Filing Flows

Filing Flows › Industries › Electronic Connectors › Capital spending and supply chain

Electronic Connectors: capital spending and supply chain

SIC 3678 · 4 companies with filed cash-flow statements

Capital spending, 12 months$1.4B
Operating cash flow$6.5B
Capex / cash flow21%
Capex / revenue4.0%
Top 3 share100%

Analysis

4 companies in Electronic Connectors (SIC 3678) spent $1.4B on capital projects over their latest twelve months, 21% of the $6.5B their operations generated; the three largest spenders — APH, MEI, IEHC — account for 100%.

Capital spending is 4.0% of the industry's $34.2B of annual revenue.

By the industry's asset mix most of it goes to equipment (44%); about $300M is imported.

The largest supplier of that spending is manufacturing structures ($293M).

Its largest supplying industries, by the input-output tables: imports ($1.5B), other electronic component manufacturing ($817M), management of companies and enterprises ($475M).

Charts

Electronic Connectors: capital spending by company, latest twelve monthsElectronic Connectors: capital spending by company, latest twelve monthsAPH$1.4BMEI$18.4MIEHC$995KRFIL$442K
Filed cash-flow statements (SEC XBRL).
Electronic Connectors: what the capital spending buys (US part)Electronic Connectors: what the capital spending buys (US part)Structures$311MEquipment$473MSoftware$226MOther$68.1M
Capital spending × the industry’s asset mix (BEA fixed assets): grade C, an industry average applied to filed figures.
Electronic Connectors: the industries that build and sell what it buysElectronic Connectors: the industries that build and sell what it buysManufacturing structures$293MSoftware publishers$113MOther industrial machinery manufa…$109MComputer systems design services$59.2MElectromedical and electrotherape…$43.5MCustom computer programming servi…$42.2MSemiconductor machinery manufactu…$29.5MMaterial handling equipment manuf…$24.9MAir conditioning, refrigeration, …$22.8MIndustrial process variable instr…$20.8M
BEA fixed assets: investment by asset type → supplying industry. Estimates (grade C).
Electronic Connectors: its first-tier supplying industriesElectronic Connectors: its first-tier supplying industriesImports$1.5BOther electronic component manufa…$817MManagement of companies and enter…$475MPrinted circuit assembly (electro…$458MHousehold appliances and electric…$421MLegal services$254MOther real estate$234MNonferrous metal (except copper a…$187MOther durable goods merchant whol…$171MTurned product and screw, nut, an…$166M
Purchased inputs × the industry’s input mix (BEA Use table), US part: grade C.
Electronic Connectors: where the industry's cash came from (+) and went (−)Electronic Connectors: where the industry's cash came from (+) and went (−)Other financing (in)$12.3BAcquisitions−$12.1BOperating cash flow$6.5BNet debt repaid−$2.5BCapital spending−$1.4BDividends−$1.1BOther investing (out)−$1.0BBuybacks−$802MShares issued$406MCash added to the balance she…−$375MExchange-rate gains on cash$115MOther investing (in)$22.4MSales of assets & businesses$13.7MCash drawn from the balance s…$5.8M
The companies’ cash-flow statements, latest four quarters or fiscal year: every figure filed (grade A).

Capital spending by company

CompanyCapital spendingOperating cash flowCapex / OCFPeriod
APH Amphenol$1.4B$6.5B21%TTM to Q3 2026
MEI Methode Electronics$18.4M$5.1M361%TTM to Q1 FY27
IEHC IEH$995K−$420K—TTM to Q1 FY27
RFIL R F Industries$442K$3.7M12%TTM to Q3 FY26

The interactive money flow: switch views, follow each dollar →

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.