PL supply chain intelligence for Planet Labs PBC: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
Planet Labs PBC (PL) is shown with relationship data already present in ChainSifter's database. Counts below come from stored supply-chain records and filing/source URLs where available; missing source URLs are not filled in or estimated.
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| ARIANESPACE-SA | ARIANESPACE-SA | 90% | There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Technologies Inc., Mitsubishi Heavy Indu… |
| BLUE-ORIGIN-LLC | BLUE-ORIGIN-LLC | 90% | There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Technologies Inc., Mitsubishi Heavy Indu… |
| FIREFLY-AEROSPACE-INC | FIREFLY-AEROSPACE-INC | 90% | There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Technologies Inc., Mitsubishi Heavy Indu… |
| ISAR-AEROSPACE-TECHNOLOGIES-INC | ISAR-AEROSPACE-TECHNOLOGIES-INC | 90% | There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Technologies Inc., Mitsubishi Heavy Indu… |
| MITSUBISHI-HEAVY-INDUSTRIES-LTD | MITSUBISHI-HEAVY-INDUSTRIES-LTD | 90% | There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Technologies Inc., Mitsubishi Heavy Indu… |
| NEWSPACE-INDIA-LIMITED | NEWSPACE-INDIA-LIMITED | 90% | There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Technologies Inc., Mitsubishi Heavy Indu… |
| ROCKET-LAB-USA-INC | ROCKET-LAB-USA-INC | 90% | There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Technologies Inc., Mitsubishi Heavy Indu… |
| SPACE-EXPLORATION-TECHNOLOGIES-CO | SPACE-EXPLORATION-TECHNOLOGIES-CO | 90% | There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Technologies Inc., Mitsubishi Heavy Indu… |
| AVAV | AeroVironment, Inc. | 72% | Reciprocal relationship from AVAV graph: tion. Companies pursuing Low Earth Orbit (“LEO”), micro or cubesat satellite constellations for global communication and remote sensing include Amazon, Planet… |
| FLY | Firefly Aerospace Inc. | 72% | Reciprocal relationship from FLY graph: Reciprocal relationship from PL graph: Reciprocal relationship from FLY graph: Reciprocal relationship from PL graph: Reciprocal relationship from FLY graph: R… |
| LUNR | Intuitive Machines, Inc. | 72% | Reciprocal relationship from LUNR graph: Reciprocal relationship from PL graph: Reciprocal relationship from LUNR graph: Reciprocal relationship from PL graph: Reciprocal relationship from LUNR graph… |
| STQN | Strategic Acquisitions, Inc. | 72% | Reciprocal relationship from STQN graph: Reciprocal relationship from PL graph: Reciprocal relationship from STQN graph: Reciprocal relationship from PL graph: Reciprocal relationship from STQN graph… |
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| USGOV-DEPARTMENT-OF-THE-INTERIOR | USGOV-DEPARTMENT-OF-THE-INTERIOR | 95% | USAspending awards from Department of the Interior: $400,225 across 3 awards. 140S0323F0001 PLANET LABS DAILY IMAGERY; 140G0326P0132 EO 14398 - THIS REQUIREMENT IS FOR SUPPORT SERVICES FOR VOLCANO SC… |
| FLY | Firefly Aerospace Inc. | 72% | Reciprocal relationship from FLY graph: Reciprocal relationship from PL graph: Reciprocal relationship from FLY graph: Reciprocal relationship from PL graph: obligations, and may impact renewals. The… |
| FLY | Firefly Aerospace Inc. | 72% | obligations, and may impact renewals. There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Te… |
| LUNR | Intuitive Machines, Inc. | 72% | Reciprocal relationship from LUNR graph: Reciprocal relationship from PL graph: Reciprocal relationship from LUNR graph: Reciprocal relationship from PL graph: Reciprocal relationship from LUNR graph… |
| LUNR | Intuitive Machines, Inc. | 72% | perational services, and satellite and aerial imagery and related offerings provided by a range of private sector and government providers. Existing competitors include (without limitation) Airbus De… |
