Replication Package: Global Supply Chain Pressure and Reported Revenue in Liner Shipping

Global supply-chain disruption can support freight rates while constraining completed transport services, making its revenue implications an empirical question. This study examines consolidated monthly revenue for Evergreen Marine, Yang Ming and Wan Hai over April 2014–December 2025. Distributed-lag models distinguish increases and easing in the Global Supply Chain Pressure Index (GSCPI), controlling for world trade, exchange rates, oil prices and revenue persistence. Cumulative pressure-increase coefficients are positive for all three carriers; adjusted tests do not reject mirror symmetry of cumulative coefficients or cross-carrier equality. The China Containerized Freight Index captures substantial shared freight-market variation, while GSCPI's distributed-lag coefficients remain jointly significant. Together, these results distinguish cumulative revenue associations from their distribution across reporting months. Frequency comparisons and disruption-period interactions clarify their reporting horizons and market dependence. The findings establish complementary roles for freight prices and broad supply-chain conditions in interpreting carrier revenue.