Suppliers whose customers just moved
Every name below disclosed, in its own SEC filings, which customers its revenue depends on — many with the percentage. The board sorts suppliers by their customers’ dependency-weighted move over the trailing month. The gap column is the lead-lag read: how much of the customers’ move the supplier itself has not yet matched.
Gap = own move − customers’ move · negative = customers ran, this stock hasn’t followed yet
Customers cracking
Bottom of the cross-section — these suppliers' disclosed customers fell the most over the trailing month.
| Supplier | Customers’ move | Own move | Gap | Top disclosed customer | n |
|---|---|---|---|---|---|
| AUTL | -33.1% | -21.7% | +11.4% | CABA 76.0% of revenue | 1 |
| ESCAaged | -25.7% | -4.3% | +21.4% | DKS 11.0% of revenue | 1 |
| TRVG | -24.5% | -0.6% | +23.9% | BKNG 38.0% of revenue | 2 |
| UEIC | -24.2% | +14.0% | +38.3% | CHTR 11.1% of revenue | 1 |
| ORAaged | -23.8% | -9.5% | +14.3% | HE 14.7% of revenue | 2 |
| EYPT | -21.4% | -25.1% | -3.6% | ALM 73.2% of revenue | 3 |
| VRRM | -21.3% | -26.7% | -5.4% | HTZ 10.8% of revenue | 1 |
| FICO | -18.1% | -24.7% | -6.5% | TRU 10.0% of revenue | 1 |
| CVR | -16.6% | +2.8% | +19.4% | CPS 13.0% of revenue | 1 |
| INLX | -16.6% | -6.4% | +10.2% | RKT 4.0% of revenue | 1 |
| OSW | -16.1% | -13.4% | +2.7% | CCL 41.2% of revenue | 3 |
| MBUU | -16.1% | -9.6% | +6.5% | ONEW 23.7% of revenue | 1 |
| SLGN | -15.4% | -16.4% | -1.0% | CPB 22.7% of revenue | 1 |
| MPTaged | -14.5% | -12.5% | +2.0% | 4ZG.F 9.5% of revenue | 1 |
| STRT | -14.4% | -15.3% | -0.9% | STLA 15.0% of revenue | 1 |
| PAMTaged | -14.4% | -4.8% | +9.6% | STLA 16.0% of revenue | 1 |
| ILPT | -13.8% | -10.7% | +3.1% | FDX 29.0% of revenue | 3 |
| UE | -13.5% | -7.2% | +6.3% | HD 5.0% of revenue | 1 |
| FBIN | -13.1% | -16.8% | -3.7% | LOW 12.0% of revenue | 1 |
| SMG | -13.1% | -17.0% | -3.9% | LOW 18.0% of revenue | 1 |
Customers running hot
Top of the cross-section — these suppliers' disclosed customers rose the most.
| Supplier | Customers’ move | Own move | Gap | Top disclosed customer | n |
|---|---|---|---|---|---|
| AMBAaged | +57.5% | -1.3% | -58.8% | GPRO 12.0% of revenue | 2 |
| COHUaged | +45.6% | +25.9% | -19.8% | INTC 17.0% of revenue | 1 |
| IIPR | +39.2% | -3.5% | -42.8% | AAWH 9.0% of revenue | 1 |
| CDXSaged | +35.6% | -18.5% | -54.1% | NESN.SW 15.0% of revenue | 2 |
| GSIT | +25.7% | -7.6% | -33.2% | 2449.TW 20.0% of revenue | 1 |
| SIMO | +24.8% | +5.0% | -19.8% | 6707.TWO 12.0% of revenue | 1 |
| GLWaged | +22.7% | +4.7% | -17.9% | 005930.KS 11.0% of revenue | 2 |
| PSNL | +21.9% | -3.6% | -25.5% | NTRA 30.0% of revenue | 1 |
| MRAMaged | +21.7% | +4.9% | -16.9% | CLS 21.0% of revenue | 1 |
| MU | +15.8% | +15.3% | -0.4% | 3702.TW 13.0% of revenue | 1 |
| TDWaged | +14.7% | -4.6% | -19.3% | PBR 8.2% of revenue | 1 |
| DDI | +13.7% | +1.6% | -12.1% | GOOGL 15.9% of revenue | 2 |
| INTC | +12.3% | +45.6% | +33.3% | DELL 19.0% of revenue | 2 |
| PKEaged | +11.3% | -8.3% | -19.6% | SANM 10.1% of revenue | 2 |
| IDCCaged | +11.1% | -5.1% | -16.2% | 005930.KS 22.0% of revenue | 1 |
| AMAT | +11.1% | -1.2% | -12.3% | 005930.KS 17.0% of revenue | 1 |
| ADEAaged | +11.0% | -7.8% | -18.8% | 000660.KS 17.0% of revenue | 1 |
| FORMaged | +8.1% | +19.8% | +11.7% | TSM 10.7% of revenue | 1 |
| INTTaged | +7.8% | +2.6% | -5.1% | 7433.T 11.0% of revenue | 1 |
| AAOIaged | +6.9% | -10.9% | -17.8% | CSCO 11.9% of revenue | 3 |