How much the AI 100's operating profit grows for each per cent its revenue grows, over a year.
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82 companies counted for Q2 2026. Dollar figures are the trailing twelve months, or at the period end for balance-sheet items.
| Company | Operating income | Revenue | Operating income a year earlier | Revenue a year earlier | Its own figure | Share of market cap |
|---|---|---|---|---|---|---|
| NVIDIANVDA | $197.58B | $302.97B | $95.98B | $165.22B | 1.3× | 14.5% |
| AlphabetGOOGL | $147.63B | $445.87B | $121.37B | $371.40B | 1.1× | 12.6% |
| AppleAAPL | $154.86B | $466.82B | $130.21B | $408.63B | 1.3× | 12.1% |
| MicrosoftMSFT | $155.24B | $331.84B | $128.53B | $281.72B | 1.2× | 8.0% |
| AmazonAMZN | $93.71B | $775.68B | $76.19B | $670.04B | 1.5× | 7.4% |
| BroadcomAVGO | $32.75B | $75.47B | $20.50B | $57.05B | 1.8× | 5.8% |
| TeslaTSLA | $4.37B | $103.62B | $5.62B | $92.72B | -1.9× | 4.6% |
| Meta PlatformsMETA | $86.93B | $228.25B | $78.71B | $178.80B | 0.4× | 4.2% |
| MicronMU | $59.24B | $90.27B | $7.64B | $33.81B | 4.0× | 3.0% |
| AMDAMD | $6.49B | $41.30B | $2.27B | $29.60B | 4.7× | 2.5% |
| OracleORCL | $20.61B | $67.36B | $17.68B | $57.40B | 1.0× | 1.9% |
| IntelINTC | −$77.0M | $57.03B | −$12.12B | $53.07B | n/m | 1.9% |
| Lam ResearchLRCX | $8.20B | $23.23B | $5.90B | $18.44B | 1.5× | 1.4% |
| Cisco SystemsCSCO | $15.37B | $63.33B | $11.76B | $56.65B | 2.6× | 1.3% |
| Applied MaterialsAMAT | $9.14B | $30.84B | $8.62B | $28.61B | 0.8× | 1.2% |
| KLAKLAC | $5.89B | $13.58B | $4.95B | $12.16B | 1.6× | 1.1% |
| GE VernovaGEV | $1.80B | $41.37B | $655.0M | $36.62B | 13.5× | 0.9% |
| Palantir TechnologiesPLTR | $2.63B | $6.16B | $569.5M | $3.44B | 4.6× | 0.8% |
| Palo Alto NetworksPANW | $695.0M | $11.48B | $1.24B | $9.22B | -1.8× | 0.8% |
| Dell TechnologiesDELL | $14.25B | $151.20B | $6.82B | $101.45B | 2.2× | 0.8% |
| SanDiskSNDK | $12.44B | $20.25B | −$1.38B | $7.36B | n/m | 0.8% |
| AmphenolAPH | $7.84B | $29.01B | $4.22B | $18.82B | 1.6× | 0.6% |
| Arista NetworksANET | $4.55B | $10.54B | $3.43B | $7.95B | 1.0× | 0.6% |
| QualcommQCOM | $10.22B | $44.07B | $12.02B | $43.26B | -8.0× | 0.6% |
| CrowdStrikeCRWD | −$119.5M | $5.40B | −$361.2M | $4.34B | n/m | 0.6% |
| SeagateSTX | $4.09B | $12.20B | $1.89B | $9.10B | 3.4× | 0.5% |
| AppLovinAPP | $5.29B | $6.83B | $2.96B | $4.25B | 1.3× | 0.5% |
| EatonETN | $5.36B | $30.02B | $4.90B | $25.99B | 0.6× | 0.5% |
| MarvellMRVL | $1.56B | $9.45B | $93.1M | $7.23B | 51.5× | 0.5% |
| Uber TechnologiesUBER | $6.70B | $55.23B | $4.51B | $47.33B | 2.9× | 0.4% |
| Intuitive SurgicalISRG | $3.45B | $11.03B | $2.63B | $9.14B | 1.5× | 0.4% |
| VertivVRT | $2.18B | $11.48B | $1.57B | $9.09B | 1.5× | 0.4% |
| Quanta ServicesPWR | $1.97B | $32.91B | $1.43B | $26.05B | 1.4× | 0.3% |
| CadenceCDNS | $1.77B | $5.84B | $1.41B | $5.09B | 1.7× | 0.3% |
| EquinixEQIX | $2.14B | $9.80B | $1.48B | $8.94B | 4.6× | 0.3% |
| SnowflakeSNOW | −$1.24B | $5.43B | −$1.54B | $4.12B | n/m | 0.3% |
| CumminsCMI | $3.53B | $34.71B | $3.87B | $33.72B | -3.0× | 0.3% |
| DatadogDDOG | $16.3M | $3.97B | −$18.3M | $3.02B | n/m | 0.3% |
