The Titanium Economy
Long overlooked and undervalued, these industrial powerhouses are quietly driving America’s economy forward with cutting-edge tech, world-class machinery, and consistent performance.

What is the Titanium Economy?

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.  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 Titanium Economy 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 Titanium Economy, 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 Public Market

~14%

Total Shareholder Returns

300+ bps

EBITDA Margin Expansion

Where the Titanium Economy 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’re just beginning to scratch the surface on the power of the industrial sector with our first book, The Titanium Economy. As we continue this effort, we’re having in-depth conversations with the leaders behind these powerhouse companies to discover how they’ve cultivated such success.
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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—a bright spot in an economy that has too often been buffeted by external shocks.

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