SEC filings · customer concentration · BA

Who depends on Boeing

3 listed suppliers report Boeing as a customer worth 10% or more of their revenue, led by Hexcel at 13%.

0major customers now
—of revenue from them
3listed suppliers depending on it
2011–2026years covered
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When a new annual report adds a 10% customer, drops one, or moves a share by 5 points or more, you get the change and the filing link. Up to 10 companies per address, no account, unsubscribe with one click.

Suppliers that depend on Boeing

Listed companies whose annual report names Boeing as a customer worth 10% or more of their revenue. If Boeing cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
HexcelHXL13%from 15%FY 2011: 30%FY 2012: 29%FY 2013: 34%FY 2014: 32%FY 2015: 31%FY 2016: 28%FY 2017: 16%FY 2018: 16%FY 2019: 25%FY 2020: 19%FY 2021: 16%FY 2022: 14%FY 2023: 15%FY 2024: 15%FY 2025: 13%15 yearsFY 2025 · filed 11 Feb 2026
AstronicsATRO10%from 10%FY 2016: 15%FY 2017: 17%FY 2018: 14%FY 2019: 14%FY 2020: 10%FY 2021: 10%FY 2022: 11%FY 2023: 11%FY 2024: 10%FY 2025: 10%10 yearsFY 2025 · filed 26 Feb 2026
Moog10%from 12%FY 2016: 14%FY 2017: 13%FY 2018: 14%FY 2019: 13%FY 2020: 14%FY 2021: 12%FY 2022: 11%FY 2023: 11%FY 2024: 12%FY 2025: 10%10 yearsFY 2025 · filed 26 Nov 2025

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Air Industries GroupAIRI1%last FY 2024FY 2023: 12%FY 2024: 1%2 yearsFY 2024 · filed 15 Apr 2025

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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