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Paperboard Containers & Boxes: capital spending and supply chain

SIC 2650 · 4 companies with filed cash-flow statements

Capital spending, 12 months$3.4B
Operating cash flow$5.3B
Capex / cash flow64%
Capex / revenue5.9%
Top 3 share100%

Analysis

4 companies in Paperboard Containers & Boxes (SIC 2650) spent $3.4B on capital projects over their latest twelve months, 64% of the $5.3B their operations generated; the three largest spenders — SW, PKG, SON — account for 100%.

Capital spending is 5.9% of the industry's $57.3B of annual revenue.

By the industry's asset mix most of it goes to equipment (56%); about $783M is imported.

The largest supplier of that spending is manufacturing structures ($844M).

Its largest supplying industries, by the input-output tables: paperboard mills ($13.8B), paper mills ($3.9B), imports ($2.5B).

Charts

Paperboard Containers & Boxes: capital spending by company, latest twelve monthsPaperboard Containers & Boxes: capital spending by company, latest twelve monthsSW$2.2BPKG$937MSON$279MDSS$338K
Filed cash-flow statements (SEC XBRL).
Paperboard Containers & Boxes: what the capital spending buys (US part)Paperboard Containers & Boxes: what the capital spending buys (US part)Structures$876MEquipment$1.6BSoftware$224MOther$155M
Capital spending × the industry’s asset mix (BEA fixed assets): grade C, an industry average applied to filed figures.
Paperboard Containers & Boxes: the industries that build and sell what it buysPaperboard Containers & Boxes: the industries that build and sell what it buysManufacturing structures$844MOther industrial machinery manufa…$506MMaterial handling equipment manuf…$176MAir conditioning, refrigeration, …$162MSemiconductor machinery manufactu…$137MSoftware publishers$128MOther general purpose machinery m…$111MMeasuring, dispensing, and other …$102MAir and gas compressor manufactur…$95.6MMachine tool manufacturing$71.0M
BEA fixed assets: investment by asset type → supplying industry. Estimates (grade C).
Paperboard Containers & Boxes: its first-tier supplying industriesPaperboard Containers & Boxes: its first-tier supplying industriesPaperboard mills$13.8BPaper mills$3.9BImports$2.5BOther nondurable goods merchant w…$1.9BDrugs and druggists' sundries$1.1BTruck transportation$1.0BWarehousing and storage$769MRail transportation$727MOther real estate$712MAdhesive manufacturing$565M
Purchased inputs × the industry’s input mix (BEA Use table), US part: grade C.
Paperboard Containers & Boxes: where the industry's cash came from (+) and went (−)Paperboard Containers & Boxes: where the industry's cash came from (+) and went (−)Operating cash flow$6.1BCapital spending−$3.4BDividends−$1.7BNet debt repaid−$1.4BOther investing (in)$695MCash drawn from the balance s…$296MBuybacks−$219MCash added to the balance she…−$217MOther investing (out)−$134MSales of assets & businesses$131MTaxes paid on employees' shar…−$108MOther financing (in)$73.9MOther financing (out)−$60.9MAcquisitions−$42.2M
The companies’ cash-flow statements, latest four quarters or fiscal year: every figure filed (grade A).

Capital spending by company

CompanyCapital spendingOperating cash flowCapex / OCFPeriod
SW Smurfit Westrock$2.2B$3.0B72%TTM to Q3 2026
PKG Packaging Corp of America$937M$1.6B58%TTM to Q3 2026
SON Sonoco Products$279M$630M44%TTM to Q3 2026
DSS DSS$338K−$10.7M—TTM to Q2 2026

Customers and suppliers named in annual reports

SupplierCustomerShare of supplier revenueEvidenceSource
SWPACK—Stated in 10-K (named, share not stated)filing

The interactive money flow: switch views, follow each dollar →

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.