Corbin Advisors Releases Q2’26 Inside The Buy-Side® Industrial Sentiment Survey®

Industrial sector investor sentiment has surged to its highest level in five years, with 84% of surveyed institutional investors expressing neutral to bullish or bullish views. The optimism is driven by six consecutive favorable PMI prints, accelerating order momentum, and strong secular demand from data centers, AI, and aerospace/defense. Investors expect Q2'26 revenue and earnings improvements, with 86% anticipating increased capex spending. However, inflation remains the top concern alongside growth/demand and valuation concerns.