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 2026-10-09.
Filed in the last 90 days — 151 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.
- Applied Digital (APLD) — filed 10-Q on 2026-10-07, period ended 2026-08-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $7.1B.
- Oracle (ORCL) — filed 10-Q on 2026-09-11, period ended 2026-08-31 (filing ↗), revenue $19.3B, market cap $411.3B. Oracle reported Q3 2026 revenue of $19.3B. 3 tracked companies list it as a key supplier.
- Broadcom (AVGO) — filed 10-Q on 2026-09-10, period ended 2026-08-02 (filing ↗), revenue $29.6B, market cap $1.72T. Broadcom's Q2 2026 revenue was $29.6B; 45 other tracked companies depend on it directly.
- Photronics (PLAB) — filed 10-Q on 2026-09-10, period ended 2026-08-02 (filing ↗), revenue $216M, market cap $1.8B. Photronics reported Q2 2026 revenue of $216M. 8 tracked companies list it as a key supplier.
- Dell Technologies (DELL) — filed 10-Q on 2026-09-08, period ended 2026-07-31 (filing ↗), revenue $47.0B, market cap $365.3B. Dell Technologies reported Q2 2026 revenue of $47.0B. 18 tracked companies list it as a key supplier.
- Ambarella (AMBA) — filed 10-Q on 2026-09-04, period ended 2026-07-31 (filing ↗), revenue $108M, market cap $2.8B. Q2 2026: Ambarella posted $108M in revenue. 1 companies in the tracked graph name it among their suppliers.
- Hewlett Packard Enterprise (HPE) — filed 10-Q on 2026-09-03, period ended 2026-07-31 (filing ↗), revenue $12.2B, market cap $94.3B. Q2 2026: Hewlett Packard Enterprise posted $12.2B in revenue. 1 companies in the tracked graph name it among their suppliers.
- Ciena (CIEN) — filed 10-Q on 2026-09-03, period ended 2026-08-01 (filing ↗), revenue $1.7B, market cap $60.4B. Ciena's Q2 2026 revenue was $1.7B; 3 other tracked companies depend on it directly.
- 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 $453.0B.
- Keysight Technologies (KEYS) — filed 10-Q on 2026-09-02, period ended 2026-07-31 (filing ↗), revenue $1.8B, market cap $63.8B. Keysight Technologies reported Q2 2026 revenue of $1.8B. 13 tracked companies list it as a key supplier.
- NetApp (NTAP) — filed 10-Q on 2026-09-02, period ended 2026-07-31 (filing ↗), revenue $1.8B, market cap $45.4B. Q2 2026: NetApp posted $1.8B in revenue. No company in the tracked graph names it as a supplier yet.
- Credo Technology (CRDO) — filed 10-Q on 2026-09-02, period ended 2026-08-01 (filing ↗), revenue $479M, market cap $39.8B. Credo Technology reported Q2 2026 revenue of $479M. 3 tracked companies list it as a key supplier.
- 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 $28.1B.
- Marvell Technology (MRVL) — filed 10-Q on 2026-08-28, period ended 2026-08-01 (filing ↗), revenue $2.7B, market cap $246.8B. For Q2 2026, Marvell Technology recorded $2.7B in revenue. The graph records 15 direct dependents for it.
- 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 $14.1B.
- 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 $860M.
- NVIDIA (NVDA) — filed 10-Q on 2026-08-26, period ended 2026-07-26 (filing ↗), revenue $96.2B, market cap $5.57T. For Q2 2026, NVIDIA recorded $96.2B in revenue. The graph records 45 direct dependents for it.
- Synopsys (SNPS) — filed 10-Q on 2026-08-26, period ended 2026-07-31 (filing ↗), revenue $2.5B, market cap $95.4B. For Q2 2026, Synopsys recorded $2.5B in revenue. The graph records 11 direct dependents for it.
- 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 $17.5B.
- 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 $119.4B.
