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BAER compared with TMC: revenue, margins and what each company keeps, and the suppliers and customers both name
BAER
Bridger Aerospace Group Holdings, Inc.
Change
Mkt cap
Revenue
Revenue
TMC
TMC the metals Co Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
BAER
Bridger Aerospace Group Holdings, Inc.
vs
TMC
TMC the metals Co Inc.
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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BAER
Bridger Aerospace Group Holdings, Inc.
Change
0.39
▼
−7.25%
Mkt cap
$24.8M
Revenue
$30M
Q2 FY26
Revenue
$123M
FY25
TMC
TMC the metals Co Inc.
Change
2.37
▼
−8.67%
Regular session
Nov 2 '26
Mkt cap
$1.1B
Revenue
—
Revenue
—
vs
Compare
Regular session
Nov 2 '26
BAER
Bridger Aerospace Group Holdings, Inc.
vs
TMC
TMC the metals Co Inc.
0.39
▼
−7.25%
Price
2.37
▼
−8.67%
$24.8M
Mkt cap
$1.1B
Q2 FY26
$30M
Revenue
—
FY25
$123M
Revenue
—
Change
Change
BAER
0.39
▼
−7.25%
vs
TMC
2.37
▼
−8.67%
Regular session
Nov 2 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
BAER: latest quarter is a loss; flow not drawable. TMC: latest quarter not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only BAER
19
—
Undisclosed largest customer
unlisted
customer
—
MAB Funding, LLC ("MAB")
unlisted
supplier
—
Northern Fire Management Services, LLC (NFMS, LLC)
unlisted
supplier
—
Longview Aviation Services Inc. (LAS)
unlisted
supplier
15 more · BAER chain
›
Shared
0
No shared counterparties.
Only TMC
5
—
Allseas
unlisted
supplier
—
Mariana Minerals
unlisted
supplier
—
Pacific Metals
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
—
Korea Zinc
unlisted
supplier
1 more · TMC chain
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
BAER, solid
TMC, dashed