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Special Industry Machinery, NEC: capital spending and supply chain

SIC 3559 · 11 companies with filed cash-flow statements

Capital spending, 12 months$1.2B
Operating cash flow$7.7B
Capex / cash flow16%
Capex / revenue4.0%
Top 3 share97%

Analysis

11 companies in Special Industry Machinery, NEC (SIC 3559) spent $1.2B on capital projects over their latest twelve months, 16% of the $7.7B their operations generated; the three largest spenders — LRCX, ACMR, AZTA — account for 97%.

Capital spending is 4.0% of the industry's $30.6B of annual revenue.

By the industry's asset mix most of it goes to equipment (45%); about $219M is imported.

The largest supplier of that spending is manufacturing structures ($356M).

Its largest supplying industries, by the input-output tables: imports ($2.2B), management of companies and enterprises ($1.0B), iron and steel mills and ferroalloy manufacturing ($791M).

Charts

Special Industry Machinery, NEC: capital spending by company, latest twelve monthsSpecial Industry Machinery, NEC: capital spending by company, latest twelve monthsLRCX$1.0BACMR$126MAZTA$28.1MVECO$16.4MACLS$10.2MVELO$5.4MERII$2.8MGLGI$1.8MASYS$847KSOTK$214KCVV$12K
Filed cash-flow statements (SEC XBRL).
Special Industry Machinery, NEC: what the capital spending buys (US part)Special Industry Machinery, NEC: what the capital spending buys (US part)Structures$372MEquipment$457MSoftware$116MOther$67.2M
Capital spending × the industry’s asset mix (BEA fixed assets): grade C, an industry average applied to filed figures.
Special Industry Machinery, NEC: the industries that build and sell what it buysSpecial Industry Machinery, NEC: the industries that build and sell what it buysManufacturing structures$356MSoftware publishers$65.2MMachine tool manufacturing$62.3MCutting and machine tool accessor…$42.7MSpecial tool, die, jig, and fixtu…$42.4MPlate work and fabricated structu…$31.9MMaterial handling equipment manuf…$31.2MAir conditioning, refrigeration, …$29.0MOther general purpose machinery m…$24.5MComputer systems design services$23.8M
BEA fixed assets: investment by asset type → supplying industry. Estimates (grade C).
Special Industry Machinery, NEC: its first-tier supplying industriesSpecial Industry Machinery, NEC: its first-tier supplying industriesImports$2.2BManagement of companies and enter…$1.0BIron and steel mills and ferroall…$791MMachinery, equipment, and supplies$497MOther durable goods merchant whol…$464MMachine shops$339MOrnamental and architectural meta…$273MHousehold appliances and electric…$247MTurned product and screw, nut, an…$246MTruck transportation$242M
Purchased inputs × the industry’s input mix (BEA Use table), US part: grade C.
Special Industry Machinery, NEC: where the industry's cash came from (+) and went (−)Special Industry Machinery, NEC: where the industry's cash came from (+) and went (−)Operating cash flow$8.1BBuybacks−$4.0BDividends−$1.3BCapital spending−$1.2BCash added to the balance she…−$951MNet debt repaid−$791MOther financing (in)$623MOther investing (out)−$606MCash drawn from the balance s…$270MOperating cash outflow−$130MShares issued$100MOther investing (in)$52.7MNet borrowing$39.0MTaxes paid on employees' shar…−$26.4M
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
LRCX LAM Research$1.0B$7.6B14%TTM to Q1 FY27
ACMR ACM Research$126M−$72.4M—TTM to Q3 2026
AZTA Azenta$28.1M$38.0M74%TTM to Q3 FY26
VECO Veeco Instruments$16.4M$142M12%TTM to Q3 2026
ACLS Axcelis Technologies$10.2M$70.2M15%TTM to Q3 2026
VELO Velo3D$5.4M−$53.3M—TTM to Q2 2026
ERII Energy Recovery$2.8M$35.2M8%TTM to Q3 2026
GLGI Greystone Logistics$1.8M−$3.3M—TTM to Q1 FY27
ASYS Amtech Systems$847K$9.6M9%TTM to Q3 FY26
SOTK Sono TEK$214K$7.4M3%TTM to Q2 FY27
CVV CVD Equipment$12K−$837K—TTM to Q3 2026

Customers and suppliers named in annual reports

SupplierCustomerShare of supplier revenueEvidenceSource
UCTTLRCX37%Stated in 10-K (customer table)filing
ICHRLRCX—Stated in 10-K (named, share not stated)filing
Highlands REIT, Inc.VECO9%Stated in 10-K (sentence)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.