| Constellation EnergyCEG | $4.60B | $31.27B | $3.84B | $24.82B | 0.8× | 0.3% |
| CloudflareNET | −$354.4M | $2.51B | −$186.0M | $1.88B | n/m | 0.3% |
| Bloom EnergyBE | $349.8M | $3.11B | $72.5M | $1.63B | 4.2× | 0.3% |
| Astera LabsALAB | $273.4M | $1.20B | $42.3M | $605.5M | 5.5× | 0.2% |
| CoherentCOHR | $1.04B | $7.12B | $337.4M | $5.81B | 9.2× | 0.2% |
| SynopsysSNPS | $802.4M | $9.42B | $1.10B | $6.44B | -0.6× | 0.2% |
| Nebius GroupNBIS | −$684.1M | $1.36B | −$448.6M | $223.3M | n/m | 0.2% |
| Comfort SystemsFIX | $1.85B | $11.23B | $938.2M | $7.68B | 2.1× | 0.2% |
| TeradyneTER | $1.35B | $4.46B | $517.2M | $2.83B | 2.8× | 0.2% |
| Monolithic PowerMPWR | $940.2M | $3.27B | $660.9M | $2.54B | 1.5× | 0.2% |
| LumentumLITE | $524.8M | $3.01B | −$180.1M | $1.65B | n/m | 0.2% |
| Hewlett Packard EnterpriseHPE | $3.08B | $41.87B | $769.0M | $33.08B | 11.3× | 0.2% |
| Digital RealtyDLR | $986.1M | $6.77B | $1.65B | $5.77B | -2.3× | 0.2% |
| Rockwell AutomationROK | $1.43B | $8.97B | $1.31B | $8.06B | 0.8× | 0.2% |
| KeysightKEYS | $1.33B | $6.58B | $889.0M | $5.24B | 2.0× | 0.2% |
| CoreWeaveCRWV | −$230.7M | $7.59B | $221.4M | $3.52B | -1.8× | 0.2% |
| FlexFLEX | $1.45B | $29.27B | $1.25B | $26.07B | 1.3× | 0.2% |
| VistraVST | $3.54B | $19.21B | $3.58B | $18.51B | -0.3× | 0.2% |
| CienaCIEN | $739.0M | $6.02B | $246.3M | $4.54B | 6.1× | 0.2% |
| GlobalFoundriesGFS | $804.0M | $6.94B | −$169.0M | $6.84B | n/m | 0.1% |
| Axon EnterpriseAXON | $23.8M | $3.22B | −$1.5M | $2.39B | n/m | 0.1% |
| Credo TechnologyCRDO | $505.0M | $1.59B | $112.3M | $600.1M | 2.1× | 0.1% |
| NRG EnergyNRG | $2.02B | $33.13B | $1.28B | $29.37B | 4.5× | 0.1% |
| HubbellHUBB | $1.25B | $6.22B | $1.14B | $5.63B | 1.0× | 0.1% |
| Symbotic IncSYM | $23.7M | $2.65B | −$58.4M | $2.19B | n/m | 0.1% |
| ZscalerZS | −$133.3M | $3.35B | −$128.5M | $2.67B | n/m | 0.1% |
| Onto InnovationONTO | $134.6M | $1.12B | $190.9M | $1.04B | -3.6× | 0.1% |
| FabrinetFN | $462.9M | $4.64B | $324.4M | $3.42B | 1.2× | 0.1% |
| BWX TechnologiesBWXT | $340.6M | $3.51B | $317.2M | $2.86B | 0.3× | 0.1% |
| Super Micro ComputerSMCI | $2.77B | $39.06B | $1.25B | $21.97B | 1.6× | 0.1% |
| Talen EnergyTLN | $111.0M | $3.44B | $133.0M | $2.14B | -0.3× | 0.1% |
| GeneracGNRC | $421.5M | $4.44B | $562.1M | $4.41B | n/m | 0.1% |
| AlcoaAA | $1.21B | $13.60B | $1.52B | $12.78B | -3.2× | 0.0% |
| Applied DigitalAPLD | −$236.5M | $611.3M | −$72.2M | $228.6M | n/m | 0.0% |
| TrimbleTRMB | $642.7M | $3.78B | $515.2M | $3.58B | 4.3× | 0.0% |
| CognexCGNX | $238.4M | $1.09B | $131.9M | $929.6M | 4.7× | 0.0% |
| Globus MedicalGMED | $639.5M | $3.14B | $281.5M | $2.63B | 6.4× | 0.0% |
| OkloOKLO | −$217.8M | $1.2M | −$73.5M | $0.00 | n/m | 0.0% |
| Kratos DefenseKTOS | $18.4M | $1.52B | $19.8M | $1.21B | -0.3× | 0.0% |
| AeroVironmentAVAV | −$252.6M | $2.00B | −$51.5M | $1.09B | n/m | 0.0% |
| AmbarellaAMBA | −$62.2M | $417.8M | −$98.7M | $348.1M | n/m | 0.0% |
| NuScale PowerSMR | −$732.7M | $10.7M | −$131.3M | $56.1M | n/m | 0.0% |
| Fluence EnergyFLNC | −$91.0M | $2.63B | −$16.0M | $2.45B | n/m | 0.0% |
| Centrus EnergyLEU | $7.4M | $473.9M | $91.5M | $436.9M | -10.9× | 0.0% |