NAICS 336611Canadian industry · 6-digitinternational market

Ship building and repairing

SoftwarePLM — Product Lifecycle Management for Discrete Manufacturers 336

This Canadian industry comprises establishments primarily engaged in operating a shipyard. Shipyards are fixed facilities with dry docks and fabrication equipment capable of building a ship, defined as water-craft suitable or intended for other than personal or recreational use. — Statistics Canada, NAICS 2022A

Establishments · CanadaA: 136
Under 10 employeesA: 58%
Establishments · USA: 489
Employment · USA: 98,195
Payroll · USA: $7.6B

Size and shape

How many businesses there are and how small they are. Fragmentation is the first thing an entrant — or anyone selling software into this industry — needs to know, and it is one of the few things that is actually measured.

Canadian establishments by number of employeesA

1–45138%

5–92821%

10–192216%

20–491511%

50–9997%

100–19932%

200–49921%

500+64%

Of 136 Canadian establishments with employees, 58% have fewer than ten — mostly small operators.

Where they areA

British Columbia5440%

Nova Scotia2619%

Quebec2216%

Ontario1410%

Largest four provinces by establishment count. Establishments with employees only — sole operators with no payroll are not in this table, so in trades and personal services the true number of businesses is higher.

How many new establishments are still tradingA

Manufacturing, US · opened 2020

86.2%

1 year

70.8%

3 years

58.4%

5 years

45.3%

10 years

opened 2015

Measured, not forecast: the share of US establishments opening in one year that were still active later. It counts good operators and bad ones together, which is exactly why it is the honest answer to “what are the odds”. It is for the whole sector rather than this market, and the ten-year figure comes from an older cohort because no younger one has reached ten years.

How businesses here compete

The structural profile of subsector 336, which every industry beneath it inherits. This is analyst judgment from how the subsector is organised — not research into this industry, and not a measurement.

international competitionhigh capitalUNVERIFIEDinherited from 336 Transportation equipment manufacturing

A tiered supply chain in which price is dictated downward. The reachable ends are specialty vehicles, trailers, truck bodies and aftermarket.

Who sets the price: A few OEMs, through tiered supply contracts.
The software it runs on: Automotive and aerospace quality systems, supplier portals, product lifecycle management.

Market screens and studies

Market-entry records filed along this branch of the hierarchy. A record at or beneath this code is about this industry; one above it is about something wider that contains it.

Screened one level up. Nothing is filed at this exact code; the screen for 3366 Ship and boat building covers it.

Operating businessScreenedfiled at 3366

Recreational Boat BuilderOne thing must be true

binding constraint: growth quality

Shipyards are not an entry proposition — the seven Canadian establishments with 500-plus employees live on federal shipbuilding programmes. The enterable half is boat building, and the size bands show it is genuinely a small-shop trade: 186 of 304 establishments have fewer than ten people, concentrated in British Columbia and Nova Scotia. A mould, a shed and a skilled laminating or welding crew will produce a boat. The cut is what happens between the shed and the buyer. Recreational boats reach customers through independent dealers who finance their stock, so a builder's shipments are set by dealer inventory, not by retail demand — and when dealers destock, wholesale volume falls faster than the market. Malibu Boats, a well-run listed builder, shipped 4,898 units in fiscal 2025, down 9.0%, for $807.6M of net sales and a 1.9% net margin, and described the year as spent 'supporting our dealers' efforts to reduce their inventory' [A]. The more telling anchor is Canadian. BRP — with a global dealer network, its own engines and C$8,442.7M of revenue in the year to 31 January 2026 — bought its way into boats some years ago and has now left: it booked a C$277.6M net loss from discontinued marine operations in fiscal 2025, a further C$51.1M in fiscal 2026, and closed the sales of Alumacraft's and Manitou's assets during 2025 [A]. If the strongest powersports distributor in the country could not make aluminium fishing boats and pontoons pay through one downturn, a new builder selling a discretionary, financed, seasonal product through the same dealers will not. Not examined: the commercial end — fibreglass lobster boats in Nova Scotia, aluminium workboats in BC — where the buyer is a licence-holder with an income from the vessel. That is a different demand curve and deserves its own look; the marine dealer software on this branch is screened separately.

NAICS 33665 vendors named13 sourced figuresOpen →

Software serving this industry

The vertical software markets filed along the same branch — who sells to these businesses and who they would have to displace — and then the generic categories every business buys whatever it does.