| STQN | Strategic Acquisitions, Inc. | 72% | Reciprocal relationship from STQN graph: Reciprocal relationship from PL graph: Reciprocal relationship from STQN graph: Reciprocal relationship from PL graph: Reciprocal relationship from STQN graph… |
| STQN | Strategic Acquisitions, Inc. | 72% | onomic or trade sanctions or tariffs affecting international commercial transactions; and • general economic, industry, market and geopolitical conditions and uncertainty, both domestically and inter… |
| ARIANESPACE-SA-BLUE-ORIGIN-LLC-FIREFLY-AEROSPACE | ARIANESPACE-SA-BLUE-ORIGIN-LLC-FIREFLY-AEROSPACE | 62% | obligations, and may impact renewals. There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Te… |
| BLACKSKY-TECHNOLOGY-INC-SATELLOGIC-INC | BLACKSKY-TECHNOLOGY-INC-SATELLOGIC-INC | 62% | servation Satellites and Satellite Services: We see the market for satellite imagery, satellite manufacturing and satellite services and related products and services as mainly divided between incumb… |
| INC-INTUITIVE-MACHINES-INC-SATELLOGIC-INC | INC-INTUITIVE-MACHINES-INC-SATELLOGIC-INC | 62% | perational services, and satellite and aerial imagery and related offerings provided by a range of private sector and government providers. Existing competitors include (without limitation) Airbus De… |
| INDIAN-SPACE-RESEARCH-ORGANIZATION-ROCKET-LAB-US | INDIAN-SPACE-RESEARCH-ORGANIZATION-ROCKET-LAB-US | 62% | y Industries, Ltd., NewSpace India Limited (Indian Space Research Organization), Rocket Lab USA Inc., Space Exploration Technologies Corp. 25 Table of Contents (SpaceX), and Stoke Space Technologies,… |
| INDUSTRIES-LTD-NEWSPACE-INDIA-LIMITED | INDUSTRIES-LTD-NEWSPACE-INDIA-LIMITED | 62% | y Industries, Ltd., NewSpace India Limited (Indian Space Research Organization), Rocket Lab USA Inc., Space Exploration Technologies Corp. 25 Table of Contents (SpaceX), and Stoke Space Technologies,… |
| INTUITIVE-MACHINES-INC | INTUITIVE-MACHINES-INC | 62% | servation Satellites and Satellite Services: We see the market for satellite imagery, satellite manufacturing and satellite services and related products and services as mainly divided between incumb… |
| ISAR-AEROSPACE-TECHNOLOGIES-INC-MITSUBISHI-HEAVY | ISAR-AEROSPACE-TECHNOLOGIES-INC-MITSUBISHI-HEAVY | 62% | obligations, and may impact renewals. There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Te… |
| NEWSPACE-INDIA-LIMITED | NEWSPACE-INDIA-LIMITED | 62% | obligations, and may impact renewals. There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Te… |
| RKLB | Rocket Lab Corporation | 62% | Reciprocal relationship from RKLB graph: Reciprocal relationship from PL graph: Reciprocal relationship from RKLB graph: Reciprocal relationship from PL graph: Reciprocal relationship from RKLB graph… |
| SPACE-BLACKSKY-TECHNOLOGY-INC-IMAGESAT-INTERNATI | SPACE-BLACKSKY-TECHNOLOGY-INC-IMAGESAT-INTERNATI | 62% | perational services, and satellite and aerial imagery and related offerings provided by a range of private sector and government providers. Existing competitors include (without limitation) Airbus De… |
| SPACE-EXPLORATION-TECHNOLOGIES-CORP | SPACE-EXPLORATION-TECHNOLOGIES-CORP | 62% | y Industries, Ltd., NewSpace India Limited (Indian Space Research Organization), Rocket Lab USA Inc., Space Exploration Technologies Corp. 25 Table of Contents (SpaceX), and Stoke Space Technologies,… |
| SPACE-VANTOR-HOLDINGS-INC | SPACE-VANTOR-HOLDINGS-INC | 62% | servation Satellites and Satellite Services: We see the market for satellite imagery, satellite manufacturing and satellite services and related products and services as mainly divided between incumb… |
| SPCE | Virgin Galactic Holdings, Inc. | 62% | Reciprocal relationship from SPCE graph: Reciprocal relationship from PL graph: y Industries, Ltd., NewSpace India Limited (Indian Space Research Organization), Rocket Lab USA Inc., Space Exploration… |
