies depend on it directly.
72. TeraWulf (WULF) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $45M, market cap $8.2B. For Q2 2026, TeraWulf recorded $45M in revenue. The graph records 5 direct dependents for it.
73. Cirrus Logic (CRUS) — filed 10-Q on 2026-08-05, period ended 2026-06-27 (filing ↗), revenue $460M, market cap $5.7B. For Q2 2026, Cirrus Logic recorded $460M in revenue. The graph records 1 direct dependents for it.
74. Materion (MTRN) — filed 10-Q on 2026-08-05, period ended 2026-07-03 (filing ↗), revenue $614M, market cap $5.1B. Materion reported Q2 2026 revenue of $614M. 7 tracked companies list it as a key supplier.
75. Vishay Intertechnology (VSH) — filed 10-Q on 2026-08-05, period ended 2026-07-04 (filing ↗), revenue $889M, market cap $4.9B. Vishay Intertechnology's Q2 2026 revenue was $889M; 2 other tracked companies depend on it directly.
76. Diodes Incorporated (DIOD) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $446M, market cap $4.2B. For Q2 2026, Diodes Incorporated recorded $446M in revenue. The graph records 1 direct dependents for it.
77. Adeia Inc. (ADEA) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $96M, market cap $2.9B. For Q2 2026, Adeia Inc. recorded $96M in revenue. The graph records 8 direct dependents for it.
78. 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.
79. Everspin Technologies (MRAM) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $19M, market cap $400M. For Q2 2026, Everspin Technologies recorded $19M in revenue. The graph records 4 direct dependents for it.
80. 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 $192.5B.
81. Emerson Electric (EMR) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $4.9B, market cap $85.2B. Emerson Electric reported Q2 2026 revenue of $4.9B. No tracked company lists it as a key supplier yet.
82. Cummins (CMI) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $9.5B, market cap $77.2B. Q2 2026: Cummins posted $9.5B in revenue. No company in the tracked graph names it as a supplier yet.
83. Entegris (ENTG) — filed 10-Q on 2026-08-04, period ended 2026-06-27 (filing ↗), revenue $883M, market cap $21.2B. Q2 2026: Entegris posted $883M in revenue. 8 companies in the tracked graph name it among their suppliers.
84. DuPont (DD) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $1.8B, market cap $17.8B. DuPont reported Q2 2026 revenue of $1.8B. 5 tracked companies list it as a key supplier.
85. Lattice Semiconductor (LSCC) — filed 10-Q on 2026-08-04, period ended 2026-07-04 (filing ↗), revenue $201M, market cap $16.5B. Lattice Semiconductor's Q2 2026 revenue was $201M; no other tracked company depends on it directly in this dataset.
86. Hut 8 (HUT) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $75M, market cap $11.5B. Q2 2026: Hut 8 posted $75M in revenue. 5 companies in the tracked graph name it among their suppliers.
87. Generac Holdings (GNRC) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $1.2B, market cap $11.1B. Q2 2026: Generac Holdings posted $1.2B in revenue. No company in the tracked graph names it as a supplier yet.
88. FormFactor (FORM) — filed 10-Q on 2026-08-04, period ended 2026-06-27 (filing ↗), revenue $258M, market cap $8.1B. For Q2 2026, FormFactor recorded $258M in revenue. The graph records 7 direct dependents for it.
89. Cipher Mining (CIFR) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $25M, market cap $7.4B. Cipher Mining reported Q2 2026 revenue of $25M. 5 tracked companies list it as a key supplier.
90. Powell Industries (POWL) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $312M, market cap $6.6B. Powell Industries's Q2 2026 revenue was $312M; no other tracked company depends on it directly in this dataset.
91. 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 $3.3B.
92. DigitalBridge (DBRG) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $509M, market cap $3.0B. DigitalBridge reported Q2 2026 revenue of $509M. 5 tracked companies list it as a key supplier.
93. Ichor Holdings (ICHR) — filed 10-Q on 2026-08-04, period ended 2026-06-26 (filing ↗), revenue $295M, market cap $2.1B. For Q2 2026, Ichor Holdings recorded $295M in revenue. The graph records 9 direct dependents for it.
94. onsemi (ON) — filed 10-Q on 2026-08-03, period ended 2026-07-03 (filing ↗), revenue $1.6B, market cap $29.0B. onsemi reported Q2 2026 revenue of $1.6B. 2 tracked companies list it as a key supplier.
95. Advanced Energy (AEIS) — filed 10-Q on 2026-08-03, period ended 2026-06-30 (filing ↗), revenue $574M, market cap $11.3B. Advanced Energy's Q2 2026 revenue was $574M; 13 other tracked companies depend on it directly.
96. Apple (AAPL) — filed 10-Q on 2026-07-31, period ended 2026-06-27 (filing ↗), revenue $109.4B, market cap $4.67T. Q2 2026: Apple posted $109.4B in revenue. No company in the tracked graph names it as a supplier yet.
97. Amazon (Annapurna Labs) (AMZN) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $200.6B, market cap $2.79T. For Q2 2026, Amazon (Annapurna Labs) recorded $200.6B in revenue. The graph records 4 direct dependents for it.
