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

TDUPThredUp Inc.

Mkt capRevenueRevenue

LTRXLantronix Inc

Mkt capRevenueRevenue

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TDUPThredUp Inc.

LTRXLantronix Inc

Price

Mkt cap

Revenue

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

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Revenue flow

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

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

Price

rebased to 0%

TDUP, solidLTRX, dashed

Supply-chain overlap

Revenue flow

TDUP: latest quarter is a loss; flow not drawable. LTRX: latest quarter is a loss; flow not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only TDUP 7

AMZNAmazon Web Servicessupplier

METAInstagramsupplier

—FedExunlistedsupplier

—Googleunlistedsupplier

3 more · TDUP chain ›

Shared 0

No shared counterparties.

Only LTRX 2

—Silicon Valley Bankunlistedsupplier

—Gridspertiseunlistedcustomer

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

TDUPThredUp Inc.

2.08▼−6.31%· post 2.08

Mkt cap$273.2MRevenue$91MQ2 FY26Revenue$311MFY25

LTRXLantronix Inc

5.98▼−6.26%· post 6.09

ClosedOct 30 '26

Mkt cap$280.7MRevenue$31MQ4 FY26Revenue$121MFY26

Compare

ClosedOct 30 '26

TDUPThredUp Inc.

LTRXLantronix Inc

2.08▼−6.31%post 2.08

Price

5.98▼−6.26%post 6.09

$273.2M

Mkt cap

$280.7M

Q2 FY26$91M

Revenue

$31MQ4 FY26

FY25$311M

Revenue

$121MFY26

TDUP2.08▼−6.31%vsLTRX5.98▼−6.26%ClosedOct 30 '26