- Applied Materials (AMAT) — filed 10-Q on 2026-08-20, period ended 2026-07-26 (filing ↗), revenue $9.1B, market cap $404.4B. Applied Materials's Q2 2026 revenue was $9.1B; 10 other tracked companies depend on it directly.
- Nordson (NDSN) — filed 10-Q on 2026-08-20, period ended 2026-07-31 (filing ↗), revenue $818M, market cap $18.2B. Nordson's Q2 2026 revenue was $818M; 10 other tracked companies depend on it directly.
- 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 $1.6B.
- Analog Devices (ADI) — filed 10-Q on 2026-08-19, period ended 2026-08-01 (filing ↗), revenue $4.0B, market cap $196.7B. For Q2 2026, Analog Devices recorded $4.0B in revenue. The graph records 14 direct dependents for it.
- 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 $17.5B.
- 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 $95.0B.
- SanDisk (SNDK) — filed 10-K on 2026-08-17, period ended 2026-07-03 (filing ↗), no matching revenue figure for this filed period yet.
- 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 $147.2B.
- 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 $59.2B.
- 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 $8.2B.
- HIVE Digital Technologies (HIVE) — filed 10-Q on 2026-08-14, period ended 2026-06-30 (filing ↗), revenue $79M, market cap $700M. For Q2 2026, HIVE Digital Technologies recorded $79M in revenue. The graph records 5 direct dependents for it.
- Bit Digital (BTBT) — filed 10-Q on 2026-08-13, period ended 2026-06-30 (filing ↗), revenue $32M, market cap $490M. Bit Digital's Q2 2026 revenue was $32M; no other tracked company depends on it directly in this dataset.
- Blaize (BZAI) — filed 10-Q on 2026-08-13, period ended 2026-06-30 (filing ↗), revenue $12M. Blaize reported Q2 2026 revenue of $12M. No tracked company lists it as a key supplier yet.
- 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.
- CoreWeave (CRWV) — filed 10-Q on 2026-08-12, period ended 2026-06-30 (filing ↗), revenue $2.6B, market cap $45.0B. CoreWeave's Q2 2026 revenue was $2.6B; 15 other tracked companies depend on it directly.
- QuickLogic (QUIK) — filed 10-Q on 2026-08-12, period ended 2026-06-28 (filing ↗), revenue $5M, market cap $200M. For Q2 2026, QuickLogic recorded $5M in revenue. The graph records 8 direct dependents for it.
- 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.
- Cerebras Systems — filed 10-Q on 2026-08-12, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet.
- 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.
- Netlist (NLST) — filed 10-Q on 2026-08-11, period ended 2026-06-27 (filing ↗), no matching revenue figure for this filed period yet.
- 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 $7.1B.
- 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.
- Ceva (CEVA) — filed 10-Q on 2026-08-10, period ended 2026-06-30 (filing ↗), revenue $29M, market cap $950M. Q2 2026: Ceva posted $29M in revenue. 9 companies in the tracked graph name it among their suppliers.
- 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.
- 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.
- 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.
- 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 $401.2B.
- ACM Research (ACMR) — filed 10-Q on 2026-08-07, period ended 2026-06-30 (filing ↗), revenue $293M, market cap $4.9B. Q2 2026: ACM Research posted $293M in revenue. 9 companies in the tracked graph name it among their suppliers.
- 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.
- indie Semiconductor (INDI) — filed 10-Q on 2026-08-07, period ended 2026-06-30 (filing ↗), revenue $64M, market cap $600M. indie Semiconductor's Q2 2026 revenue was $64M; no other tracked company depends on it directly in this dataset.
- 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.
- 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 $256.7B.
- Microchip Technology (MCHP) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $1.5B, market cap $41.0B. Q2 2026: Microchip Technology posted $1.5B in revenue. 2 companies in the tracked graph name it among their suppliers.
- MACOM Technology (MTSI) — filed 10-Q on 2026-08-06, period ended 2026-07-03 (filing ↗), revenue $342M, market cap $24.6B. Q2 2026: MACOM Technology posted $342M in revenue. 1 companies in the tracked graph name it among their suppliers.
