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MSB compared with LB: revenue, margins and what each company keeps, and the suppliers and customers both name
MSB
Mesabi Trust
Change
Mkt cap
Revenue
Revenue
LB
LandBridge Co LLC
Change
Mkt cap
Revenue
Revenue
vs
Compare
MSB
Mesabi Trust
vs
LB
LandBridge Co LLC
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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MSB
Mesabi Trust
Change
17.71
▼
−2.26%
· post 17.71
Mkt cap
$232.4M
Revenue
$2M
Q2 FY27
Revenue
$18M
FY26
LB
LandBridge Co LLC
Change
83.29
▲
+0.55%
· post 82.42
Closed
Oct 30 '26
Mkt cap
$6.4B
Revenue
$67M
Q2 FY26
Revenue
$199M
FY25
vs
Compare
Closed
Oct 30 '26
MSB
Mesabi Trust
vs
LB
LandBridge Co LLC
17.71
▼
−2.26%
post 17.71
Price
83.29
▲
+0.55%
post 82.42
$232.4M
Mkt cap
$6.4B
Q2 FY27
$2M
Revenue
$67M
Q2 FY26
FY26
$18M
Revenue
$199M
FY25
Change
Change
MSB
17.71
▼
−2.26%
vs
LB
83.29
▲
+0.55%
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
MSB, solid
LB, dashed
Supply-chain overlap
Revenue flow
MSB: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only MSB
0
None
Shared
0
No disclosed counterparties: MSB.
Only LB
15
CVX
Chevron
customer
COP
ConocoPhillips
customer
EOG
EOG Resources
customer
OXY
Occidental Petroleum
customer
11 more · LB chain
›
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR