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USAR compared with RH: revenue, margins and what each company keeps, and the suppliers and customers both name
USAR
USA Rare Earth, Inc.
Change
Mkt cap
Revenue
Revenue
RH
RH
Change
Mkt cap
Revenue
Revenue
vs
Compare
USAR
USA Rare Earth, Inc.
vs
RH
RH
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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Earnings history
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Supply-chain overlap
Revenue flow
USAR: latest quarter is a loss; flow not drawable.
Method
›
USAR
USA Rare Earth, Inc.
Change
8.72
▼
−1.58%
· post 8.67
Mkt cap
$2.0B
Revenue
$6M
Q2 FY26
Revenue
—
RH
RH
Change
134.00
▼
−8.54%
· post 134.75
Closed
Nov 3 '26
Mkt cap
$2.8B
Revenue
$884M
Q3 FY26
Revenue
$3.2B
FY25
vs
Compare
Closed
Nov 3 '26
USAR
USA Rare Earth, Inc.
vs
RH
RH
8.72
▼
−1.58%
post 8.67
Price
134.00
▼
−8.54%
post 134.75
$2.0B
Mkt cap
$2.8B
Q2 FY26
$6M
Revenue
$884M
Q3 FY26
—
Revenue
$3.2B
FY25
Change
Change
USAR
8.72
▼
−1.58%
vs
RH
134.00
▼
−8.54%
Closed
Nov 3 '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 RH
14
NYT
T: The New York Times Style Magazine
supplier
ILPT
Industrial Logistics Properties Trust
supplier
—
Architectural Digest
unlisted
supplier
—
C Magazine
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
unlisted
supplier
10 more · RH chain
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
USAR, solid
RH, dashed