# If L3Harris moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/l3harris · Facet: ripple · Updated: 2026-07-12T03:53:12.305+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, L3Harris is directly linked to 4 companies (1 supply, 3 revenue relationships) and reaches 9 companies within two hops; the links are backed by 12 dated sources, 1 of them primary filings (as of 2026-07-12).

L3Harris operates across Vertically integrated U.S. defense prime in comms, space and propulsion. It is -12% in 2026. Demand side (avg +4.2%), the stock (-12%) and supply side (avg -3.1%) 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 RTX (+10.7%) and the furthest behind is Intuitive Machines (-8.7%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. During FY2025 it divested its Commercial Aviation Solutions business and agreed to transfer a Space Technology disposal group (excluding the RS-25 business) to AE Industrial, retaining a 40% noncontrolling interest.

## 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 Intuitive Machines (https://valuechain.wiki/intuitive-machines.md)
- T1 RTX (https://valuechain.wiki/rtx.md)
- T2 Leonardo S.p.A. (https://valuechain.wiki/leonardo.md)
- T2 Textron (https://valuechain.wiki/textron.md)
- T3 FedEx (https://valuechain.wiki/fedex.md)

## Supply chain (benefiting)
- T1 Firefly Aerospace (https://valuechain.wiki/firefly-aerospace.md)
- T2 SpaceX (https://valuechain.wiki/spacex.md)
- T3 STMicroelectronics (https://valuechain.wiki/stmicroelectronics.md)
- T3 EchoStar Corporation (https://valuechain.wiki/echostar.md)
- T2 Northrop Grumman (https://valuechain.wiki/northrop-grumman.md)

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