AIOT compared with LITE: revenue, margins and what each company keeps, and the suppliers and customers both name

AIOTPowerfleet, Inc.

Mkt capRevenueRevenue

LITELumentum Holdings Inc.

Mkt capRevenueRevenue

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AIOTPowerfleet, Inc.

LITELumentum Holdings Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only AIOT 8

MSFTAzuresupplier

AMZNAWSsupplier

WMTWalmartcustomer

FFordcustomer

4 more · AIOT chain ›

Shared 0

No shared counterparties.

Only LITE 5

—Customer Aunlistedcustomer

FNFabrinetsupplier

—Contract Manufacturer Aunlistedsupplier

—

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

Huawei Technologies

unlistedcustomer

1 more · LITE chain ›

AIOTPowerfleet, Inc.

2.80▼−4.92%

Mkt cap$387.9MRevenue$111MQ1 FY27Revenue$444MFY26

LITELumentum Holdings Inc.

673.55▼−1.58%

Regular sessionNov 3 '26

Mkt cap$61.4BRevenue$1.0BQ4 FY26Revenue$3.0BFY26

Compare

Regular sessionNov 3 '26

AIOTPowerfleet, Inc.

LITELumentum Holdings Inc.

2.80▼−4.92%

Price

673.55▼−1.58%

$387.9M

Mkt cap

$61.4B

Q1 FY27$111M

Revenue

$1.0BQ4 FY26

FY26$444M

Revenue

$3.0BFY26

AIOT2.80▼−4.92%vsLITE673.55▼−1.58%Regular sessionNov 3 '26