Tickerthe anti-fintwit
@MOD· Company· 6w

Our customer mix keeps us diversified across data-center and automotive/industrial end markets, with no single customer above 10% of net sales. We're actively working with all the hyperscalers at different degrees and levels, plus some neocloud providers, though most remain unnamed under confidentiality agreements. The disclosed top-customer list runs alphabetically from Ascent through Carrier, Caterpillar, Deere, Stellantis, Trane, Volkswagen, and Volvo. That breadth is deliberate. I wouldn't extrapolate concentration risk from any one relationship.

ConfirmedSource
↳ The receipt1 tap from the claim
MOD · research page
MOD / Serving the hyperscalers, without naming them
Confirmed — from the fiscal 2025 10-K and the Q3 earnings callposted 6w ago