Sold across the wider branch

Cross-industry softwareScreenedfiled at 336 Transportation equipment manufacturing

PLM — Product Lifecycle Management for Discrete ManufacturersOne thing must be true

binding constraint: incumbent vulnerability

Incumbent Siemens (Teamcenter), Dassault Systèmes (ENOVIA / 3DEXPERIENCE) and PTC (Windchill) — an oligopoly of three, with Autodesk, Aras, Oracle and SAP behind

PLM is the manufacturer's record of what the product is. It holds the bill of materials, the change orders (ECR/ECO/ECN) that moved it, the CAD vault (PDM), requirements, quality and compliance records, and the supplier view of all of it. ERP, MES and service all read from it, which is why the incumbents are hard to dislodge. Three vendors hold the enterprise tier and all three are growing. PTC's PLM product group earned $1,639.0M in FY2025, up from $1,333.4M, and 95% of PTC's revenue is recurring [A]. Dassault Systèmes' Industrial Innovation software, the line that holds ENOVIA beside CATIA and SIMULIA, rose 6% at constant currency to €3,134.5M [A]. Siemens says its PLM business mainly drove Digital Industries software to €1,900M in its fiscal fourth quarter alone, up 14% [A]. Siemens has also spent about $10B in enterprise value on Altair [A]. None of the three is weak. Below the enterprise tier, newcomers keep getting bought: Arena went to PTC for about $715M [A], Onshape to PTC [C], Toronto's Upchain to Autodesk in 2021 [B], and Duro to Altium, a Renesas subsidiary, in December 2025 [C]. A cloud PLM for small hardware teams can be built, but so far it has ended in a sale to one of the incumbents, not as an independent company. Incumbent vulnerability decides it. The opening is beside the system of record, not a replacement for it. CoLab of St. John's raised C$28.6M for design review that plugs into Windchill, Teamcenter and 3DEXPERIENCE [B]. How this differs from the neighbours: the 334410 record covers EDA for chip and board design, and the 315 record covers apparel PLM (Centric, FlexPLM, Lectra). This record covers mechanical and mechatronic PLM across automotive, aerospace, machinery, medical devices and consumer products. The 336 code is a navigation anchor only. PLM began in transportation equipment, but its buyers span all of discrete manufacturing.

NAICS 33610 vendors named8 sourced figuresOpen →

Catalogued categories — named, not analysed

Discrete manufacturing ERP SaaS 31-33

And what every business buys · 33 generic categories

Sold to every industry rather than this one, so they are filed against the software industry's own code. The same few vendors recur across most of them.

Who works here

The occupations employed in Manufacturing, most concentrated in it first. The share is measured against the whole sector, not this industry — the published cross-tabulation stops there.

Concentrated in this sectorA

Aircraft assemblers and aircraft assembly inspectors One industry 91.3%

Supervisors, assembly and fabrication One industry 88.3%

Machine operators and related workers in pulp and paper production and wood processing and manufacturing One industry 86.1%

Managers in manufacturing and utilities One industry 84.4%

Machine operators and related workers in chemical, plastic and rubber processing One industry 82.7%

Mechanical, electrical and electronics assemblers and inspectors One industry 82.3%

Machine operators and related workers in food, beverage and associated products processing One industry 79.1%

Machine operators and related workers in mineral and metal products processing and manufacturing One industry 77.7%

Furniture, wood, plastic and other products assemblers, finishers and inspectors One industry 73.9%

Machine operators and related workers in textile, fabric, fur and leather products processing and manufacturing One industry 70.8%

These jobs are mostly done here. An operator in this industry is competing for them against others in the same industry, not against the whole economy.

And the jobs every business has

Other technical trades Across the economy 20%

Technical occupations in electronics and electrical engineering Across the economy 16.3%

Shoe repairers, shoemakers and upholsterers Across the economy 15.2%

Administrative and financial supervisors Across the economy 11.6%

Technical inspectors and regulatory officers Across the economy 10.7%

Administrative services managers Across the economy 9.6%

Legislative and senior managers Across the economy 9.2%

Building maintenance installers, servicers and repairers Across the economy 8.3%

Financial, insurance and related administrative support workers Across the economy 7.7%

Technical occupations in computer and information systems Across the economy 4.8%

Found across at least fourteen of the twenty sectors. In a small establishment several of these are usually one person, or an outside provider.

All 162 occupations →

Alongside this industry

This is the most specific level NAICS defines. The other industries under 33661 are its nearest neighbours.

Code	Industry	Establishments · CA	What is known
336612	Boat building	168	screened at 3366