# If Boeing moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/boeing · Facet: ripple · Updated: 2026-09-24T11:12:48.919135+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Boeing is directly linked to 18 companies (12 supply, 6 revenue relationships) and reaches 31 companies within two hops; the links are backed by 44 dated sources, 13 of them primary filings (as of 2026-09-24).

Boeing operates across America's largest aerospace and defense company, spanning 737/787 jets to the F-47, satellites, and ULA. It is -2.2% in 2026. The supply side (avg +20.9%) has moved harder than the stock (-2.2%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is Viasat (+118.6%) and the furthest behind is SES S.A. (-28.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. In December 2025 Boeing completed its acquisition of 737 fuselage supplier Spirit AeroSystems, bringing a critical part of its supply chain in-house.

## Demand chain (leading)
- T1 SES S.A. (https://valuechain.wiki/ses.md)
- T1 Viasat (https://valuechain.wiki/viasat.md)
- T2 Delta Air Lines (https://valuechain.wiki/delta-air-lines.md)
- T3 American Express (https://valuechain.wiki/american-express.md)
- T1 United Parcel Service, Inc. (https://valuechain.wiki/united-parcel-service.md)
- T2 Amazon (https://valuechain.wiki/amazon.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 CrowdStrike (https://valuechain.wiki/crowdstrike.md)
- T3 Datadog (https://valuechain.wiki/datadog.md)
- T3 Schrodinger (https://valuechain.wiki/schrodinger.md)
- T3 Coupang (https://valuechain.wiki/coupang.md)
- T3 MercadoLibre, Inc. (https://valuechain.wiki/mercadolibre.md)
- T3 Uber (https://valuechain.wiki/uber.md)
- T3 Airbnb Inc (https://valuechain.wiki/airbnb.md)
- T3 The Walt Disney Company (https://valuechain.wiki/disney.md)
- T3 Netflix (https://valuechain.wiki/netflix.md)
- T3 Illumina (https://valuechain.wiki/illumina.md)
- T3 Palo Alto Networks (https://valuechain.wiki/palo-alto-networks.md)
- T3 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T3 Workday, Inc. (https://valuechain.wiki/workday.md)
- T3 Comcast Corporation (https://valuechain.wiki/comcast.md)
- T3 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T3 Abbott Laboratories (https://valuechain.wiki/abbott-laboratories.md)
- T3 Automatic Data Processing, Inc. (https://valuechain.wiki/automatic-data-processing.md)
- T3 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 Adobe Inc. (https://valuechain.wiki/adobe.md)
- T3 Schlumberger (https://valuechain.wiki/schlumberger.md)
- T3 DoorDash, Inc. (https://valuechain.wiki/doordash.md)
- T3 3M Company (https://valuechain.wiki/3m.md)
- T3 Hilton Worldwide Holdings Inc. (https://valuechain.wiki/hilton-worldwide.md)
- T3 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T3 Corteva, Inc. (https://valuechain.wiki/corteva.md)
- T3 Becton, Dickinson and Company (https://valuechain.wiki/becton-dickinson.md)
- T3 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T3 Rockwell Automation, Inc. (https://valuechain.wiki/rockwell-automation.md)
- T3 Autodesk, Inc. (https://valuechain.wiki/autodesk.md)
- T3 Carrier Global Corporation (https://valuechain.wiki/carrier-global.md)
- T3 Live Nation Entertainment, Inc. (https://valuechain.wiki/live-nation-entertainment.md)
- T3 IDEXX Laboratories, Inc. (https://valuechain.wiki/idexx-laboratories.md)
- T3 Waters Corporation (https://valuechain.wiki/waters.md)
- T3 Agilent Technologies, Inc. (https://valuechain.wiki/agilent-technologies.md)
- T3 Axon Enterprise, Inc. (https://valuechain.wiki/axon-enterprise.md)
- T3 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)
- T3 Roper Technologies (https://valuechain.wiki/roper-technologies.md)
- T3 ResMed Inc. (https://valuechain.wiki/resmed.md)
- T3 GE HealthCare Technologies Inc. (https://valuechain.wiki/ge-healthcare.md)
- T3 Labcorp Holdings Inc. (https://valuechain.wiki/labcorp.md)
- T3 Tapestry, Inc. (https://valuechain.wiki/tapestry.md)
- T3 Verisk Analytics (https://valuechain.wiki/verisk-analytics.md)
- T3 Hubbell Incorporated (https://valuechain.wiki/hubbell-incorporated.md)
- T3 Constellation Brands, Inc. (https://valuechain.wiki/constellation-brands.md)
- T3 Fair Isaac Corporation (https://valuechain.wiki/fair-isaac.md)
- T2 W. W. Grainger (https://valuechain.wiki/w-w-grainger.md)
- T3 Carnival Corporation (https://valuechain.wiki/carnival.md)
- T2 Williams-Sonoma, Inc. (https://valuechain.wiki/williams-sonoma.md)
- T3 Capital One (https://valuechain.wiki/capital-one.md)
- T1 FedEx (https://valuechain.wiki/fedex.md)
- T2 AutoZone (https://valuechain.wiki/autozone.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 GE Aerospace (https://valuechain.wiki/ge-aerospace.md)
- T2 Howmet Aerospace (https://valuechain.wiki/howmet-aerospace.md)
- T1 Korean Airlines (https://valuechain.wiki/korean-airlines.md)
- T1 Moog (https://valuechain.wiki/moog.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 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 RTX (https://valuechain.wiki/rtx.md)
- T2 Northrop Grumman (https://valuechain.wiki/northrop-grumman.md)
- T3 SpaceX (https://valuechain.wiki/spacex.md)
- T2 MDA Space (https://valuechain.wiki/mda-space.md)
- T3 Voyager Technologies (https://valuechain.wiki/voyager-technologies.md)
- T3 Rocket Lab (https://valuechain.wiki/rocket-lab.md)
- T2 Hanwha Aerospace (https://valuechain.wiki/hanwha-aerospace.md)
- T3 Hanwha Ocean (https://valuechain.wiki/hanwha-ocean.md)
- T3 Hanwha Systems (https://valuechain.wiki/hanwha-systems.md)
- T3 Hyundai Wia (https://valuechain.wiki/hyundai-wia.md)
- T2 Avio (https://valuechain.wiki/avio.md)
- T3 ArianeGroup (https://valuechain.wiki/arianegroup.md)
- T3 Leonardo S.p.A. (https://valuechain.wiki/leonardo.md)
- T1 Thales (https://valuechain.wiki/thales.md)
- T2 Airbus (https://valuechain.wiki/airbus.md)
- T3 Toray Industries (https://valuechain.wiki/toray-industries.md)
- T3 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T3 TransDigm Group Incorporated (https://valuechain.wiki/transdigm-group.md)
- T3 Honeywell Aerospace Inc. (https://valuechain.wiki/honeywell-aerospace.md)
- T1 Mitsubishi Heavy Industries (https://valuechain.wiki/mitsubishi-heavy-industries.md)
- T1 AMETEK, Inc. (https://valuechain.wiki/ametek.md)
- T1 PPG Industries (https://valuechain.wiki/ppg-industries.md)
- T2 Mitsubishi Chemical Holdings (https://valuechain.wiki/mitsubishi-chemical-holdings.md)

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