BoeingBA
Every Boeing jet pulls in engines, avionics and structures from a concentrated supplier base.
Where the cash goes~$5B / yr · FY2025
R&D$3B
Capex$2B
Money flows left → right · hover a node · click to open the stock.ComponentsManufacturing
Most exposed to BA's spend
- GE AerospaceGECurated
CFM and GE engines for the 737 and 777X.
Components - RTXRTXCurated
Collins avionics and Pratt & Whitney engines.
Components - HoneywellHONCurated
Avionics and auxiliary power units.
Components - Spirit AeroSystemsprivateNews
Fuselage and structures (being reabsorbed by Boeing).
Manufacturing
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.