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USAR compared with FCX: revenue, margins and what each company keeps, and the suppliers and customers both name
USAR
USA Rare Earth, Inc.
Change
Mkt cap
Revenue
Revenue
FCX
Freeport-McMoRan Inc
Change
Mkt cap
Revenue
Revenue
vs
Compare
USAR
USA Rare Earth, Inc.
vs
FCX
Freeport-McMoRan 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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USAR
USA Rare Earth, Inc.
Change
7.34
▼
−10.43%
Mkt cap
$1.9B
Revenue
$6M
Q2 FY26
Revenue
—
FCX
Freeport-McMoRan Inc
Change
57.94
▼
−7.44%
Regular session
Nov 5 '26
Mkt cap
$89.9B
Revenue
$7.0B
Q2 FY26
Revenue
$25.9B
FY25
vs
Compare
Regular session
Nov 5 '26
USAR
USA Rare Earth, Inc.
vs
FCX
Freeport-McMoRan Inc
7.34
▼
−10.43%
Price
57.94
▼
−7.44%
$1.9B
Mkt cap
$89.9B
Q2 FY26
$6M
Revenue
$7.0B
Q2 FY26
—
Revenue
$25.9B
FY25
Change
Change
USAR
7.34
▼
−10.43%
vs
FCX
57.94
▼
−7.44%
Regular session
Nov 5 '26
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.
Method
›
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 FCX
1
TH
Target Hospitality
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
USAR, solid
FCX, dashed