Advanced industries are creating new supplier ecosystems, altering the geography of production.
Advanced industries are creating new supplier ecosystems, altering the geography of production.
Trade uncertainties, rising costs and labor supply are key factors making business more complex.
Regionalization will disrupt traditional business models for automotive manufacturers.
We highlight what shippers, carriers and brokers can do to plan for the rest of 2026.
RSM’s manufacturing outlook provides insights into the major trends shaping the U.S. manufacturing sector throughout the year. In our latest edition, we examine how manufacturing for advanced, future-focused industries is reshaping supply chains. Analysts also write about the increasing complexity of middle market manufacturing companies, auto manufacturing trends and the logistics landscape for 2026. This industry outlook highlights actionable strategies and solutions to help manufacturing businesses navigate these challenges and remain competitive.
Across the United States, capital investment is surging, but unevenly. A significant portion of new industrial spending, whether driven by private corporations, domestic expansion or global firms entering the U.S. market, is flowing into a narrow set of future-focused end markets. Meanwhile, investment in traditional manufacturing—and the supply chains and production that support it—has remained stagnant.
Operating a middle market manufacturing company in the United States has become increasingly difficult over the past decade. With the cost of capital remaining higher than in recent periods, manufacturing businesses must be ever more intentional about the operational levers they pull to drive additional enterprise value. Leadership teams must strike a balance between meeting the needs of the current business and making strategic capital investments to spur future growth.
In the United States, national reindustrialization, resource and labor market protectionism, regulatory divergence, and accelerated technological disruption are redefining the competitive landscape. At the same time, global competitors are raising the bar for cost efficiency and technological innovation, compelling U.S. automobile producers to balance deglobalization with regional integration, market protectionism with competition, electrification with consumer demand, and innovation with disciplined capital management.
The U.S. transportation and logistics sector is experiencing a freight recession driven by excess truckload capacity, depressed rates and rising costs. As market pressures mount, we anticipate an uptick in carrier bankruptcies and exits, especially among smaller fleets, with meaningful effects on middle market transportation and logistics companies as well as shippers as trucks exit the market and capacity tightens.