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Industrial Organic Chemicals SIC 2860
19 companies filing with the SEC under SIC 2860. Median revenue growth +7% year on year in Q3 2026 (middle half +3% to +24%, 11 companies). The growth model expects the industry's combined revenue to grow +13% in Q3 2026. 2 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.
- WLK → WLKP
- CVX → ALTO
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 | +13.3% | $19.1B | $16.6B – $21.7B |
| Q4 2026 | +16.4% | $18.0B | $15.4B – $20.7B |
| Q1 2027 | +17.1% | $18.8B | $16.0B – $21.6B |
| Q2 2027 | +16.4% | $21.2B | $18.0B – $24.4B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| LYB LyondellBasell Industries N.V. | $8.5B | +10% | deceleration |
| WLK Westlake | $3.0B | +5% | deceleration |
| IFF International Flavors & Fragrances | $1.9B | -28% | transition |
| Union Carbide | $1.5B | +38% | expansion |
| NEU Newmarket | $717M | +4% | mature |
| GPRE Green Plains | $496M | -2% | mature |
| SXT Sensient Technologies | $456M | +11% | transition |
| WLKP Westlake Chemical Partners LP | $314M | +2% | mature |
| ALTO Alto Ingredients | $258M | +7% | deceleration |
| REX REX American Resources | $168M | — | mature |
| AMTX Aemetis | $88.2M | +49% | expansion |
| FF FutureFuel | $78.7M | — | expansion |
| GEVO Gevo | $46.5M | — | deceleration |
| Highwater Ethanol LLC | $39.1M | — | transition |
| CDXS Codexis | $14.9M | — | mature |
| LNZA LanzaTech Global | $9.0M | — | mature |
| TOMZ Tomi Environmental Solutions | $2.2M | — | reacceleration |
| SAFX XCF Global | $691K | — | contraction |
| LODE Comstock | $273K | +579% | reacceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.