At Cogenuity, we focus every day on the advanced industrial economy, and have deep experience investing in and operating businesses across advanced manufacturing, critical industrial services, infrastructure solutions, and industrial technology. In the spirit of collaboration amidst a dynamic environment, we believe it is important to share what we are seeing on the ground today, and engage in conversations around the forces shaping the sector’s outlook.
While the broader U.S. industrial landscape is showing signs of emerging from one of its longest downturns on record, we believe the prolonged surface-level malaise has masked a structural rotation towards the advanced industrial economy, setting the stage for sustained growth. Now, with reshoring, automation, defense modernization, AI infrastructure buildout, and grid modernization trends converging, we believe this transformation is accelerating, creating both opportunities and challenges for investors and operators.
We are pleased to share our Collaborative Insights white paper, “Don’t Call It a Comeback: The Industrial Economy in 2026.”