Electronic Components & Accessories: capital spending and supply chain
SIC 3670 · 5 companies with filed cash-flow statements
Capital spending, 12 months$577M
Operating cash flow$1.8B
Capex / cash flow32%
Capex / revenue4.8%
Top 3 share97%
Analysis
5 companies in Electronic Components & Accessories (SIC 3670) spent $577M on capital projects over their latest twelve months, 32% of the $1.8B their operations generated; the three largest spenders — VSH, HUBB, OLED — account for 97%.
Capital spending is 4.8% of the industry's $12.1B of annual revenue.
By the industry's asset mix most of it goes to equipment (45%); about $129M is imported.
The largest supplier of that spending is manufacturing structures ($132M).
Its largest supplying industries, by the input-output tables: imports ($978M), motor vehicle metal stamping ($372M), motor vehicle and motor vehicle parts and supplies ($234M).
Charts
Filed cash-flow statements (SEC XBRL).Capital spending × the industry’s asset mix (BEA fixed assets): grade C, an industry average applied to filed figures.BEA fixed assets: investment by asset type → supplying industry. Estimates (grade C).Purchased inputs × the industry’s input mix (BEA Use table), US part: grade C.The companies’ cash-flow statements, latest four quarters or fiscal year: every figure filed (grade A).
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.