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

SMTCSemtech Corp

Mkt capRevenueRevenue

MODModine Manufacturing Co

Mkt capRevenueRevenue

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SMTCSemtech Corp

MODModine Manufacturing Co

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

SMTC

1 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY27±17.1%▲+10.41%×0.61

Q1 FY27±23.6%▼−4.41%×0.19

Mar 17 '26±11.0%▼−11.00%×1.00

Q3 FY26±16.4%▲+2.53%×0.15

MOD

0 of 4at or beyond implied

Reportimpliedrealized× implied

Q1 FY27±18.1%▲+8.91%×0.49

May 27 '26±16.4%▼−5.39%×0.33

= impliedSMTC realized, solidMOD realized, hatchedOne scale, both sides: full bar = 24%× = |realized| ÷ impliedSource: market data

Q3 FY26

±13.9%

▲+2.90%

×0.21

Oct 29 '25±14.2%▼−4.17%×0.30

SMTCSemtech Corp

127.37▼−9.57%· post 125.92

Mkt cap$11.9BRevenue$342MQ2 FY27Revenue$1.0BFY26

MODModine Manufacturing Co

129.89▼−6.41%· post 129.99

ClosedOct 30 '26

Mkt cap$6.9BRevenue$874MQ1 FY27Revenue$3.2BFY26

Compare

ClosedOct 30 '26

SMTCSemtech Corp

MODModine Manufacturing Co

127.37▼−9.57%post 125.92

Price

129.89▼−6.41%post 129.99

$11.9B

Mkt cap

$6.9B

Q2 FY27$342M

Revenue

$874MQ1 FY27

FY26$1.0B

Revenue

$3.2BFY26

SMTC127.37▼−9.57%vsMOD129.89▼−6.41%ClosedOct 30 '26