The Boeing Company (BA) Competitors & Peers
The 5 companies closest to The Boeing Company on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| GE | Customer | $366.70 | P/E 43.7RSI 55Cap 380.5 B |
| RTX | Supplier | $224.12 | P/E 39.5RSI 77Cap 302.1 B |
| LMT | Competitor | $603.16 | P/E 21.7RSI 70Cap 139.2 B |
| GD | Peer | $395.97 | P/E 24.2RSI 69Cap 107.1 B |
| HWM | Supplier | $283.71 | P/E 61.0RSI 54Cap 113.1 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- HXLCustomer
Boeing is a major customer of Hexcel, accounting for approximately 13% of Hexcel's total net sales in 2025 (comprising 11% commercial and 2% defense/space applications).
Confirmed — SEC filing / public disclosuresec.gov ↗ - GECustomer
Boeing is a major commercial customer of GE Aerospace, which is the sole engine supplier for the Boeing 777X (GE9X engine) and Boeing 737 MAX (CFM LEAP-1B engine), and a major engine provider for the Boeing 787 (GEnx engine).
Confirmed — SEC filing / public disclosuresec.gov ↗ - HWMSupplier
Howmet Aerospace supplies high-strength titanium forgings, castings, and structural fasteners used across Boeing's commercial and defense aircraft programs.
Confirmed — SEC filing / public disclosuresec.gov ↗ - HONCustomer
Boeing is a major commercial aerospace customer of Honeywell, purchasing auxiliary power units (APUs), flight decks, wheels/brakes, and avionics for its aircraft programs.
Confirmed — SEC filing / public disclosureinvestor.honeywell.com ↗ - GESupplier
GE Aerospace (via CFM International JV with Safran) supplies LEAP-1B engines for the 737 MAX and GEnx engines for the 787 Dreamliner.
Confirmed — SEC filing / public disclosuresec.gov ↗ - SAFNSupplier
Safran (via CFM International JV with GE Aerospace) is Boeing's primary engine supplier for the 737 MAX, with CFM delivering 1,802 LEAP-1B engines in 2025 (+28% YoY).
Confirmed — SEC filing / public disclosuresec.gov ↗ - CWCustomer
Curtiss-Wright supplies flight control computers, commercial sensors, and actuation subsystems for Boeing commercial aircraft (737, 777, 787) and military aircraft.
Confirmed — SEC filing / public disclosuresec.gov ↗ - MRCYSupplier
Own 10-Q customer-concentration disclosure: BAESystemPLC = 11% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- EADSYCompetitor
Boeing and Airbus are the world's only large commercial aircraft manufacturers — a global duopoly competing for every widebody and narrowbody order from airlines globally.
Model-inferred, unverified — treat as a lead, not evidence - RR.LCustomer
Boeing is a key customer; Rolls-Royce Trent 1000 engines power the Boeing 787 Dreamliner family.
Model-inferred, unverified — treat as a lead, not evidence - SPRCustomer
Boeing was Spirit's largest customer, representing 65% of sales, and completed its acquisition of Spirit on December 8, 2025.
Model-inferred, unverified — treat as a lead, not evidence - LUVSupplier
Southwest is largest 737 MAX operator.
Model-inferred, unverified — treat as a lead, not evidence - SPRMerger
Boeing acquired Spirit AeroSystems in December 2025, re-integrating the manufacturer of 737, 787 fuselage sections to improve quality control after outsourcing-driven quality crises.
Model-inferred, unverified — treat as a lead, not evidence - SAF.PASupplier
Safran supplies LEAP-1B engines (via CFM) exclusively for the Boeing 737 MAX.
Model-inferred, unverified — treat as a lead, not evidence - MOG-ACustomer
Moog designs and supplies flight control actuators and hydraulic valves for Boeing commercial airliners.
Model-inferred, unverified — treat as a lead, not evidence - NASASupplier
Boeing SLS rocket prime contractor + Starliner.
Model-inferred, unverified — treat as a lead, not evidence - SPRPartner
Boeing acquired Spirit AeroSystems in December 2025, re-integrating the manufacturer of 737, 787 fuselage sections to improve quality control after outsourcing-driven quality crises.
Model-inferred, unverified — treat as a lead, not evidence - AIR.PACompetitor
Airbus and Boeing represent a global duopoly in commercial aviation, competing directly in narrowbody (A320neo vs 737 MAX) and widebody (A330/A350 vs 787/777) categories.
Model-inferred, unverified — treat as a lead, not evidence - SPRSupplier
Spirit supplies 737 fuselages to Boeing (pending reacquisition 2025).
Model-inferred, unverified — treat as a lead, not evidence - BA.LSupplier
BAE Systems supplies flight control systems and electronic warfare systems for Boeing military and commercial platforms.
