New US tariffs on imports from 60 countries are set to ripple through global trade, raising questions about costs, pricing power, and resilience across logistics and supply chain stocks. For investors watching how freight forwarding, shipping, and warehousing companies handle higher friction at the borders, this is a moment to reassess exposure rather than simply react to headlines. This article walks through three stocks from our Logistics and Supply Chain Solutions screener that appear positively exposed to the current news, helping you think through where the tariff shock might create potential opportunity or justify caution.

Redox (ASX:RDX)

Overview: Redox (ASX:RDX) is a chemicals and ingredients distributor that sources a large range of raw materials and specialty products and then stores, blends, and delivers them to customers in industries such as food, personal care, mining, agriculture, and manufacturing across Australia, New Zealand, the United States, and other markets.

Operations: Redox generates A$1.29b in revenue from wholesale drugs and related products, with most revenue coming from Australia (about A$1.09b), alongside contributions from New Zealand and other regions.

Market Cap: A$1.87b

Tariff disruption is exactly the kind of friction that can make Redox interesting, because its broad sourcing network and focus on specialty chemicals allow customers to switch supply routes when old channels become less competitive. Management has highlighted that products are sourced from many regions, not just China, and that tariffs can sometimes unsettle incumbents and open doors for Redox to win share. At the same time, investors need to watch issues like margin pressure, higher operating costs, and a P/E that already sits above the sector, which leave less room for disappointment. The key issue is whether Redox’s supply chain strength and digital logistics investments can more than offset those risks as tariff rules keep shifting.

Redox’s global sourcing and premium P/E suggest investors may be missing a key angle on quality versus pricing risk, so it is worth reading the analysis report for Redox to understand what the margin story might imply for the future.

Transcat (TRNS)

Overview: Transcat (NasdaqGM:TRNS) provides calibration, maintenance, and related services for highly regulated industries such as life sciences, aerospace, and energy, and also distributes and rents test and measurement instruments to customers that need reliable, traceable equipment performance.

Operations: Transcat generates about US$217.2m from its Service segment and US$114.7m from Distribution, with most revenue coming from the United States.

Market Cap: US$856.7m

Transcat sits in an interesting spot for the new tariff backdrop, because its calibration services and equipment distribution help manufacturers keep production running efficiently when supply chains get more complicated and costly. Life sciences and aerospace clients still need precise, compliant equipment even if parts take longer to arrive or carry higher import costs. This can support demand for Transcat’s recurring service model. At the same time, investors have to weigh weaker recent margins, a relatively high P/S multiple versus trade distributor peers, and reliance on acquisitions and external funding. The key question is whether the combination of regulatory driven demand, onshoring of advanced manufacturing, and expanding rental and service offerings can justify today’s pricing as tariff related frictions push reliability higher up customers’ priority lists.

Transcat’s recurring services, premium P/S and reliance on acquisitions point to a story that many investors only see half of. Review the 1 key reward and 2 important warning signs and decide what that pricing might really be masking.

ZKH Group (ZKH)

Overview: ZKH Group (NYSE:ZKH) runs a large B2B platform in China that connects industrial customers with a wide range of maintenance, repair, and operating products, from equipment parts and chemicals to consumables and office supplies, supported by procurement, AI driven sourcing tools, and logistics services.

Operations: ZKH Group generates about CN¥9.17b from business to business trading and services of industrial products, all from customers in the People’s Republic of China.

Market Cap: US$427.5m

ZKH Group may be of interest to investors who believe rising trade friction could reward platforms that simplify complex sourcing. The company operates at the center of China’s industrial supply chains, is pushing higher margin private label products and AI automation, and is currently priced at a steep discount to some value estimates and analyst targets. At the same time, it is still loss making, relies on external borrowing, and faces tough global competitors and governance questions, including limited board independence. The tariff debate can have both positive and negative implications here. Management is focused on diversifying suppliers beyond China and expanding into the US and Europe, so this is a stock where the tariff story and the fundamental story intersect in a way many investors may not yet fully appreciate.

ZKH Group sits at the intersection of tariff tension, AI tools, and industrial sourcing, yet many investors still treat it as a simple marketplace. Go deeper with the analyst forecasts for ZKH Group and see what the current pricing might be hinting at.

The three logistics and supply chain stocks covered here are just a sample, and the full Logistics and Supply Chain Solutions screener surfaces 31 more companies with equally interesting tariff exposure, pricing power questions, and business models. Use Simply Wall St to identify, filter, and analyze the exact catalysts and narratives that matter to you so you can focus on logistics and supply chain opportunities that best match your own views and research.

Take Control of Your Investment Journey

If ZKH Group 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.

Seeking Fresh Alternatives Beyond Tariff Plays?

Some of the sharpest breakouts and quietest pullbacks are flying under the radar for now, and pricing can change fast. Scan fresh ideas before the crowd and act now.

• Spot potential momentum early by filtering for 11 high quality undervalued stocks that could be mispriced while the story is still forming and attention is dropping elsewhere.
• Ride structural trends by zeroing in on 36 power grid technology and infrastructure stocks that may benefit if electrification demand speeds up faster than most investors have caught on.
• Target resilient compounding by tracking 8 resilient stocks with low risk scores that keep risk scores contained while the market chases hotter but less predictable stories.

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.