3 U.S. Export Stocks Poised To Gain From Tariff Refunds

Tariff refunds, shifting trade rules, and a looming reset of global duties are reshaping the backdrop for United States exporters. The Supreme Court decision to overturn reciprocal tariffs, combined with the refund of US$81b in previously collected duties and uncertainty around the temporary 10% global tariff, leaves some internationally focused stocks more exposed to policy swings than others. For you as an investor, this screener offers a focused way to think about which export driven companies might benefit from lower barriers and which could face new pressure. This article will walk through 3 stocks that appear positively exposed to this news.

Atkore (ATKR)

Overview: Atkore is a US based manufacturer of electrical conduit, cable management, tubing, and safety products that help power and protect critical infrastructure across construction, industrial, data center, and energy projects in the United States and overseas.

Operations: Atkore generates about US$2.0b in Electrical revenue and US$0.8b in Safety & Infrastructure, with the United States contributing roughly US$2.5b of sales and the balance coming from Europe, Asia Pacific, and other Americas.

Market Cap: US$2.4b

Atkore sits at the intersection of tariff policy and rising demand for electrical infrastructure, supplying US made conduit and cable systems that can become more competitive as imported steel and PVC products carry extra costs or face refunds and rule changes. Investors get exposure to themes such as data centers, solar build outs, and onshoring. However, the story also involves tension, with recent losses, legal settlement expenses, and reliance on higher risk external borrowings raising questions about how smoothly earnings can recover. The company also trades on a lower P/S than many electrical peers, which may appeal to investors who think current tariff resets and construction spending could eventually translate into a more durable profit profile than the recent numbers suggest.

Atkore’s mix of tariff sensitivity, construction exposure, and a lower P/S than many peers hints at a story the market may not be fully pricing. See how the 2 key rewards and 2 important warning signs could reshape your view of the risk reward balance.

Knowles (KN)

Overview: Knowles is a US based components company that supplies high performance capacitors, RF and microwave filters, speakers, and medtech microphones used in hearing aids, medical devices, defense systems, electric vehicles, and industrial equipment around the world.

Operations: Knowles generates about US$341.5m of revenue from its Precision Devices segment and US$272.6m from Medtech & Specialty Audio, with sales spread across the United States, Asia, and Europe.

Market Cap: US$3.2b

Knowles stands out in the exporters group because its components sit inside essential medtech, defense, and industrial systems that tend to be less sensitive to short term tariff swings. At the same time, a meaningful share of revenue still comes from overseas customers who may benefit if trade frictions ease. Recent earnings growth, expanding margins, and a focus on custom engineered products reflect a business that is working to translate niche technical strengths into stronger cash generation. However, the current P/E and insider selling indicate that expectations are already high and sentiment could shift quickly if orders or factory efficiency weaken. The bigger question for you is whether the tariff refunds and evolving trade rules simply remove a headwind or highlight a more resilient earnings engine underneath.

Knowles appears to be a story of strong niches meeting high expectations, with tariff changes potentially obscuring the primary factors influencing future returns. Get the full picture in the 2 key rewards and 1 important warning sign

Preformed Line Products (PLPC)

Overview: Preformed Line Products designs and manufactures hardware, cables, and mounting systems that keep power lines, fiber networks, and solar and EV infrastructure physically supported and protected across global energy and communications grids.

Operations: The company generates about US$697.1m in revenue primarily from Wire & Cable Products, with roughly US$340.1m from PLP USA and the rest from Asia Pacific, the Americas, and EMEA after intersegment adjustments.

Market Cap: US$1.7b

Preformed Line Products sits in the path of global spending on grid hardening, data center connectivity, and solar and EV build outs, and the tariff refunds are a clear positive for a business that relies heavily on exports of specialized hardware and cable systems. Revenue in Q1 2026 was US$176.28m, and while net income and EPS declined slightly, the company still supports shareholder returns through buybacks and a regular dividend. The trade off for this positioning is a rich 48.5x P/E, a dip in profit margins, and funding that leans on external borrowing, all alongside a large recent one off loss. If you are weighing whether that mix of global exposure and execution risk is worth the current price, the fuller risk and reward breakdown could be revealing.

Preformed Line Products looks like grid growth meets valuation tension, with exports, buybacks, and a premium 48.5x P/E all pulling in different directions. Before you decide which force is stronger, scan the 1 key reward and 1 important warning sign

The three exporters discussed here are only a starting point. The full U.S. Exporters screener surfaces 32 more U.S. headquartered companies with export exposure and equally compelling narratives to compare side by side. Use Simply Wall St to identify and analyze the specific catalysts, tariff sensitivities, and business narratives that matter most so you can focus on the highest conviction ideas in this theme.

Take Control of Your Investment Journey

If Atkore or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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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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