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AIOT compared with LITE: revenue, margins and what each company keeps, and the suppliers and customers both name
AIOT
Powerfleet, Inc.
Change
Mkt cap
Revenue
Revenue
LITE
Lumentum Holdings Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
AIOT
Powerfleet, Inc.
vs
LITE
Lumentum Holdings Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
AIOT: latest quarter is a loss; flow not drawable. LITE: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only AIOT
8
MSFT
Azure
supplier
AMZN
AWS
supplier
WMT
Walmart
customer
F
Ford
customer
4 more · AIOT chain
›
Shared
0
No shared counterparties.
Only LITE
5
—
Customer A
unlisted
customer
FN
Fabrinet
supplier
—
Contract Manufacturer A
unlisted
supplier
—
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Huawei Technologies
unlisted
customer
1 more · LITE chain
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
AIOT, solid
LITE, dashed
AIOT
Powerfleet, Inc.
Change
2.99
▲
+3.29%
Mkt cap
$387.9M
Revenue
$111M
Q1 FY27
Revenue
$444M
FY26
LITE
Lumentum Holdings Inc.
Change
702.49
▼
−16.44%
Regular session
Nov 2 '26
Mkt cap
$75.4B
Revenue
$1.0B
Q4 FY26
Revenue
$3.0B
FY26
vs
Compare
Regular session
Nov 2 '26
AIOT
Powerfleet, Inc.
vs
LITE
Lumentum Holdings Inc.
2.99
▲
+3.29%
Price
702.49
▼
−16.44%
$387.9M
Mkt cap
$75.4B
Q1 FY27
$111M
Revenue
$1.0B
Q4 FY26
FY26
$444M
Revenue
$3.0B
FY26
Change
Change
AIOT
2.99
▲
+3.29%
vs
LITE
702.49
▼
−16.44%
Regular session
Nov 2 '26