IND Report LEK Warehouse Automation Header

Report - October 9, 2026

Warehouse automation is seeing strong growth as labor shortages, fulfillment complexity, and AI-enabled technology broaden the market beyond large greenfield projects.

“Operators are looking for ways to get more out of the warehouses they already have,” says Mark Brune, a managing director in our Industrials Group. “AI and more flexible robotics are making that possible, opening opportunities for businesses that can bring the technology together and keep it running.”

Case in point: The global warehouse automation market is expected to double from approximately $23.5 billion in 2025 to $47 billion by 2030, a 14% CAGR.1 Our latest report shares how AI orchestration, high-density storage, and humanoid robotics are changing warehouse operations and creating new investment opportunities.

Access the full report below, which further explores:

  • What's driving faster adoption, from persistent labor shortages and ecommerce complexity to a growing preference for retrofitting existing sites.

  • Case studies on two high-growth areas: matrix storage, where adoption is expected to grow 20%–25% over the next five years, and humanoid robots, which are moving beyond pilots into live commercial deployments.2

  • The current M&A landscape, including the shift toward larger, platform-scale deals and the valuation premium public markets give pure-play warehouse automation.

To further discuss this market's investment potential and what makes a compelling opportunity, please contact our senior professionals.

  1. L.E.K. research and analysis; HW Intelligence
  2. L.E.K. research and analysis; HW Intelligence