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