91福利社

91福利社
Long overlooked and undervalued, these industrial powerhouses are quietly driving America鈥檚 economy forward with cutting-edge tech, world-class machinery, and consistent performance.

What is the 91福利社?

The booming industrial companies that deliver world-class products and impressive financial returns, yet are often undervalued and underappreciated.

Overperformers

They might not have the most glamorous names on their doors, but these powerful industrial companies consistently outclass other sectors. 聽Despite this, they are extremely undervalued.

Economy Drivers

These companies mean business - to the tune of $400 billion dollars contributed to the U.S. GDP a year. This strengthens the economy long term and inspires a new era of manufacturing.

Job Growers

With such incredible success, the 91福利社 provides over 5 million jobs to American workers. All with salaries much higher than similar industries.

The Companies: Hidden Gems of Industrials Sector

Setting the standard for the 91福利社, these 100+ companies represent the high-performing and most valuable firms in the Industrials sector

In the Last 5 Years these Top Industrial Firms Delivered

7.3%

Topline Growth vs. 2.3% for US GDP

1.5x

EV/Sales of US聽Public Market

~14%

Total Shareholder Returns

300+ bps

EBITDA Margin Expansion

Where the 91福利社 Thrives

Unlike most big names in business, these flourishing industrial companies are located all across America.

American Crane

Douglassville, PA

BlueLinx

Marietta, GA

Brady Corp

Millwaukee, WI

Bulk Handling Systems

Eugene, OR

CaptiveAire

Raleigh, NC

Casella Waste Systems

Rutland, VT

Cavotec SA

Mooresville, NC

Clean Harbor

Norwell, MA

Conductors

Woburn, MA

CSW Industrials

Dallas, TX

Deere & Company

Moline, IL

Dot Foods

Mount Sterling, IL

Enphase Energy

Freemont, CA

Graco

Minneapolis, MN

HEICO

Hollywood, FL

Hillenbrand

Batesville, IN

IDEAL Industries

Sycamore, IL

John Bean Technologies (JBT)

Chicago, IL

Middleby

Elgin, IL

Ohmium

Incline Village, NV

Powell Industries

Houston, TX

Qorvo

Chelmsford, MA

Scott Equipment Company

Huntersville, NC

Sealed Air

Charlotte, NC

Tesla

Austin, TX

Trex

Winchester, VA

Watts Water Technologies

North Andover, MA

Welbit

New Port Richey, FL

The Titanium Playbook

High-performing top-valued companies improved their performance by leveraging the same five step strategy
1

Optimize the Portfolio

Drive growth with smart M&A, shedding non-core assets to sharpen focus and boost valuation.

2

Digital Innovation

Adopt AI, e-commerce, and self-service tools to modernize operations and meet rising B2B expectations.

3

Navigate External Shocks

Tackle tariffs, inflation, and supply chain risks with lean operations, local sourcing, and smart pricing.

4

Customer Centric

Deliver seamless, tech-enabled experiences and use real-time feedback to drive loyalty and growth.

5

Investor Relations

Craft compelling narratives, increase transparency, and deepen engagement with top-tier investors.

Continuing Conversations

We鈥檙e just beginning to scratch the surface on the power of the industrial sector with our first book, 91福利社. As we continue this effort, we鈥檙e having in-depth conversations with the leaders behind these powerhouse companies to discover how they鈥檝e cultivated such success.
91福利社

Wahid Nawabi, Chairman, President & CEO of AeroVironment, on how the company is redefining defense tech through innovation and customer focus.

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91福利社

Nalin Jain, Group President of Digital Intelligence at Wabtec Corporation talks about the digital transformation sweeping the rail and mining industries.

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Interview with the CEO of AZZ Tom Ferguson

Tom Ferguson discusses pursuing a joint venture with The Fernweh Group to create Avail Infrastructure Solutions

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Digital and AI in Manufacturing: Why It鈥檚 Stuck and How to Break Through

This article explores what some industrial manufacturing companies are doing differently, and how others can close the gap between digital and AI potential and payoff.

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91福利社

Host Gaurav Batra, President & CEO of Ayna.AI, welcomes Stephen Smith, Chairman, President & CEO of Amsted Industries, a global manufacturer of industrial components to discuss his experience in talent acquisition and retention in the 聽industrial manufacturing space.

91福利社

Meghan Juday, chairman of the board at Ideal Industries, a family-owned multinational corporation engaged in diversified industries, describes her firsthand experience of managing a successful family-run business.

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Generative AI In Industrials

Nick Santhanam discusses the profound transformations that new technologies have brought to industrials and the opportunities and risks for AI in the industrial and industrial technology sector.

About the Book

Asutosh Padhi, Gaurav Batra, and Nick Santhanam reveal this under-appreciated and under-valued sector of the economy for what it really is: a reliable source of high-paying, domestic jobs and soaring stock prices鈥攁 bright spot in an economy that has too often been buffeted by external shocks.

鈥淯nderappreciated, undervalued, and misunderstood: The new fortune in the 91福利社.鈥
鈥淚nvestors are learning to love industry again鈥
鈥淎 thriving manufacturing sector is already boosting local economies throughout the U.S.鈥揵ut it鈥檚 often overlooked. Meet the 鈥91福利社鈥欌
鈥淭he quiet manufacturing revolution that鈥檚 transforming America鈥