Full dataset — CSV download
62 markets × 22 fields per market, plus labor economics, historical time series, and per-market history. Everything behind the dashboard, exactly as it drives the calculations. Each CSV includes a citation header with sources and generation date.
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This dataset will only be as good as the people who scrutinize it. We compile from 10-K filings, Economic Census, government datasets, and industry trackers — but every figure has uncertainty, and some markets rely on private-firm estimates we'd love to ground in better sources. Find an error? Disagree with a methodology choice? Want us to track a new market? Tell us.
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Don't have a GitHub account? Email aggregate@logosfund.com and we'll log your feedback. The CSV files above are released under a permissive license — fork the repo, propose changes, send pull requests. Citations and attributions are non-negotiable.
Data revisions — how the dataset has changed
Every refresh is snapshotted as a dated vintage and diffed against the last one, so changes are never silent. Corrections restate figures that were wrong or superseded at the prior vintage; new observations are newer readings of the same metric. Raw vintage files live in the repo under data/vintages/.
First full-dataset refresh since launch: all 62 markets re-verified against FY2025 filings and 2026 trackers (42 updated, 20 confirmed unchanged), productivity series rebuilt from FRED's current vintage (which incorporates the Feb 2026 CES benchmark revision), and sector/TFP productivity series added. Corrections restate figures that were wrong or outdated at the prior vintage; new observations are genuinely newer readings of the same metric.
LEADER CHANGE: baseline mis-transcribed SIPRI ordering — SIPRI ranks Lockheed Martin #1 in arms revenue, not RTX. Boeing drops out of top 3, replaced by Northrop; denominator restated to SIPRI Top 100 total arms revenue. SIPRI Top 100 Arms-Producing Companies (Dec 2025 release, 2024 revenues: total $679B; Lockheed $60.8B, RTX $40.7B, Northrop $35.6B) (opens in new tab)
LEADER CHANGE (correction): CIMdata full PLM market $80.3B with Siemens ~$7.0B > Dassault ~$6.7B > Autodesk ~$5.5B — baseline didn't match its cited source's denominator. CIMdata 2025 PLM Market & Solution Provider Analysis (2024 data, June 2025) (opens in new tab)
Denominator restated to $112.4B; ABM janitorial-only ~4.2%. IBISWorld Janitorial Services 2026 ($112.4B); ABM FY2025 10-K ($8.7B) (opens in new tab)
LEADER CHANGE (correction): Gartner 2024 shows $66B market, Oracle $8.7B/13.2% edging SAP $8.6B/13.0% — baseline SAP-22/Oracle-11 doesn't match the cited source. Microsoft ~8% #3 approx. Gartner Market Share: ERP Worldwide 2024 (doc 6524002) (opens in new tab)
Denominator restated to $347.5B; numerators grew but CR3 decline is denominator restatement, not deconsolidation. IBISWorld Electricians 2026 ($347.5B); Quanta FY2025 ($28.5B, +20%) (opens in new tab)
CORRECTION: baseline omitted APi Group, the largest fire & life safety services provider. Top-3 restated to APi/JCI/Cintas; CR3 12.1→26.5. APi Group FY2025 results ($7.9B; US safety services est. ~$4.0B = ~16% of $25B US services denominator); CertaSite + Onyx-Fire acquisitions (opens in new tab)
IDC restates market at $41B, Workday #1 at 12.6% — baseline shares overstated. Rank: Workday, ADP, SAP (UKG out of top 3). ADP/SAP shares estimated from IDC top-4 statement. IDC Worldwide HCM and Payroll Applications Market Shares 2024 (US53468226) (opens in new tab)
ServiceNow restated to 44.4% of $11.4B ITSM (baseline 35% understated); Atlassian #2 at 18.5%; Ivanti out of top 3. Much more concentrated than baseline recorded. Apps Run The World, Top 10 ITSM Software Vendors 2024 (July 2025) (opens in new tab)
Denominator restated; still the least concentrated market in the category. IBISWorld Landscaping Services 2026 ($176.7B); BrightView FY2025 (~$2.8B) (opens in new tab)
Correction: Rentokil NA ~13.5% (not 20%); Anticimex can't support 6% US (restated ~2%). Rollins ~12% unchanged. IBISWorld Pest Control 2026 ($29.7B); Rentokil FY2025 (NA pest ~$4.0B); Rollins FY2025 10-K; Anticimex FY2025 (opens in new tab)
