Filing Flows › Industries › Retail-Auto Dealers & Gasoline Stations › Capital spending and supply chain
Retail-Auto Dealers & Gasoline Stations: capital spending and supply chain
SIC 5500 · 11 companies with filed cash-flow statements
Analysis
11 companies in Retail-Auto Dealers & Gasoline Stations (SIC 5500) spent $3.3B on capital projects over their latest twelve months, 44% of the $7.5B their operations generated; the three largest spenders — CASY, MUSA, KMX — account for 50%.
Capital spending is 1.3% of the industry's $252.9B of annual revenue.
By the industry's asset mix most of it goes to equipment (43%); about $821M is imported.
The largest supplier of that spending is office and commercial structures ($883M).
Its largest supplying industries, by the input-output tables: other real estate ($15.8B), warehousing and storage ($7.7B), imports ($4.9B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| CASY Caseys General Stores | $740M | $1.4B | 53% | TTM to Q1 FY27 |
| MUSA Murphy USA | $481M | $1.1B | 42% | TTM to Q3 2026 |
| KMX CarMax | $453M | $1.6B | 28% | TTM to Q2 FY27 |
| LAD Lithia Motors | $346M | −$81.2M | — | TTM to Q3 2026 |
| RUSHA Rush Enterprises | $311M | $370M | 84% | TTM to Q3 2026 |
| PAG Penske Automotive Group | $302M | $800M | 38% | TTM to Q3 2026 |
| AN Autonation | $288M | $311M | 93% | TTM to Q3 2026 |
| GPI Group 1 Automotive | $245M | $471M | 52% | TTM to Q3 2026 |
| CVNA Carvana | $217M | $1.3B | 16% | TTM to Q3 2026 |
| CRMT Americas Carmart | $1.4M | $151M | 1% | TTM to Q1 FY27 |
| SAH Sonic Automotive | −$38.8M | $52.4M | -74% | TTM to Q3 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| SAH | BMW | 19% | Stated in 10-K (sentence) | filing |
| F | RUSHA | — | Stated in 10-K (named, share not stated) | filing |
| F | AN | — | Stated in 10-K (named, share not stated) | filing |
| THO | CWH | 34% | Stated in 10-K (sentence) | filing |
| BLBD | RUSHA | — | Stated in 10-K (named, share not stated) | filing |
| GM | AN | — | 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.