- SiTime (SITM) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $157M, market cap $19.3B. SiTime reported Q2 2026 revenue of $157M. 3 tracked companies list it as a key supplier.
- MKS Instruments (MKSI) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $1.2B, market cap $17.6B. MKS Instruments's Q2 2026 revenue was $1.2B; 13 other tracked companies depend on it directly.
- Onto Innovation (ONTO) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $343M, market cap $14.4B. Onto Innovation reported Q2 2026 revenue of $343M. 7 tracked companies list it as a key supplier.
- Arrow Electronics (ARW) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $10.0B, market cap $11.5B. Arrow Electronics reported Q2 2026 revenue of $10.0B. 6 tracked companies list it as a key supplier.
- Applied Optoelectronics (AAOI) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $192M, market cap $9.0B. For Q2 2026, Applied Optoelectronics recorded $192M in revenue. The graph records 5 direct dependents for it.
- Plexus Corp. (PLXS) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $1M, market cap $7.0B. Plexus Corp. reported Q2 2026 revenue of $1M. No tracked company lists it as a key supplier yet.
- Kulicke & Soffa (KLIC) — filed 10-Q on 2026-08-06, period ended 2026-07-04 (filing ↗), revenue $330M, market cap $4.8B. Kulicke & Soffa's Q2 2026 revenue was $330M; 14 other tracked companies depend on it directly.
- Axcelis Technologies (ACLS) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $215M, market cap $4.1B. For Q2 2026, Axcelis Technologies recorded $215M in revenue. The graph records 7 direct dependents for it.
- 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.
- 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 $2.2B.
- Arteris (AIP) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $24M, market cap $1.1B. Arteris's Q2 2026 revenue was $24M; 8 other tracked companies depend on it directly.
- Aeva Technologies (AEVA) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $6M, market cap $950M. Q2 2026: Aeva Technologies posted $6M in revenue. 3 companies in the tracked graph name it among their suppliers.
- Silvaco Group, Inc. (SVCO) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $18M, market cap $270M. For Q2 2026, Silvaco Group, Inc. recorded $18M in revenue. The graph records no direct dependents for it.
- Atomera (ATOM) — filed 10-Q on 2026-08-06, period ended 2026-06-30 (filing ↗), revenue $158,000, market cap $160M. Atomera's Q2 2026 revenue was $158,000; 13 other tracked companies depend on it directly.
- AMD (AMD) — filed 10-Q on 2026-08-05, period ended 2026-06-27 (filing ↗), revenue $11.5B, market cap $1.01T. AMD reported Q2 2026 revenue of $11.5B. 23 tracked companies list it as a key supplier.
- Caterpillar (CAT) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $20.5B, market cap $366.0B. Caterpillar reported Q2 2026 revenue of $20.5B. No tracked company lists it as a key supplier yet.
- Arista Networks (ANET) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $3.0B, market cap $266.1B. For Q2 2026, Arista Networks recorded $3.0B in revenue. The graph records 3 direct dependents for it.
- Monolithic Power Systems (MPWR) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $981M, market cap $67.3B. Monolithic Power Systems's Q2 2026 revenue was $981M; 2 other tracked companies depend on it directly.
- Astera Labs (ALAB) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $392M, market cap $60.2B. For Q2 2026, Astera Labs recorded $392M in revenue. The graph records 2 direct dependents for it.
- Iron Mountain (IRM) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $2.0B, market cap $33.6B. For Q2 2026, Iron Mountain recorded $2.0B in revenue. The graph records 5 direct dependents for it.
- TTM Technologies (TTMI) — filed 10-Q on 2026-08-05, period ended 2026-06-29 (filing ↗), revenue $1.0B, market cap $12.4B. Q2 2026: TTM Technologies posted $1.0B in revenue. 7 companies in the tracked graph name it among their suppliers.
- Albemarle Corporation (ALB) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $1.7B, market cap $12.1B. Q2 2026: Albemarle Corporation posted $1.7B in revenue. No company in the tracked graph names it as a supplier yet.
