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PI compared with VRT: revenue, margins and what each company keeps, and the suppliers and customers both name
PI
Impinj Inc
Change
Mkt cap
Revenue
Revenue
VRT
Vertiv Holdings Co
Change
Mkt cap
Revenue
Revenue
vs
Compare
PI
Impinj Inc
vs
VRT
Vertiv Holdings Co
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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PI
Impinj Inc
Change
162.01
▼
−10.15%
· post 163.40
Mkt cap
$5.6B
Revenue
$112M
Q3 FY26
Revenue
$361M
FY25
VRT
Vertiv Holdings Co
Change
176.30
▼
−14.23%
· post 180.79
Closed
Nov 5 '26
Mkt cap
$79.1B
Revenue
$4.3B
Q3 FY26
Revenue
$10.2B
FY25
vs
Compare
Closed
Nov 5 '26
PI
Impinj Inc
vs
VRT
Vertiv Holdings Co
162.01
▼
−10.15%
post 163.40
Price
176.30
▼
−14.23%
post 180.79
$5.6B
Mkt cap
$79.1B
Q3 FY26
$112M
Revenue
$4.3B
Q3 FY26
FY25
$361M
Revenue
$10.2B
FY25
Change
Change
PI
162.01
▼
−10.15%
vs
VRT
176.30
▼
−14.23%
Closed
Nov 5 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only PI
1
—
a large North American SC&L provider
unlisted
customer
Shared
0
No shared counterparties.
Only VRT
2
HUT
Hut 8
customer
TGEN
Tecogen
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR