3 US Stocks Built For Tariff Driven Supply Chain Shifts

The latest round of Section 301 and Section 338 tariffs is prompting investors to reconsider how exposed portfolios are to complex global supply chains. Higher duties, extra compliance checks and uncertain trade rules can all squeeze margins or re-route production closer to home. That is where a curated US manufacturing and onshoring screener can help focus attention. It filters for larger, financially healthy companies with operations rooted in North America. In this article, you will see three stocks from that list and why their stories merit closer examination in the context of these trade shifts.

BioLife Solutions (BLFS)

Overview: BioLife Solutions develops and sells specialist products that help preserve, freeze, thaw and ship fragile cell and gene therapies, supplying biopreservation media, cell processing systems and temperature controlled containers used across research labs and commercial manufacturing. Its tools sit inside critical workflows for advanced therapies in the US and overseas, which can make them hard to replace once embedded.

Operations: BioLife generates about US$101.7 million from Biopreservation Tools, with roughly US$81.3 million from the United States and the balance mainly from EMEA and other regions.

Market Cap: US$1.5b

BioLife Solutions may appeal to investors looking for US based advanced manufacturing that could benefit as supply chains move closer to home. Almost all cell processing products are made in the US, and management has indicated limited exposure to foreign raw materials and the flexibility to add surcharges if tariffs materially lift input costs, which can help protect margins. The company’s products are deeply embedded in cell and gene therapy workflows, contributing to recurring demand, and recent results show it has moved from a loss to a small profit in Q1 2026. At the same time, investors need to weigh factors such as customer concentration, a rich P/S multiple and funding risk, especially with the pending Repligen deal set to reshape the story further.

BioLife Solutions sits at the crossroads of advanced therapies and onshoring, yet many investors still treat it as a niche tools supplier. Before that view hardens, scan the BioLife Solutions financial health report for one factor that could quietly reshape the risk profile.

Impinj (PI)

Overview: Impinj runs a cloud connectivity platform that uses tiny RFID chips, readers and software to give real time data on physical items, helping retailers, logistics operators, grocers and other industries track goods, cut waste and improve inventory accuracy.

Operations: Impinj generates about US$371.5 million from the development and sale of its RAIN RFID products and services.

Market Cap: US$4.5b

Impinj sits at the heart of the onshoring story because its US made RFID hardware and software help manufacturers and retailers see exactly where products are as they rework supply chains around new Section 301 and 338 tariffs. Recent results highlight record revenue, strong endpoint IC bookings and guidance that was set above expectations. Product upgrades and a custom ASIC for a large North American logistics customer point to richer use cases. Investors still need to weigh an expensive P/S multiple, customer concentration and ongoing tariff volatility that can cause short term order swings. A key question is how these moving parts fit together in light of the company’s high earnings growth forecasts and tariff driven demand for resilient supply chains.

Impinj’s record revenue and tariff driven supply chain demand hint at a story that is still unfolding. To see how high growth expectations stack up against fundamentals, review the analyst forecasts for Impinj that could reveal what the market might be missing.

Vertex (VERX)

Overview: Vertex provides tax automation and e-invoicing software that helps large retailers, manufacturers and other enterprises calculate indirect taxes correctly, file returns and stay compliant across thousands of tax rules in the US and overseas. Its tools plug into systems like SAP so finance teams can handle complex sales tax, VAT and e-invoicing requirements without relying on manual spreadsheets.

Operations: Vertex generates about US$768.0 million from Software and Programming, with roughly US$685.7 million coming from the United States and the rest from markets outside the US.

Market Cap: US$2.0b

Vertex sits at the intersection of onshoring, new tariffs and tax complexity. As manufacturers rethink supply chains to reduce tariff exposure, they still have to manage fast changing sales tax, VAT and e-invoicing rules, which is the problem Vertex is built to solve. Analysts expect strong earnings growth and see a sizeable gap between the current share price and both target prices and estimated cash flow value, although the company is still loss making and uses higher risk external borrowing. Recent research on “Decision to Defense” and e-invoicing, plus acquisitions like Brinta, show Vertex working to stay ahead of regulation and AI trends. The open question is how this mix of growth potential and funding risk will affect shareholders.

Vertex’s tax and e-invoicing push looks like it could be accelerating, while funding risk still hangs in the background. To see how those growth expectations really stack up, start with the analyst forecasts for Vertex

The three stocks in this article are only a starting point. The full US Manufacturing and Onshoring screen uncovers 36 more companies with equally compelling stories behind them, all captured in the US Manufacturing and Onshoring screener. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you so you can focus on the highest conviction opportunities within this theme.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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