Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only ARQ 1

—Tinuumunlistedcustomer

Shared 0

No disclosed counterparties: CBT.

Only CBT 0

None

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

ARQArq, Inc.

2.53+5.25%· post 2.55

Mkt cap$103.1MRevenue$38MQ3 FY26Revenue$120MFY25

CBTCabot Corp

71.20−2.43%· post 71.20

ClosedNov 6 '26

Mkt cap$3.7BRevenue$982MQ3 FY26Revenue$3.7BFY25

vs

Compare

ClosedNov 6 '26

ARQArq, Inc.

vs

CBTCabot Corp

2.53+5.25%post 2.55

Price

71.20−2.43%post 71.20

$103.1M

Mkt cap

$3.7B

Q3 FY26$38M

Revenue

$982MQ3 FY26

FY25$120M

Revenue

$3.7BFY25

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