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Electric Lighting & Wiring Equipment: capital spending and supply chain

SIC 3640 · 3 companies with filed cash-flow statements

Capital spending, 12 months$5.5M
Operating cash flow$52.6M
Capex / cash flow10%
Capex / revenue0.1%
Top 3 share100%

Analysis

3 companies in Electric Lighting & Wiring Equipment (SIC 3640) spent $5.5M on capital projects over their latest twelve months, 10% of the $52.6M their operations generated.

Capital spending is 0.1% of the industry's $5.6B of annual revenue.

By the industry's asset mix most of it goes to equipment (52%); about $16.9M is imported.

The largest supplier of that spending is manufacturing structures ($20.8M).

Its largest supplying industries, by the input-output tables: imports ($532M), household appliances and electrical and electronic goods ($168M), motor vehicle electrical and electronic equipment manufacturing ($126M).

Charts

Electric Lighting & Wiring Equipment: capital spending by company, latest twelve monthsElectric Lighting & Wiring Equipment: capital spending by company, latest twelve monthsLYTS$5.6MEFOI$49K
Filed cash-flow statements (SEC XBRL).
Electric Lighting & Wiring Equipment: what the capital spending buys (US part)Electric Lighting & Wiring Equipment: what the capital spending buys (US part)Structures$21.7MEquipment$34.9MSoftware$6.0MOther$4.2M
Capital spending × the industry’s asset mix (BEA fixed assets): grade C, an industry average applied to filed figures.
Electric Lighting & Wiring Equipment: the industries that build and sell what it buysElectric Lighting & Wiring Equipment: the industries that build and sell what it buysManufacturing structures$20.8MMachine tool manufacturing$4.9MCutting and machine tool accessor…$3.4MSoftware publishers$3.4MSpecial tool, die, jig, and fixtu…$3.4MMaterial handling equipment manuf…$2.4MAir conditioning, refrigeration, …$2.3MOther general purpose machinery m…$1.9MPlate work and fabricated structu…$1.7MMeasuring, dispensing, and other …$1.4M
BEA fixed assets: investment by asset type → supplying industry. Estimates (grade C).
Electric Lighting & Wiring Equipment: its first-tier supplying industriesElectric Lighting & Wiring Equipment: its first-tier supplying industriesImports$532MHousehold appliances and electric…$168MMotor vehicle electrical and elec…$126MManagement of companies and enter…$124MIron and steel mills and ferroall…$113MNonferrous metal foundries$111MCopper rolling, drawing, extrudin…$106MSemiconductor and related device …$88.3MOther durable goods merchant whol…$87.7MWiring device manufacturing$85.6M
Purchased inputs × the industry’s input mix (BEA Use table), US part: grade C.
Electric Lighting & Wiring Equipment: where the industry's cash came from (+) and went (−)Electric Lighting & Wiring Equipment: where the industry's cash came from (+) and went (−)Operating cash flow$884MOther investing (out)−$333MBuybacks−$287MCash added to the balance she…−$232MNet debt repaid−$212MNet borrowing$190MOther financing (in)$115MCapital spending−$83.4MShares issued$41.0MDividends−$31.6MTaxes paid on employees' shar…−$29.4MOperating cash outflow−$22.7MExchange-rate gains on cash$3.9MOther financing (out)−$3.6M
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
LYTS LSI Industries$5.6M$58.7M10%TTM to Q1 FY27
EFOI Energy Focus$49K−$1.7M—TTM to Q2 2026
OESX Orion Energy Systems−$177K−$4.4M—TTM to Q2 FY27

Customers and suppliers named in annual reports

SupplierCustomerShare of supplier revenueEvidenceSource
EFOIU.S. government48%Stated in 10-K (sentence)filing
EFOIUPS36%Stated in 10-K (sentence)filing
AAPLSKYX—Stated in 10-K (named, share not stated)filing
GOOGLSKYX—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.