SEC filings · customer concentration

Who depends on U.S. Army

1 listed supplier reports U.S. Army as a customer worth 10% or more of their revenue, led by AeroVironment at 25%.

0major customers now
—of revenue from them
1listed suppliers depending on it
2012–2026years covered
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Suppliers that depend on U.S. Army

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

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
AeroVironmentAVAV25%from 20%FY 2012: 42%FY 2013: 43%FY 2014: 45%FY 2015: 47%FY 2016: 26%FY 2017: 20%FY 2018: 19%FY 2019: 28%FY 2020: 32%FY 2021: 34%FY 2022: 21%FY 2023: 6%FY 2024: 11%FY 2025: 20%FY 2026: 25%15 yearsFY 2026 · filed 29 Jun 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
KopinKOPN12%last FY 2017FY 2017: 12%1 yearFY 2017 · filed 11 Mar 2020

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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