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Electric Lighting & Wiring Equipment SIC 3640
5 companies filing with the SEC under SIC 3640. Median revenue growth +9% year on year in Q3 2026 (middle half +6% to +26%, 3 companies). The growth model expects the industry's combined revenue to grow +11% in Q3 2026. 4 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.
- EFOI → U.S. government 48% of the supplier's revenue, $1.7M
- EFOI → UPS 36% of the supplier's revenue, $1.3M
- AAPL → SKYX
- GOOGL → SKYX
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 | +11.1% | $1.6B | $1.4B – $1.7B |
| Q4 2026 | +12.3% | $1.5B | $1.4B – $1.6B |
| Q1 2027 | +12.3% | $1.4B | $1.3B – $1.5B |
| Q2 2027 | +11.7% | $1.7B | $1.5B – $1.8B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| AYI Acuity | $1.2B | +3% | mature |
| LYTS LSI Industries | $226M | +44% | deceleration |
| SKYX Skyx Platforms | $25.3M | — | mature |
| OESX Orion Energy Systems | $21.7M | +9% | deceleration |
| EFOI Energy Focus | $3.7M | — | expansion |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.