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Railroads, Line-Haul Operating SIC 4011

6 companies filing with the SEC under SIC 4011. Median revenue growth +14% year on year in Q3 2026 (middle half +13% to +15%, 5 companies). The growth model expects the industry's combined revenue to grow +12% in Q3 2026.

Companies6
Median growth Y/Y+14%
Middle half+13% to +15%
Industry revenue, next quarter+12% Y/Y (Q3 2026, model)
Railroads, Line-Haul Operating: the largest companies by quarterly revenueRailroads, Line-Haul Operating: the largest companies by quarterly revenueUNP$7.2BBurlington Northern Santa FE, LLC$6.6BCSX$4.0BNSC$3.5BCP$2.2BFIP$219M
Railroads, Line-Haul Operating: how many companies grew how fast (revenue, year over year)Railroads, Line-Haul Operating: how many companies grew how fast (revenue, year over year)0< −25%0−25 to −10%0−10 to 0%00 to 10%410 to 25%025 to 50%1> 50%
Railroads, Line-Haul Operating: the growth model's forecast of industry revenueRailroads, Line-Haul Operating: the growth model's forecast of industry revenue80% rangemodel's central forecastQ3 2026$24.4BQ4 2026$23.9BQ1 2027$23.7BQ2 2027$26.1B

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 →

Growth model

Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).

QuarterGrowth Y/YRevenue80% range
Q3 2026+12.3%$24.4B$22.7B – $26.2B
Q4 2026+11.4%$23.9B$21.9B – $26.0B
Q1 2027+10.0%$23.7B$21.6B – $25.8B
Q2 2027+8.6%$26.1B$23.7B – $28.5B

Capital spending and supply chain →

Companies

CompanyQuarterly revenueY/YStage
UNP Union Pacific$7.2B+15%transition
Burlington Northern Santa FE, LLC$6.6B—reacceleration
CSX CSX$4.0B+12%transition
NSC Norfolk Southern$3.5B+14%transition
CP Canadian Pacific Kansas City$2.2B+13%transition
FIP FTAI Infrastructure$219M+56%expansion

Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.