# If Ouster moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/ouster · Facet: ripple · Updated: 2026-07-12T04:06:47.55+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Ouster is directly linked to 2 companies (1 supply, 1 revenue relationships) and reaches 4 companies within two hops; the links are backed by 14 dated sources, 3 of them primary filings (as of 2026-07-12).

Ouster operates across Digital lidar, industrial & robotics. It is up +68.3% in 2026. The stock (+68.3%) is ahead of both its demand side (avg +28.3%) and supply side (avg -10.5%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is Komatsu (+28.3%) and the furthest behind is Fabrinet (-10.5%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It forms a lidar axis with Hesai, distinguished by expansion beyond automotive into industrial and robotics.

## Demand chain (leading)
- T1 Komatsu (https://valuechain.wiki/komatsu.md)
- T2 Martin Marietta Materials, Inc. (https://valuechain.wiki/martin-marietta-materials.md)
- T3 Union Pacific Corporation (https://valuechain.wiki/union-pacific.md)
- T2 Vulcan Materials Company (https://valuechain.wiki/vulcan-materials-company.md)

## Supply chain (benefiting)
- T1 Fabrinet (https://valuechain.wiki/fabrinet.md)

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