What breaks when volume doubles.

Whatever your plant makes, growth comes down to choosing: which work gets the capacity you have, which customers and products to do more of and which to turn down now rather than weed out later. Aerospace and defense is one segment where demand is no longer the cap. In 2026 its suppliers face a record commercial aircraft backlog and a multiyear munitions ramp. Skilled labor is hard to hire, and the US premium on aluminum has hit a record under 50 percent tariffs.

What caps growth here

In a plant, a demand problem rarely looks like too few leads. It looks like customer concentration, with a handful of accounts carrying the book; request-for-quote win rates nobody tracks by customer; and market share that gets discussed in the boardroom and never measured on the floor.

Standard cost usually spreads overhead by volume, so short runs and heavy changeovers look more profitable than they are and the long runs carry them. Count what it costs to serve each customer, and the one who looks best on the sales report is often the one costing you the most. We begin with the figures your books carry now and sharpen the cost where it matters most, so the answer does not wait for a new system.

When demand outruns the plant, the first question is which orders get the hours on the line that limits output. Capacity, on-time delivery and customer concerns in parts per million (PPM) show where the plant gives way. With more than one site, the same key performance indicator (KPI) often means something different at each plant, so a fair comparison needs one shared definition.

All too often, SKU rationalization is suboptimal or ultimately fails because critical decisions are based on poor product costing data.

Jon Wood, Plante Moran, 2024
Your standard costs cannot tell you which work pays →

The operator

Guy Cassidy

Operations and Manufacturing Leadership · Cassidy Industrial Partners

Guy Cassidy has been president or chief executive seven times across heavy industry: Veridiam, Acme, Holley, General Products, Hendrickson Truck Suspension, Cummins McCord Heat Transfer, and Allied Signal Garrett. He took heavy truck suspension from $125 million to $300 million in revenue. He has walked into entry situations from a bankruptcy exit to transformational growth, and he has run the build himself, against a payroll, on a deadline, with a board watching.

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The usual fit

The Operations Survey

Interviews and a plant walk. No data extract needed, so the read starts with the people who run the floor.

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The Profit Survey

An 80/20 read on gross profit by customer and by product, on your own numbers, before an initiative is designed.

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Before you book the hour

The hour starts with the fifteen-minute Growth Check. We read every answer and reply by the next business day with what stood out, so the forty-five-minute call goes to your business.

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Where to go from here

One hour of your time, no charge: fifteen minutes on the Growth Check, then a forty-five-minute video call. We read every answer before the call.