FY2025 actuals restate baseline estimates: Merck overtakes J&J IM at #2; Lilly's GLP-1 surge lifts CR3 23→31.8 against the unchanged $600B denominator. Eli Lilly ($65.2B, +45% on Mounjaro/Zepbound), Merck ($65.0B), J&J IM (~$60B) FY2025 results/10-Ks (Feb 2026) (opens in new tab)
IBISWorld restates denominator to $191.4B, deflating shares; Roto-Rooter still leads. PE platforms consolidating but none displaces it within plumbing. IBISWorld Plumbers in the US 2026 ($191.4B); Chemed Q4 2025 (Roto-Rooter ~$2B systemwide) (opens in new tab)
Correction: the baseline's own cited tracker publishes 76/24, not 74/26. Gridwise trip-level data (Uber 76/Lyft 24, Dec 2024); corroborated by Bloomberg Second Measure (opens in new tab)
Correction: baseline $30B materially understates the NAICS 313-315 denominator (~$58.4B per NCTO/Census); shares roughly halve. Market even more fragmented than recorded. NCTO State of the US Textile Industry (2024 shipments NAICS 313+314+315 = $58.4B) (opens in new tab)
▸ New observations (28 markets)
Deloitte US lifts s1 to 8.5%; PwC/EY US-only FY2025 not published, s2/s3 held. Deloitte US $35.7B FY2025 (FYE May 2025); PwC FY2025 Global Annual Review (opens in new tab)
All three incumbents below 2022 peaks while denominator held flat — CR3 down ~1pp, a move AGAINST the concentration thesis here. FY2025 filings: Mohawk 10-K ($10.79B), Masco FY2025 ($7.56B), Fortune Brands FY2025 ($4.46B) (opens in new tab)
Salesforce 20.0% (leader share -1.7pp); Oracle 4.1% displaces Microsoft 4.0% at #2. IDC Worldwide Semiannual Software Tracker 2025 shares, cited in Salesforce #1 CRM announcement, June 2026 (opens in new tab)
LEADER NAME CHANGE: Holcim spun off its North American business as Amrize (June 2025); same assets remain #1 in US cement, shares unchanged. Holcim completion of Amrize spin-off (NYSE: AMRZ), June 23, 2025 (opens in new tab)
AWS slips 30→28% (grew 19% in a 35% market); GCP jumps to 14% on 63% growth. CR3 holds 63. Synergy Research Q1 2026 ($129B quarter, +35% YoY; AWS 28, Azure 21, GCP 14); FY2025 total $419B (opens in new tab)
Snowflake and Databricks (+55%) outgrew the ~$45B market, lifting s2/s3; Microsoft s1 held at 14. Snowflake FY2026 results (product revenue $4.47B, +29%); Databricks $4.8B run-rate (Dec 2025) (opens in new tab)
LEADER CHANGE: Meta edges past Google in US digital ad revenue for the first time; Amazon #3 fastest-growing. Near-parity shares approximate (~21.3 vs ~21.0); exact 2026 table not retrievable. eMarketer press release 'Meta to Surpass Google in Digital Ad Revenues for First Time Ever', April 2026 (Meta $100.86B US) (opens in new tab)
Walmart jumps to ~9.2% (US online ~$150B FY2026, +20%); Amazon ~40.5% steady; Apple ~3.6% #3. eMarketer May 2026: Amazon+Walmart 51.0% of US retail ecommerce in 2026, first time above 50% (opens in new tab)
Segment renamed; no US-only FM split published, shares held. CBRE FY2025 10-K — GWS reorganized into Building Operations & Experience (BOE); group revenue $40.6B (+13%) (opens in new tab)
$300B denominator held constant — part of gains reflects market growth not yet restated. Morgan Stanley 4Q25 (WM record $31.8B); BAC GWIM $24.9B; Edward Jones $18.0B FY2025 (opens in new tab)
Broad NAICS 337 retained, Ashley still #1. HNI+Steelcase creates a $5.8B #2 (~7.7%), lifting CR3 ~3.5pp — clearest consolidation event in this cohort. HNI completes $2.2B Steelcase acquisition (Dec 10, 2025; pro forma $5.8B); MillerKnoll FY2025 (~$3.67B) (opens in new tab)
LEADER CHANGE: Comfort Systems mechanical (~$6.67B = 4.2%) overtakes EMCOR HVAC-allocated (~$6.4B est). Apex Service Partners ($1.3B, Apollo ~$10B valuation May 2026) signals accelerating PE consolidation. Comfort Systems USA FY2025 results ($9.10B, +29%); EMCOR FY2025 ($16.99B); IBISWorld HVAC Contractors 2026 ($159.4B) (opens in new tab)
Gallagher's figure includes only ~5 months of AssuredPartners, so s3 below baseline pro-forma. Business Insurance 2026 largest brokers (2025 revenue): MMC $24.46B, Aon $15.70B, Gallagher $11.30B of top-20 $109.6B (opens in new tab)
Kirkland first firm over $10B (+~20%). Top-3 order unchanged. Am Law 100 2026 (April 2026): Kirkland $10.556B (first firm over $10B), Latham $8.3B, DLA $4.58B; IBISWorld US law-firm revenue $426.7B (opens in new tab)
iOS +3.6pp globally; duopoly intact. StatCounter worldwide mobile OS share, June 2026 (Android 69.14, iOS 30.79) (opens in new tab)
