Top Hardware Companies in London (61)

Resilient & Sustainable Growth: Square gross profit and payment volumes are rising with signs of acceleration in 2026; Q2 2026 gross profit reached about $1.16B and GPV increased at a low‑teens rate year over year. Management also raised the full‑year outlook at the Block level, indicating momentum in which Square is contributing.

Market Expansion: Traction with larger, multi‑location sellers and strong international GPV growth indicate expansion beyond very small businesses. U.S. GPV also accelerated to its strongest pace since Q2 2023, complementing faster non‑U.S. growth.

Innovation-Driven Growth: Hardware and AI are highlighted as fast‑compounding capabilities, and Square Financial Services has begun processing acquiring volume. An expanded ISO and partner ecosystem is bringing in more new sellers and deepening product adoption.

Strong Revenue Growth: Trading revenue is described as reaching record levels in 2025 (about $12.3B) and remaining elevated into 2026, with Q1 at $6.4B and Q2 at $11.4B. These jumps, including a year-over-year doubling in 2025’s Q2, place the firm among top electronic market makers.

Market Expansion: Operations span 14 offices and over 200 markets, with a new APAC business‑development lead and an expanded NYC footprint of 211,000+ sq ft to accommodate growth. Entry into U.S. retail equity wholesaling and regional build‑outs indicate continued geographic and channel expansion.

Innovation-Driven Growth: Multi‑year, multibillion‑dollar compute agreements (e.g., CoreWeave) and a cloud partnership with Lambda are directed at advanced AI and machine‑learning research. These investments expand research infrastructure to support next‑generation trading models.

Strong Revenue Growth: Revenue and ARR are expanding rapidly at scale, with Q1 FY27 revenue near $479M and ARR approaching $2B while full‑year guidance still calls for further growth. Continued expansion among $100K+ and $1M+ customer cohorts reinforces momentum.

Profitability: The company reports consecutive GAAP‑profitable quarters alongside improving non‑GAAP operating and free‑cash‑flow margins, indicating operating leverage. Management also expects GAAP profitability for the full FY27.

Innovation-Driven Growth: New products such as AI Multicam, Asset Maintenance, Asset Tags, Connected Training, and Connected Workflows are contributing materially to net new ACV and deepening multi‑product adoption. A large and growing data platform and interest in Operational AI further catalyze expansion.

Strong Revenue Growth: Revenue is described as roughly doubling to around $2.1–$2.2B in 2025 with strong 2026 projections, indicating rapid top-line acceleration. Major program selections and a 10-year Army counter‑UAS vehicle provide a pipeline that supports this trajectory.

Investor Backing & Capital Strength: Capital raised includes a $5B round at a $61B valuation in May 2026, with subsequent reporting of a push toward an even higher valuation. Funding is linked to expanding production capacity across interceptors, AUVs, and autonomy software.

Strong Market Position & Advantage: Anduril is portrayed as a front‑runner in defense autonomy and counter‑UAS, with marquee wins such as USAF CCA participation and SOCOM c‑UAS integration. Broad adoption of its Lattice software and progress on Ghost Shark signal advantages across air and maritime domains.

Strong Revenue Growth: Net sales rose sharply through 2025–Q2 2026 (e.g., Q1 up 30% and Q2 up 24% year over year), with full‑year 2026 guidance lifted to about $13.8–$14.2B and ~31% organic growth. Order surges in late 2025 and a larger backlog underscore sustained demand.

Strong Market Position & Advantage: Independent industry trackers consistently place Vertiv at or near the top in data‑center thermal management and as a leader in large three‑phase UPS and power distribution. Multiple sources describe Vertiv as co‑leading global DCPI with Schneider Electric, with share gains on strong North American demand.

Future-Ready Strategy: Portfolio and capacity expansions in liquid and air‑based cooling, plus acquisitions and integrated modules, align the company with AI‑driven high‑density data centers. Analyst outlooks highlight rapid DCPI growth and liquid cooling focus—areas where Vertiv is concentrated.

Resilient & Sustainable Growth: Organic revenue and ARR have been rising, with records cited in 2024–2025 and guidance raised during 2025 despite portfolio changes muting reported growth. The shift to subscriptions and connected workflows is presented as supporting steadier expansion across cycles.

Profitability: Record gross margins and strong adjusted EBITDA margins near 30% in 2025 indicate an at‑scale, higher‑mix software model. Margin expansion has been highlighted alongside recurring revenue strength.

Strong Market Position & Advantage: Trimble is repeatedly characterized as a leader in high‑precision positioning, machine control, and structural/BIM workflows, competing at the top tier with global rivals. This entrenched role across hardware, software, and services supports durability of the model.

Strong Market Position & Advantage: Canon has held the No. 1 global share in interchangeable‑lens cameras for over two decades and remains a top‑tier vendor in key print subsegments and network video. This sustained leadership in core imaging segments and select print niches supports a defensible moat and installed‑base ecosystem.

