Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only NTAP 2

TDCTeradatacustomer

—Lenovo (Beijing) Information Technologyunlistedcustomer

Shared 0

No disclosed counterparties: IEX.

Only IEX 0

None

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

NTAPNetApp, Inc.

185.30−6.97%· post 184.75

Mkt cap$36.4BRevenue$1.7BQ3 FY26Revenue$6.5BFY25

IEXIdex Corp

236.14+0.98%· post 236.24

ClosedNov 2 '26

Mkt cap$17.2BRevenue$952MQ3 FY26Revenue$3.5BFY25

vs

Compare

ClosedNov 2 '26

NTAPNetApp, Inc.

vs

IEXIdex Corp

185.30−6.97%post 184.75

Price

236.14+0.98%post 236.24

$36.4B

Mkt cap

$17.2B

Q3 FY26$1.7B

Revenue

$952MQ3 FY26

FY25$6.5B

Revenue

$3.5BFY25

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