- Bruker (BRKR) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $839M, market cap $8.8B. Bruker's Q2 2026 revenue was $839M; 7 other tracked companies depend on it directly.
- TeraWulf (WULF) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $45M, market cap $6.8B. TeraWulf reported Q2 2026 revenue of $45M. 5 tracked companies list it as a key supplier.
- Materion (MTRN) — filed 10-Q on 2026-08-05, period ended 2026-07-03 (filing ↗), revenue $614M, market cap $5.8B. Q2 2026: Materion posted $614M in revenue. 7 companies in the tracked graph name it among their suppliers.
- 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.
- Vishay Intertechnology (VSH) — filed 10-Q on 2026-08-05, period ended 2026-07-04 (filing ↗), revenue $889M, market cap $5.3B. Vishay Intertechnology's Q2 2026 revenue was $889M; 2 other tracked companies depend on it directly.
- Diodes Incorporated (DIOD) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $446M, market cap $4.4B. For Q2 2026, Diodes Incorporated recorded $446M in revenue. The graph records 1 direct dependents for it.
- 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 $3.1B.
- Adeia Inc. (ADEA) — filed 10-Q on 2026-08-05, period ended 2026-06-30 (filing ↗), revenue $96M, market cap $2.7B. Adeia Inc. reported Q2 2026 revenue of $96M. 8 tracked companies list it as a key supplier.
- 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.
- 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 $176.2B.
- Emerson Electric (EMR) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $4.9B, market cap $88.7B. Emerson Electric's Q2 2026 revenue was $4.9B; no other tracked company depends on it directly in this dataset.
- Cummins (CMI) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $9.5B, market cap $71.6B. For Q2 2026, Cummins recorded $9.5B in revenue. The graph records no direct dependents for it.
- Entegris (ENTG) — filed 10-Q on 2026-08-04, period ended 2026-06-27 (filing ↗), revenue $883M, market cap $24.8B. Q2 2026: Entegris posted $883M in revenue. 8 companies in the tracked graph name it among their suppliers.
- DuPont (DD) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $1.8B, market cap $17.9B. DuPont reported Q2 2026 revenue of $1.8B. 5 tracked companies list it as a key supplier.
- Lattice Semiconductor (LSCC) — filed 10-Q on 2026-08-04, period ended 2026-07-04 (filing ↗), revenue $201M, market cap $17.8B. Lattice Semiconductor reported Q2 2026 revenue of $201M. No tracked company lists it as a key supplier yet.
- Generac Holdings (GNRC) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $1.2B, market cap $13.3B. For Q2 2026, Generac Holdings recorded $1.2B in revenue. The graph records no direct dependents for it.
- FormFactor (FORM) — filed 10-Q on 2026-08-04, period ended 2026-06-27 (filing ↗), revenue $258M, market cap $10.7B. For Q2 2026, FormFactor recorded $258M in revenue. The graph records 7 direct dependents for it.
- Hut 8 (HUT) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $75M, market cap $9.8B. Hut 8's Q2 2026 revenue was $75M; 5 other tracked companies depend on it directly.
- Powell Industries (POWL) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $312M, market cap $6.9B. Powell Industries reported Q2 2026 revenue of $312M. No tracked company lists it as a key supplier yet.
- Cipher Mining (CIFR) — filed 10-Q on 2026-08-04, period ended 2026-06-30 (filing ↗), revenue $25M, market cap $5.6B. Q2 2026: Cipher Mining posted $25M in revenue. 5 companies in the tracked graph name it among their suppliers.
- 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 $3.1B.
- 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.
- Ichor Holdings (ICHR) — filed 10-Q on 2026-08-04, period ended 2026-06-26 (filing ↗), revenue $295M, market cap $2.2B. Ichor Holdings reported Q2 2026 revenue of $295M. 9 tracked companies list it as a key supplier.
- onsemi (ON) — filed 10-Q on 2026-08-03, period ended 2026-07-03 (filing ↗), revenue $1.6B, market cap $30.9B. onsemi reported Q2 2026 revenue of $1.6B. 2 tracked companies list it as a key supplier.
