Grain Mill Products: capital spending and supply chain
SIC 2040 · 4 companies with filed cash-flow statements
Capital spending, 12 months$1.5B
Operating cash flow$4.1B
Capex / cash flow38%
Capex / revenue4.4%
Top 3 share91%
Analysis
4 companies in Grain Mill Products (SIC 2040) spent $1.5B on capital projects over their latest twelve months, 38% of the $4.1B their operations generated; the three largest spenders — GIS, INGR, POST — account for 91%.
Capital spending is 4.4% of the industry's $35.1B of annual revenue.
By the industry's asset mix most of it goes to equipment (49%); about $282M is imported.
The largest supplier of that spending is manufacturing structures ($420M).
Its largest supplying industries, by the input-output tables: beef cattle ranching and farming, including feedlots and dual-purpose ranching and farming ($5.7B), animal (except poultry) slaughtering, rendering, and processing ($2.9B), grain farming ($2.1B).
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.