Filing Flows › Industries › Industrials › Electronic & Other Electrical Equipment (except Computer Equip)
Electronic & Other Electrical Equipment (except Computer Equip) SIC 3600
5 companies filing with the SEC under SIC 3600. Median revenue growth +16% year on year in Q3 2026 (middle half +11% to +21%, 3 companies). The growth model expects the industry's combined revenue to grow +12% in Q3 2026. 13 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.
- GE → U.S. government 10% of the supplier's revenue, $4.6B
- ACA → GEV 12% of the supplier's revenue, $352M
- PKE → GE 39% of the supplier's revenue, $28.8M
- BWEN → GEV 10% of the supplier's revenue, $15.8M
- TRNR → Woodway Usa Inc 18% of the supplier's revenue, $2.1M
- GE → RJET
- GE → SKYW
- GE → PREM
- GE → DAL
- GE → WLFC
- GE → HEI
- VREX → GE
- GEV → BKR
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 | +12.3% | $34.5B | $29.1B – $39.9B |
| Q4 2026 | +8.7% | $34.6B | $28.0B – $41.2B |
| Q1 2027 | +6.0% | $31.7B | $25.2B – $38.2B |
| Q2 2027 | +4.0% | $34.5B | $27.2B – $41.8B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| GE General Electric | $14.1B | +16% | deceleration |
| GEV GE Vernova | $12.6B | +27% | expansion |
| EMR Emerson Electric | $4.9B | — | mature |
| OTIS Otis Worldwide | $3.9B | +6% | mature |
| TRNR Interactive Strength | $6.6M | — | expansion |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.