3 US Manufacturing Stocks Better Placed For New Tariffs

Tariffs have moved from political headline to portfolio issue, with new US import duties of 10% to 12.5% affecting nearly all goods from about 60 trading partners and drawing immediate legal and international pushback. For US domestic manufacturing stocks, this mix of higher import costs, possible retaliation, and supply chain strain can create both fresh openings and new risks. This article looks at how that backdrop connects to companies in the US Domestic Manufacturing Stocks screener and highlights 3 stocks that appear positively exposed to these tariff moves.

Astec Industries (ASTE)

Overview: Astec Industries designs and builds heavy equipment and systems used mainly for road building, aggregates, and related construction work, supplying everything from asphalt and concrete plants to crushers, screens, conveyors, and wood processing machines to contractors, materials producers, quarries, and public agencies worldwide.

Operations: Astec generates most of its revenue from Infrastructure Solutions at US$893.8m and Materials Solutions at US$623m, with the United States contributing about US$1.2b of sales.

Market Cap: US$1.29b

Astec Industries stands out in the new tariff regime because it manufactures its road building and materials equipment in the US, while many rivals import finished units that are now subject to 10% to 12.5% duties. Management has already modeled tariff impacts on costs, tightened supplier scrutiny, and used pricing and dual sourcing to help offset input pressures. This matters for a business where margins are still relatively low and earnings were affected by a US$30.2m one off loss. At the same time, analysts see potential for earnings growth supported by US infrastructure spending and higher margin parts and acquisitions such as TerraSource. That combination of possible tariff tailwinds, operational execution, and valuation debate is a key consideration for investors assessing Astec.

Astec Industries looks like a classic tariff era beneficiary, with US production, margin work and acquisitions pulling in the same direction. However, the real story sits in the 4 key rewards and 2 important warning signs

Insteel Industries (IIIN)

Overview: Insteel Industries manufactures steel wire reinforcing products used to strengthen concrete in bridges, parking decks, industrial buildings, data centers, drainage systems and residential slabs, with a portfolio centered on prestressed concrete strand and engineered welded wire reinforcement sold to concrete product makers, rebar fabricators, distributors and contractors.

Operations: Insteel generates about US$707.7m of revenue from concrete reinforcing products, with roughly US$705.4m coming from the United States and around US$2.2m from foreign markets.

Market Cap: US$626m

Insteel Industries sits at the intersection of US infrastructure spending and tariff policy, which makes it particularly relevant after the latest broad import duties. The company is closely tied to domestic construction demand, with 9M 2026 sales of US$530.24m and earnings that remain positive even as net income and EPS have recently fallen. At the same time, heavy dependence on imported wire rod and exposure to Section 232 tariffs mean input costs, lead times and margins can move quickly, especially if enforcement tightens or domestic supply remains constrained. In addition, index deletions may have reduced visibility, and the combination of a P/E below the US building industry and an active buyback program suggests there is more going on beneath the surface than headline earnings alone indicate.

Insteel Industries looks like a story where falling EPS, a lower P/E than US building peers and an active buyback may be masking something investors have not fully pieced together yet, and the analysis report for Insteel Industries hints at what could be missing.

EnerSys (ENS)

Overview: EnerSys supplies stored energy systems for industrial customers, powering telecom networks, data centers, electric forklifts, trucks and defense equipment through lead acid and lithium based batteries, chargers and related services sold worldwide.

Operations: EnerSys generates about US$1.7b from Energy Systems, US$1.4b from Motive Power and US$665.1m from Specialty products, with total revenue of roughly US$3.8b and most sales tied to these core operating segments.

Market Cap: US$7.29b

EnerSys gives you exposure to several themes in one stock, including AI driven data center demand, electrification of forklifts and trucks, and increased focus on secure US based energy supply for defense, supported by a broad product mix and a refined lithium strategy. New US tariffs could pressure customer sentiment in the short term. However, EnerSys has already built a tariff task force, produces largely in region, and has levers in pricing, sourcing and cost cuts, including a planned US$80m of annual savings. Earnings have recently fallen and the balance sheet leans on external borrowing. Some analysts expect faster earnings growth than the wider US market, which may make the combination of valuation, buybacks and tariff exposure worth a closer look.

EnerSys looks like an earnings story that may be decoupling from headline worries about tariffs and borrowing, and the analyst forecasts for EnerSys can help you see what expectations might be missing right now.

The three stocks covered here are only a starting point, and the full US Domestic Manufacturing Stocks screener on Simply Wall St surfaces 42 more companies with equally compelling narratives that you have not seen yet through the US Domestic Manufacturing Stocks screener. Use the Simply Wall St platform to identify and analyze the specific catalysts, risk factors and business narratives that matter most to you so you can focus on the highest conviction US manufacturing opportunities.

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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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