# If Airbus moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/airbus · Facet: ripple · Updated: 2026-09-23T08:29:49.252243+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Airbus is directly linked to 14 companies (8 supply, 4 revenue, 6 investment relationships) and reaches 24 companies within two hops; the links are backed by 35 dated sources, 7 of them primary filings (as of 2026-09-23).

Airbus operates across Europe's aerospace prime spanning jets, helicopters and defence-space, sitting on a record 8,754-aircraft backlog. It stayed steadily positive in recent years and is +4.8% in 2026. Demand side (avg +4.1%), the stock (+4.8%) and supply side (avg +5.8%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Voyager Technologies (+29.8%) and the furthest behind is Eutelsat Group (-21.7%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. In October 2025 it agreed to merge its satellite business with Thales and Leonardo under 'Project Bromo' to build a European satellite champion.

## Demand chain (leading)
- T1 Eutelsat Group (https://valuechain.wiki/eutelsat.md)
- T1 Voyager Technologies (https://valuechain.wiki/voyager-technologies.md)
- T1 Delta Air Lines (https://valuechain.wiki/delta-air-lines.md)
- T2 American Express (https://valuechain.wiki/american-express.md)
- T1 United Airlines Holdings, Inc. (https://valuechain.wiki/united-airlines-holdings.md)
- T2 JPMorgan Chase (https://valuechain.wiki/jpmorgan-chase.md)
- T3 EOG Resources, Inc. (https://valuechain.wiki/eog-resources.md)
- T3 Chipotle Mexican Grill (https://valuechain.wiki/chipotle-mexican-grill.md)

## Supply chain (benefiting)
- T1 Thales (https://valuechain.wiki/thales.md)
- T2 Leonardo S.p.A. (https://valuechain.wiki/leonardo.md)
- T3 RTX (https://valuechain.wiki/rtx.md)
- T3 Avio (https://valuechain.wiki/avio.md)
- T3 GE Aerospace (https://valuechain.wiki/ge-aerospace.md)
- T3 AMETEK, Inc. (https://valuechain.wiki/ametek.md)
- T1 Voyager Technologies (https://valuechain.wiki/voyager-technologies.md)
- T2 Mitsubishi (https://valuechain.wiki/mitsubishi.md)
- T3 Berkshire Hathaway (https://valuechain.wiki/berkshire-hathaway.md)
- T3 Mitsubishi Motors (https://valuechain.wiki/mitsubishi-motors.md)
- T2 Palantir Technologies (https://valuechain.wiki/palantir.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T2 MDA Space (https://valuechain.wiki/mda-space.md)
- T3 Rocket Lab (https://valuechain.wiki/rocket-lab.md)
- T1 Korea Aerospace Industries (https://valuechain.wiki/kai.md)
- T2 Lockheed Martin (https://valuechain.wiki/lockheed-martin.md)
- T3 Firefly Aerospace (https://valuechain.wiki/firefly-aerospace.md)
- T3 Moog (https://valuechain.wiki/moog.md)
- T3 Kratos Defense (https://valuechain.wiki/kratos.md)
- T3 Mercury Systems (https://valuechain.wiki/mercury-systems.md)
- T3 Teledyne Technologies (https://valuechain.wiki/teledyne.md)
- T3 Karman Holdings (https://valuechain.wiki/karman.md)
- T3 L3Harris (https://valuechain.wiki/l3harris.md)
- T1 ArianeGroup (https://valuechain.wiki/arianegroup.md)
- T1 Toray Industries (https://valuechain.wiki/toray-industries.md)
- T1 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T2 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Seagate Technology (https://valuechain.wiki/seagate.md)
- T3 AMD (https://valuechain.wiki/amd.md)
- T3 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T3 Intel (https://valuechain.wiki/intel.md)
- T3 Marvell (https://valuechain.wiki/marvell.md)
- T3 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 Credo Technology (https://valuechain.wiki/credo.md)
- T3 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 Western Digital (https://valuechain.wiki/western-digital.md)
- T3 Arista Networks (https://valuechain.wiki/arista.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T3 Constellation Energy (https://valuechain.wiki/constellation-energy.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 IREN (https://valuechain.wiki/iren.md)
- T3 IonQ (https://valuechain.wiki/ionq.md)
- T3 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T3 Eaton (https://valuechain.wiki/eaton.md)
- T3 Schneider Electric (https://valuechain.wiki/schneider-electric.md)
- T3 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 Vertiv (https://valuechain.wiki/vertiv.md)
- T3 Ciena (https://valuechain.wiki/ciena.md)
- T3 Caterpillar (https://valuechain.wiki/caterpillar.md)
- T3 Nebius Group (https://valuechain.wiki/nebius.md)
- T3 Cummins (https://valuechain.wiki/cummins.md)
- T3 Super Micro (https://valuechain.wiki/super-micro.md)
- T3 Sumitomo Electric (https://valuechain.wiki/sumitomo-electric.md)
- T3 ABB (https://valuechain.wiki/abb.md)
- T3 Equinix (https://valuechain.wiki/equinix.md)
- T3 Digital Realty (https://valuechain.wiki/digital-realty.md)
- T3 Brookfield Asset Management Ltd. (https://valuechain.wiki/brookfield.md)
- T3 BlackRock (https://valuechain.wiki/blackrock.md)
- T3 Automatic Data Processing, Inc. (https://valuechain.wiki/automatic-data-processing.md)
- T3 3M Company (https://valuechain.wiki/3m.md)
- T3 Occidental Petroleum (https://valuechain.wiki/occidental-petroleum.md)
- T3 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T3 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)
- T3 WEC Energy Group (https://valuechain.wiki/wec-energy-group.md)
- T3 Legrand (https://valuechain.wiki/legrand.md)
- T1 TransDigm Group Incorporated (https://valuechain.wiki/transdigm-group.md)
- T2 BNY Mellon (https://valuechain.wiki/bny-mellon.md)
- T2 Goldman Sachs (https://valuechain.wiki/goldman-sachs.md)
- T1 Honeywell Aerospace Inc. (https://valuechain.wiki/honeywell-aerospace.md)
- T2 Honeywell Technologies (https://valuechain.wiki/honeywell-technologies.md)
- T3 NXP Semiconductors (https://valuechain.wiki/nxp.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Carrier Global Corporation (https://valuechain.wiki/carrier-global.md)

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