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LTBR compared with IMSR: revenue, margins and what each company keeps, and the suppliers and customers both name
LTBR
Lightbridge Corp
Change
Mkt cap
Revenue
Revenue
IMSR
Terrestrial Energy Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
LTBR
Lightbridge Corp
vs
IMSR
Terrestrial Energy 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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LTBR
Lightbridge Corp
Change
5.10
▼
−5.65%
· post 5.10
Mkt cap
$190.3M
IMSR
Terrestrial Energy Inc.
Change
3.20
▼
−7.38%
· post 3.16
Closed
Oct 30 '26
Mkt cap
$341.1M
vs
Compare
Closed
Oct 30 '26
LTBR
Lightbridge Corp
vs
IMSR
Terrestrial Energy Inc.
5.10
▼
−5.65%
post 5.10
Price
3.20
▼
−7.38%
post 3.16
$190.3M
Mkt cap
$341.1M
Change
Change
LTBR
5.10
▼
−5.65%
vs
IMSR
3.20
▼
−7.38%
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
LTBR, solid
IMSR, dashed
Supply-chain overlap
Revenue flow
LTBR: latest quarter not drawable. IMSR: latest quarter not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only LTBR
5
—
BEA (Battelle Energy Alliance)
unlisted
supplier
—
Amentum Technology
unlisted
supplier
—
NAS
unlisted
supplier
—
Raten ICN
unlisted
supplier
1 more · LTBR chain
›
Shared
0
No shared counterparties.
Only IMSR
4
—
Ministry of Innovation, Science and Economic Development Canada (ISED)
unlisted
supplier
—
UHY LLP
unlisted
supplier
—
Department of Energy (DOE)
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
—
Texas A&M University System
unlisted
customer