91福利社

91福利社
Often misunderstood and underestimated, these flourishing industrial companies are driving America鈥檚 economy forward with innovative tech and top-of-the-line machinery.

What is the 91福利社?

These booming industrial companies 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.

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

Top-performing companies improved their performance by leveraging the same three-step approach.
1

Core Transformation

Drive core transformation, leveraging tech and data, to achieve margin expansion and growth in an accelerated fashion.

2

Quality & Investor Perceptions

Focus on portfolio shifts and changes to business models, including recurring revenues and services.

3

M&A

Leverage M&A to achieve leading position in a microvertical and build a platform for future expansion.

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

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.

Article

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