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Wholesale-Lumber & Other Construction Materials: capital spending and supply chain

SIC 5030 · 4 companies with filed cash-flow statements

Capital spending, 12 months$267M
Operating cash flow$557M
Capex / cash flow48%
Capex / revenue1.6%
Top 3 share100%

Analysis

4 companies in Wholesale-Lumber & Other Construction Materials (SIC 5030) spent $267M on capital projects over their latest twelve months, 48% of the $557M their operations generated; the three largest spenders — BCC, QXO, ASPN — account for 100%.

Capital spending is 1.6% of the industry's $16.8B of annual revenue.

By the industry's asset mix most of it goes to equipment (37%); about $59.4M is imported.

The largest supplier of that spending is office and commercial structures ($48.2M).

Its largest supplying industries, by the input-output tables: other real estate ($1.1B), management of companies and enterprises ($507M), couriers and messengers ($308M).

Charts

Wholesale-Lumber & Other Construction Materials: capital spending by company, latest twelve monthsWholesale-Lumber & Other Construction Materials: capital spending by company, latest twelve monthsBCC$144MQXO$112MASPN$10.4MCAPS$213K
Filed cash-flow statements (SEC XBRL).
Wholesale-Lumber & Other Construction Materials: what the capital spending buys (US part)Wholesale-Lumber & Other Construction Materials: what the capital spending buys (US part)Structures$59.4MEquipment$75.8MSoftware$54.3MOther$14.7M
Capital spending × the industry’s asset mix (BEA fixed assets): grade C, an industry average applied to filed figures.
Wholesale-Lumber & Other Construction Materials: the industries that build and sell what it buysWholesale-Lumber & Other Construction Materials: the industries that build and sell what it buysOffice and commercial structures$48.2MSoftware publishers$32.3MLight truck and utility vehicle m…$16.0MComputer systems design services$10.5MCustom computer programming servi…$9.4MManufacturing structures$9.2MOffice furniture and custom archi…$8.5MAll other miscellaneous manufactu…$5.1MOther commercial and service indu…$4.5MOther general purpose machinery m…$4.3M
BEA fixed assets: investment by asset type → supplying industry. Estimates (grade C).
Wholesale-Lumber & Other Construction Materials: its first-tier supplying industriesWholesale-Lumber & Other Construction Materials: its first-tier supplying industriesOther real estate$1.1BManagement of companies and enter…$507MCouriers and messengers$308MImports$299MNondepository credit intermediati…$271MEmployment services$261MWarehousing and storage$223MInsurance carriers, except direct…$219MPostal service$199MElectric power generation, transm…$180M
Purchased inputs × the industry’s input mix (BEA Use table), US part: grade C.
Wholesale-Lumber & Other Construction Materials: where the industry's cash came from (+) and went (−)Wholesale-Lumber & Other Construction Materials: where the industry's cash came from (+) and went (−)Cash added to the balance she…−$3.5BNet borrowing$2.8BOther financing (in)$2.6BAcquisitions−$2.0BOperating cash flow$561MCapital spending−$268MBuybacks−$185MCash drawn from the balance s…$133MTaxes paid on employees' shar…−$55.1MDividends−$34.1MOther financing (out)−$30.1MOther investing (in)$16.3MOperating cash outflow−$11.4MShares issued$11.1M
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
BCC Boise Cascade$144M$277M52%TTM to Q3 2026
QXO QXO$112M$253M44%TTM to Q2 2026
ASPN Aspen Aerogels$10.4M$30.3M34%TTM to Q3 2026
CAPS Capstone Holding$213K−$3.6M—TTM to Q2 2026

Customers and suppliers named in annual reports

SupplierCustomerShare of supplier revenueEvidenceSource
CSLQXO16%Stated in 10-K (sentence)filing
ASPNGM59%Stated in 10-K (sentence)filing
GMASPN—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.