Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Boeing Co
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Aircraft
Prev close 209.49 · gapped below the open, then crossed back over prior close. High/low 212.03 at 12:45 pm ET, 209.00 at 4:00 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of BA revenue | Skew |
|---|---|---|---|
| ATROAstronics Corp | 10.20% | 0.10% | 104× |
| MOG-AMoog Inc. | 10.00% | 0.43% | 23× |
| FEIMFrequency Electronics Inc | 10.00% | 0.01% | 1,415× |
| CDPCopt Defense Properties | 2.10% | 0.02% | 117× |
| DHCDiversified Healthcare Trust | 1.10% | 0.02% | 58× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“We provide Boeing with controls for both military and commercial applications, as well as controls for space and defense applications, which totaled 10% of our 2025 sales.”
$386M relationship23× more of MOG-A’s book than BA’s
basisMOG-A fy2025 · closed 2025-09 $3.9BBA fy2025 · closed 2025-12 $89.5B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001628280-25-054103cik 0000067887disclosed by MOG-A
“We are currently supplying ToughWriter printers for a range of commercial and business aircraft platforms including those manufactured by Airbus, Boeing, Embraer, Lockheed, Gulfstream, and others.”
FILING10-K0001193125-26-156927cik 0000008146disclosed by ALOT
“In 2024, 2023, and 2022 we had a concentration of sales to Boeing representing approximately 10.2%, 11.0%, and 11.0% of our sales, respectively.”
$88M relationship104× more of ATRO’s book than BA’s
basisATRO fy2025 · closed 2025-12 $862MBA fy2025 · closed 2025-12 $89.5B
FILING
“Also during 2024 we amended our purchase agreement with Boeing and received an updated delivery schedule for our Boeing 737-10 orders.”
FILING10-K0000027904-25-000004cik 0000027904disclosed by DAL
“Our LTAs include a titanium products supply agreement for aircraft airframes and structural components with Boeing.”
FILING10-K0001628280-26-010140cik 0001018963disclosed by ATI
“Sales to The Boeing Company ("Boeing"), which now includes Spirit AeroSystems Holdings, Inc. ("Spirit"), based on Boeing's December 8, 2025 announcement confirming the closing of its acquisition of all of Spirit's Boeing-related commercial operations, comprise a significant portion of our commercial aerospace end-use market in 2025.”
FILING10-K0001628280-26-011952cik 0000030305disclosed by DCO
“During fiscal year 2026, Lockheed Martin, L3Harris, and Boeing each accounted for more than 10% of the Company's consolidated revenues.”
$6M relationship1,415× more of FEIM’s book than BA’s
basisFEIM fy2026 · closed 2026-04 $63MBA fy2025 · closed 2025-12 $89.5B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Our global customers include BAE Systems, KORD Technologies, Mazak, MKS Instruments, Northrop Grumman, Raytheon Technologies, and the U.S. Government.”
FILING10-K0001124796-25-000021cik 0001124796disclosed by LASR
“Our sales to manufacturers of large commercial aircraft, such as Boeing, Airbus, and related OEM suppliers, as well as manufacturers of business jets have historically experienced periodic downturns.”
FILING10-K0001260221-25-000081cik 0001260221disclosed by TDG
“These factors have negatively impacted our sales to Airbus and Boeing and any future pauses or reductions in manufacturing could negatively impact our business.”
FILING10-K0001094285-25-000053cik 0001094285disclosed by TDY
“As a result of the work stoppage and our disciplined and measured production ramp to meet demand following the work stoppage, our direct sales to Boeing for the first half of fiscal year 2025 were negatively impacted.”
FILING10-K0001193125-25-296204cik 0000108312disclosed by WWD
“Boeing's acquisition includes all of Spirit's Boeing-related commercial operations, including fuselages for the 737, P-8 and KC-46 Tanker programs, as well as major structures for the 767, 777 and 787 programs.”
FILING10-K0001628280-26-004357cik 0000012927
“We have signed an agreement and amendments with Boeing to purchase 50 newly manufactured 737 MAX aircraft with options to purchase up to an additional 80 737 MAX aircraft.”
FILING10-K0001362468-26-000008cik 0001362468disclosed by ALGT
“Boeing has significant production constraints for the B737 and B787 aircraft, as well as regulatory delays for certain B737 aircraft.”
FILING10-K0000766421-26-000010cik 0000766421disclosed by ALK
“In addition, because we have significant business with Airbus and Boeing, our aerospace businesses could be adversely affected by challenges faced by these or other individual customers.”
FILING10-K0000101829-26-000006cik 0000101829disclosed by RTX
“The AEC segment's current portfolio of non-3D programs includes components for the CH-53K helicopter, components for the F-35, missile bodies for Lockheed Martin's JASSM air-to-surface missiles, fuselage components for the Boeing 787 aircraft, vacuum waste tanks for Boeing commercial aircraft and components and structures for other commercial, defense, and space and AAM programs.”
FILING10-K0001628280-26-012906cik 0000819793disclosed by AIN
“The Boeing Company 2.1 % 2.3 % 2.4 %”
$16M relationship117× more of CDP’s book than BA’s
basisCDP fy2025 · closed 2025-12 $764MBA fy2025 · closed 2025-12 $89.5B
FILING10-K0000860546-25-000008
“The Boeing Company 90,349 1.6% 1,818 1.1% 2028”
$17M relationship58× more of DHC’s book than BA’s
basisDHC fy2025 · closed 2025-12 $1.5BBA fy2025 · closed 2025-12 $89.5B
FILING10-K
“Boeing production rates have had and are expected to have a material impact on the financial performance of Howmet.”
FILING10-K0000004281-25-000011cik 0000004281disclosed by HWM
“SIFCO supplies components for commercial aircraft, principally for large aircraft produced by Boeing and Airbus, as well as for general aviation.”
FILING10-K0001628280-25-058405cik 0000090168disclosed by SIF
“In 2025, we took delivery of 40 latest-generation aircraft, including 23 Boeing 737-8 MAX, 11 Boeing 787-9, five Airbus A321XLR and one Airbus A321neo.”
FILING10-K0000006201-26-000014cik 0000006201disclosed by AAL
“Included within these purchase commitments are firm commitments to purchase 25 new Boeing 767-300 aircraft expected to be delivered between 2025 and 2027.”
FILING10-K0001090727-25-000019cik 0001090727disclosed by UPS
“As of December 31, 2025, we had purchase contracts with Boeing entailing 85 firm orders and 20 options of Boeing 737 MAX aircraft.”
FILING20-F0001345105-26-000019cik 0001345105disclosed by CPA
“Our top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation (formerly known as Raytheon Technologies) and the U.S. Navy.”
FILING10-K0001049521-24-000029cik 0001049521disclosed by MRCY
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FILING10-K0001185185-26-002997cik 0000039020disclosed by FEIM
Boeing Co has 18 disclosed suppliers and 6 disclosed customers. Each one is named in an SEC filing, either Boeing Co’s own annual report or the counterparty’s, and carries the sentence that discloses it.
BA (Boeing Co) has 18 disclosed suppliers and 6 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: MRCY +7.29%, in the industrials bundle.