Trade rules between the U.S. and Europe are set for a shake up, with the EU preparing to remove or cut many tariffs on industrial and agricultural imports from American producers. That kind of shift in market access can change the outlook for certain exporters, from metals to food producers, while leaving others less affected. To help you focus on where this news might matter most, this article highlights 3 stocks from a U.S. Export-Oriented Industrials and Agricultural Producers screener that appear positively exposed to the proposed tariff changes, and explains how each could potentially fit into your watchlist or existing portfolio.

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Miller Industries (MLR)

Overview: Miller Industries manufactures towing and recovery equipment, including wreckers, car carriers with hydraulic tilt mechanisms, and multi vehicle transport trailers used by auto auctions, dealers, leasing companies, governments, and other operators, marketed under brands such as Century, Vulcan, Chevron, and Holmes.

Operations: Miller Industries generates about US$745.5 million in revenue from auto manufacturers, with roughly US$586.8 million from North America and US$158.7 million from foreign markets.

Market Cap: US$555.8 million

Miller Industries sits at the intersection of aging vehicle fleets, more complex cars that are harder to repair at the roadside, and fresh export tailwinds as EU tariffs on U.S. industrial goods ease. Yet Q1 2026 results show how tough the cycle can be, with revenue and earnings both much lower than a year earlier, and management cutting about 150 jobs to protect margins. At the same time, the company is using buybacks and dividends to return cash, while international and military expansion could help diversify away from soft commercial demand. If you are weighing whether this mix of export exposure, operational reset, and capital returns adds up to an appealing opportunity, the detailed numbers and risk checks will matter.

Export tailwinds, a reset in demand, and active buybacks make Miller Industries a complex story. Review the 3 key rewards and 1 important warning sign to see what might be quietly shaping the next chapter.

Mission Produce (AVO)

Overview: Mission Produce sources, farms, ripens, packages, and distributes avocados, mangoes, and blueberries to retailers, wholesalers, and foodservice customers in the U.S. and overseas, while also offering logistics, quality assurance, and merchandising support.

Operations: Mission Produce generates about US$1.25b in revenue, primarily from Marketing and Distribution at US$1.13b, with additional contributions from International Farming at US$126.9 million and Blueberries at US$92.8 million, partly offset by US$101.5 million of intercompany eliminations.

Market Cap: US$983.0 million

Mission Produce sits at the center of global produce flows, and the EU tariff cuts could give its export heavy model a lift just as it absorbs the Calavo acquisition and ramps owned Peruvian production. The stock trades below one cash flow based fair value estimate while carrying a relatively high P/E, and recent results include a swing from profit to loss, one off charges, and fresh debt for the Calavo deal. These factors raise questions about execution and balance sheet resilience. At the same time, analysts expect strong earnings and revenue growth, the board has approved up to US$100 million of buybacks, and management has a track record of working through choppy tariff regimes. This combination may make the risk reward profile noteworthy for global agriculture focused investors.

Mission Produce’s export engine and fresh Calavo integration may be masking the real story in its valuation and balance sheet mix. Read the analysis report for Mission Produce to see what the market might be missing next.

TAT Technologies (TATT)

Overview: TAT Technologies provides maintenance, repair, overhaul, and original equipment manufacturing services for heat transfer systems, aviation components, and jet engine parts used in commercial and military aircraft and ground defense platforms across the U.S., Israel, Europe, and other markets.

Operations: TAT Technologies generates roughly US$177.0 million in revenue, led by MRO Services for Aviation Components at about US$83.8 million, followed by MRO Services for Heat Transfer Components and OEM of Heat Transfer Solutions at US$43.1 million, OEM of Heat Transfer Solutions and Aviation Accessories at US$42.1 million, and Overhaul and Coating of Jet Engine Components at US$9.5 million, with additional support from U.S. and international customers.

Market Cap: US$571.0 million

For investors looking at export focused industrials, TAT Technologies brings together recurring aircraft maintenance work, a reported backlog of about US$580 million, and long term MRO wins worth roughly US$45 million. These contracts are now positioned in front of a friendlier EU tariff regime for U.S. listed industrials. Earnings growth has been reported as strong in recent years, and the company still contends with supply chain constraints, reliance on discretionary MRO budgets, and all liabilities funded by external borrowing. That mix of growth, leverage, and international exposure, especially to Europe where tariffs are set to ease at least until 2029, is where the core investment debate sits for this stock.

Growth, backlog, and leverage at TAT Technologies look tightly linked right now, and the real story may sit inside the analyst forecasts for TAT Technologies that could reveal how those long term contracts reshape the risk profile.

The three stocks in this article are just a starting point. The full U.S. Export-Oriented Industrials and Agricultural Producers screener surfaces 41 more companies with equally compelling stories on growth, balance sheets, and international exposure through the U.S. Export-Oriented Industrials and Agricultural Producers screener. Use Simply Wall St to identify, filter, and analyze the catalysts that matter most to you so you can focus on the export oriented industrial and agricultural stocks that best fit your highest conviction ideas.

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If Mission Produce 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.