Filing Flows › Industries › Electronic Computers › Capital spending and supply chain
Electronic Computers: capital spending and supply chain
SIC 3571 · 5 companies with filed cash-flow statements
Analysis
5 companies in Electronic Computers (SIC 3571) spent $3.8B on capital projects over their latest twelve months, 63% of the $6.0B their operations generated; the three largest spenders — DELL, SMCI, OMCL — account for 100%.
Capital spending is 0.6% of the industry's $685.3B of annual revenue.
By the industry's asset mix most of it goes to equipment (44%); about $2.8B is imported.
The largest supplier of that spending is manufacturing structures ($2.7B).
Its largest supplying industries, by the input-output tables: legal services ($43.6B), other real estate ($42.4B), management consulting services ($21.8B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| DELL Dell Technologies | $3.6B | $12.2B | 30% | TTM to Q2 FY27 |
| SMCI Super Micro Computer | $171M | −$6.3B | — | TTM to Q1 FY27 |
| OMCL Omnicell | $40.4M | $186M | 22% | TTM to Q3 2026 |
| SCKT Socket Mobile | $492K | −$685K | — | TTM to Q2 2026 |
| OSS One Stop Systems | $197K | −$13.1M | — | TTM to Q3 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| INGM | AAPL | 21% | Stated in 10-K (sentence) | filing |
| INTC | DELL | 19% | Stated in 10-K (XBRL) | filing |
| SWKS | AAPL | 67% | Stated in 10-K (sentence) | filing |
| Qorvo, Inc. | AAPL | 50% | Stated in 10-K (sentence) | filing |
| CRUS | AAPL | 91% | Stated in 10-K (sentence) | filing |
| RBLX | AAPL | 29% | Stated in 10-K (sentence) | filing |
| WMG | AAPL | 20% | Stated in 10-K (sentence) | filing |
| DUOL | AAPL | 61% | Stated in 10-K (sentence) | filing |
| SITM | AAPL | 17% | Stated in 10-K (sentence) | filing |
| SCKT | INGM | 55% | Stated in 10-K (sentence) | filing |
| SCKT | SCSC | 49% | Stated in 10-K (sentence) | filing |
| AAPL | GRND | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | ILLR | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | SKYX | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | ZDGE | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | MTCH | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | SNX | — | Stated in 10-K (share of revenue from its products) | filing |
| AAPL | SIRI | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | DUOL | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | FRSH | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | PODC | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | SNAP | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | ASAN | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | UBER | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | TBLA | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | ROOT | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | LIF | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | OWLT | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | SNAL | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | BBY | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | BKTI | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | LMND | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | BMBL | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | DRIO | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | SOAR | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | UPWK | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | NXPI | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | FLYX | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | PENN | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | VIA | — | 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.