VRT compared with SMCI: revenue, margins and what each company keeps, and the suppliers and customers both name
Comparison · two companies, one scale
Track VRT
Watchlist prices, news filtered to it, and its next report on your desk.
Comparison · two companies, one scale
Watchlist prices, news filtered to it, and its next report on your desk.
Sign in to keep this comparison. A saved view records which companies, and which reading of them, then draws it again against a live tape whenever you open it.
Sign inTwo filed statements on one plate. Each side is drawn as a share of its own revenue, so band length reads as margin, never as company size. VRT keeps 15.2¢ of every revenue dollar to SMCI's 4.7¢. By revenue, SMCI's quarter is 3.1× VRT's, a fact this drawing states rather than draws.
Standardized lines from each company's own filing. The two quarters end 91 days apart, which this page states rather than hides: VRT Jun 30 '26, SMCI Mar 31 '26. The gap column is a margin difference in percentage points, never a price direction, so it takes no colour and no caret.
The shared column is the reading: companies both sides name in their own filings. VRT names 2 counterparties, SMCI names 5, and none appears on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.
No counterparty appears in both companies' filings. VRT names 2 and SMCI names 5, and the two lists do not meet.