98. Linde (LIN) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $9.3B, market cap $220.2B. Linde's Q2 2026 revenue was $9.3B; 9 other tracked companies depend on it directly.
99. Eaton (ETN) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $8.5B, market cap $159.6B. Q2 2026: Eaton posted $8.5B in revenue. 45 companies in the tracked graph name it among their suppliers.
100. 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 $71.2B.
101. Teradyne (TER) — filed 10-Q on 2026-07-31, period ended 2026-06-28 (filing ↗), revenue $1.3B, market cap $55.8B. Teradyne reported Q2 2026 revenue of $1.3B. 10 tracked companies list it as a key supplier.
102. Flex Ltd. (FLEX) — filed 10-Q on 2026-07-31, period ended 2026-06-26 (filing ↗), revenue $7.9B, market cap $40.5B. For Q2 2026, Flex Ltd. recorded $7.9B in revenue. The graph records 1 direct dependents for it.
103. nVent Electrical (NVT) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $1.5B, market cap $25.3B. nVent Electrical reported Q2 2026 revenue of $1.5B. 7 tracked companies list it as a key supplier.
104. Allegro MicroSystems (ALGM) — filed 10-Q on 2026-07-31, period ended 2026-06-26 (filing ↗), revenue $259M, market cap $6.8B. For Q2 2026, Allegro MicroSystems recorded $259M in revenue. The graph records no direct dependents for it.
105. 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.
106. Amphenol (APH) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $8.8B. For Q2 2026, Amphenol recorded $8.8B in revenue. The graph records no direct dependents for it.
107. Meta Platforms (META) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $60.8B, market cap $1.57T. Meta Platforms reported Q2 2026 revenue of $60.8B. No tracked company lists it as a key supplier yet.
108. Trane Technologies plc (TT) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $6.4B, market cap $98.5B. For Q2 2026, Trane Technologies plc recorded $6.4B in revenue. The graph records no direct dependents for it.
109. Quanta Services (PWR) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $9.6B, market cap $93.9B. For Q2 2026, Quanta Services recorded $9.6B in revenue. The graph records no direct dependents for it.
110. Air Products (APD) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $3.2B, market cap $67.1B. For Q2 2026, Air Products recorded $3.2B in revenue. The graph records 8 direct dependents for it.
111. Modine Manufacturing (MOD) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $874M, market cap $10.3B. Modine Manufacturing reported Q2 2026 revenue of $874M. No tracked company lists it as a key supplier yet.
112. Microsoft (MSFT) — filed 10-K on 2026-07-29, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $3.71T.
113. Qualcomm (QCOM) — filed 10-Q on 2026-07-29, period ended 2026-06-28 (filing ↗), revenue $9.9B, market cap $180.2B. Qualcomm reported Q2 2026 revenue of $9.9B. 4 tracked companies list it as a key supplier.
114. Corning Incorporated (GLW) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $132.9B.
115. Vertiv (VRT) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), revenue $3.3B, market cap $108.0B. Vertiv reported Q2 2026 revenue of $3.3B. 46 tracked companies list it as a key supplier.
116. Equinix (EQIX) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), revenue $2.6B, market cap $102.2B. For Q2 2026, Equinix recorded $2.6B in revenue. The graph records 7 direct dependents for it.
117. Johnson Controls International plc (JCI) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $87.8B.
118. Cadence Design Systems (CDNS) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $80.6B.
119. Hubbell Incorporated (HUBB) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $24.3B.
120. Littelfuse (LFUS) — filed 10-Q on 2026-07-29, period ended 2026-06-27 (filing ↗), no matching revenue figure for this filed period yet, market cap $10.6B.
121. Avantor (AVTR) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $10.1B.
122. Vicor (VICR) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $8.7B.
123. Applied Digital (APLD) — filed 10-K on 2026-07-29, period ended 2026-05-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $7.5B.
124. Benchmark Electronics (BHE) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), revenue $756M, market cap $2.6B. Q2 2026: Benchmark Electronics posted $756M in revenue. No company in the tracked graph names it as a supplier yet.
125. American Tower (AMT) — filed 10-Q on 2026-07-28, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $81.9B.
126. Bloom Energy (BE) — filed 10-Q on 2026-07-28, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $74.5B.
127. NXP Semiconductors (NXPI) — filed 10-Q on 2026-07-28, period ended 2026-06-28 (filing ↗), no matching revenue figure for this filed period yet, market cap $57.5B.
128. Amkor Technology (AMKR) — filed 10-Q on 2026-07-28, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $11.9B.
129. Skyworks Solutions (SWKS) — filed 10-Q on 2026-07-28, period ended 2026-07-03 (filing ↗), revenue $935M, market cap $11.1B. Skyworks Solutions reported Q2 2026 revenue of $935M. 2 tracked companies list it as a key supplier.
130. Rambus (RMBS) — filed 10-Q on 2026-07-28, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $9.3B.
131. Qorvo (QRVO) — filed 10-Q on 2026-07-28, period ended 2026-06-27 (filing ↗), no matching revenue figure for this filed period yet, market cap $9.1B.
