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SI compared with CARL: revenue, margins and what each company keeps, and the suppliers and customers both name
SI
Shoulder Innovations, Inc.
Change
Mkt cap
Revenue
Revenue
CARL
Carlsmed, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
SI
Shoulder Innovations, Inc.
vs
CARL
Carlsmed, 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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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
SI: latest quarter is a loss; flow not drawable. CARL: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only SI
8
GEMI
Gemini Space Station
customer
—
Micropulse
unlisted
supplier
—
Avalign Technologies
unlisted
supplier
—
Genesis Innovation
unlisted
supplier
4 more · SI chain
›
Shared
0
No disclosed counterparties: CARL.
Only CARL
0
None
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
SI, solid
CARL, dashed
SI
Shoulder Innovations, Inc.
Change
19.79
· pre 19.27
· delayed
Mkt cap
$400.6M
Revenue
$17M
Q2 FY26
CARL
Carlsmed, Inc.
Change
14.89
· pre 15.11
· delayed
Pre-market
Nov 2 '26
delayed
Mkt cap
$408.4M
Revenue
$19M
Q2 FY26
vs
Compare
Pre-market
Nov 2 '26
delayed
SI
Shoulder Innovations, Inc.
vs
CARL
Carlsmed, Inc.
19.79
pre 19.27
delayed
Price
14.89
pre 15.11
delayed
$400.6M
Mkt cap
$408.4M
Q2 FY26
$17M
Revenue
$19M
Q2 FY26
Change
Change
SI
19.79
vs
CARL
14.89
Pre-market
Nov 2 '26
delayed