| STOKE-SPACE-TECHNOLOGIES-INC | STOKE-SPACE-TECHNOLOGIES-INC | 62% | (SpaceX), and Stoke Space Technologies, Inc. Increased tariffs on our suppliers’ products are expected to increase the cost of manufacturing and deploying our satellites. Also, if any of our supplier… |
| U-S-BANK-TRUST-COMPANY | U-S-BANK-TRUST-COMPANY | 62% | they report their operating results. Backlog The table below reconciles Backlog to remaining performance obligations for the periods indicated: Year Ended January 31, (in thousands) 2026 2025 Remaini… |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| PL-DEBT-11785 | Warrants outstanding: 9.38 | 90% | xbrl warrant detail from xbrl 2026-01-31. |
| PL-DEBT-11786 | Xbrl Convertible | 90% | xbrl convertible detail from xbrl 2022-01-31. |
| PL-DEBT | Debt stack $462.5M | 90% | Market cache reports total debt of $462.5M. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| PL-OWNER-STATE-STREET-CORPORATION | State Street Corporation | 95% | 13F/ownership overlay lists State Street Corporation; shares held 5,990,996; ownership 1.86%; value $233.9M; as of 2025-12-31. |
| PL-OWNER-GEODE-CAPITAL-MANAGEMENT-LLC | Geode Capital Management, LLC | 95% | 13F/ownership overlay lists Geode Capital Management, LLC; shares held 5,702,642; ownership 1.77%; value $222.6M; as of 2025-12-31. |
| PL-OWNER-VAN-ECK-ASSOCIATES-CORPORATION | Van Eck Associates Corporation | 95% | 13F/ownership overlay lists Van Eck Associates Corporation; shares held 7,678,938; ownership 2.38%; value $299.8M; as of 2025-12-31. |
| PL-OWNER-DRIEHAUS-CAPITAL-MANAGEMENT-LLC | Driehaus Capital Management, LLC | 95% | 13F/ownership overlay lists Driehaus Capital Management, LLC; shares held 8,511,620; ownership 2.64%; value $332.3M; as of 2025-12-31. |
| PL-OWNER-BLACKROCK-INC | Blackrock Inc. | 95% | 13F/ownership overlay lists Blackrock Inc.; shares held 20,231,246; ownership 6.27%; value $789.8M; as of 2025-12-31. |
| PL-OWNER-SHAW-D-E-CO-INC | Shaw D.E. & Co., Inc. | 95% | 13F/ownership overlay lists Shaw D.E. & Co., Inc.; shares held 9,886,199; ownership 3.06%; value $386.0M; as of 2025-12-31. |
| PL-OWNER-ALPHABET-INC | Alphabet Inc. | 95% | 13F/ownership overlay lists Alphabet Inc.; shares held 31,942,641; ownership 9.90%; value $1.2B; as of 2025-12-31. |
| PL-OWNER-CAPRICORN-INVESTMENT-GROUP-LLC | Capricorn Investment Group LLC | 95% | 13F/ownership overlay lists Capricorn Investment Group LLC; shares held 7,141,130; ownership 2.21%; value $278.8M; as of 2025-12-31. |
| PL-OWNER-CANADA-PENSION-PLAN-INVESTMENT-BOARD | Canada Pension Plan Investment Board | 95% | 13F/ownership overlay lists Canada Pension Plan Investment Board; shares held 7,905,400; ownership 2.45%; value $308.6M; as of 2025-12-31. |
| PL-OWNER-VANGUARD-GROUP-INC | Vanguard Group Inc | 95% | 13F/ownership overlay lists Vanguard Group Inc; shares held 19,358,515; ownership 6.00%; value $755.8M; as of 2025-12-31. |
| Ticker | Name | Chain Index | Hops | Relationship Types |
|---|---|---|---|---|
| RM | Regional Management Corp. | 100.00 | 2 | |
| TCBI | Texas Capital Bancshares, Inc. | 100.00 | 2 | |
| NBIX | Neurocrine Biosciences, Inc. | 100.00 | 2 | |
| STQN | Strategic Acquisitions, Inc. | 100.00 | 1 | ['customer', 'supplier'] |
| FLY | Firefly Aerospace Inc. | 100.00 | 1 | ['customer', 'supplier'] |
| QNST | QuinStreet, Inc. | 100.00 | 2 | |
| HUBC | HUB Cyber Security Ltd. | 100.00 | 2 | |
| LUNR | Intuitive Machines, Inc. | 100.00 | 1 | ['customer', 'supplier'] |
| SPCE | Virgin Galactic Holdings, Inc. | 100.00 | 1 | ['customer'] |
| ALC | Alcon Inc. | 100.00 | 2 | |
| RKLB | Rocket Lab Corporation | 100.00 | 1 | ['customer'] |
| WY | Weyerhaeuser Company | 100.00 | 2 | |
| AVAV | AeroVironment, Inc. | 100.00 | 1 | ['supplier'] |
| QGEN | Qiagen N.V. | 100.00 | 2 | |
| COLM | Columbia Sportswear Company | 100.00 | 2 | |
| LOGI | Logitech International S.A. | 100.00 | 2 | |
| JBS | JBS N.V. | 100.00 | 2 | |
| LOAR | Loar Holdings Inc. | 100.00 | 2 | |
| BA | The Boeing Company | 100.00 | 2 | |
| GLOO | Gloo Holdings, Inc. | 100.00 | 2 |