Global trade is back in the spotlight after the US slapped new 10% to 12.5% tariffs on goods from its top 60 trading partners, from China to key ASEAN exporters. Higher costs and legal battles create plenty of noise, yet they also shine a light on logistics and freight stocks that still sit at the heart of cross border flows. This article walks through 3 stocks from the Global Supply Chain Logistics and Freight Companies screener that appear positively exposed to the latest tariff shock and explains why their role in global trade now deserves a closer look.

The three logistics and freight stocks below are a starting sample, and the full screen surfaced 7 more companies with equally compelling narratives that are not covered in this article. To identify and analyze those additional opportunities in detail, head straight into the Global Supply Chain Logistics and Freight Companies screener.

Copa Holdings (CPA)

Copa Holdings is a Panama City based airline that carries passengers, cargo and mail across North, Central and South America as well as the Caribbean with a fleet of 125 aircraft. The company generates essentially all of its roughly US$4.0b in revenue from air transportation services. At a market value of about US$5.6b, Copa sits in the mid cap bracket of the global airlines sector.

Investors looking at Copa Holdings today are seeing a carrier that plugs directly into resilient Latin American trade and travel flows while global supply chains adjust around higher US tariffs. Capacity is rising, Tocumen hub upgrades and new routes are widening reach, and management is backing that growth plan with buybacks and a cash dividend, even as jet fuel costs and yield pressure test margins. There are real risks around fuel volatility, hub concentration and slower digital progress. At the same time, Copa’s high returns on equity, experienced leadership team and active capital returns mean there is more to this airline than a simple tariff beneficiary story.

Copa Holdings appears to be an airline where tariff noise, hub strength and shareholder returns are starting to intersect in interesting ways. To see how that story lines up against the numbers and capital allocation track record, go through the analysis report for Copa Holdings

Build your own Copa Holdings style trade and travel shortlist

Copa Holdings and the two other freight and logistics stocks in this list all came out of a single screener, but the real opportunity is shaping your own filters. Use our fully customisable Screener to mix metrics like valuation, growth, balance sheet strength and dividends, or start with any of our curated Investing Ideas.

AZ-COM MARUWA Holdings (TSE:9090)

AZ-COM MARUWA Holdings is a Japan based logistics group that runs third party logistics for food, pharmaceuticals, medical supplies and room temperature goods, along with document storage and disposal, warehousing and some real estate support services. Almost all of its roughly ¥231 billion in revenue comes from its Logistics Business segment, with a small contribution from Other operations and internal adjustments. The company is valued at about ¥113.5 billion, which places it firmly in mid cap territory on the Tokyo market.

AZ-COM MARUWA Holdings operates at the center of Japan’s trade flows at a time when new US tariffs are pushing more traffic through intra Asia routes. The core logistics business is supported by mid teens earnings growth forecasts and a 3.8% dividend yield, yet earnings margins are thin at around 3% and the company carries a high debt load that relies heavily on external funding. Recent board moves, including a shareholder benefit program, stock based incentives and a ¥1.0 billion preferred share issue, indicate that management is actively reshaping the balance sheet and shareholder mix. For investors who can accept balance sheet and valuation risks, the combination of tariff related demand shifts, forecast growth and governance changes may justify taking a closer look at AZ-COM MARUWA Holdings.

AZ-COM MARUWA Holdings sits at the crossroads of tariff driven trade shifts and thin margins, which makes the full story easy to miss. Read the 1 key reward and 2 important warning signs and see what might be hiding in plain sight

Dong Fang Offshore (TWSE:7786)

Dong Fang Offshore is a Taiwan based offshore services company that runs a fleet of 18 vessels, including large cable laying ships, to install, transport, maintain and repair subsea power and telecom cables, as well as support offshore wind turbine foundations and crew transfers. The company generates around NT$11.1b in revenue from transportation shipping services, all currently reported from Taiwan. Its market value is about NT$22.9b, which places Dong Fang Offshore in the mid cap bracket on the Taiwan market.

Dong Fang Offshore operates in the context of changing trade and energy flows, with the latest US tariffs keeping attention on Asia centric supply chains where the company operates. The latest quarter showed higher sales alongside lower net income and EPS. In addition, dividends are modest and not well covered by free cash flow, while board independence is relatively weak. This creates a mix of growth exposure, valuation appeal and governance questions that may merit closer examination by investors who want to understand the details.

Growth in subsea projects and Asia centric supply routes keeps Dong Fang Offshore in play, yet modest dividends, cash flow coverage and governance questions hint at a deeper story inside the 4 key rewards and 2 important warning signs (1 is major!)

Seeking Alternatives Before Momentum Flies

Fresh ideas tend to move first, and late money often gets caught chasing breakout momentum after the best entry points are already dropping out of reach. Scan under the radar for now and act early instead of later.

• Spot strong balance sheets before the crowd rotates into quality by running the list of solid balance sheet and fundamentals (50 results) and see which companies still look financially resilient while it matters.
• Follow potential infrastructure momentum by checking the 36 power grid technology and infrastructure stocks and track companies positioned around grid upgrades and electrification themes before they are fully reflected in market pricing.
• Explore possible compounding income by scanning the 8 dividend fortresses and find companies offering higher yields that may appeal to investors seeking steadier cash returns.

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.