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CARL compared with SI: revenue, margins and what each company keeps, and the suppliers and customers both name
CARL
Carlsmed, Inc.
Change
Mkt cap
Revenue
Revenue
SI
Shoulder Innovations, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
CARL
Carlsmed, Inc.
vs
SI
Shoulder Innovations, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only CARL
0
None
Shared
0
No disclosed counterparties: CARL.
Only SI
8
GEMI
Gemini Space Station
customer
—
Micropulse
unlisted
supplier
—
Avalign Technologies
unlisted
supplier
—
Genesis Innovation
unlisted
supplier
4 more · SI chain
›
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
CARL
Carlsmed, Inc.
Change
14.48
▼
−5.46%
· post 14.54
Mkt cap
$394.8M
Revenue
$19M
Q2 FY26
SI
Shoulder Innovations, Inc.
Change
20.46
▲
+0.44%
· post 20.03
Closed
Nov 6 '26
Mkt cap
$424.6M
Revenue
$16M
Q3 FY26
vs
Compare
Closed
Nov 6 '26
CARL
Carlsmed, Inc.
vs
SI
Shoulder Innovations, Inc.
14.48
▼
−5.46%
post 14.54
Price
20.46
▲
+0.44%
post 20.03
$394.8M
Mkt cap
$424.6M
Q2 FY26
$19M
Revenue
$16M
Q3 FY26
Change
Change
CARL
14.48
▼
−5.46%
vs
SI
20.46
▲
+0.44%
Closed
Nov 6 '26