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Railroad Equipment: capital spending and supply chain

SIC 3743 · 3 companies with filed cash-flow statements

Capital spending, 12 months$361M
Operating cash flow$2.5B
Capex / cash flow14%
Capex / revenue2.1%
Top 3 share100%

Analysis

3 companies in Railroad Equipment (SIC 3743) spent $361M on capital projects over their latest twelve months, 14% of the $2.5B their operations generated.

Capital spending is 2.1% of the industry's $17.3B of annual revenue.

By the industry's asset mix most of it goes to equipment (47%); about $106M is imported.

The largest supplier of that spending is manufacturing structures ($163M).

Its largest supplying industries, by the input-output tables: imports ($1.8B), railroad rolling stock manufacturing ($1.1B), management of companies and enterprises ($479M).

Charts

Railroad Equipment: capital spending by company, latest twelve monthsRailroad Equipment: capital spending by company, latest twelve monthsWAB$304MTRN$53.5MRAIL$3.3M
Filed cash-flow statements (SEC XBRL).
Railroad Equipment: what the capital spending buys (US part)Railroad Equipment: what the capital spending buys (US part)Structures$176MEquipment$250MSoftware$73.2MOther$35.2M
Capital spending × the industry’s asset mix (BEA fixed assets): grade C, an industry average applied to filed figures.
Railroad Equipment: the industries that build and sell what it buysRailroad Equipment: the industries that build and sell what it buysManufacturing structures$163MSoftware publishers$39.7MAircraft manufacturing$37.7MMachine tool manufacturing$23.5MMaterial handling equipment manuf…$17.5MComputer systems design services$16.6MAir conditioning, refrigeration, …$16.3MCutting and machine tool accessor…$16.1MSpecial tool, die, jig, and fixtu…$15.9MCustom computer programming servi…$14.6M
BEA fixed assets: investment by asset type → supplying industry. Estimates (grade C).
Railroad Equipment: its first-tier supplying industriesRailroad Equipment: its first-tier supplying industriesImports$1.8BRailroad rolling stock manufactur…$1.1BManagement of companies and enter…$479MIron and steel mills and ferroall…$440MOther durable goods merchant whol…$351MPaperboard container manufacturing$348MHousehold appliances and electric…$337MFerrous metal foundries$309MMachinery, equipment, and supplies$282MMotor and generator manufacturing$252M
Purchased inputs × the industry’s input mix (BEA Use table), US part: grade C.
Railroad Equipment: where the industry's cash came from (+) and went (−)Railroad Equipment: where the industry's cash came from (+) and went (−)Operating cash flow$2.6BNet borrowing$2.5BAcquisitions−$1.8BOther financing (out)−$1.3BBuybacks−$905MCapital spending−$640MDividends−$343MOther investing (out)−$228MSales of assets & businesses$193MCash drawn from the balance s…$108MTaxes paid on employees' shar…−$74.5MCash added to the balance she…−$40.9MOther investing (in)$28.0MPaid to partners−$26.8M
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
WAB Westinghouse Air Brake Technologies$304M$2.1B15%TTM to Q3 2026
TRN Trinity Industries$53.5M$410M13%TTM to Q3 2026
RAIL FreightCar America$3.3M$21.2M16%TTM to Q2 2026

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.