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Printed Circuit Boards SIC 3672
11 companies filing with the SEC under SIC 3672. Median revenue growth +22% year on year in Q3 2026 (middle half +10% to +33%, 10 companies). The growth model expects the industry's combined revenue to grow +27% in Q3 2026. 10 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.
- PLXS → GE Healthcare Technologies, Inc ("GEHC") 10% of the supplier's revenue, $415M
- BHE → AMAT 12% of the supplier's revenue, $319M
- CTS → TM 11% of the supplier's revenue, $60.6M
- CTS → CMI 8% of the supplier's revenue, $45.5M
- BHE → HYPR
- BHE → OWLT
- JBL → SEDG
- PLXS → EVLV
- SANM → OBIO
- FLEX → TER
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 | +27.4% | $29.9B | $28.1B – $31.7B |
| Q4 2026 | +26.2% | $32.0B | $29.6B – $34.4B |
| Q1 2027 | +24.3% | $33.7B | $30.9B – $36.6B |
| Q2 2027 | +22.3% | $34.9B | $31.8B – $38.0B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| JBL Jabil | $10.6B | +29% | reacceleration |
| FLEX Flex | $8.5B | +25% | transition |
| CLS Celestica | $5.8B | +83% | expansion |
| SANM Sanmina | $3.5B | — | deceleration |
| PLXS Plexus | $1.4B | +35% | expansion |
| TTMI TTM Technologies | $1.2B | +60% | expansion |
| BHE Benchmark Electronics | $811M | +19% | transition |
| KE Kimball Electronics | $391M | +7% | mature |
| CTS CTS | $150M | +5% | mature |
| KTCC Key Tronic | $98.7M | -0.1% | mature |
| NNDM Nano Dimension | $31.9M | +19% | transition |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.