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Construction Machinery & Equip SIC 3531
8 companies filing with the SEC under SIC 3531. Median revenue growth +17% year on year in Q3 2026 (middle half +11% to +34%, 5 companies). The growth model expects the industry's combined revenue to grow +19% in Q3 2026. 3 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- CNH → CNH Industrial Capital LLC
- CAT → USAC
- CAT → Caterpillar Financial Services Corp
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +18.8% | $28.3B | $25.4B – $31.3B |
| Q4 2026 | +16.9% | $30.8B | $26.8B – $34.8B |
| Q1 2027 | +15.0% | $26.7B | $22.9B – $30.4B |
| Q2 2027 | +13.2% | $31.3B | $26.7B – $35.9B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| CAT Caterpillar | $20.7B | +17% | deceleration |
| CNH CNH Industrial N.V. | $4.8B | — | mature |
| MTW Manitowoc | $614M | +11% | transition |
| CMCO Columbus McKinnon | $539M | +107% | deceleration |
| AEBI Aebi Schmidt Holding AG | $496M | — | deceleration |
| ASTE Astec Industries | $352M | +0.7% | deceleration |
| PLOW Douglas Dynamics | $218M | +34% | reacceleration |
| GENC Gencor Industries | $33.8M | — | reacceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.