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Wholesale-Lumber & Other Construction Materials SIC 5030
5 companies filing with the SEC under SIC 5030. Median revenue growth +67% year on year in Q2 2026 (middle half +5% to +70%, 5 companies). The growth model expects the industry's combined revenue to grow +30% in Q3 2026. 3 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.
- CSL → QXO 16% of the supplier's revenue, $823M
- ASPN → GM 59% of the supplier's revenue, $160M
- GM → ASPN
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 | +29.9% | $5.8B | $4.7B – $6.9B |
| Q4 2026 | +24.1% | $4.6B | $3.5B – $5.7B |
| Q1 2027 | +19.7% | $3.9B | $2.9B – $4.9B |
| Q2 2027 | +16.2% | $6.0B | $4.4B – $7.6B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| QXO QXO | $3.2B | +70% | deceleration |
| BCC Boise Cascade | $1.8B | +5% | mature |
| ASPN Aspen Aerogels | $85.2M | -36% | transition |
| CAPS Capstone Holding | $21.5M | +67% | transition |
| OLOX Olenox Industries | $2.1M | +194% | reacceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.