The Industry Navigator 2026 research on Critical Business Pillars is currently ongoing and we are happy to share the first insights!
The research is already providing a detailed picture of where the transformer industry stands today. The findings will help participating companies benchmark their position, evaluate investment decisions, assess supplier performance and better prepare for future developments. If you would like to participate, you can do so by subscribing to our newsletters.
The research provides practical insights into:
- Transformer market growth
- New manufacturing capacity added since 2024, including imbalances across transformer categories
- Whether recent industry-wide investment in manufacturing capacity is sufficient to meet current and expected demand
- Strategies and risk-reduction measures currently being applied across the industry
- The business impact of project delays and late specification changes
- Lead times for different transformer types, materials and components
- The components currently creating the greatest lead-time challenges
- The main challenges affecting the industry, including price volatility, logistics, geopolitics, quality, specification complexity, material and component shortages, workforce availability and capacity constraints
- Supply risks related to GOES, copper, CTC, tanks, insulation materials, bushings, OLTCs, DETCs, cooling equipment, protection devices and monitoring systems
- The factors creating the greatest pressure on delivery schedules
- And much more.
We are sharing the first anonymised insights, which can give you an idea of the benefits you can get from this research.
New capacity added since 2024
This overview shows the percentage of new manufacturing capacity across different transformer categories and highlights where investment may be balanced, insufficient or potentially ahead of demand.
It provides a valuable benchmark for evaluating your own investment plans and understanding how your capacity strategy compares with broader market developments.
Lead times
This analysis provides detailed insight into lead times for different transformer types, materials and components.
It allows you to compare your own position with the market, evaluate your operational performance and better understand how your suppliers are performing.
The greatest lead-time challenges
This ranking identifies the 15 items currently creating the greatest pressure on lead times.
It helps companies recognise the most critical bottlenecks, compare their own experience with the wider market and identify areas that may require stronger supplier engagement or alternative sourcing strategies.
Research participants will gain access to the summary of the findings and benchmarks that can support discussions with suppliers, customers, internal teams and management.
The complete results, together with deeper analysis and industry discussion, will be published in the research report and presented at the Industry Navigator 2026 conference in Vienna, from 6 to 8 October 2026. More than 40 companies have already secured their spot at the conference.
We invite you to participate in the research by subscribing to our newsletters and to join us in Vienna to discover more about the future of the transformer industry.
