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LTRX compared with TDUP: revenue, margins and what each company keeps, and the suppliers and customers both name
LTRX
Lantronix Inc
Change
Mkt cap
Revenue
Revenue
TDUP
ThredUp Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
LTRX
Lantronix Inc
vs
TDUP
ThredUp Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
LTRX, solid
TDUP, dashed
Supply-chain overlap
Revenue flow
LTRX: latest quarter is a loss; flow not drawable. TDUP: latest quarter is a loss; flow not drawable.
Method
›
LTRX
Lantronix Inc
Change
5.98
▼
−6.26%
· post 6.09
Mkt cap
$280.7M
Revenue
$31M
Q4 FY26
Revenue
$121M
FY26
TDUP
ThredUp Inc.
Change
2.08
▼
−6.31%
· post 2.08
Closed
Oct 30 '26
Mkt cap
$273.2M
Revenue
$91M
Q2 FY26
Revenue
$311M
FY25
vs
Compare
Closed
Oct 30 '26
LTRX
Lantronix Inc
vs
TDUP
ThredUp Inc.
5.98
▼
−6.26%
post 6.09
Price
2.08
▼
−6.31%
post 2.08
$280.7M
Mkt cap
$273.2M
Q4 FY26
$31M
Revenue
$91M
Q2 FY26
FY26
$121M
Revenue
$311M
FY25
Change
Change
LTRX
5.98
▼
−6.26%
vs
TDUP
2.08
▼
−6.31%
Closed
Oct 30 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only LTRX
2
—
Silicon Valley Bank
unlisted
supplier
—
Gridspertise
unlisted
customer
Shared
0
No shared counterparties.
Only TDUP
7
AMZN
Amazon Web Services
supplier
META
Instagram
supplier
—
FedEx
unlisted
supplier
—
Google
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
unlisted
supplier
3 more · TDUP chain
›