- Advanced Energy (AEIS) — filed 10-Q on 2026-08-03, period ended 2026-06-30 (filing ↗), revenue $574M, market cap $11.4B. For Q2 2026, Advanced Energy recorded $574M in revenue. The graph records 13 direct dependents for it.
- Apple (AAPL) — filed 10-Q on 2026-07-31, period ended 2026-06-27 (filing ↗), revenue $109.4B, market cap $4.97T. Q2 2026: Apple posted $109.4B in revenue. No company in the tracked graph names it as a supplier yet.
- Amazon (Annapurna Labs) (AMZN) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $200.6B, market cap $2.74T. For Q2 2026, Amazon (Annapurna Labs) recorded $200.6B in revenue. The graph records 4 direct dependents for it.
- Linde (LIN) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $9.3B, market cap $222.1B. Linde's Q2 2026 revenue was $9.3B; 9 other tracked companies depend on it directly.
- Eaton (ETN) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $8.5B, market cap $164.9B. Eaton's Q2 2026 revenue was $8.5B; 45 other tracked companies depend on it directly.
- 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 $66.5B.
- Teradyne (TER) — filed 10-Q on 2026-07-31, period ended 2026-06-28 (filing ↗), revenue $1.3B, market cap $62.3B. Q2 2026: Teradyne posted $1.3B in revenue. 10 companies in the tracked graph name it among their suppliers.
- Flex Ltd. (FLEX) — filed 10-Q on 2026-07-31, period ended 2026-06-26 (filing ↗), revenue $7.9B, market cap $42.4B. Flex Ltd.'s Q2 2026 revenue was $7.9B; 1 other tracked companies depend on it directly.
- nVent Electrical (NVT) — filed 10-Q on 2026-07-31, period ended 2026-06-30 (filing ↗), revenue $1.5B, market cap $26.6B. nVent Electrical reported Q2 2026 revenue of $1.5B. 7 tracked companies list it as a key supplier.
- 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.
- 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 $3.2B.
- 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.
- Meta Platforms (META) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $60.8B, market cap $1.84T. Meta Platforms reported Q2 2026 revenue of $60.8B. No tracked company lists it as a key supplier yet.
- Trane Technologies plc (TT) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $6.4B, market cap $103.4B. Q2 2026: Trane Technologies plc posted $6.4B in revenue. No company in the tracked graph names it as a supplier yet.
- Quanta Services (PWR) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $9.6B, market cap $103.0B. Q2 2026: Quanta Services posted $9.6B in revenue. No company in the tracked graph names it as a supplier yet.
- Air Products (APD) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $3.2B, market cap $62.0B. For Q2 2026, Air Products recorded $3.2B in revenue. The graph records 8 direct dependents for it.
- Modine Manufacturing (MOD) — filed 10-Q on 2026-07-30, period ended 2026-06-30 (filing ↗), revenue $874M, market cap $9.7B. Modine Manufacturing's Q2 2026 revenue was $874M; no other tracked company depends on it directly in this dataset.
- 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 $3.88T.
- Qualcomm (QCOM) — filed 10-Q on 2026-07-29, period ended 2026-06-28 (filing ↗), revenue $9.9B, market cap $187.9B. Q2 2026: Qualcomm posted $9.9B in revenue. 4 companies in the tracked graph name it among their suppliers.
- Corning Incorporated (GLW) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), revenue $4.5B, market cap $131.7B. Corning Incorporated reported Q2 2026 revenue of $4.5B. 1 tracked companies list it as a key supplier.
- Equinix (EQIX) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), revenue $2.6B, market cap $99.8B. Equinix reported Q2 2026 revenue of $2.6B. 7 tracked companies list it as a key supplier.
- 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 $96.1B.
- Vertiv (VRT) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), revenue $3.3B, market cap $93.8B. Q2 2026: Vertiv posted $3.3B in revenue. 46 companies in the tracked graph name it among their suppliers.
- 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 $93.3B.
