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Special Industry Machinery, NEC SIC 3559
13 companies filing with the SEC under SIC 3559. Median revenue growth +11% year on year in Q3 2026 (middle half -50% to +26%, 9 companies). The growth model expects the industry's combined revenue to grow +23% 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.
- UCTT → LRCX 37% of the supplier's revenue, $760M
- ICHR → LRCX
- Highlands REIT, Inc. → VECO 9% of the supplier's revenue, $3.4M
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 | +23.4% | $7.9B | $6.8B – $9.0B |
| Q4 2026 | +20.5% | $7.8B | $6.4B – $9.2B |
| Q1 2027 | +18.1% | $8.0B | $6.5B – $9.6B |
| Q2 2027 | +16.2% | $9.1B | $7.2B – $11.0B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| LRCX LAM Research | $8.2B | +54% | expansion |
| ACMR ACM Research | $368M | +37% | expansion |
| ACLS Axcelis Technologies | $238M | +11% | transition |
| VECO Veeco Instruments | $209M | +26% | transition |
| CRCT Cricut | $189M | +11% | transition |
| AZTA Azenta | $161M | — | reacceleration |
| ASYS Amtech Systems | $22.4M | — | deceleration |
| VELO Velo3D | $20.7M | — | expansion |
| TRT Trio-Tech International | $14.9M | — | deceleration |
| ERII Energy Recovery | $11.2M | -65% | contraction |
| GLGI Greystone Logistics | $5.3M | -50% | transition |
| SOTK Sono TEK | $5.2M | +1% | deceleration |
| CVV CVD Equipment | $1.6M | -79% | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.