GM remains US leader at 17.5%; Toyota displaces Ford at #2 and Stellantis (down 3% in 2025) falls out of the top 3. Basis is CY2025 unit sales share rather than Economic Census shipment value. WardsAuto / automaker FY2025 US sales reports (GM 2.85M, Toyota 2.52M, Ford 2.2M of 16.3M total) (opens in new tab)
IP+DS Smith lifts s2 to 9.1%. M&A flag: IP announced Feb 2026 split into two public companies. Smurfit Westrock ($31.8B), International Paper ($23.6B first full DS Smith year), PKG ($9.0B incl. Greif containerboard) FY2025 (opens in new tab)
LYB Houston + P66 LA closures shrink capacity; ExxonMobil displaces Phillips 66 at #3. Valero Benicia ceased spring 2026 — will shift 2027 shares. EIA Refinery Capacity Report 2026 (18.2 mmb/cd; Marathon 2.99, Valero 2.23, XOM ~1.97) (opens in new tab)
LSC no longer independent #3 (Atlas Holdings); Taylor Corp #3 per PI300 but private revenue unverified. Quad decline cuts s2 to ~3.1%. IBISWorld Printing in the US (2026, $86.6B); Quad/Graphics 10-K; Printing Impressions 300 (2025) (opens in new tab)
IBISWorld 2026: $46.6B revenue, CRH still #1; Quikrete's $11.5B Summit acquisition reshuffles top 3 to CRH/Cemex/Quikrete. Concentration roughly flat on larger base. IBISWorld Ready-Mixed Concrete in the US (2026); Summit Materials 8-K (Quikrete acquisition closed Feb 10, 2025) (opens in new tab)
LEADER CHANGE: Leaf Home (residential, Gridiron-backed) tops 2026 RC Top 100 — first residential #1 in a decade; CentiMark ~$1.7B, Tecta $1.6B. Denominator moved to IBISWorld $92.5B. Roofing Contractor Top 100 (2026): Leaf Home $2.09B #1; IBISWorld Roofing Contractors 2026 ($92.5B) (opens in new tab)
Same tracker, newer month: Google 86.6%, Bing slips to 8.6%, Yahoo 2.7%. HHI 7191→7581. StatCounter US search engine market share, July 2026 (opens in new tab)
TSMC extends dominance to 69.9% on AI demand; Samsung slides to 7.2% and SMIC replaces Intel at #3. size_b restated to the foundry-revenue denominator ($169.5B). TrendForce full-year 2025 foundry ranking (via Taipei Times, Mar 2026): TSMC $122.5B/69.9%, Samsung $12.6B/7.2%, SMIC $9.3B/5.3%; top-10 foundry revenue $169.5B (opens in new tab)
Size updated to $121B 2026 US social ad spend. Meta ~41% per trade coverage (within noise of 42) — shares held. eMarketer US Social Network Ad Spending Forecast H2 2025/2026 ($121B in 2026) (opens in new tab)
Insight Global displaces Randstad at #3; size_b realigned to SIA's own denominator. SIA Largest Staffing Firms in the US: 2026 Update — podium Allegis, Aya, Insight Global; listed firms $122.4B ≈ 70% of ~$175B market (opens in new tab)
LEADER CHANGE: YouTube overtakes Netflix in US streaming viewing share (share-of-streaming basis). Prime displaces Disney+ at #3 (inferred). Nielsen The Gauge / Media Distributor Gauge, May 2026 (YouTube 13.8% of total TV, Netflix 8.0%, Prime 4.5%; streaming 48.6% of TV) (opens in new tab)
Genuine continued consolidation — CR3 up ~4pp on fixed ~$100B denominator (shares slightly flattered by constant denominator). WM FY2025 10-K ($25.20B incl. Stericycle); Republic FY2025 ($16.6B); GFL FY2025 (opens in new tab)
Chrome +4.4pp to 69.5%; Safari -3pp. HHI ~5091. StatCounter worldwide browser share, June 2026 (Chrome 69.54, Safari 15.33, Edge 5.23) (opens in new tab)
▸ Productivity series revisions (23 quarters revised, 1 new)
BLS revises each quarter once and re-benchmarks history annually — the Feb 2026 CES benchmark revised hours worked down, lifting measured productivity across 2019–2025 (2024 annual moved from 2.3% to ~3%). Values are YoY growth, percentage points.
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License & use
The compiled dataset is released for non-commercial research and journalism use. The underlying sources (Economic Census, SEC filings, StatCounter, Synergy Research quarterly summaries, SIPRI, USGS, EIA, trade association data) have their own licenses — consult those sources directly for commercial redistribution rights. Paywalled trackers (IDC, Gartner, IBISWorld) are cited but not reproduced.
Source Quality Hierarchy
Every market has a primary source plus 1–3 validation sources. Revenue numerators come from SEC 10-K filings; denominators validated against the Economic Census where available.
Data vintage: Q2 2025 research compilation. Labels updated 2026-Q2. Tier 1 sources refreshed from FY2025 SEC filings where available. For full methodology see the Methodology page.