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Household Audio & Video Equipment SIC 3651
6 companies filing with the SEC under SIC 3651. Median revenue growth -1% year on year in Q3 2026 (middle half -13% to +10%, 3 companies). The growth model expects the industry's combined revenue to grow +7% in Q3 2026. 7 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.
- SONO → BBY 14% of the supplier's revenue, $202M
- UEIC → DKILF 14% of the supplier's revenue, $67.5M
- UEIC → CMCSA 12% of the supplier's revenue, $45.4M
- GNSS → U.S. government 56% of the supplier's revenue, $22.8M
- KOSS → AMZN 22% of the supplier's revenue, $2.9M
- MSN → AMZN 13% of the supplier's revenue, $2.7M
- MSN → WMT 31% of the supplier's revenue, $2.0M
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 | +7.4% | $595M | $508M – $682M |
| Q4 2026 | +8.5% | $887M | $739M – $1.0B |
| Q1 2027 | +8.5% | $579M | $479M – $679M |
| Q2 2027 | +7.9% | $676M | $557M – $795M |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| SONO Sonos | $375M | — | mature |
| KN Knowles | $184M | +20% | expansion |
| UEIC Universal Electronics | $89.4M | -1% | mature |
| GNSS Genasys | $7.3M | — | contraction |
| KOSS Koss | $3.1M | -24% | contraction |
| MSN Emerson Radio | $1.1M | — | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.