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Services-Computer Integrated Systems Design: capital spending and supply chain
SIC 7373 · 27 companies with filed cash-flow statements
Analysis
27 companies in Services-Computer Integrated Systems Design (SIC 7373) spent $1.6B on capital projects over their latest twelve months, 22% of the $7.2B their operations generated; the three largest spenders — KD, OTEX, LDOS — account for 65%.
Capital spending is 2.0% of the industry's $81.1B of annual revenue.
By the industry's asset mix most of it goes to software (72%); about $512M is imported.
The largest supplier of that spending is software publishers ($610M).
Its largest supplying industries, by the input-output tables: architectural, engineering, and related services ($2.4B), employment services ($2.3B), imports ($2.0B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| KD Kyndryl Holdings | $699M | $789M | 89% | TTM to Q2 FY27 |
| OTEX Open Text | $187M | $1.0B | 18% | TTM to Q1 FY27 |
| LDOS Leidos Holdings | $153M | $2.1B | 7% | TTM to Q3 2026 |
| AUR Aurora Innovation | $100M | −$700M | — | TTM to Q3 2026 |
| JKHY Jack Henry & Associates | $85.2M | $803M | 11% | TTM to Q1 FY27 |
| PSN Parsons | $80.9M | $490M | 17% | TTM to Q3 2026 |
| WAY Waystar Holding | $50.8M | $315M | 16% | TTM to Q3 2026 |
| IONQ IonQ | $43.7M | −$645M | — | TTM to Q3 2026 |
| SAIC Science Applications International | $41.0M | $660M | 6% | TTM to Q2 FY27 |
| UIS Unisys | $40.9M | $38.4M | 107% | TTM to Q3 2026 |
| IOT Samsara | $32.9M | $288M | 11% | TTM to Q2 FY27 |
| GDDY GoDaddy | $28.5M | $1.8B | 2% | TTM to Q3 2026 |
| KDK Kodiak AI | $22.4M | −$123M | — | TTM to Q3 2026 |
| OSPN OneSpan | $12.5M | $57.1M | 22% | TTM to Q3 2026 |
| RBBN Ribbon Communications | $10.4M | −$18.7M | — | TTM to Q3 2026 |
| NTCT Netscout Systems | $9.1M | $250M | 4% | TTM to Q2 FY27 |
| CREX Creative Realities | $2.6M | −$7.5M | — | TTM to Q2 2026 |
| AGYS Agilysys | $1.9M | $82.1M | 2% | TTM to Q2 FY27 |
| TLS Telos | $873K | $34.6M | 3% | TTM to Q2 2026 |
| ASUR Asure Software | $831K | $24.1M | 3% | TTM to Q3 2026 |
| SMRT SmartRent | $483K | $4.3M | 11% | TTM to Q3 2026 |
| CSPI CSP | $347K | −$1.1M | — | TTM to Q3 FY26 |
| WYY Widepoint | $202K | $4.7M | 4% | TTM to Q2 2026 |
| FUSE Fusemachines | $72K | −$9.8M | — | TTM to Q3 2026 |
| ODYS Odysight.ai | $60K | −$16.0M | — | TTM to Q2 2026 |
| RIME Algorhythm Holdings | $26K | −$10.8M | — | TTM to Q2 2026 |
| STEM Stem | −$48K | $11.6M | 0% | TTM to Q2 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| CACI | U.S. government | 96% | Stated in 10-K (sentence) | filing |
| LDOS | U.S. government | 87% | Stated in 10-K (sentence) | filing |
| SAIC | U.S. government | 98% | Stated in 10-K (sentence) | filing |
| PSN | U.S. government | 51% | Stated in 10-K (sentence) | filing |
| TLS | U.S. government | 91% | Stated in 10-K (customer table) | filing |
| RBBN | VZ | 17% | Stated in 10-K (sentence) | filing |
| MOBX | LDOS | 50% | Stated in 10-K (sentence) | filing |
| TACT | LAWIL | 9% | Stated in 10-K (sentence) | filing |
| SUNI | ELAB | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | KDK | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | STEM | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | GDDY | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | AUR | — | Stated in 10-K (named, share not stated) | filing |
| AMZN | IOT | — | Stated in 10-K (named, share not stated) | filing |
| GM | CSPI | 59% | Stated in 10-K (sentence) | filing |
| LDOS | usgov | — | ||
| CACI | usgov | — | ||
| SAIC | usgov | — |
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.