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SMTC compared with MOD: revenue, margins and what each company keeps, and the suppliers and customers both name
SMTC
Semtech Corp
Change
Mkt cap
Revenue
Revenue
MOD
Modine Manufacturing Co
Change
Mkt cap
Revenue
Revenue
vs
Compare
SMTC
Semtech Corp
vs
MOD
Modine Manufacturing Co
Price
Mkt cap
Revenue
Revenue
Change
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Revenue flow
Supply chain
Price
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Event sensitivity
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only SMTC
1
CHPT
ChargePoint
customer
Shared
0
No disclosed counterparties: MOD.
Only MOD
0
None
Role chip = supplier or customer
Source: SEC EDGAR
SMTC
Semtech Corp
Change
103.02
▲
+12.54%
· post 103.00
Mkt cap
$8.5B
Revenue
$342M
Q2 FY27
Revenue
$1.0B
FY26
MOD
Modine Manufacturing Co
Change
96.15
▲
+5.21%
· post 96.61
Closed
Nov 6 '26
Mkt cap
$4.9B
Revenue
$994M
Q2 FY27
Revenue
$3.2B
FY26
vs
Compare
Closed
Nov 6 '26
SMTC
Semtech Corp
vs
MOD
Modine Manufacturing Co
103.02
▲
+12.54%
post 103.00
Price
96.15
▲
+5.21%
post 96.61
$8.5B
Mkt cap
$4.9B
Q2 FY27
$342M
Revenue
$994M
Q2 FY27
FY26
$1.0B
Revenue
$3.2B
FY26
Change
Change
SMTC
103.02
▲
+12.54%
vs
MOD
96.15
▲
+5.21%
Closed
Nov 6 '26