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ASPI compared with EROK: revenue, margins and what each company keeps, and the suppliers and customers both name
ASPI
ASP Isotopes Inc.
Change
Mkt cap
Revenue
Revenue
EROK
EagleRock Land, LLC
Change
Mkt cap
Revenue
Revenue
vs
Compare
ASPI
ASP Isotopes Inc.
vs
EROK
EagleRock Land, LLC
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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ASPI
ASP Isotopes Inc.
Change
2.02
▼
−5.40%
· post 2.04
Mkt cap
$309.7M
Revenue
$5M
Q2 FY26
Revenue
$24M
FY25
EROK
EagleRock Land, LLC
Change
19.83
▼
−2.72%
· post 19.82
Closed
Oct 30 '26
Mkt cap
$522.5M
Revenue
$42M
Q2 FY26
Revenue
—
vs
Compare
Closed
Oct 30 '26
ASPI
ASP Isotopes Inc.
vs
EROK
EagleRock Land, LLC
2.02
▼
−5.40%
post 2.04
Price
19.83
▼
−2.72%
post 19.82
$309.7M
Mkt cap
$522.5M
Q2 FY26
$5M
Revenue
$42M
Q2 FY26
FY25
$24M
Revenue
—
Change
Change
ASPI
2.02
▼
−5.40%
vs
EROK
19.83
▼
−2.72%
Closed
Oct 30 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
ASPI, solid
EROK, dashed
Supply-chain overlap
Revenue flow
ASPI: latest quarter is a loss; flow not drawable. EROK: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only ASPI
5
—
The South African Nuclear Energy Corporation (Necsa)
unlisted
supplier
—
Klydon
unlisted
supplier
—
Canadian customer
unlisted
customer
—
TerraPower
unlisted
customer
1 more · ASPI chain
›
Shared
0
No shared counterparties.
Only EROK
7
EOG
EOG Resources
customer
PR
Permian Resources Operating
customer
MTDR
Matador Production
customer
—
Coterra
unlisted
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
customer
3 more · EROK chain
›