New tariffs of 10% to 12.5% on nearly all US trade are shaking up global supply chains, and that puts a fresh spotlight on stocks with ties to domestic manufacturing and onshoring. For investors, the question is which companies might benefit from production rooted closer to home and which could face higher costs or pressure on margins as trade rules tighten. This article breaks down how the latest Section 301 tariffs could matter for your portfolio and profiles 3 stocks from our US Domestic Manufacturing and Onshoring screener that appear positively exposed to this news.

Alamo Group (ALG)

Overview: Alamo Group is a US based manufacturer of equipment used to clear, cut, sweep, and maintain roadsides, farms, forests, and municipal infrastructure, supplying governments, contractors, and agricultural customers worldwide through its Vegetation Management and Industrial Equipment segments.

Operations: Alamo Group generates about US$964.3 million in revenue from Industrial Equipment and US$665.6 million from Vegetation Management, with the United States contributing roughly US$1.17b of its sales and additional revenue coming from Canada, Europe, Brazil, Australia, and other markets.

Market Cap: US$2.0b

Alamo Group sits in the crosshairs of the new US tariff regime, with a large US manufacturing footprint positioned to appeal to customers that prefer domestically produced equipment. Management expects tariffs to affect less than 1% of sales and is actively using pricing and procurement to offset higher input costs. The company offers exposure to ongoing infrastructure spending and mechanization of maintenance work, backed by a near zero net debt profile and access to a sizeable credit facility. Investors still need to weigh slower recent earnings, underperformance versus the US Machinery sector, and execution risk around leadership changes and acquisitions. The full picture reveals why some analysts see meaningful upside from here, but also where that optimism could be tested.

Alamo Group looks like a tariff era winner hiding in plain sight, with near zero net debt and a big US footprint potentially masking key strengths and weak spots that show up in the Alamo Group financial health report

Alto Ingredients (ALTO)

Overview: Alto Ingredients is a US producer of specialty alcohols, renewable fuels, and essential ingredients used in products like beverages, hand sanitizers, cleaners, animal feed, and CO2 for human consumption, selling into health, home, beauty, industrial, agriculture, and energy markets. It runs production facilities and a marketing and distribution arm that connect its plants with customers such as integrated oil companies, gasoline marketers, food and beverage makers, and feedlots.

Operations: Alto Ingredients generates about US$591.5 million in revenue from Pekin Campus Production, US$229.3 million from Marketing and Distribution, US$100.6 million from Western Production, and US$7.2 million from Corporate and Other, with intersegment eliminations of US$12.7 million and essentially all of its US$916.1 million in sales coming from the United States.

Market Cap: US$360.0m

Alto Ingredients provides exposure to US onshoring themes through a business that mixes specialty alcohols, renewable fuels, and co products like animal feed, all built on a domestic production base that could benefit as customers look for US sourced inputs in a higher tariff world. The company has reported Q1 2026 net income of US$4.3 million, trades at a lower P/E than many chemicals peers, and has been added to several Russell indices, which can pull in more institutional attention. It still faces risks around ethanol price volatility, policy dependence, funding structure, and competitive pressure in higher value alcohols. The remaining analysis examines how that tension between opportunity and fragility appears in Alto’s earnings quality, balance sheet, and policy exposure.

Alto Ingredients sits at an unusual crossroads, mixing specialty alcohols, renewable fuels, and co products on a fully US base. Its lower P/E and Russell index inclusion hint that the real story sits inside the analysis report for Alto Ingredients

DuPont de Nemours (DD)

Overview: DuPont de Nemours is a global materials and solutions company that supplies specialized products for healthcare, water treatment, construction, protective garments, and industrial uses, ranging from TYVEK protective suits and house wrap to advanced adhesives, lubricants, and printing plates used by OEMs in automotive, aerospace, and packaging.

Operations: DuPont de Nemours generates about US$3.6b in revenue from Diversified Industrials and US$3.3b from Healthcare & Water Technologies, with the United States accounting for roughly US$3.2b of reported sales alongside contributions from EMEA and a segment adjustment line.

Market Cap: US$18.6b

DuPont de Nemours sits at the intersection of onshoring, clean water demand, and advanced materials, with a large US manufacturing base that can benefit as tariffs encourage customers to favor domestic supply. Its electronics, healthcare, and water businesses also tap into long term demand for high performance materials and filtration solutions. At the same time, investors need to factor in PFAS litigation exposure, tariff related cost headwinds that management is working to offset through supply chain changes, a very high P/E, and leadership that is still relatively new. The mix of growth projects like Direct Lithium Extraction technology, PPE leadership, and active capital returns means the deeper story is more nuanced than the headline valuation alone suggests.

DuPont de Nemours looks like a tariff era puzzle, with premium pricing and complex litigation risk that many investors may be glossing over. To see how those threads come together in the 4 key rewards and 2 important warning signs

The three stocks covered here are just a starting point, with the full US Domestic Manufacturing and Onshoring screener uncovering 32 more companies tied to US onshoring themes that carry equally compelling stories around operations, balance sheets, and risk profiles.

Use Simply Wall St to identify, filter, and analyze the exact catalysts and narratives that matter to you, so you can focus on the highest conviction US domestic manufacturing and onshoring ideas in minutes instead of hours.

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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.