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Each company's latest annual period, from SEC filings. Monetary filters use the selected currency; amounts are never converted. Companies with no annual report in the last 18 months are left out unless you include them.

91 companies

Ticker	Company	Revenue ▾	Net income	Net margin	Return on equity	Revenue growth	Diluted EPS
TSEM	Tower Semiconductor Ltd Manufacturing · Year ended 2025-12-31 · USD	$1.57B	$220.47M	14.1%	7.6%	9.1%	$1.94
VIAV	Viavi Solutions Inc. Manufacturing · Year ended 2026-06-27 · USD	$1.52B	-$30.40M	-2.0%	-2.1%	40.0%	-$0.13
DIOD	Diodes Inc Manufacturing · Year ended 2025-12-31 · USD	$1.48B	$66.14M	4.5%	3.4%	13.0%	$1.43
ENPH	Enphase Energy, Inc. Manufacturing · Year ended 2025-12-31 · USD	$1.47B	$172.13M	11.7%	15.8%	10.7%	$1.29
PENG	Penguin Solutions, Inc. Manufacturing · Year ended 2025-08-29 · USD	$1.37B	$25.39M	1.9%	6.4%	16.9%	$0.28
CRDO	Credo Technology Group Holding Ltd Manufacturing · Year ended 2026-05-02 · USD	$1.34B	$472.28M	35.4%	22.9%	205.7%	$2.51
ARRY	Array Technologies, Inc. Manufacturing · Year ended 2025-12-31 · USD	$1.28B	-$52.23M	-4.1%	n/a	40.2%	-$0.73
SYNA	Synaptics Inc Manufacturing · Year ended 2026-06-27 · USD	$1.20B	-$490.80M	-41.0%	-52.8%	11.4%	-$12.62
SEDG	SolarEdge Technologies, Inc. Manufacturing · Year ended 2025-12-31 · USD	$1.18B	-$405.45M	-34.2%	-94.8%	31.4%	-$6.88
SMTC	Semtech Corp Manufacturing · Year ended 2026-01-25 · USD	$1.05B	-$40.38M	-3.8%	-7.3%	15.5%	-$0.46
IPGP	IPG Photonics Corp Manufacturing · Year ended 2025-12-31 · USD	$1.00B	$31.10M	3.1%	1.5%	2.7%	$0.73
MTSI	MACOM Technology Solutions Holdings, Inc. Manufacturing · Year ended 2025-10-03 · USD	$967.26M	-$54.21M	-5.6%	-4.1%	32.6%	-$0.73
ICHR	Ichor Holdings, Ltd. Manufacturing · Year ended 2025-12-26 · USD	$947.65M	-$52.78M	-5.6%	-8.0%	11.6%	-$1.54
ALGM	Allegro MicroSystems, Inc. Manufacturing · Year ended 2026-03-27 · USD	$890.10M	-$14.90M	-1.7%	-1.6%	22.8%	-$0.08
SIMO	Silicon Motion Technology Corp Manufacturing · Year ended 2025-12-31 · USD	$885.63M	$122.64M	13.8%	14.8%	10.2%	$0.91
ALAB	Astera Labs, Inc. Manufacturing · Year ended 2025-12-31 · USD	$852.52M	$219.13M	25.7%	16.1%	115.1%	$1.22
PLAB	Photronics Inc Manufacturing · Year ended 2025-10-31 · USD	$849.29M	$136.41M	16.1%	8.5%	-2.0%	$2.28
FORM	Formfactor Inc Manufacturing · Year ended 2025-12-27 · USD	$784.99M	$54.36M	6.9%	5.3%	2.8%	$0.69
SLAB	Silicon Laboratories Inc. Manufacturing · Year ended 2026-01-03 · USD	$784.76M	-$64.91M	-8.3%	-5.9%	34.3%	-$1.98
WOLF	Wolfspeed, Inc. Manufacturing · Year ended 2025-06-29 · USD	$757.60M	-$1.61B	-212.4%	n/a	-6.1%	-$11.39
TE	T1 Energy Inc. Manufacturing · Year ended 2025-12-31 · USD	$755.29M	-$367.83M	-48.7%	-146.9%	n/m	-$2.19
RMBS	Rambus Inc Manufacturing · Year ended 2025-12-31 · USD	$707.63M	$230.46M	32.6%	16.9%	27.1%	$2.11
AOSL	Alpha & Omega Semiconductor Ltd Manufacturing · Year ended 2026-06-30 · USD	$678.93M	-$42.27M	-6.2%	-5.3%	-2.5%	-$1.41
DQ	Daqo New Energy Corp. Manufacturing · Year ended 2025-12-31 · USD	$665.41M	-$170.51M	-25.6%	-2.9%	-35.3%	-$0.51
KLIC	Kulicke & Soffa Industries Inc Manufacturing · Year ended 2025-10-04 · USD	$654.08M	$213.0K	0.0%	0.0%	-7.4%	$0.004

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