Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only ENS 3

—Germanyunlistedcustomer

—United Kingdomunlistedcustomer

—United States of Americaunlistedcustomer

Shared 0

No disclosed counterparties: CAE.

Only CAE 0

None

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

ENSEnerSys

142.45· pre 147.00· delayed

Mkt cap$5.1BRevenue$936MQ1 FY27Revenue$3.8BFY26

CAECAE Inc

26.79· pre 26.79· delayed

Pre-marketNov 6 '26delayed

Mkt cap$8.8BRevenue—Revenue—

vs

Compare

Pre-marketNov 6 '26delayed

ENSEnerSys

vs

CAECAE Inc

142.45pre 147.00delayed

Price

26.79pre 26.79delayed

$5.1B

Mkt cap

$8.8B

Q1 FY27$936M

Revenue

—

FY26$3.8B

Revenue

—

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