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

ESEEsco Technologies Inc

Mkt capRevenueRevenue

LITELumentum Holdings Inc.

Mkt capRevenueRevenue

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ESEEsco Technologies Inc

LITELumentum Holdings Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only ESE 7

—Ultra Electronicsunlistedsupplier

—Doble's manufacturersunlistedsupplier

—Globe's critical materials supplierunlistedsupplier

—U.S. Governmentunlistedcustomer

3 more · ESE chain ›

Shared 0

No shared counterparties.

Only LITE 5

—Customer Aunlistedcustomer

FNFabrinetsupplier

—Contract Manufacturer Aunlistedsupplier

—

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

Huawei Technologies

unlistedcustomer

1 more · LITE chain ›

ESEEsco Technologies Inc

239.89▼−4.27%

Mkt cap$6.5BRevenue$339MQ3 FY26Revenue$1.0BFY25

LITELumentum Holdings Inc.

605.74▼−10.94%

Regular sessionNov 4 '26

Mkt cap$61.7BRevenue$1.3BQ1 FY27Revenue$3.0BFY26

Compare

Regular sessionNov 4 '26

ESEEsco Technologies Inc

LITELumentum Holdings Inc.

239.89▼−4.27%

Price

605.74▼−10.94%

$6.5B

Mkt cap

$61.7B

Q3 FY26$339M

Revenue

$1.3BQ1 FY27

FY25$1.0B

Revenue

$3.0BFY26

ESE239.89▼−4.27%vsLITE605.74▼−10.94%Regular sessionNov 4 '26