Filing Flows › Industries › Industrials › Pipe Lines (except Natural Gas)
Pipe Lines (except Natural Gas) SIC 4610
7 companies filing with the SEC under SIC 4610. Median revenue growth +36% year on year in Q3 2026 (middle half +14% to +42%, 6 companies). The growth model expects the industry's combined revenue to grow +53% 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.
- PAA → XOM 31% of the supplier's revenue, $13.7B
- PAGP → XOM 31% of the supplier's revenue, $13.7B
- DINO → SHEL 11% of the supplier's revenue, $3.0B
- DKL → DK 49% of the supplier's revenue, $500M
- GEL → SHEL 11% of the supplier's revenue, $179M
- EPSN → DINO 27% of the supplier's revenue, $14.1M
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 | +53.2% | $69.5B | $50.1B – $88.8B |
| Q4 2026 | +42.6% | $62.5B | $40.5B – $84.5B |
| Q1 2027 | +34.5% | $70.1B | $42.7B – $97.6B |
| Q2 2027 | +28.3% | $91.3B | $53.2B – $129.5B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| PAGP Plains GP Holdings LP | $17.7B | — | reacceleration |
| PAA Plains All American Pipeline LP | $15.2B | +31% | deceleration |
| DINO HF Sinclair | $10.9B | +50% | transition |
| ENB Enbridge | $10.8B | +42% | deceleration |
| MPLX Mplx LP | $3.6B | -0.4% | mature |
| GEL Genesis Energy LP | $449M | +9% | deceleration |
| DKL Delek Logistics Partners, LP | $372M | +43% | deceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.