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BZAI compared with TLX: revenue, margins and what each company keeps, and the suppliers and customers both name
BZAI
Blaize Holdings, Inc.
Change
Mkt cap
Revenue
Revenue
TLX
Telix Pharmaceuticals Ltd
Change
Mkt cap
Revenue
Revenue
vs
Compare
BZAI
Blaize Holdings, Inc.
vs
TLX
Telix Pharmaceuticals Ltd
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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BZAI
Blaize Holdings, Inc.
Change
0.20
▼
−0.40%
· post 0.20
Mkt cap
$28.3M
Revenue
$12M
Q2 FY26
Revenue
$39M
FY25
TLX
Telix Pharmaceuticals Ltd
Change
9.10
▼
−4.28%
· post 9.09
Closed
Oct 30 '26
Mkt cap
$3.1B
Revenue
—
Revenue
—
vs
Compare
Closed
Oct 30 '26
BZAI
Blaize Holdings, Inc.
vs
TLX
Telix Pharmaceuticals Ltd
0.20
▼
−0.40%
post 0.20
Price
9.10
▼
−4.28%
post 9.09
$28.3M
Mkt cap
$3.1B
Q2 FY26
$12M
Revenue
—
FY25
$39M
Revenue
—
Change
Change
BZAI
0.20
▼
−0.40%
vs
TLX
9.10
▼
−4.28%
Closed
Oct 30 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
BZAI, solid
TLX, dashed
Supply-chain overlap
Revenue flow
BZAI: latest quarter is a loss; flow not drawable. TLX: latest quarter not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only BZAI
9
—
Customer D
unlisted
customer
—
Undisclosed major customer in China
unlisted
customer
—
Customer C
unlisted
customer
—
Plexus
unlisted
supplier
5 more · BZAI chain
›
Shared
0
No shared counterparties.
Only TLX
1
LLY
Eli Lilly
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR