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Electronic & Other Electrical Equipment (No Computer Equip): capital spending and supply chain

SIC 3600 · 5 companies with filed cash-flow statements

Capital spending, 12 months$4.1B
Operating cash flow$34.4B
Capex / cash flow12%
Capex / revenue3.2%
Top 3 share96%

Analysis

5 companies in Electronic & Other Electrical Equipment (No Computer Equip) (SIC 3600) spent $4.1B on capital projects over their latest twelve months, 12% of the $34.4B their operations generated; the three largest spenders — GEV, GE, EMR — account for 96%.

Capital spending is 3.2% of the industry's $130.4B of annual revenue.

By the industry's asset mix most of it goes to equipment (49%); about $777M is imported.

The largest supplier of that spending is manufacturing structures ($1.0B).

Its largest supplying industries, by the input-output tables: imports ($12.6B), household appliances and electrical and electronic goods ($3.7B), copper rolling, drawing, extruding and alloying ($2.7B).

Charts

Electronic & Other Electrical Equipment (No Computer Equip): capital spending by company, latest twelve monthsElectronic & Other Electrical Equipment (No Computer Equip): capital spending by company, latest twelve monthsGEV$2.1BGE$1.4BEMR$452MOTIS$161MTRNR$428K
Filed cash-flow statements (SEC XBRL).
Electronic & Other Electrical Equipment (No Computer Equip): what the capital spending buys (US part)Electronic & Other Electrical Equipment (No Computer Equip): what the capital spending buys (US part)Structures$1.1BEquipment$1.6BSoftware$397MOther$206M
Capital spending × the industry’s asset mix (BEA fixed assets): grade C, an industry average applied to filed figures.
Electronic & Other Electrical Equipment (No Computer Equip): the industries that build and sell what it buysElectronic & Other Electrical Equipment (No Computer Equip): the industries that build and sell what it buysManufacturing structures$1.0BSoftware publishers$223MMachine tool manufacturing$182MCutting and machine tool accessor…$125MSpecial tool, die, jig, and fixtu…$124MElectromedical and electrotherape…$108MMaterial handling equipment manuf…$103MAir conditioning, refrigeration, …$96.0MOther general purpose machinery m…$93.5MCustom computer programming servi…$81.2M
BEA fixed assets: investment by asset type → supplying industry. Estimates (grade C).
Electronic & Other Electrical Equipment (No Computer Equip): its first-tier supplying industriesElectronic & Other Electrical Equipment (No Computer Equip): its first-tier supplying industriesImports$12.6BHousehold appliances and electric…$3.7BCopper rolling, drawing, extrudin…$2.7BManagement of companies and enter…$2.4BMotor and generator manufacturing$2.2BIron and steel mills and ferroall…$2.1BTurbine and turbine generator set…$2.1BOther durable goods merchant whol…$1.9BMachinery, equipment, and supplies$1.8BOther engine equipment manufactur…$1.5B
Purchased inputs × the industry’s input mix (BEA Use table), US part: grade C.
Electronic & Other Electrical Equipment (No Computer Equip): where the industry's cash came from (+) and went (−)Electronic & Other Electrical Equipment (No Computer Equip): where the industry's cash came from (+) and went (−)Operating cash flow$34.4BBuybacks−$16.6BCash added to the balance she…−$8.8BOther investing (out)−$5.5BCash drawn from the balance s…$4.8BCapital spending−$4.1BDividends−$4.1BOther financing (out)−$2.0BOther financing (in)$1.6BNet debt repaid−$1.1BSales of assets & businesses$1.1BNet borrowing$729MAcquisitions−$216MExchange-rate losses on cash−$102M
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
GEV GE Vernova$2.1B$19.2B11%TTM to Q3 2026
GE General Electric$1.4B$9.5B15%TTM to Q3 2026
EMR Emerson Electric$452M$3.9B12%TTM to Q3 FY26
OTIS Otis Worldwide$161M$1.8B9%TTM to Q3 2026
TRNR Interactive Strength$428K−$10.3M—TTM to Q2 2026

Customers and suppliers named in annual reports

SupplierCustomerShare of supplier revenueEvidenceSource
GEU.S. government10%Stated in 10-K (XBRL)filing
ACAGEV12%Stated in 10-K (sentence)filing
PKEGE39%Stated in 10-K (XBRL)filing
BWENGEV10%Stated in 10-K (sentence)filing
TRNRWoodway Usa Inc18%Stated in 10-K (XBRL)filing
GERJET—Stated in 10-K (named, share not stated)filing
GESKYW—Stated in 10-K (named, share not stated)filing
GEPREM—Stated in 10-K (named, share not stated)filing
GEDAL—Stated in 10-K (named, share not stated)filing
GEWLFC—Stated in 10-K (named, share not stated)filing
GEHEI—Stated in 10-K (named, share not stated)filing
VREXGE—Stated in 10-K (named, share not stated)filing
GEVBKR—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.