Water, Sewer, Pipeline, Comm & Power Line Construction: capital spending and supply chain
SIC 1623 · 5 companies with filed cash-flow statements
Capital spending, 12 months$885M
Operating cash flow$2.0B
Capex / cash flow45%
Capex / revenue2.4%
Top 3 share81%
Analysis
5 companies in Water, Sewer, Pipeline, Comm & Power Line Construction (SIC 1623) spent $885M on capital projects over their latest twelve months, 45% of the $2.0B their operations generated; the three largest spenders — MTZ, DY, PRIM — account for 81%.
Capital spending is 2.4% of the industry's $36.8B of annual revenue.
By the industry's asset mix most of it goes to equipment (77%); about $262M is imported.
The largest supplier of that spending is construction machinery manufacturing ($217M).
Its largest supplying industries, by the input-output tables: imports ($2.0B), building material and garden equipment and supplies dealers ($1.8B), other durable goods merchant wholesalers ($1.1B).
Charts
Filed cash-flow statements (SEC XBRL).Capital spending × the industry’s asset mix (BEA fixed assets): grade C, an industry average applied to filed figures.BEA fixed assets: investment by asset type → supplying industry. Estimates (grade C).Purchased inputs × the industry’s input mix (BEA Use table), US part: grade C.The companies’ cash-flow statements, latest four quarters or fiscal year: every figure filed (grade A).
Evidence grades: A filed figure · B computed from filed figures · C industry average (BEA input-output and fixed-asset tables) applied to filed figures. Estimates are not the companies’ own records. Not investment advice.