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Filing Flows › Industries › Trucking & Courier Services (No Air) › Capital spending and supply chain

Trucking & Courier Services (No Air): capital spending and supply chain

SIC 4210 · 2 companies with filed cash-flow statements

Capital spending, 12 months$2.9B
Operating cash flow$9.3B
Capex / cash flow32%
Capex / revenue3.2%
Top 3 share100%

Analysis

2 companies in Trucking & Courier Services (No Air) (SIC 4210) spent $2.9B on capital projects over their latest twelve months, 32% of the $9.3B their operations generated.

Capital spending is 3.2% of the industry's $91.4B of annual revenue.

By the industry's asset mix most of it goes to equipment (77%); about $735M is imported.

The largest supplier of that spending is heavy duty truck manufacturing ($756M).

Its largest supplying industries, by the input-output tables: scenic and sightseeing transportation and support activities ($7.4B), petroleum refineries ($4.9B), truck transportation ($3.3B).

Charts

Trucking & Courier Services (No Air): capital spending by company, latest twelve monthsTrucking & Courier Services (No Air): capital spending by company, latest twelve monthsUPS$2.9BETS$13K
Filed cash-flow statements (SEC XBRL).
Trucking & Courier Services (No Air): what the capital spending buys (US part)Trucking & Courier Services (No Air): what the capital spending buys (US part)Structures$240MEquipment$1.7BSoftware$166MOther$96.5M
Capital spending × the industry’s asset mix (BEA fixed assets): grade C, an industry average applied to filed figures.
Trucking & Courier Services (No Air): the industries that build and sell what it buysTrucking & Courier Services (No Air): the industries that build and sell what it buysHeavy duty truck manufacturing$756MTruck trailer manufacturing$317MMotor vehicle body manufacturing$292MOffice and commercial structures$183MSoftware publishers$94.6MLight truck and utility vehicle m…$72.5MTransportation structures and hig…$52.0MAircraft manufacturing$46.3MCustom computer programming servi…$34.5MComputer systems design services$34.1M
BEA fixed assets: investment by asset type → supplying industry. Estimates (grade C).
Trucking & Courier Services (No Air): its first-tier supplying industriesTrucking & Courier Services (No Air): its first-tier supplying industriesScenic and sightseeing transporta…$7.4BPetroleum refineries$4.9BTruck transportation$3.3BCouriers and messengers$3.1BInsurance carriers, except direct…$2.7BImports$2.6BEmployment services$2.0BPetroleum and petroleum products$1.9BOther real estate$1.7BManagement of companies and enter…$1.6B
Purchased inputs × the industry’s input mix (BEA Use table), US part: grade C.
Trucking & Courier Services (No Air): where the industry's cash came from (+) and went (−)Trucking & Courier Services (No Air): where the industry's cash came from (+) and went (−)Operating cash flow$9.3BDividends−$5.4BCapital spending−$2.9BAcquisitions−$1.5BOther investing (in)$660MNet debt repaid−$168MShares issued$116MOther financing (in)$80.8MCash added to the balance she…−$76.2MExchange-rate losses on cash−$37.0MOther investing (out)−$11.5MCash drawn from the balance s…$10.5MOperating cash outflow−$8.5MOther financing (out)−$426K
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
UPS United Parcel Service$2.9B$9.3B32%TTM to Q3 2026
ETS Elite Express Holding$13K−$6.9M—TTM to Q3 FY26

Customers and suppliers named in annual reports

SupplierCustomerShare of supplier revenueEvidenceSource
UPSAMZN11%Stated in 10-K (sentence)filing
EFOIUPS36%Stated in 10-K (sentence)filing
UPSALGN—Stated in 10-K (named, share not stated)filing
UPSNRIX—Stated in 10-K (named, share not stated)filing
UPSPEW—Stated in 10-K (named, share not stated)filing
FDXETS—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.