Updated
The most significant concentration Aeva Technologies discloses is top European passenger OEM, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Aeva Technologies’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1: 'in December 2025, we were selected by a top European passenger original equipment manufacturer as its exclusive LiDAR supplier for its global series-production vehicle platform to enable Level 3 automated driving'”
Aeva Technologies' disclosed concentration risk centers on a single, significant customer relationship: in December 2025, the company was selected by a top European passenger original equipment manufacturer as its exclusive LiDAR supplier for that OEM's global series-production vehicle platform to enable Level 3 automated driving. This is a dependency-type exposure rather than a structural feature of the business, and its significance cuts both ways — exclusivity on a global production platform is a validating, revenue-defining win, but it also means a meaningful part of Aeva's commercial trajectory now rests on the pace, scale and continuity of that single OEM program. With no other concentration disclosed in the sources provided, this relationship is effectively the dominant factor in Aeva's near-term outlook: any delay, cancellation, or change in scope of the platform program would have an outsized effect on the company relative to a business with a broader base of committed customers.
For the engine’s reasoning on AEVA’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| APPN | Appian Corporation | 2 | 2 | 0 | 4 |
| AI | C3.ai, Inc. | 1 | 2 | 0 | 3 |
| AEVA● | Aeva Technologies, Inc. | 1 | 0 | 0 | 1 |
| AIOT | PowerFleet, Inc. | 0 | 2 | 0 | 2 |
| ACIW | ACI Worldwide, Inc. | 0 | 0 | 0 | 0 |
| AKAM | Akamai Technologies, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.