Filing Flows › Industries › Radio & Tv Broadcasting & Communications Equipment › Capital spending and supply chain
Radio & Tv Broadcasting & Communications Equipment: capital spending and supply chain
SIC 3663 · 15 companies with filed cash-flow statements
Analysis
15 companies in Radio & Tv Broadcasting & Communications Equipment (SIC 3663) spent $509M on capital projects over their latest twelve months, 14% of the $3.7B their operations generated; the three largest spenders — MSI, PL, VISN — account for 84%.
Capital spending is 0.8% of the industry's $62.9B of annual revenue.
By the industry's asset mix most of it goes to equipment (44%); about $657M is imported.
The largest supplier of that spending is manufacturing structures ($642M).
Its largest supplying industries, by the input-output tables: imports ($4.9B), household appliances and electrical and electronic goods ($2.0B), printed circuit assembly (electronic assembly) manufacturing ($1.4B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| MSI Motorola Solutions | $304M | $2.8B | 11% | TTM to Q3 2026 |
| PL Planet Labs PBC | $93.0M | $118M | 79% | TTM to Q2 FY27 |
| VISN Vistance Networks | $30.2M | −$75.6M | — | TTM to Q3 2026 |
| UI Ubiquiti | $20.9M | $1.0B | 2% | TTM to Q1 FY27 |
| SATL Satellogic | $15.9M | −$26.3M | — | TTM to Q2 2026 |
| BKSY BlackSky Technology | $15.0M | −$11.6M | — | TTM to Q3 2026 |
| ONDS Ondas | $10.9M | −$161M | — | TTM to Q2 2026 |
| HLIT Harmonic | $8.5M | $36.2M | 23% | TTM to Q3 2026 |
| UMAC Unusual Machines | $7.0M | −$83.3M | — | TTM to Q3 2026 |
| VUZI Vuzix | $1.9M | −$22.7M | — | TTM to Q2 2026 |
| BKTI BK Technologies | $1.3M | $20.9M | 6% | TTM to Q2 2026 |
| WATT Energous | $318K | −$15.7M | — | TTM to Q2 2026 |
| KUST Kustom Entertainment | $222K | −$6.0M | — | TTM to Q2 2026 |
| AIRG Airgain | $198K | −$2.8M | — | TTM to Q2 2026 |
| CRVW CareView Communications | $35K | $201K | 17% | TTM to Q2 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| MSI | U.S. government | 8% | Stated in 10-K (sentence) | filing |
| VISN | CMCSA | 35% | Stated in 10-K (XBRL) | filing |
| ARM | QCOM | 9% | Stated in 20-F (sentence) | filing |
| BKTI | U.S. government | 29% | Stated in 10-K (sentence) | filing |
| CMTL | U.S. government | 9% | Stated in 10-K (customer table) | filing |
| MSFT | BKSY | — | Stated in 10-K (named, share not stated) | filing |
| VISN | CHTR | — | Stated in 10-K (10% or more of revenue) | filing |
| VISN | SNX | — | Stated in 10-K (10% or more of revenue) | filing |
| AMZN | BKSY | — | Stated in 10-K (named, share not stated) | filing |
| MSI | BKTI | — | Stated in 10-K (named, share not stated) | filing |
| AAPL | BKTI | — | Stated in 10-K (named, share not stated) | filing |
| GOOGL | BKTI | — | Stated in 10-K (named, share not stated) | filing |
| AMKR | QCOM | — | Stated in 10-K (named, share not stated) | filing |
| PL | usgov | — | ||
| BKSY | usgov | — |
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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.