Strong Revenue Growth: Canon posted all‑time‑high net sales for the second consecutive year in 2025 and kept its 2026 sales outlook higher year over year. Top‑line momentum has been led by cameras and network cameras, with medical equipment contributing as well.

Diversified Revenue Streams: Multiple engines across Printing, Imaging, Medical, and Industrial helped deliver record consolidated sales in 2025 and show continued resilience into early 2026. Portfolio breadth, including network cameras and industrial equipment, helps balance cyclicality across categories.

Strong Market Position & Advantage: LMR/public-safety radios and infrastructure are anchored by a dominant position—multiple filings describe the company as the largest global supplier with well in excess of half the market, especially in North America. An end-to-end footprint across command center software, 9-1-1/call handling, and video security adds ecosystem breadth from call to case closure.

Strong Revenue Growth: Recent results show FY2025 sales up 8% and Q1 2026 up 7% year over year, with management raising 2026 revenue guidance and pointing to roughly 8.5% growth in Q2. Record backlog of about $15.7B at year-end 2025 and again in Q1 2026 underscores ongoing demand and near-term visibility.

Healthy Cash Flow: Operating cash generation reached a record level in 2025, alongside higher earnings metrics. Continued investment in R&D, acquisitions, and services is being funded while maintaining profitability.

Strong Market Position & Advantage: Ciena is positioned as a top-tier optical networking vendor with leadership in coherent optics and data-center interconnect, supported by repeated references to being among the top global providers and particularly strong in North America.

Strong Revenue Growth: Recent results indicate a clear acceleration in revenue, with fiscal-year and quarterly figures described as up strongly year over year and forward guidance projecting continued expansion into the next fiscal year.

Future-Ready Strategy: The company is described as aligned to long-cycle demand drivers—AI, cloud, and 5G—and is focusing its portfolio “in and around the data center,” including prioritizing AI-centric optical platforms and related capabilities.

Strong Market Position & Advantage: Independent teardowns and filings indicate Cirrus Logic holds a leadership position in premium smartphone audio (codecs and boosted amplifiers), with deep and recurring design wins in flagship iPhones and other top‑tier devices. Strategic collaborations and audio software partnerships further reinforce stickiness where it already wins sockets.

Strong Revenue Growth: Recent results show year‑over‑year revenue growth with record quarterly sales in FY26 and an upward full‑year trajectory from FY24 to FY25. Management guidance points to continued y/y growth into the March quarter despite normal seasonality.

Profitability: Gross margins remained in the low‑50s and the company reported record earnings in FY25, indicating solid profitability. Strong operating leverage alongside premium smartphone content supported margin expansion versus the prior year.

Strong Revenue Growth: Recent quarters show double‑digit year‑over‑year increases, with records across multiple fiscal periods. Growth is broad‑based across iPhone, Mac, and Services and across all geographic segments.

Strong Market Position & Advantage: Leadership is evident in premium smartphones, smartwatches, tablets, and a growing presence in PCs, often capturing the high end and outsized industry value. A large and expanding installed base and early lead in on‑device AI categories reinforce competitive moat.

Diversified Revenue Streams: Services are expanding rapidly with consecutive record results and are on track to surpass a major revenue milestone, supported by a vast device ecosystem and robust App Store commerce. This mix adds higher‑margin, recurring revenue that helps smooth hardware cycles.

Strong Market Position & Advantage: Independent assessments and regional snapshots depict Garrett as a top-tier turbocharger supplier—often top-two globally and leading in North America—supported by first-to-market e‑turbo deployments with major OEMs. Investor and industry materials also point to a large installed base, ongoing program wins, and capital returns, signaling competitive resilience and customer stickiness.

Strong Revenue Growth: Revenues rose in 2025 and accelerated in Q1 2026 with management raising the full‑year outlook. Commentary highlights wins across turbo and zero‑emission portfolios and contributions from new industrial adjacencies, supporting continued momentum.

Innovation-Driven Growth: Garrett pioneered production e‑turbo systems with Mercedes‑AMG and is scaling e‑compressors and fuel‑cell air compression anchored in high‑speed motor and aerodynamics expertise. Recognition and visible series deployments indicate a credible path to growth as powertrains electrify.

Strong Market Position & Advantage: NVIDIA is described as the clear leader in AI accelerators and discrete GPUs, reinforced by its CUDA-based full stack and momentum from Hopper to Blackwell. GTC 2026 highlights massive demand and platform leadership, supporting a durable advantage.

Strong Revenue Growth: Reported results show record quarterly and full-year revenue with sequential momentum, and management guided higher into the next quarter. Data Center strength and ongoing Blackwell/Rubin ramps underpin the expansion.

Profitability: High gross margins alongside rapid scaling indicate profits remain robust. Although mix and ramp costs varied during the year, the latest quarter showed a strong margin rebound.