With tariffs now described as “here to stay” and Washington focused on reshoring and export growth, trade policy is quietly shaping where money flows in the stock market. Investors who ignore this shift risk missing pockets of strength tied to U.S. agriculture and farm equipment. This article looks at three stocks from our U.S. Agriculture Export and Farm-Equipment Beneficiaries screener that appear positively exposed to the latest trade signals.

The three stocks highlighted below are just a starting sample, as the full screen surfaced 49 more U.S.-listed agriculture and farm-equipment companies with equally compelling stories that are not covered here. To identify your own highest conviction ideas in this theme, head straight into the U.S. Agriculture Export and Farm-Equipment Beneficiaries screener.

Alamo Group (ALG)

Alamo Group manufactures heavy equipment that keeps roads clear, fields maintained, and municipal infrastructure running, serving customers from farmers to public works departments. The company generates roughly US$1.0b of revenue from its Industrial Equipment segment and about US$666 million from Vegetation Management, so investors are mainly paying for industrial and infrastructure exposure with a solid agricultural angle. With a market cap of roughly US$2.0b, Alamo Group sits in the mid cap bracket where execution and capital allocation decisions can still move the needle.

Investors looking at U.S. agriculture and infrastructure themes may find Alamo Group interesting because it sits where farm equipment, municipal spending, and protectionist trade policy meet. The company is already addressing tariff headwinds that management estimates at under 1% of sales through pricing, procurement work, and tariff exemptions, while benefiting from equipment demand tied to U.S. agricultural exports and infrastructure budgets. Analysts see room for meaningful earnings growth, yet the stock still trades below some fair value estimates, which can be appealing if those forecasts prove realistic. The catch is that recent insider selling, reliance on external borrowing, and a relatively new management team all add execution and balance sheet questions that careful investors will want to unpack before deciding how to position this stock in a portfolio.

Alamo Group sits at the crossroads of U.S. infrastructure, farm equipment, and tariff policy. Yet the real story may be hiding in the 4 key rewards and 1 important warning sign, where one quiet warning sign could change how you see the stock

Build your own U.S. agriculture and infrastructure shortlist

Alamo Group and the two other stocks highlighted here all surfaced from a single themed screen, but the real edge comes from shaping filters around what matters most to you. Use our flexible Screener to mix metrics like valuation, growth potential, balance sheet strength and risks, or tap into our curated Investing Ideas for ready made themes built on the same data engine.

Genco Shipping & Trading (GNK)

Genco Shipping & Trading runs a fleet of dry bulk vessels that move iron ore, grains, coal, steel products and other bulk cargoes for commodity traders, producers and government entities around the world. Revenue is split between its Major Bulk segment at about US$230 million and its Minor Bulk segment at roughly US$211 million. With a market cap of around US$1.1b, Genco sits in the mid cap bracket where operating decisions and capital allocation still have a clear impact on shareholder outcomes.

Genco Shipping & Trading provides direct exposure to global trade in grains and other bulk commodities at a time when Washington has signaled interest in more agricultural exports and in using tariffs to reshape trade routes. The company has highlighted support from longer haul grain and iron ore trades, while recent earnings, record dividends and a hostile bid from Diana Shipping indicate that other investors see value in the fleet and its cash generation. The catch is that earnings still lean on volatile spot freight rates, revenue is forecast to decline even as profits rise, and the dividend is not fully covered by earnings or free cash flow. How those cross currents play out from here is where the key opportunity and risk sit for Genco.

Genco Shipping & Trading sits at the center of grain trade routes, and the real story is how cash generation and payout decisions stack up against spot rate uncertainty in the analysis report for Genco Shipping & Trading

JBT Marel (JBTM)

JBT Marel provides equipment, software and services that automate food and beverage processing from slaughtering and mixing through portioning, cooking, freezing and packaging, as well as automated guided vehicles for warehouses and factories. The company generates about US$1.8b from its Protein Solutions segment and roughly US$2.1b from Prepared Food and Beverage Solutions. As a result, you are mainly looking at a broad processing and packaging platform rather than a niche product line. With a market cap of around US$6.2b, JBT Marel sits firmly in the mid to large cap bracket.

JBT Marel sits squarely in the path of several themes that matter for this screener. Food producers are spending on automation and traceability to deal with labor shortages and higher safety standards, and JBT Marel’s large installed base and recurring service revenue give it a measure of resilience as those spending plans shift. Analysts have highlighted earnings growth potential and record backlogs support that interest. At the same time, tariff related cost pressures, one off items and reliance on external borrowing create questions about how much of that potential may translate into consistent cash generation. For investors focused on U.S. agriculture, processing and export capacity, the mix of upside and execution risk here could merit a closer look.

JBT Marel’s automation story looks powerful. Yet the real twist is how that backlog, service revenue and tariff pressure fit together in the full narrative for JBT Marel

Seeking Fresh Alternatives Before Others?

Fresh ideas move first. Breakout themes, rising momentum and under the radar stocks can be caught early, before the crowd and while it matters. Scan the next wave and act now.

• Spot income workhorses paying up today by running the 10 dividend fortresses before yields change and the most followed ideas become more widely held.
• Hunt for under the radar compounders using the curated 19 high quality undiscovered gems before others catch on and reassess their potential.
• Track companies quietly wiring tomorrow’s grid with the focused 40 power grid technology and infrastructure stocks while the theme is still developing.

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.