Filing Flows › Industries › Industrial Organic Chemicals › Capital spending and supply chain
Industrial Organic Chemicals: capital spending and supply chain
SIC 2860 · 16 companies with filed cash-flow statements
Analysis
16 companies in Industrial Organic Chemicals (SIC 2860) spent $3.3B on capital projects over their latest twelve months, 47% of the $7.1B their operations generated; the three largest spenders — LYB, WLK, IFF — account for 82%.
Capital spending is 5.0% of the industry's $66.6B of annual revenue.
By the industry's asset mix most of it goes to equipment (44%); about $570M is imported.
The largest supplier of that spending is manufacturing structures ($945M).
Its largest supplying industries, by the input-output tables: petrochemical manufacturing ($5.8B), imports ($5.1B), petroleum refineries ($4.8B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| LYB LyondellBasell Industries N.V. | $1.3B | $3.7B | 35% | TTM to Q3 2026 |
| WLK Westlake | $832M | $844M | 99% | TTM to Q3 2026 |
| IFF International Flavors & Fragrances | $637M | $1.1B | 56% | TTM to Q3 2026 |
| SXT Sensient Technologies | $137M | $120M | 115% | TTM to Q3 2026 |
| NEU Newmarket | $116M | $500M | 23% | TTM to Q3 2026 |
| REX REX American Resources | $74.5M | $143M | 52% | TTM to Q2 FY27 |
| Union Carbide | $52.0M | $48.0M | 108% | TTM to Q3 2026 |
| AMTX Aemetis | $51.9M | $15.3M | 339% | TTM to Q3 2026 |
| GEVO Gevo | $40.4M | −$16.2M | — | TTM to Q2 2026 |
| WLKP Westlake Chemical Partners LP | $38.6M | $483M | 8% | TTM to Q3 2026 |
| GPRE Green Plains | $34.4M | $115M | 30% | TTM to Q3 2026 |
| FF FutureFuel | $21.1M | −$29.8M | — | TTM to Q2 2026 |
| ALTO Alto Ingredients | $17.8M | $55.1M | 32% | TTM to Q3 2026 |
| CDXS Codexis | $1.8M | −$10.4M | — | TTM to Q2 2026 |
| LNZA LanzaTech Global | $1.1M | −$32.7M | — | TTM to Q2 2026 |
| TOMZ Tomi Environmental Solutions | $8K | −$2.0M | — | TTM to Q2 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| WLK | WLKP | — | Stated in 10-K (named, share not stated) | filing |
| CVX | ALTO | — | Stated in 10-K (share of revenue from its products) | 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.