Supply chains are back in focus as new trade agreements, slower global growth projections and mixed central bank signals push investors to rethink where companies source, make and move their goods. The Supply Chain Resilience and Onshoring screener looks at firms across logistics, automation, warehousing and domestic manufacturing that could be sensitive to these shifts. In this article, you will see three stocks that appear positively exposed to the latest trade and supply chain headlines, along with clear context on why the news may matter for their business risks and opportunities.

Allison Transmission Holdings (ALSN)

Overview: Allison Transmission Holdings designs and manufactures fully automatic transmissions and electrified propulsion systems for medium and heavy commercial trucks, buses, off-highway equipment and U.S. defense vehicles, and also sells remanufactured units, parts and service support under its Allison Transmission and ReTran brands worldwide.

Market Cap: US$9.4b

Investors looking at supply chain resilience may pay attention to Allison Transmission Holdings because its transmissions sit at the heart of truck fleets, buses and defense vehicles that keep domestic logistics moving. The company has also expanded into off highway markets and electrified drivetrains. It is valued below some cash flow estimates, while carrying a large defense contract backlog and guidance that reflects both acquisitive growth and sizable integration costs. At the same time, margin compression, acquisition related expenses, meaningful leverage and sensitivity to North America On Highway truck demand contribute to notable risk. How Allison balances cost discipline, electrification investments and debt reduction against these opportunities is a key issue for investors to monitor.

Allison Transmission’s role in critical truck, bus and defense fleets is only half the story; the real pivot may sit inside a deeper 3 key rewards and 2 important warning signs (1 is major!) that could reframe how you view its debt and electrification push

Orion Group Holdings (ORN)

Overview: Orion Group Holdings is a specialty construction company that builds and maintains marine and heavy civil infrastructure, including ports, shipyards, waterways, bridges, levees and large concrete projects for data centers, industrial sites and commercial buildings across North America and the Caribbean.

Operations: Orion Group Holdings generates about US$527.8m from its Marine segment and US$352.1m from its Concrete segment, with roughly US$845.1m of revenue from the United States and US$34.8m from the Caribbean Basin.

Market Cap: US$680.9m

Investors watching supply chain resilience may find Orion Group Holdings interesting because it operates at the intersection of policy, ports and concrete, building the docks, shipyards and data center pads that trade and logistics depend on. Federal spending on ports, shipyards and maritime security, combined with an $18b project pipeline, provides the company with visibility across marine and coastal markets that are tied to reshoring and energy security themes. At the same time, Orion carries clear trade offs: a high P/E, funding heavily reliant on external liabilities, low but improving margins and recent insider selling. The recent removal from Russell indices, officer exculpation changes and evolving guidance all shape the risk reward mix that detailed analysis attempts to unpack without assuming the outcome.

Orion Group Holdings sits at the crossroads of ports, data centers and coastal security, yet its high P/E and funding mix raise fresh questions that a deeper 3 key rewards and 3 important warning signs (1 is major!) might answer in an unexpected way

JBT Marel (JBTM)

Overview: JBT Marel Corporation provides equipment, software and services that automate and control food and beverage processing plants, from slaughtering and mixing through cooking, freezing, packaging and labeling, as well as automated guided vehicle systems for warehouses, factories and medical facilities worldwide.

Operations: JBT Marel generates about US$1.8b from Protein Solutions and US$2.1b from Prepared Food and Beverage Solutions.

Market Cap: US$7.5b

JBT Marel sits at the junction of food processing, automation and supply chain resilience, which is why the latest trade agreements and tariff debates matter so much for this stock. The company sells complex systems that help protein and prepared food producers manage labor constraints, improve yields and keep production closer to end markets. It has been shifting sourcing and assembly between the U.S. and Europe to offset tariff costs rather than simply passing them on. At the same time, a high P/E, tariff related margin pressure, integration risks from the Marel merger and reliance on external borrowing mean execution has to stay tight. The full picture of how these moving parts fit together is more nuanced than headline revenue and guidance alone suggest.

JBT Marel’s automation story is accelerating, but the real question is how the merger, tariffs and borrowing stack up beneath the headlines. Walk through the 3 key rewards and 1 important warning sign

The three stocks here are only a starting point, with the full Supply Chain Resilience and Onshoring screener surfacing 32 more companies whose supply chain and onshoring stories could be just as compelling. Use Simply Wall St to identify, analyze and filter for the exact catalysts and narratives that matter to you, so you can focus on your highest conviction ideas.

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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.