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LITE compared with AIOT: revenue, margins and what each company keeps, and the suppliers and customers both name
LITE
Lumentum Holdings Inc.
Change
Mkt cap
Revenue
Revenue
AIOT
Powerfleet, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
LITE
Lumentum Holdings Inc.
vs
AIOT
Powerfleet, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only LITE
5
—
Customer A
unlisted
customer
FN
Fabrinet
supplier
—
Contract Manufacturer A
unlisted
supplier
—
Huawei Technologies
unlisted
customer
1 more · LITE chain
›
Shared
0
No shared counterparties.
Only AIOT
8
MSFT
Azure
supplier
AMZN
AWS
supplier
WMT
Walmart
customer
F
Ford
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
4 more · AIOT chain
›
LITE
Lumentum Holdings Inc.
Change
679.62
▼
−0.70%
· post 674.00
Mkt cap
$61.4B
Revenue
$1.3B
Q1 FY27
Revenue
$3.0B
FY26
AIOT
Powerfleet, Inc.
Change
2.76
▼
−6.15%
· post 2.76
Closed
Nov 3 '26
Mkt cap
$370.5M
Revenue
$111M
Q1 FY27
Revenue
$444M
FY26
vs
Compare
Closed
Nov 3 '26
LITE
Lumentum Holdings Inc.
vs
AIOT
Powerfleet, Inc.
679.62
▼
−0.70%
post 674.00
Price
2.76
▼
−6.15%
post 2.76
$61.4B
Mkt cap
$370.5M
Q1 FY27
$1.3B
Revenue
$111M
Q1 FY27
FY26
$3.0B
Revenue
$444M
FY26
Change
Change
LITE
679.62
▼
−0.70%
vs
AIOT
2.76
▼
−6.15%
Closed
Nov 3 '26