# If Firefly Aerospace moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/firefly-aerospace · Facet: ripple · Updated: 2026-07-12T04:08:55.99+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Firefly Aerospace is directly linked to 4 companies (1 supply, 2 revenue, 1 investment relationships) and reaches 9 companies within two hops; the links are backed by 6 dated sources, 1 of them primary filings (as of 2026-07-12).

Firefly Aerospace operates across Alpha launcher and Blue Ghost lunar lander. It is -3.1% in 2026. Demand side (avg -0.7%), the stock (-3.1%) and supply side (avg +0.7%) 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 Lockheed Martin (+10.6%) and the furthest behind is L3Harris (-12%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its top five customers exceed 86% of revenue.

## Demand chain (leading)
- T1 Lockheed Martin (https://valuechain.wiki/lockheed-martin.md)
- T2 Korea Aerospace Industries (https://valuechain.wiki/kai.md)
- T3 Airbus (https://valuechain.wiki/airbus.md)
- T3 Boeing (https://valuechain.wiki/boeing.md)
- T1 L3Harris (https://valuechain.wiki/l3harris.md)
- T2 Intuitive Machines (https://valuechain.wiki/intuitive-machines.md)
- T2 RTX (https://valuechain.wiki/rtx.md)
- T3 Leonardo S.p.A. (https://valuechain.wiki/leonardo.md)
- T3 Textron (https://valuechain.wiki/textron.md)

## Supply chain (benefiting)
- T1 SpaceX (https://valuechain.wiki/spacex.md)
- T2 STMicroelectronics (https://valuechain.wiki/stmicroelectronics.md)
- T3 Wolfspeed (https://valuechain.wiki/wolfspeed.md)
- T3 Synopsys (https://valuechain.wiki/synopsys.md)
- T3 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T3 Cohu (https://valuechain.wiki/cohu.md)
- T2 EchoStar Corporation (https://valuechain.wiki/echostar.md)
- T3 T-Mobile US, Inc. (https://valuechain.wiki/t-mobile-us.md)
- T3 AT&T Inc. (https://valuechain.wiki/at-t.md)
- T1 Northrop Grumman (https://valuechain.wiki/northrop-grumman.md)

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