- 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 $25.1B.
- 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 $12.1B.
- 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 $10.8B.
- 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 $10.4B.
- Benchmark Electronics (BHE) — filed 10-Q on 2026-07-29, period ended 2026-06-30 (filing ↗), revenue $756M, market cap $2.9B. For Q2 2026, Benchmark Electronics recorded $756M in revenue. The graph records no direct dependents for it.
- 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 $80.3B.
- American Tower (AMT) — filed 10-Q on 2026-07-28, period ended 2026-06-30 (filing ↗), revenue $2.7B, market cap $77.7B. American Tower reported Q2 2026 revenue of $2.7B. 5 tracked companies list it as a key supplier.
- 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 $58.3B.
- 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 $12.7B.
- 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 $11.8B.
- 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 $10.1B.
- 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 $8.9B.
- Core Scientific (CORZ) — filed 10-Q on 2026-07-28, period ended 2026-06-30 (filing ↗), revenue $164M, market cap $4.9B. For Q2 2026, Core Scientific recorded $164M in revenue. The graph records 5 direct dependents for it.
- 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 $3.2B.
- Skyworks Solutions (SWKS) — filed 10-Q on 2026-07-28, period ended 2026-07-03 (filing ↗), revenue $935M. Skyworks Solutions reported Q2 2026 revenue of $935M. 2 tracked companies list it as a key supplier.
- Celestica (CLS) — filed 10-Q on 2026-07-27, period ended 2026-06-30 (filing ↗), revenue $4.7B, market cap $45.0B. Q2 2026: Celestica posted $4.7B in revenue. 5 companies in the tracked graph name it among their suppliers.
- Sanmina Corporation (SANM) — filed 10-Q on 2026-07-27, period ended 2026-06-27 (filing ↗), revenue $3.5B, market cap $11.3B. Sanmina Corporation's Q2 2026 revenue was $3.5B; 1 other tracked companies depend on it directly.
- Navitas Semiconductor (NVTS) — filed 10-Q on 2026-07-27, period ended 2026-06-30 (filing ↗), revenue $11M, market cap $2.9B. Navitas Semiconductor reported Q2 2026 revenue of $11M. 1 tracked companies list it as a key supplier.
- 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 $2.9B.
- Texas Instruments (TXN) — filed 10-Q on 2026-07-24, period ended 2026-06-30 (filing ↗), revenue $5.5B, market cap $263.2B. Texas Instruments's Q2 2026 revenue was $5.5B; 17 other tracked companies depend on it directly.
- TE Connectivity (TEL) — filed 10-Q on 2026-07-24, period ended 2026-06-26 (filing ↗), revenue $5.2B, market cap $62.0B. TE Connectivity's Q2 2026 revenue was $5.2B; no other tracked company depends on it directly in this dataset.
- 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.
- Alphabet (Google) (GOOGL) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), revenue $119.8B, market cap $4.26T. Alphabet (Google)'s Q2 2026 revenue was $119.8B; 2 other tracked companies depend on it directly.
- Tesla (TSLA) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), revenue $28.2B, market cap $1.48T. Q2 2026: Tesla posted $28.2B in revenue. No company in the tracked graph names it as a supplier yet.
- IBM (IBM) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), revenue $17.2B, market cap $213.5B. For Q2 2026, IBM recorded $17.2B in revenue. The graph records 1 direct dependents for it.
- MaxLinear (MXL) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), revenue $169M, market cap $8.5B. Q2 2026: MaxLinear posted $169M in revenue. No company in the tracked graph names it as a supplier yet.
- GE Vernova (GEV) — filed 10-Q on 2026-07-22, period ended 2026-06-30 (filing ↗), revenue $11.1B, market cap $266.2B. For Q2 2026, GE Vernova recorded $11.1B in revenue. The graph records no direct dependents for it.
Coverage: 437 tracked companies carry a real reported revenue figure or a resolved SEC filer record (193 have a resolved SEC CIK, 177 of those have at least one 10-Q/10-K/20-F/40-F on file, 151 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.