Filing Flows › Industries › Electric & Other Services Combined › Capital spending and supply chain
Electric & Other Services Combined: capital spending and supply chain
SIC 4931 · 18 companies with filed cash-flow statements
Analysis
18 companies in Electric & Other Services Combined (SIC 4931) spent $86.7B on capital projects over their latest twelve months, 162% of the $53.4B their operations generated; the three largest spenders — DUK, PCG, XEL — account for 49%.
Capital spending is 43.7% of the industry's $198.2B of annual revenue.
By the industry's asset mix most of it goes to structures (53%); about $11.9B is imported.
The largest supplier of that spending is power and communication structures ($31.6B).
Its largest supplying industries, by the input-output tables: imports ($5.9B), employment services ($5.2B), monetary authorities and depository credit intermediation ($4.2B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| DUK Duke Energy | $16.7B | $11.5B | 145% | TTM to Q3 2026 |
| PCG PG&E | $12.8B | $7.8B | 164% | TTM to Q3 2026 |
| XEL Xcel Energy | $12.7B | $5.1B | 250% | TTM to Q3 2026 |
| EXC Exelon | $8.9B | $6.8B | 132% | TTM to Q1 2026 |
| Public Service Co of Colorado | $5.9B | $1.7B | 345% | TTM to Q3 2026 |
| ED Consolidated Edison | $5.4B | $4.3B | 124% | TTM to Q3 2026 |
| AEE Ameren | $5.1B | $3.1B | 162% | TTM to Q3 2026 |
| NI NiSource | $3.9B | $2.4B | 166% | TTM to Q3 2026 |
| Northern States Power | $3.5B | $2.2B | 154% | TTM to Q3 2026 |
| PEG Public Service Enterprise Group | $3.4B | $3.3B | 105% | TTM to Q3 2026 |
| EVRG Evergy | $3.1B | $2.0B | 156% | TTM to Q1 2026 |
| Southwestern Public Service | $2.0B | $1.1B | 180% | TTM to Q3 2026 |
| Northern States Power | $802M | $402M | 200% | TTM to Q3 2026 |
| AVA Avista | $702M | $510M | 138% | TTM to Q3 2026 |
| NWE NorthWestern Energy Group | $614M | $420M | 146% | TTM to Q3 2026 |
| DPL LLC | $495M | $285M | 174% | TTM to Q3 2026 |
| Dayton Power & Light | $495M | $297M | 166% | TTM to Q3 2026 |
| UTL Unitil | $202M | $162M | 125% | TTM to Q3 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| AEE | AILIH | 28% | Stated in 10-K (sentence) | filing |
| WMB | DUK | 9% | Stated in 10-K (sentence) | filing |
| Northwest Pipeline LLC | DUK | 9% | Stated in 10-K (sentence) | filing |
| CWEN | PCG | 26% | Stated in 10-K (sentence) | filing |
| Clearway Energy LLC | PCG | 26% | Stated in 10-K (sentence) | filing |
| PCG | ARE | — | Stated in 10-K (named, share not stated) | filing |
| Davey Tree Expert Co | PCG | — | Stated in 10-K (named, share not stated) | filing |
| BKH | NWE | — | Stated in 10-K (named, share not stated) | filing |
| DUK | MOS | — | Stated in 10-K (named, share not stated) | filing |
| XEL | Northern States Power Co | — | Stated in 10-K (named, share not stated) | filing |
| XEL | Public Service Co of Colorado | — | 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.