Tariffs are no longer a passing headline. With broader and more permanent U.S. import duties affecting everything from steel to medical equipment, companies that understand how to manage, recover or reduce these costs have fresh attention. For investors, that mix of pressure and potential creates a crowded intersection of risk and opportunity. This article walks through three stocks exposed to the tariff story and how they could be positioned.

The stocks covered in the list below are only a starting sample, and the full screen surfaced 19 more U.S.-listed tax, audit and duty-recovery advisory firms with equally compelling tariff-related narratives that are not included in this article. To go deeper on this theme, head straight to the U.S.-Listed Tax, Audit and Duty-Recovery Advisory Firms screener to identify, compare and analyze the highest-conviction tariff and duty-recovery plays.

Genpact (G)

Genpact is a global business process and technology services company that helps large enterprises run finance, risk, compliance and AI driven operations, which can include work that touches trade, customs and duty related workflows. It generates roughly US$1.4b from Financial Services, about US$1.8b from Consumer and Healthcare, and around US$2.1b from High Tech and Manufacturing, giving it a broad spread across regulated and trade exposed sectors. The company has a market cap of about US$6.1b.

Investors looking at tariff related pressures may find Genpact interesting because its core pitch is helping clients manage complexity, cut costs and improve compliance using data, AI and outsourced operations. Growth in higher value Advanced Technology Solutions and recent launches in financial crime and deductions recovery suggest the business is leaning further into complex, regulation heavy work where clients feel tariff and supply chain strain most. The risk is that slower decision making, delayed large deals and reliance on big contracts could temper that opportunity if client budgets stay cautious. For investors willing to accept those trade offs, there is more to unpack in how Genpact’s scale, AI capabilities and client mix line up against a world of stickier tariffs and tighter margins.

Genpact’s tariff story is really about whether its AI driven, complex compliance work can keep gaining traction while big clients stay cautious on budgets. Get the 5 key rewards and 1 important warning sign to see what could shift that balance next.

Build your own tariff and compliance shortlist around Genpact

Genpact and the two other stocks in this article all surfaced from a single Simply Wall St screener, which is where readers can start to shape their own tariff and duty focused list. Use our flexible Screener to mix filters like valuation, growth, balance sheet strength and risk, or take a shortcut with any of our curated Investing Ideas.

Huron Consulting Group (HURN)

Huron Consulting Group is a Chicago based professional services firm that helps clients tackle complex financial, regulatory and operational problems, which can naturally extend to tax, trade compliance and tariff impact work that fits this screener theme. It generates about US$899 million from Healthcare, roughly US$515 million from Education and around US$360 million from Commercial clients, all primarily in the United States, and has a market cap of about US$2.4b.

Investors watching tariff driven margin pressure may want Huron on their radar because many of its healthcare, education and commercial clients are already seeking help with cost control, digital transformation and regulatory complexity, including modelling tariff impacts on supply chains. At the same time, high leverage, reliance on funding constrained sectors and recent insider selling mean the story is not risk free. The combination of rising demand for compliance heavy consulting, AI enabled services and an active buyback program gives this stock a layered thesis that may warrant closer examination before reaching any conclusions.

Huron Consulting Group sits at the crossroads of compliance heavy demand, AI enabled services and funding constrained clients, which makes its full story easy to underestimate. Read the 4 key rewards and 3 important warning signs

Resources Connection (RGP)

Resources Connection is a project based professional services company that supplies on demand finance, accounting and compliance experts who can be pulled into tariff, tax structuring and trade compliance projects when clients need extra hands. It generates about US$169 million from On Demand Talent, around US$160 million from Consulting, roughly US$39 million from Outsourced Services and about US$9 million from other activities, with most revenue coming from the United States. The company has a market cap of roughly US$152 million.

For investors tracking tariff related opportunities, Resources Connection offers a mix of project based consulting, interim finance talent and risk and compliance expertise that can plug directly into clients’ tariff modelling, supply chain redesign and regulatory work. The company is still working through revenue declines, recent losses and slower decision making as clients weigh higher tariffs and a more expensive business backdrop. It also has a history of targeting higher value digital and transformation work and access to a revolving credit facility that can support new projects. For investors willing to watch execution closely, the key issue is how effectively Resources Connection converts this mix of tariff fuelled demand and internal reset into more stable earnings from here.

Resources Connection’s tariff fueled project pipeline and access to credit paint a story that feels early, not over. Read the 2 key rewards and 1 important major warning sign to see what might be quietly building beneath those recent losses.

Seeking Fresh Alternatives Before They Fly

Fresh tariff linked stories are only part of the opportunity. Other themes are already building breakout momentum under the radar for now. Do not get caught dropping behind, act now.

• Identify early price strength and income potential across companies with resilient cash generation by running the 12 dividend fortresses while yields and valuations still look appealing.
• Track infrastructure trends as AI and electrification reshape demand by scanning the 39 power grid technology and infrastructure stocks before this corner of the market becomes more widely followed.
• Review high conviction balance sheets that can remain well positioned through tariff cycles by working through the list of solid balance sheet and fundamentals (50 results) today.

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.