Filing Flows › Industries › Industrials › Transportation Services
Transportation Services SIC 4700
15 companies filing with the SEC under SIC 4700. Median revenue growth +12% year on year in Q3 2026 (middle half +1% to +27%, 10 companies). The growth model expects the industry's combined revenue to grow +16% 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.
- VRRM → CHCO 17% of the supplier's revenue, $165M
- AMZN → EXPE
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 | +16.0% | $25.5B | $20.2B – $30.9B |
| Q4 2026 | +16.9% | $21.8B | $16.5B – $27.0B |
| Q1 2027 | +16.1% | $20.7B | $15.4B – $25.9B |
| Q2 2027 | +14.6% | $24.5B | $18.1B – $30.8B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| BKNG Booking Holdings | $8.9B | -1% | mature |
| EXPE Expedia Group | $4.9B | +12% | transition |
| GXO GXO Logistics | $3.6B | +6% | mature |
| XPO XPO | $2.4B | +12% | transition |
| RXO RXO | $1.9B | +32% | expansion |
| GMRS GMR Solutions | $1.5B | — | mature |
| GBTG Global Business Travel Group | $870M | — | expansion |
| GATX Gatx | $598M | +36% | expansion |
| LIND Lindblad Expeditions Holdings | $269M | +12% | deceleration |
| VRRM Verra Mobility | $259M | -1% | mature |
| PAL Proficient Auto Logistics | $109M | — | contraction |
| SRTA Strata Critical Medical | $74.1M | +50% | reacceleration |
| NTRP NextTrip | $547K | -28% | contraction |
| SPCE Virgin Galactic Holdings | $134K | — | contraction |
| OZVN OZ Vision | $9K | — | transition |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.