# If AeroVironment moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/aerovironment · Facet: ripple · Updated: 2026-07-12T03:42:35.793943+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, AeroVironment is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 4 companies within two hops; the links are backed by 3 dated sources, 1 of them primary filings (as of 2026-07-12).

AeroVironment operates across Nasdaq, defense uncrewed systems, loitering munitions (Switchblade). After +57.2% in 2025, it gave back -40.2% in 2026. The supply side (avg +4.2%) leads the stock (-40.2%), with spending rippling down to suppliers first. Among connected nodes the furthest ahead is Teledyne Technologies (+19.6%) and the furthest behind is Ambarella (-11.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its 2025 BlueHalo acquisition added space, cyber and directed energy, more than doubling FY2026 revenue guidance to $1.9-2.0B — what matters now is the integration of that deal and the pace at which backlog converts to revenue.

## Supply chain (benefiting)
- T1 Ambarella (https://valuechain.wiki/ambarella.md)
- T2 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T3 Lam Research (https://valuechain.wiki/lam-research.md)
- T3 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 SCREEN Holdings (https://valuechain.wiki/screen-holdings.md)
- T3 JSR Corporation (https://valuechain.wiki/jsr.md)
- T3 Lasertec (https://valuechain.wiki/lasertec.md)
- T3 Tokyo Ohka Kogyo (TOK) (https://valuechain.wiki/tokyo-ohka.md)
- T3 Disco Corporation (https://valuechain.wiki/disco.md)
- T3 Entegris (https://valuechain.wiki/entegris.md)
- T3 KLA (https://valuechain.wiki/kla.md)
- T3 Onto Innovation (https://valuechain.wiki/onto-innovation.md)
- T3 ASM International (https://valuechain.wiki/asm-international.md)
- T3 Resonac (https://valuechain.wiki/resonac.md)
- T3 Hitachi High-Tech (https://valuechain.wiki/hitachi-hightech.md)
- T3 BESI (https://valuechain.wiki/besi.md)
- T3 HPSP (https://valuechain.wiki/hpsp.md)
- T3 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T3 Shin-Etsu Chemical (https://valuechain.wiki/shin-etsu.md)
- T3 SUMCO Corporation (https://valuechain.wiki/sumco.md)
- T3 Synopsys (https://valuechain.wiki/synopsys.md)
- T3 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T3 GlobalWafers (https://valuechain.wiki/globalwafers.md)
- T3 Teradyne (https://valuechain.wiki/teradyne.md)
- T3 Advantest (https://valuechain.wiki/advantest.md)
- T3 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T3 Ebara (https://valuechain.wiki/ebara.md)
- T3 Linde (https://valuechain.wiki/linde.md)
- T3 Air Liquide (https://valuechain.wiki/air-liquide.md)
- T3 Fujimi Incorporated (https://valuechain.wiki/fujimi.md)
- T3 Leeno Industrial (https://valuechain.wiki/leeno.md)
- T3 Photronics (https://valuechain.wiki/photronics.md)
- T3 ASML (https://valuechain.wiki/asml.md)
- T3 Qnity Electronics (https://valuechain.wiki/qnity-electronics.md)
- T3 EO Technics (https://valuechain.wiki/eo-technics.md)
- T1 Teledyne Technologies (https://valuechain.wiki/teledyne.md)
- T2 Sidus Space (https://valuechain.wiki/sidus-space.md)
- T3 SpaceX (https://valuechain.wiki/spacex.md)

---
Full node: https://valuechain.wiki/aerovironment.md · JSON: https://valuechain.wiki/aerovironment.json