Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only CBT 0

None

Shared 0

No disclosed counterparties: CBT.

Only ARQ 1

—Tinuumunlistedcustomer

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

CBTCabot Corp

71.20−2.43%· post 71.20

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

ARQArq, Inc.

2.53+5.25%· post 2.55

ClosedNov 6 '26

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

vs

Compare

ClosedNov 6 '26

CBTCabot Corp

vs

ARQArq, Inc.

71.20−2.43%post 71.20

Price

2.53+5.25%post 2.55

$3.7B

Mkt cap

$103.1M

Q3 FY26$982M

Revenue

$38MQ3 FY26

FY25$3.7B

Revenue

$120MFY25

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