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Water Transportation SIC 4400
9 companies filing with the SEC under SIC 4400. Median revenue growth +10% year on year in Q3 2026 (middle half +3% to +40%, 8 companies). The growth model expects the industry's combined revenue to grow +14% in Q3 2026.
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).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +14.2% | $24.5B | $17.4B – $31.6B |
| Q4 2026 | +17.9% | $20.5B | $13.3B – $27.7B |
| Q1 2027 | +19.4% | $20.9B | $13.0B – $28.9B |
| Q2 2027 | +19.7% | $23.3B | $14.1B – $32.5B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| CCL Carnival | $8.4B | +3% | mature |
| RCL Royal Caribbean Cruises | $5.6B | +9% | mature |
| NCLH Norwegian Cruise Line Holdings | $2.9B | +0.3% | deceleration |
| NCL | $2.9B | +0.3% | deceleration |
| MATX Matson | $1.1B | +27% | transition |
| KEX Kirby | $977M | +12% | transition |
| INSW International Seaways | $483M | +146% | expansion |
| TDW Tidewater | $342M | — | mature |
| OMEX Odyssey Marine Exploration | $109K | +79% | reacceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.