# If GE Aerospace moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/ge-aerospace · Facet: ripple · Updated: 2026-09-11T21:34:21.39222+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, GE Aerospace is directly linked to 6 companies (1 supply, 5 revenue relationships) and reaches 16 companies within two hops; the links are backed by 10 dated sources, 3 of them primary filings (as of 2026-09-11).

GE Aerospace operates across Aero engines, aftermarket annuity (LEAP, CFM). It is +9.7% in 2026. Demand side (avg -7.8%), the stock (+9.7%) and supply side (avg +26.7%) 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 Howmet Aerospace (+26.7%) and the furthest behind is Korea Aerospace Industries (-24.6%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. The re-rating axis is whether aftermarket profit compounds as the surging LEAP fleet matures.

## Demand chain (leading)
- T1 Leonardo S.p.A. (https://valuechain.wiki/leonardo.md)
- T1 Boeing (https://valuechain.wiki/boeing.md)
- T2 SES S.A. (https://valuechain.wiki/ses.md)
- T2 Viasat (https://valuechain.wiki/viasat.md)
- T3 Delta Air Lines (https://valuechain.wiki/delta-air-lines.md)
- T2 United Parcel Service, Inc. (https://valuechain.wiki/united-parcel-service.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T3 W. W. Grainger (https://valuechain.wiki/w-w-grainger.md)
- T3 Williams-Sonoma, Inc. (https://valuechain.wiki/williams-sonoma.md)
- T2 FedEx (https://valuechain.wiki/fedex.md)
- T3 AutoZone (https://valuechain.wiki/autozone.md)
- T2 United Airlines Holdings, Inc. (https://valuechain.wiki/united-airlines-holdings.md)
- T3 JPMorgan Chase (https://valuechain.wiki/jpmorgan-chase.md)
- T1 Airbus (https://valuechain.wiki/airbus.md)
- T2 Eutelsat Group (https://valuechain.wiki/eutelsat.md)
- T2 Voyager Technologies (https://valuechain.wiki/voyager-technologies.md)
- T1 Korea Aerospace Industries (https://valuechain.wiki/kai.md)
- T1 Baker Hughes Company (https://valuechain.wiki/baker-hughes.md)
- T2 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T3 Linde (https://valuechain.wiki/linde.md)
- T3 CF Industries Holdings, Inc. (https://valuechain.wiki/cf-industries.md)
- T3 O’Reilly Automotive (https://valuechain.wiki/o-reilly-automotive.md)
- T3 West Pharmaceutical Services (https://valuechain.wiki/west-pharmaceutical-services.md)
- T2 Chevron Corporation (https://valuechain.wiki/chevron.md)
- T3 Tokyo Electric Power Company Holdings, Incorporated (https://valuechain.wiki/tokyo-electric-power-company-holdings-incorporated.md)
- T3 Chubu Electric Power Co. (https://valuechain.wiki/chubu-electric-power-co.md)
- T2 Expand Energy Corporation (https://valuechain.wiki/expand-energy.md)

## Supply chain (benefiting)
- T1 Howmet Aerospace (https://valuechain.wiki/howmet-aerospace.md)

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