Aeye Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Aeye Inc (LIDR) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Aeye Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 0M vs 204M combined for tracked competitors (0.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+79.6% annualized vs trailing 12 months), vs accelerating (+7.3%) for its tracked peer group.
- Growth: Aeye Inc generated 818.2% revenue growth year over year in Q2 2026, vs 56.8% for its tracked competitors combined.
- Profitability: Its -4,961.4% net margin compares with -33.2% for the peer group.
- Peer revenue share: Aeye Inc accounted for 0.4% of combined revenue among its tracked peer group, up from 0.1% a year earlier.
- Peer differentiation: Revenue per employee of $0.01M compares with $1.06M for the peer group (0.0x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
LIDR Sales vs. its Competitors, Q2 2026
Aeye Inc reported revenue growth of 818.18 % year on year in Q2 2026, above its competitors' combined revenue growth of 56.78 %.
With a net margin of -4,961.39 %, Aeye Inc reported lower profitability than its competitors (-33.16 %).
Aeye Inc generated 0.37 % of the combined sales of its peer group, up from 0.06 % a year earlier.
Aeye Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Aeye Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Aeye Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Aeye Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Aeye Inc's competitor groups requires a Commercial License.
For context: the Auto & Truck Parts industry grew revenue 4.6% year over year, combined, vs 818.2% for Aeye Inc. Aeye Inc's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Aeye Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Aeye Inc | - | Yes | Yes | No |
| Competitors combined (1) | ||||
| High-Confidence Competitors (2) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
LIDR Stock Performance relative to its Competitors
LIDR Stock Performance relative to High-Confidence Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Ouster Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Aeye Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Aeye Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Aeye Inc | 39.26 | 0.45 |
| Ouster Inc | 1,904.48 | 203.58 |
| SUBTOTAL | 1,943.74 | 204.02 |
Sources: Aeye Inc's official press releases and company reports; CSIMarket.com's market research; and the company reports and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Aeye Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Aeye Inc's Competitors Named by the Company
Competitive relationships identified from Aeye Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Ouster Inc | Company report | 85% |
| Cepton Inc | Company report | 85% |
| Resonant Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Aeye Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from Aeye Inc reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.
Aeye Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Aeye Inc | 39 | 8,036 | -625,696 |
| Ouster Inc | 1,904 | 1,060,286 | -277,745 |
| PEERS TOTAL | 1,904 | 1,060,286 | -277,745 |
Aeye Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Aeye Inc | North America 74.26 % |
| Ouster Inc | Americas 68.56 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Aeye Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 52 companies in Aeye Inc's industry classification, broader than the peer set above. Market cap in millions of $.Aeye Inc ranks #0 of 52 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,246, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Cummins Inc | 73,189 | 31.14 % |
| 2 | Genuine Parts Co | 18,415 | 7.84 % |
| 3 | Magna International Inc | 18,363 | 7.81 % |
| 4 | Bwx Technologies Inc | 12,485 | 5.31 % |
| 5 | Borgwarner Inc | 1,234 | 5.2% |
| 6 | Aptiv Plc | 1,234 | 5.2% |
| 7 | Allison Transmission Holdings Inc | 1,234 | 5.2% |
| 8 | Autoliv Inc | 1,234 | 5.2% |
| 9 | Modine Manufacturing Co | 1,234 | 5.2% |
| 10 | Lear Corp | 1,234 | 5.2% |
| 0 | Aeye Inc | 40 | 0.00 % |
Market cap and industry share for the rest of Aeye Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-10-19.
Aeye Inc's Valuation vs Competitive Position
Valuation multiples vs the Auto & Truck Parts industry average (89 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Auto & Truck Parts industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 22.8x | - |
| EV / EBITDA | - | 13.3x | - |
| P/B | 1.1x | 2.6x | -1.5x |
| Return on Equity | -46.40 % | industry aggregate | -57.20 % |
| Return on Invested Capital | -23.64 % | 2.39 % (avg) | -26.03 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Aeye Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2021 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | - | -68.60 % | -82.36 % | 15.35 % |
| Operating Margin | - | - | - | - |
| Return on Invested Capital | - | -68.69 % | -81.54 % | -33.57 % |
| P/E | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Aeye Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,246 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 92.00 % vs industry average 5.98 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Aeye Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Aeye Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Aeye Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+79.6% annualized vs trailing 12 months).
Weaknesses
- Return on equity 57.2 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
No rule matched.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Aeye Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Aeye Inc | 6.84 | 11.10 | 0.00 |
| Ouster Inc | 1.49 | 3.56 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Aeye Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Aeye Inc | Q2 2026 | +818.2 % | - |
| Ouster Inc | Q2 2026 | +56.8 % | - |
| PEERS TOTAL | +57.3 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Aeye Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Aeye Inc | Q2 2026 | +230.0 % | +1,550.0 % |
| Ouster Inc | Q2 2026 | +47.1 % | +197.9 % |
Aeye Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Aeye Inc | - | - | - |
| Ouster Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Aeye Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Aeye Inc | - | 87.24 |
| Ouster Inc | - | 9.36 |
| PEERS AVERAGE | - | 9.53 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.