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LB compared with HE: revenue, margins and what each company keeps, and the suppliers and customers both name
LB
LandBridge Co LLC
Change
Mkt cap
Revenue
Revenue
HE
Hawaiian Electric Industries Inc
Change
Mkt cap
Revenue
Revenue
vs
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LB
LandBridge Co LLC
vs
HE
Hawaiian Electric Industries Inc
Price
Mkt cap
Revenue
Revenue
Change
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Revenue flow
Supply chain
Price
Co-movers
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only LB
15
CVX
Chevron
customer
COP
ConocoPhillips
customer
EOG
EOG Resources
customer
OXY
Occidental Petroleum
customer
11 more · LB chain
›
Shared
0
No shared counterparties.
Only HE
12
—
Kalaeloa Partners, L.P. (Kalaeloa)
unlisted
supplier
—
Puna Geothermal Venture (PGV)
unlisted
supplier
—
AES Hawaii
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
—
Hamakua Energy
unlisted
supplier
8 more · HE chain
›
LB
LandBridge Co LLC
Change
65.19
▲
+5.35%
· post 65.19
Mkt cap
$5.0B
Revenue
$71M
Q3 FY26
Revenue
$199M
FY25
HE
Hawaiian Electric Industries Inc
Change
8.55
▲
+1.30%
Closed
Nov 6 '26
Mkt cap
$1.5B
Revenue
$940M
Q2 FY26
Revenue
$3.1B
FY25
vs
Compare
Closed
Nov 6 '26
LB
LandBridge Co LLC
vs
HE
Hawaiian Electric Industries Inc
65.19
▲
+5.35%
post 65.19
Price
8.55
▲
+1.30%
$5.0B
Mkt cap
$1.5B
Q3 FY26
$71M
Revenue
$940M
Q2 FY26
FY25
$199M
Revenue
$3.1B
FY25
Change
Change
LB
65.19
▲
+5.35%
vs
HE
8.55
▲
+1.30%
Closed
Nov 6 '26