Model-inferred, unverified — treat as a lead, not evidence - RTXSupplier
RTX Collins supplies avionics + landing gear.
Model-inferred, unverified — treat as a lead, not evidence - GESupplier
GE supplies GE9X / GEnx / CFM LEAP engines.
Model-inferred, unverified — treat as a lead, not evidence - EADSFCompetitor
Boeing is Airbus's primary global competitor in commercial aviation.
Model-inferred, unverified — treat as a lead, not evidence - BLUEORIGINSupplier
Blue Origin supplies BE-4 engines to ULA Vulcan rocket (Boeing-Lockheed JV).
Model-inferred, unverified — treat as a lead, not evidence - SPACEXCompetitor
SpaceX Crew Dragon vs Boeing Starliner.
Model-inferred, unverified — treat as a lead, not evidence - HONSupplier
Honeywell supplies APUs + avionics + flight controls to Boeing.
Model-inferred, unverified — treat as a lead, not evidence - RTXSupplier
RTX (Collins) supplies avionics + landing systems to Boeing platforms.
Model-inferred, unverified — treat as a lead, not evidence - RYAAYSupplier
Boeing supplies 737 aircraft for Ryanair's passenger fleet.
Model-inferred, unverified — treat as a lead, not evidence - HWMSupplier
Howmet supplies fasteners + structures + jet-engine components to Boeing platforms.
Model-inferred, unverified — treat as a lead, not evidence - KMTCustomer
Kennametal supplies customized tungsten carbide cutting tools to Boeing for aircraft machining.
Model-inferred, unverified — treat as a lead, not evidence - LMTCompetitor
Boeing-Lockheed United Launch Alliance JV for legacy launch.
Model-inferred, unverified — treat as a lead, not evidence - RDWCustomer
Redwire supplies ROSA solar power wings and orbital hardware for Boeing satellite platforms.
Model-inferred, unverified — treat as a lead, not evidence - DALSupplier
Boeing 737/757/767/MAX customer.
Model-inferred, unverified — treat as a lead, not evidence - MHVYFSupplier
MHI fabricates composite wing boxes for the Boeing 787 Dreamliner program.
Model-inferred, unverified — treat as a lead, not evidence - RYCEFCustomer
Rolls-Royce supplies Trent 1000 engines for the Boeing 787 Dreamliner.
Model-inferred, unverified — treat as a lead, not evidence - CRCustomer
Crane supplies landing gear and fuel subsystems to Boeing commercial passenger jets.
Model-inferred, unverified — treat as a lead, not evidence - SAFRFCustomer
Safran supplies LEAP-1B engines (via CFM International JV) and wiring systems to Boeing.
Model-inferred, unverified — treat as a lead, not evidence - RYCEYCustomer
Rolls-Royce supplies Trent 1000 engines for the Boeing 787 Dreamliner.
Model-inferred, unverified — treat as a lead, not evidence - AALSupplier
Boeing supplies 737 MAX and 787 Dreamliner aircraft to AAL's mainline fleet.
Model-inferred, unverified — treat as a lead, not evidence - KRMNCustomer
Kaman supplies precision flight control joints and structural bearings to Boeing.
Model-inferred, unverified — treat as a lead, not evidence - CSTMCustomer
Constellium provides pre-stretched aluminum wing-skin plates and structural extrusions to Boeing assembly plants.
Model-inferred, unverified — treat as a lead, not evidence - UALSupplier
Boeing 737 MAX 9/10 + 787/777-300ER largest customer.
Model-inferred, unverified — treat as a lead, not evidence - COMACCompetitor
COMAC's C919 is designed to challenge the Boeing 737 MAX's dominance in the narrowbody single-aisle aircraft market.
Model-inferred, unverified — treat as a lead, not evidence - LTMSupplier
Boeing supplies 787 and 767 commercial aircraft and components to LATAM.
Model-inferred, unverified — treat as a lead, not evidence - ALKSupplier
Alaska + Hawaiian Boeing-heavy fleet.
Model-inferred, unverified — treat as a lead, not evidence - TDGSupplier
Boeing 737/787/777 platforms use extensive TransDigm proprietary components.
Model-inferred, unverified — treat as a lead, not evidence - TDGSupplier
TransDigm proprietary components on Boeing platforms.
Model-inferred, unverified — treat as a lead, not evidence - ALMPCustomer
Supplies custom structures or systems integrated into aerospace fleets.
Model-inferred, unverified — treat as a lead, not evidence - AIKCFCustomer
Supplies custom structures or systems integrated into aerospace fleets.
Model-inferred, unverified — treat as a lead, not evidence - ADMQCustomer
Supplies custom structures or systems integrated into aerospace fleets.
Model-inferred, unverified — treat as a lead, not evidence