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

LITELumentum Holdings Inc.

Mkt capRevenueRevenue

AIOTPowerfleet, Inc.

Mkt capRevenueRevenue

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LITELumentum Holdings Inc.

AIOTPowerfleet, Inc.

Price

Mkt cap

Revenue

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

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Revenue flow

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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LITELumentum Holdings Inc.

683.38▼−18.71%· post 696.56· delayed

Mkt cap$75.4BRevenue$1.0BQ4 FY26Revenue$3.0BFY26

AIOTPowerfleet, Inc.

2.94▲+1.56%· post 2.94· delayed

After hoursNov 2 '26delayed

Mkt cap$387.9MRevenue$111MQ1 FY27Revenue$444MFY26

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After hoursNov 2 '26delayed

LITELumentum Holdings Inc.

AIOTPowerfleet, Inc.

683.38▼−18.71%post 696.56delayed

Price

2.94▲+1.56%post 2.94delayed

$75.4B

Mkt cap

$387.9M

Q4 FY26$1.0B

Revenue

$111MQ1 FY27

FY26$3.0B

Revenue

$444MFY26

LITE683.38▼−18.71%vsAIOT2.94▲+1.56%After hoursNov 2 '26delayed

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

Price

Supply-chain overlap

Revenue flow

LITE: latest quarter is a loss; flow not drawable. AIOT: latest quarter is a loss; flow not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only LITE 5

—Customer Aunlistedcustomer

FNFabrinetsupplier

—Contract Manufacturer Aunlistedsupplier

—Huawei Technologiesunlistedcustomer

1 more · LITE chain ›

Shared 0

No shared counterparties.

Only AIOT 8

MSFTAzuresupplier

AMZNAWSsupplier

WMTWalmartcustomer

FFordcustomer

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

4 more · AIOT chain ›

Price

rebased to 0%

LITE, solidAIOT, dashed