In this Analyst Insights discussion, Adam Lowensteiner, Vice President of Lytham Partners is joined by Adam Thalhimer, Director of Research, Thompson Davis & Co. to explore where the industrials sector stands in today’s cycle and the key forces shaping its future.

From AI-driven infrastructure buildouts to aging assets and government policy tailwinds, our discussion highlights the catalysts, risks, and opportunities investors should be watching closely.

This Panel was recorded during the Lytham Partners 2026 Industrials & Basic Materials Summit.