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LB compared with MSB: revenue, margins and what each company keeps, and the suppliers and customers both name
LB
LandBridge Co LLC
Change
Mkt cap
Revenue
Revenue
MSB
Mesabi Trust
Change
Mkt cap
Revenue
Revenue
vs
Compare
LB
LandBridge Co LLC
vs
MSB
Mesabi Trust
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
MSB: latest quarter is a loss; flow not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
LB, solid
MSB, dashed
LB
LandBridge Co LLC
Change
83.29
▲
+0.55%
· post 82.42
Mkt cap
$6.4B
Revenue
$67M
Q2 FY26
Revenue
$199M
FY25
MSB
Mesabi Trust
Change
17.71
▼
−2.26%
· post 17.71
Closed
Oct 30 '26
Mkt cap
$232.4M
Revenue
$2M
Q2 FY27
Revenue
$18M
FY26
vs
Compare
Closed
Oct 30 '26
LB
LandBridge Co LLC
vs
MSB
Mesabi Trust
83.29
▲
+0.55%
post 82.42
Price
17.71
▼
−2.26%
post 17.71
$6.4B
Mkt cap
$232.4M
Q2 FY26
$67M
Revenue
$2M
Q2 FY27
FY25
$199M
Revenue
$18M
FY26
Change
Change
LB
83.29
▲
+0.55%
vs
MSB
17.71
▼
−2.26%
Closed
Oct 30 '26
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 disclosed counterparties: MSB.
Only MSB
0
None
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR