Every passenger and every bag goes through a scanner. Only certified makers can sell them — and every security incident, like an attempted hijacking, strengthens demand.
CHAPTER 1
Since 2001 every passenger and every bag on US flights has been screened. The TSA and airports buy the equipment; passengers and airlines ultimately pay for it.
CHAPTER 2
There's no sole supplier — but only TSA-certified equipment gets into an airport. It's a small, closed market of a few makers, and every tightening of checks means more orders.
CHAPTER 3
Every step has more than one source, so no single failure stops everyone.
CHAPTER 4
Leidos makes body scanners used by the US Transportation Security Administration (TSA), after buying L3Harris's screening business in 2020.
OSI Systems, through its Rapiscan unit, makes baggage and passenger scanners for airports and border crossings.
CLEAR Secure runs biometric identity checks at US airports — another layer of passenger screening.
🔬 Semiconductors
Every AI chip in the world passes through two companies
⚡ Power for AI
AI's next bottleneck: electricity
✈️ Aviation
The world's best-selling jets fly on a single engine option
🔋 EV batteries
Tesla spread its risk. GM and Ford didn't
💊 Weight-loss drugs
Two companies dominate the weight-loss drug market
🧲 Rare earths
The magnets inside every fighter jet and missile — with no substitute
Built from widely reported public facts (company filings, the EIA, company statements). Effects marked 'may' or 'could' are reasoned expectations, not recorded events. Not investment advice.
