# Who are Toray Industries's customers? Who does Toray Industries earn revenue from?
Canonical: https://valuechain.wiki/toray-industries · Facet: customers · Updated: 2026-07-12T08:19:55.95717+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Toray Industries's confirmed revenue counterparties include Boeing, 에어버스, Mitsubishi Heavy Industries (carbon-fiber supply) plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 4 revenue edges, backed by 10 dated sources, 3 of them primary filings (as of 2026-07-12).

### Boeing (high)  → /boeing.md
- metric: Contract value $3B · multi-year · Boeing 787/777X prepreg comprehensive LTA (reported)
- note: Supplies TORAYCA carbon fiber prepreg for the 787 wing and fuselage primary structure, under a comprehensive long-term agreement extended by 10+ years through the 777X (reported at about $3 billion).
- [confirms] Toray Industries (EN, filing, published 2026-05-12) https://www.toray.com/ir/pdf/fin/fin_a116.pdf: "Toray FY2026 revenue JPY 2,585.1bn (+0.9%), operating profit JPY 97.2bn (-23.7%); carbon-fiber segment JPY 300.1bn (flat), industrial/wind in adjustment."
- [mentions] Earnings briefing (EN, research, published 2026-05-12) https://finance.biggo.com/news/jpx_tdnet_140120260512524890: "FY2027 guidance revenue JPY 2,830bn, business profit JPY 160bn (recovery)."
- [confirms] Toray Industries, Inc. (EN, filing, published 2025-05-14) https://www.toray.com/ir/pdf/lib/lib_a545.pdf: "For the fiscal year ended March 2025 the Carbon Fiber Composite Materials segment revenue rose 3.3% to about JPY300B on aerospace recovery, with core operating income up 70.7%."
- [confirms] Toray Composite Materials America (EN, ir, published 2015-11-01) https://www.toraycma.com/toray-extends-comprehensive-agreement-with-boeing-to-supply-carbon-fiber-torayca-prepreg/: "Toray extended its comprehensive agreement to supply TORAYCA prepreg carbon fiber for the Boeing 787 and next-generation 777X."
- [mentions] PlasticsToday (EN, news, published 2015-11-01) https://www.plasticstoday.com/materials/toray-in-3-billion-deal-to-supply-carbon-fiber-composites-to-boeing: "Toray signed a roughly $3 billion deal to supply carbon fiber composites to Boeing."
- [mentions] Seoul Economic Daily (KO, news, published 2015-11-01) https://www.sedaily.com/NewsView/1HQCNN2N3B: "Toray struck a roughly JPY1 trillion deal to be the sole supplier of aircraft-fuselage carbon fiber to Boeing over the next decade."

### 에어버스 (high)  → /airbus.md
- note: A 15-year CFRP partnership supplying composites for the A350 and other programs, in an era where 50%+ of airframe weight is composite.
- [confirms] Toray Industries, Inc. (EN, filing, published 2025-05-14) https://www.toray.com/ir/pdf/lib/lib_a545.pdf: "The Carbon Fiber Composite Materials segment grew revenue and profit on recovering aerospace demand (segment revenue ~JPY300B)."
- [confirms] Design News (EN, news, published 2024-06-01) https://www.designnews.com/assembly/toray-airbus-ink-15-year-cfrp-partnership: "Toray and Airbus signed a 15-year CFRP supply partnership for long-term aircraft composites."

### 유니클로(패스트리테일링) (high)
- note: A strategic partnership since 2006, co-developing and supplying functional innerwear materials such as HEATTECH and AIRism. A flagship large customer of the Fibers & Textiles segment.
- [mentions] Toray Industries, Inc. (EN, filing, published 2025-05-14) https://www.toray.com/ir/pdf/lib/lib_a545.pdf: "The Fibers & Textiles segment, at about JPY1,050B for the fiscal year ended March 2025, is the group's largest revenue segment."
- [confirms] Toray Industries, Inc. (EN, ir, published 2024-01-01) https://www.toray.com/partnership/uniqlo/: "Since 2006 Toray and Uniqlo have run a strategic partnership spanning materials to sewing, co-creating HEATTECH and AIRism."

### 미쓰비시중공업 (탄소섬유 공급) (high)  → /mitsubishi-heavy-industries.md
- note: Supplies Toray T800 carbon-fiber prepreg to Mitsubishi Heavy Industries — the primary structural material MHI uses to build the Boeing 787 wing box.
- [mentions] Mitsubishi Heavy Industries (EN, filing, published 2025-01-01) https://www.mhi.com/products/air/boeing_787.html: "787 wing CFRP forming."
- [confirms] CompositesWorld (EN, news, published 2024-01-01) https://www.compositesworld.com/articles/boeing-787-update: "MHI uses Toray T800 prepreg for the 787 wing."

Reverse side: https://valuechain.wiki/toray-industries/suppliers.md · Ripple: https://valuechain.wiki/toray-industries/ripple.md

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Full node: https://valuechain.wiki/toray-industries.md · JSON: https://valuechain.wiki/toray-industries.json