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Aircraft SIC 3721
10 companies filing with the SEC under SIC 3721. Median revenue growth +8% year on year in Q2 2026 (middle half +4% to +100%, 9 companies). The growth model expects the industry's combined revenue to grow +10% in Q3 2026. 16 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- BA → U.S. government 35% of the supplier's revenue, $31.3B
- AVAV → U.S. government 47% of the supplier's revenue, $1.7B
- MOG-A → BA 10% of the supplier's revenue, $397M
- HXL → BA 10% of the supplier's revenue, $197M
- DCO → BA 13% of the supplier's revenue, $110M
- ATRO → BA 10% of the supplier's revenue, $89.7M
- BETA → U.S. government 27% of the supplier's revenue, $9.6M
- IA → BA 8% of the supplier's revenue, $6.7M
- BETA → UTHR 16% of the supplier's revenue, $5.7M
- BA → ATRO
- BA → LUV
- BA → ALGT
- BA → DCO
- BA → AAL
- RBC → BA
- AVAV → usgov
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +9.8% | $26.1B | $20.5B – $31.7B |
| Q4 2026 | +10.2% | $26.9B | $20.1B – $33.8B |
| Q1 2027 | +9.7% | $25.1B | $18.3B – $31.9B |
| Q2 2027 | +8.9% | $27.4B | $19.7B – $35.0B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| BA Boeing | $24.2B | +8% | deceleration |
| AVAV AeroVironment | $480M | +6% | deceleration |
| AVEX Aevex | $202M | +100% | transition |
| JOBY Joby Aviation | $55.1M | 2,576× | expansion |
| AIRO Airo Group Holdings | $43.2M | +76% | reacceleration |
| BETA Beta Technologies | $17.7M | +146% | reacceleration |
| ACHR Archer Aviation | $5.0M | — | — |
| UAVS AgEagle Aerial Systems | $2.7M | -36% | transition |
| DUKR Duke Robotics | $149K | +4% | mature |
| MTTN Matternet | $121K | -7% | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.