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Electronic Components & Accessories SIC 3670
6 companies filing with the SEC under SIC 3670. Median revenue growth +19% year on year in Q3 2026 (middle half +13% to +24%, 4 companies). The growth model expects the industry's combined revenue to grow +16% in Q3 2026. 6 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.
- MRCY → U.S. government 97% of the supplier's revenue, $954M
- MRCY → RTX 15% of the supplier's revenue, $148M
- MRCY → LHX 12% of the supplier's revenue, $118M
- MRCY → LMT 11% of the supplier's revenue, $108M
- MRCY → NOC 10% of the supplier's revenue, $98.4M
- OLED → LPL 10% of the supplier's revenue, $65.1M
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 | +16.1% | $3.2B | $3.0B – $3.4B |
| Q4 2026 | +16.9% | $3.3B | $3.0B – $3.5B |
| Q1 2027 | +16.4% | $3.3B | $3.0B – $3.6B |
| Q2 2027 | +15.3% | $3.6B | $3.3B – $3.9B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| HUBB Hubbell | $1.9B | +25% | reacceleration |
| VSH Vishay Intertechnology | $979M | +24% | expansion |
| MRCY Mercury Systems | $290M | — | deceleration |
| OLED Universal Display | $160M | +15% | transition |
| VPG Vishay Precision Group | $85.1M | +7% | deceleration |
| KULR Kulr Technology Group | $2.1M | — | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.