Filing Flows › Industries › Aircraft Parts & Auxiliary Equipment, NEC › Capital spending and supply chain
Aircraft Parts & Auxiliary Equipment, NEC: capital spending and supply chain
SIC 3728 · 8 companies with filed cash-flow statements
Analysis
8 companies in Aircraft Parts & Auxiliary Equipment, NEC (SIC 3728) spent $427M on capital projects over their latest twelve months, 15% of the $2.8B their operations generated; the three largest spenders — TDG, ARXS, ATRO — account for 86%.
Capital spending is 2.8% of the industry's $15.3B of annual revenue.
By the industry's asset mix most of it goes to equipment (49%); about $67.5M is imported.
The largest supplier of that spending is manufacturing structures ($89.9M).
Its largest supplying industries, by the input-output tables: imports ($1.3B), other aircraft parts and auxiliary equipment manufacturing ($810M), aircraft manufacturing ($341M).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| TDG TransDigm Group | $271M | $2.2B | 12% | TTM to Q3 FY26 |
| ARXS Arxis | $54.0M | $448M | 12% | TTM to Q3 2026 |
| ATRO Astronics | $41.8M | $103M | 41% | TTM to Q2 2026 |
| KRMN Karman Holdings | $39.9M | $32.5M | 123% | TTM to Q3 2026 |
| DCO Ducommun | $16.4M | $2.8M | 589% | TTM to Q3 2026 |
| PKE Park Aerospace | $1.8M | $13.3M | 14% | TTM to Q2 FY27 |
| AIRI Air Industries | $1.7M | −$3.0M | — | TTM to Q2 2026 |
| CVU CPI Aerostructures | $63K | −$2.3M | — | TTM to Q2 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| DCO | RTX | 61% | Stated in 10-K (sentence) | filing |
| DCO | BA | 13% | Stated in 10-K (XBRL) | filing |
| ATRO | BA | 10% | Stated in 10-K (sentence) | filing |
| DCO | NOC | 6% | Stated in 10-K (customer table) | filing |
| DCO | LMT | 4% | Stated in 10-K (customer table) | filing |
| PKE | GE | 39% | Stated in 10-K (XBRL) | filing |
| CVU | RTX | 38% | Stated in 10-K (sentence) | filing |
| AIRI | RTX | 36% | Stated in 10-K (customer table) | filing |
| AIRI | LMT | 32% | Stated in 10-K (customer table) | filing |
| CVU | LMT | 20% | Stated in 10-K (sentence) | filing |
| LOAR | U.S. government | 2% | Stated in 10-K (sentence) | filing |
| AIRI | NOC | 7% | Stated in 10-K (customer table) | filing |
| RTX | DCO | — | Stated in 10-K (share of revenue from its products) | filing |
| BA | ATRO | — | Stated in 10-K (named, share not stated) | filing |
| BA | DCO | — | Stated in 10-K (share of revenue from its products) | 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.