Filing Flows › Industries › Guided Missiles & Space Vehicles & Parts › Capital spending and supply chain
Guided Missiles & Space Vehicles & Parts: capital spending and supply chain
SIC 3760 · 7 companies with filed cash-flow statements
Analysis
7 companies in Guided Missiles & Space Vehicles & Parts (SIC 3760) spent $2.2B on capital projects over their latest twelve months, 24% of the $9.3B their operations generated; the three largest spenders — LMT, VOYG, RKLB — account for 92%.
Capital spending is 2.7% of the industry's $82.5B of annual revenue.
By the industry's asset mix most of it goes to equipment (50%); about $337M is imported.
The largest supplier of that spending is manufacturing structures ($450M).
Its largest supplying industries, by the input-output tables: propulsion units and parts for space vehicles and guided missiles ($14.0B), imports ($4.0B), management of companies and enterprises ($3.0B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| LMT Lockheed Martin | $1.7B | $10.1B | 17% | TTM to Q3 2026 |
| VOYG Voyager Technologies | $163M | −$129M | — | TTM to Q3 2026 |
| RKLB Rocket Lab | $149M | −$222M | — | TTM to Q2 2026 |
| KTOS Kratos Defense & Security Solutions | $91.5M | −$31.5M | — | TTM to Q3 2026 |
| FLY Firefly Aerospace | $62.1M | −$264M | — | TTM to Q2 2026 |
| RDW Redwire | $17.2M | −$119M | — | TTM to Q3 2026 |
| MNTS Momentus | $240K | −$30.7M | — | TTM to Q2 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| LMT | U.S. government | 72% | Stated in 10-K (sentence) | filing |
| KTOS | U.S. government | 68% | Stated in 10-K (sentence) | filing |
| RKLB | U.S. government | 47% | Stated in 10-K (sentence) | filing |
| VOYG | U.S. government | 84% | Stated in 10-K (sentence) | filing |
| MRCY | LMT | 11% | Stated in 10-K (sentence) | filing |
| RKLB | LMT | 16% | Stated in 10-K (customer table) | filing |
| DCO | LMT | 4% | Stated in 10-K (customer table) | filing |
| IA | LMT | 36% | Stated in 10-K (sentence) | filing |
| AIRI | LMT | 32% | Stated in 10-K (customer table) | filing |
| CVU | LMT | 20% | Stated in 10-K (sentence) | filing |
| HLEO | U.S. government | 70% | Stated in 10-K (sentence) | filing |
| LMT | foreign | — | ||
| LMT | usgov | — | ||
| KTOS | usgov | — | ||
| RKLB | usgov | — |
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.