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USAR compared with AIB: revenue, margins and what each company keeps, and the suppliers and customers both name
USAR
USA Rare Earth, Inc.
Change
Mkt cap
Revenue
Revenue
AIB
AIB Data Centers Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
USAR
USA Rare Earth, Inc.
vs
AIB
AIB Data Centers 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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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
USAR: latest quarter is a loss; flow not drawable. AIB: 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
USAR, solid
AIB, dashed
USAR
USA Rare Earth, Inc.
Change
9.63
▼
−8.51%
· post 9.62
Mkt cap
$2.2B
Revenue
$6M
Q2 FY26
AIB
AIB Data Centers Inc.
Change
0.99
▼
−5.53%
· post 0.94
Closed
Oct 30 '26
Mkt cap
$45.9M
Revenue
$3M
Q2 FY26
vs
Compare
Closed
Oct 30 '26
USAR
USA Rare Earth, Inc.
vs
AIB
AIB Data Centers Inc.
9.63
▼
−8.51%
post 9.62
Price
0.99
▼
−5.53%
post 0.94
$2.2B
Mkt cap
$45.9M
Q2 FY26
$6M
Revenue
$3M
Q2 FY26
Change
Change
USAR
9.63
▼
−8.51%
vs
AIB
0.99
▼
−5.53%
Closed
Oct 30 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only USAR
2
—
Arnold Magnetic Technologies
unlisted
customer
—
Permag
unlisted
customer
Shared
0
No shared counterparties.
Only AIB
2
SMCI
Super Micro
supplier
—
PDM
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR