Wednesday, June 24, 2026
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The Chain Gazette · ResearchMaterialsFull writeup
$as of 10:51 PM ET

3402.TToray Industries, Inc.

Japanese leader in advanced materials. Sole supplier for Boeing 787 wing and fuselage carbon fiber (T800/T1000 grade). Largest carbon fiber producer globally by revenue.

Coiled

52w range compression, breakout-adjusted

Watched

0

7-day news volume + tape quietness

Sound

Margins, growth, FCF composite

Critical

100

Supply-chain concentration × demand

Pressure

60

Pricing Power

Filling fast

CHAIN-D scores pending — refresh after next quarterly run.

Financial metrics unavailable for this ticker.

Layer Presence.

Critical chokepoint for the 787 program; dominant in high-performance aerospace composites. Long-term exclusive supply agreements with Boeing through ~2031.