Filing Flows › Industries › Electronic Components, NEC › Capital spending and supply chain
Electronic Components, NEC: capital spending and supply chain
SIC 3679 · 9 companies with filed cash-flow statements
Analysis
9 companies in Electronic Components, NEC (SIC 3679) spent $766M on capital projects over their latest twelve months, 19% of the $4.0B their operations generated; the three largest spenders — VRT, AEIS, VICR — account for 94%.
Capital spending is 4.4% of the industry's $17.4B of annual revenue.
By the industry's asset mix most of it goes to equipment (44%); about $165M is imported.
The largest supplier of that spending is manufacturing structures ($160M).
Its largest supplying industries, by the input-output tables: imports ($1.1B), printed circuit assembly (electronic assembly) manufacturing ($533M), household appliances and electrical and electronic goods ($424M).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| VRT Vertiv Holdings | $518M | $3.7B | 14% | TTM to Q3 2026 |
| AEIS Advanced Energy Industries | $155M | $225M | 69% | TTM to Q3 2026 |
| VICR Vicor | $45.2M | $96.1M | 47% | TTM to Q3 2026 |
| VREX Varex Imaging | $31.5M | $11.3M | 279% | TTM to Q3 FY26 |
| PI Impinj | $10.7M | $76.3M | 14% | TTM to Q3 2026 |
| MPTI M-tron Industries | $2.5M | $12.0M | 21% | TTM to Q2 2026 |
| MVIS Microvision | $2.1M | −$64.6M | — | TTM to Q3 2026 |
| NSYS Nortech Systems | $617K | $3.1M | 20% | TTM to Q2 2026 |
| NEON Neonode | $90K | −$11.1M | — | TTM to Q2 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| VREX | Canon Medical Systems Corporation | 18% | Stated in 10-K (XBRL) | filing |
| TXN | NEON | — | Stated in 10-K (named, share not stated) | filing |
| VREX | GE | — | Stated in 10-K (named, share not stated) | filing |
| VREX | SMMNY | — | Stated in 10-K (named, share not stated) | filing |
| VREX | Siemens | — | Stated in 10-K (named, share not stated) | filing |
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.