SEC filings · customer concentration · MBGAF

Who depends on Daimler

1 listed supplier reports Daimler as a customer worth 10% or more of their revenue, led by Allison Transmission Holdings at 18%.

0major customers now
—of revenue from them
1listed suppliers depending on it
2013–2026years covered
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Suppliers that depend on Daimler

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

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Allison Transmission HoldingsALSN18%from 20%FY 2013: 17%FY 2014: 17%FY 2015: 21%FY 2016: 21%FY 2017: 20%FY 2018: 18%FY 2019: 20%FY 2020: 20%FY 2021: 20%FY 2022: 20%FY 2023: 18%FY 2024: 20%FY 2025: 18%13 yearsFY 2025 · filed 24 Feb 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Commercial Vehicle GroupCVGI14%last FY 2020FY 2017: 16%FY 2018: 16%FY 2019: 17%FY 2020: 14%4 yearsFY 2020 · filed 9 Mar 2021

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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