Filing Flows › Industries › Retail-Lumber & Other Building Materials Dealers › Capital spending and supply chain
Retail-Lumber & Other Building Materials Dealers: capital spending and supply chain
SIC 5211 · 5 companies with filed cash-flow statements
Analysis
5 companies in Retail-Lumber & Other Building Materials Dealers (SIC 5211) spent $6.5B on capital projects over their latest twelve months, 22% of the $29.1B their operations generated; the three largest spenders — HD, LOW, FND — account for 96%.
Capital spending is 2.3% of the industry's $278.8B of annual revenue.
By the industry's asset mix most of it goes to equipment (37%); about $1.3B is imported.
The largest supplier of that spending is office and commercial structures ($1.3B).
Its largest supplying industries, by the input-output tables: other real estate ($16.7B), electric power generation, transmission, and distribution ($3.5B), lessors of nonfinancial intangible assets ($3.4B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| HD Home Depot | $3.7B | $18.8B | 20% | TTM to Q2 FY27 |
| LOW Lowe's Companies | $2.3B | $9.3B | 24% | TTM to Q2 FY27 |
| FND Floor & Decor Holdings | $267M | $609M | 44% | TTM to Q3 2026 |
| BLDR Builders FirstSource | $246M | $497M | 49% | TTM to Q3 2026 |
| JCTC Jewett Cameron Trading | $22K | $975K | 2% | TTM to Q3 FY26 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| WHR | LOW | 15% | Stated in 10-K (sentence) | filing |
| SWK | HD | 15% | Stated in 10-K (sentence) | filing |
| SWK | LOW | 14% | Stated in 10-K (sentence) | filing |
| SMG | LOW | 52% | Stated in 10-K (sentence) | filing |
| SMG | HD | 34% | Stated in 10-K (XBRL) | filing |
| UFPI | LOW | 17% | Stated in 10-K (sentence) | filing |
| FBIN | LOW | 16% | Stated in 10-K (sentence) | filing |
| UFPI | HD | 11% | Stated in 10-K (sentence) | filing |
| MBC | LOW | 20% | Stated in 10-K (sentence) | filing |
| JELD | HD | 17% | Stated in 10-K (sentence) | filing |
| CENT | HD | 16% | Stated in 10-K (sentence) | filing |
| FBIN | HD | 11% | Stated in 10-K (sentence) | filing |
| JELD | LOW | 13% | Stated in 10-K (sentence) | filing |
| MBC | HD | 13% | Stated in 10-K (sentence) | filing |
| HLMN | HD | 22% | Stated in 10-K (sentence) | filing |
| HLMN | LOW | 21% | Stated in 10-K (sentence) | filing |
| GFF | HD | 12% | Stated in 10-K (XBRL) | filing |
| PINE | LOW | 10% | Stated in 10-K (sentence) | filing |
| CENT | LOW | — | Stated in 10-K (named, share not stated) | filing |
| LOW | WHR | — | Stated in 10-K (named, share not stated) | filing |
| SPB | HD | — | Stated in 10-K (10% or more of revenue) | filing |
| SPB | LOW | — | Stated in 10-K (10% or more of revenue) | 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.