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Measuring & Controlling Devices, NEC SIC 3829
10 companies filing with the SEC under SIC 3829. Median revenue growth +7% year on year in Q3 2026 (middle half +1% to +9%, 5 companies). The growth model expects the industry's combined revenue to grow +10% in Q3 2026. 8 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- ONTO → TSM 20% of the supplier's revenue, $201M
- ONTO → SKHY 14% of the supplier's revenue, $141M
- BHE → OWLT
- TMO → IDXX
- TMO → CDNA
- TMO → DNA
- AAPL → OWLT
- GOOGL → OWLT
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +9.9% | $16.3B | $14.9B – $17.7B |
| Q4 2026 | +9.4% | $17.4B | $15.5B – $19.3B |
| Q1 2027 | +9.0% | $16.1B | $14.2B – $18.0B |
| Q2 2027 | +8.8% | $17.3B | $15.2B – $19.5B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| TMO Thermo Fisher Scientific | $12.1B | +9% | mature |
| ROK Rockwell Automation | $2.3B | +0.7% | deceleration |
| TRMB Trimble | $967M | +7% | mature |
| ONTO Onto Innovation | $343M | — | expansion |
| MIR Mirion Technologies | $278M | +25% | expansion |
| OWLT Owlet | $33.9M | — | reacceleration |
| GEOS Geospace Technologies | $15.8M | — | contraction |
| BCHT Birchtech | $3.8M | — | deceleration |
| US Nuclear | $352K | — | contraction |
| QSI Quantum-Si | $212K | -62% | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.