Electrical Work: capital spending and supply chain
SIC 1731 · 4 companies with filed cash-flow statements
Capital spending, 12 months$1.8B
Operating cash flow$9.1B
Capex / cash flow19%
Capex / revenue2.4%
Top 3 share93%
Analysis
4 companies in Electrical Work (SIC 1731) spent $1.8B on capital projects over their latest twelve months, 19% of the $9.1B their operations generated; the three largest spenders — PWR, FIX, IESC — account for 93%.
Capital spending is 2.4% of the industry's $73.7B of annual revenue.
By the industry's asset mix most of it goes to equipment (77%); about $482M is imported.
The largest supplier of that spending is construction machinery manufacturing ($399M).
Its largest supplying industries, by the input-output tables: imports ($3.6B), building material and garden equipment and supplies dealers ($3.2B), other durable goods merchant wholesalers ($2.0B).
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.