Filing Flows › Industries › Industrials › Water, Sewer, Pipeline, Comm & Power Line Construction
Water, Sewer, Pipeline, Comm & Power Line Construction SIC 1623
7 companies filing with the SEC under SIC 1623. Median revenue growth +24% year on year in Q3 2026 (middle half +11% to +31%, 4 companies). The growth model expects the industry's combined revenue to grow +18% in Q3 2026. 6 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.
- MTZ → T 10% of the supplier's revenue, $1.4B
- DY → T 25% of the supplier's revenue, $1.4B
- DY → CHTR 14% of the supplier's revenue, $804M
- DY → VZ 14% of the supplier's revenue, $776M
- DY → LUMN 11% of the supplier's revenue, $599M
- DY → CMCSA 7% of the supplier's revenue, $410M
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 | +18.2% | $10.5B | $9.4B – $11.5B |
| Q4 2026 | +17.3% | $10.0B | $8.8B – $11.2B |
| Q1 2027 | +16.3% | $10.0B | $8.7B – $11.3B |
| Q2 2027 | +15.2% | $10.9B | $9.5B – $12.4B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| MTZ Mastec | $5.2B | +30% | expansion |
| DY Dycom Industries | $2.0B | — | deceleration |
| PRIM Primoris Services | $2.0B | -10% | transition |
| MYRG MYR Group | $1.3B | +32% | reacceleration |
| ITG ITG | $405M | — | expansion |
| PLPC Preformed Line Products | $210M | +18% | deceleration |
| ESOA Energy Services of America | $130M | — | expansion |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.