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MOD compared with SMTC: revenue, margins and what each company keeps, and the suppliers and customers both name
MOD
Modine Manufacturing Co
Change
Mkt cap
Revenue
Revenue
SMTC
Semtech Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
MOD
Modine Manufacturing Co
vs
SMTC
Semtech Corp
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 MOD
0
None
Shared
0
No disclosed counterparties: MOD.
Only SMTC
1
CHPT
ChargePoint
customer
Role chip = supplier or customer
Source: SEC EDGAR
MOD
Modine Manufacturing Co
Change
124.08
· pre 125.34
· delayed
Mkt cap
$6.9B
Revenue
$874M
Q1 FY27
Revenue
$3.2B
FY26
SMTC
Semtech Corp
Change
122.37
· pre 125.55
· delayed
Pre-market
Nov 3 '26
delayed
Mkt cap
$11.9B
Revenue
$342M
Q2 FY27
Revenue
$1.0B
FY26
vs
Compare
Pre-market
Nov 3 '26
delayed
MOD
Modine Manufacturing Co
vs
SMTC
Semtech Corp
124.08
pre 125.34
delayed
Price
122.37
pre 125.55
delayed
$6.9B
Mkt cap
$11.9B
Q1 FY27
$874M
Revenue
$342M
Q2 FY27
FY26
$3.2B
Revenue
$1.0B
FY26
Change
Change
MOD
124.08
vs
SMTC
122.37
Pre-market
Nov 3 '26
delayed