132. Element Solutions (ESI) — filed 10-Q on 2026-07-28, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $8.8B.
133. Core Scientific (CORZ) — filed 10-Q on 2026-07-28, period ended 2026-06-30 (filing ↗), revenue $164M, market cap $5.8B. Core Scientific's Q2 2026 revenue was $164M; 5 other tracked companies depend on it directly.
134. Knowles (KN) — filed 10-Q on 2026-07-28, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $3.0B.
135. Celestica (CLS) — filed 10-Q on 2026-07-27, period ended 2026-06-30 (filing ↗), revenue $4.7B, market cap $39.4B. Q2 2026: Celestica posted $4.7B in revenue. 5 companies in the tracked graph name it among their suppliers.
136. Sanmina Corporation (SANM) — filed 10-Q on 2026-07-27, period ended 2026-06-27 (filing ↗), revenue $3.5B, market cap $10.6B. Sanmina Corporation reported Q2 2026 revenue of $3.5B. 1 tracked companies list it as a key supplier.
137. Navitas Semiconductor (NVTS) — filed 10-Q on 2026-07-27, period ended 2026-06-30 (filing ↗), revenue $11M, market cap $3.1B. Navitas Semiconductor reported Q2 2026 revenue of $11M. 1 tracked companies list it as a key supplier.
138. Aehr Test Systems (AEHR) — filed 10-K on 2026-07-27, period ended 2026-05-29 (filing ↗), no matching revenue figure for this filed period yet, market cap $2.8B.
139. Texas Instruments (TXN) — filed 10-Q on 2026-07-24, period ended 2026-06-30 (filing ↗), revenue $5.5B, market cap $236.0B. Texas Instruments's Q2 2026 revenue was $5.5B; 17 other tracked companies depend on it directly.
140. TE Connectivity (TEL) — filed 10-Q on 2026-07-24, period ended 2026-06-26 (filing ↗), revenue $5.2B, market cap $60.4B. TE Connectivity reported Q2 2026 revenue of $5.2B. No tracked company lists it as a key supplier yet.
141. Intel (INTC) — filed 10-Q on 2026-07-24, period ended 2026-06-27 (filing ↗), revenue $16.1B. Q2 2026: Intel posted $16.1B in revenue. 21 companies in the tracked graph name it among their suppliers.
142. Alphabet (Google) (GOOGL) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), revenue $119.8B, market cap $4.14T. Alphabet (Google)'s Q2 2026 revenue was $119.8B; 2 other tracked companies depend on it directly.
143. Tesla (TSLA) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), revenue $28.2B, market cap $1.40T. Q2 2026: Tesla posted $28.2B in revenue. No company in the tracked graph names it as a supplier yet.
144. IBM (IBM) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), revenue $17.2B, market cap $221.3B. IBM's Q2 2026 revenue was $17.2B; 1 other tracked companies depend on it directly.
145. MaxLinear (MXL) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), revenue $169M, market cap $5.7B. MaxLinear reported Q2 2026 revenue of $169M. No tracked company lists it as a key supplier yet.
146. GE Vernova (GEV) — filed 10-Q on 2026-07-22, period ended 2026-06-30 (filing ↗), revenue $11.1B, market cap $250.9B. Q2 2026: GE Vernova posted $11.1B in revenue. No company in the tracked graph names it as a supplier yet.
147. SMART Modular Technologies (PENG) — filed 10-Q on 2026-07-07, period ended 2026-05-29 (filing ↗), revenue $479M, market cap $2.6B. For Q2 2026, SMART Modular Technologies recorded $479M in revenue. The graph records 4 direct dependents for it.
148. Jabil (JBL) — filed 10-Q on 2026-06-30, period ended 2026-05-31 (filing ↗), revenue $8.8B, market cap $32.5B. Jabil's Q2 2026 revenue was $8.8B; 7 other tracked companies depend on it directly.
149. Sify Technologies (SIFY) — filed 20-F on 2026-06-26, period ended 2026-03-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $1.0B.
150. Micron Technology (MU) — filed 10-Q on 2026-06-25, period ended 2026-05-28 (filing ↗), revenue $41.5B. Micron Technology's Q2 2026 revenue was $41.5B; 12 other tracked companies depend on it directly.
151. Oracle (ORCL) — filed 10-K on 2026-06-22, period ended 2026-05-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $457.4B.
152. Photronics (PLAB) — filed 10-Q on 2026-06-11, period ended 2026-05-03 (filing ↗), revenue $210M, market cap $1.7B. Photronics reported Q1 2026 revenue of $210M. 8 tracked companies list it as a key supplier.
153. Broadcom (AVGO) — filed 10-Q on 2026-06-09, period ended 2026-05-03 (filing ↗), revenue $22.2B, market cap $1.70T. Q1 2026: Broadcom posted $22.2B in revenue. 45 companies in the tracked graph name it among their suppliers.
154. Dell Technologies (DELL) — filed 10-Q on 2026-06-09, period ended 2026-05-01 (filing ↗), revenue $43.8B, market cap $338.7B. Dell Technologies's Q1 2026 revenue was $43.8B; 18 other tracked companies depend on it directly.