Trade tensions and new tariffs under Trump are reshaping the ground under US infrastructure and construction stocks, creating fresh risks alongside potential openings for investors focused on domestically driven businesses. With protectionist policies pressuring global supply chains and cross border projects, companies more tied to US infrastructure and development may stand out for different reasons, from their order books to their cost base. This article walks through 3 stocks from a US Infrastructure and Construction Stocks screener that appear more positively exposed to the latest trade headlines, helping you decide which opportunities might deserve a closer look.

Tutor Perini (TPC)

Overview: Tutor Perini is a large US construction company that builds and manages complex civil infrastructure, major buildings, and specialty systems, from highways, bridges, and transit links through to hospitals, hotels, and data centers, for government and private clients.

Operations: Tutor Perini generates most of its roughly US$6.0b in revenue from Civil projects at about US$3.2b, with Building at about US$2.0b and Specialty Contractors at about US$0.9b, and the vast majority of sales coming from the United States.

Market Cap: US$3.9b

Tutor Perini stands out in this tariff heavy backdrop because most of its US$21.1b backlog is tied to long dated US civil and transportation projects, where funding is already committed and management does not currently expect major disruption from trade policy. At the same time, the company is working through a pipeline of high profile wins such as large Guam military contracts, while recent debt refinancing and court awards support a cleaner balance sheet and extra financial flexibility. The flip side is real, with reliance on mega projects and a history of contract disputes and debt funding keeping execution and funding risk firmly on the table. The real question is whether this mix of upside potential and concentrated risks still stacks up for you.

Tutor Perini’s long-dated US civil backlog and recent balance sheet clean-up could be masking a very different risk reward profile than the headline story suggests, so it is worth reading the 4 key rewards and 1 important warning sign

Flowserve (FLS)

Overview: Flowserve is an industrial equipment company that supplies pumps, valves, seals, and related services that control the flow of liquids and gases for critical energy, water, chemical, and general industrial infrastructure around the world.

Operations: Flowserve generates most of its roughly US$4.7b in revenue from its Pump Division at about US$3.2b, with the Flow Control Division contributing about US$1.5b and a small offset from eliminations and other items.

Market Cap: US$8.9b

Flowserve provides exposure to energy transition and water infrastructure projects at a time when tariffs are pushing more attention toward resilient, domestically supported industrial supply chains. The company is focusing on cost programs and digital monitoring offerings to support margins, while acquisitions such as Trillium’s valves division are intended to deepen its position in nuclear and power markets. At the same time, factors such as a large one off loss, reliance on external funding, and a slower revenue growth outlook than the broader US market mean the story includes some tension. The trade off between these opportunities and risks may make Flowserve a candidate for closer review in infrastructure focused portfolios.

Flowserve’s push into nuclear and power markets, along with its combination of cost programs and digital services, could be masking a very different investment story. As a result, it is worth reading the 5 key rewards and 1 important warning sign

VSE (VSEC)

Overview: VSE is an aviation services company that supplies aftermarket aircraft parts and provides maintenance, repair, and overhaul support for commercial airlines, cargo operators, government fleets, and private aircraft owners around the world.

Operations: VSE generates about US$1.2b in revenue from its Aviation segment.

Market Cap: US$6.0b

VSE stands out in this tariff heavy backdrop because its aviation aftermarket focus leans into US infrastructure and manufacturing upgrades, while its acquisition of Precision Aviation Group expands maintenance and repair capacity. At the same time, the stock trades on a high P/E multiple, relies on higher risk external borrowing to fund deals, and faces integration and industry cycle risks, all while insiders have been selling shares and shareholder dilution has been significant. For investors, the mix of upgraded guidance, improving margins, and rich expectations creates a tightrope, and the key issue is how much of VSE’s potential you think is already priced in.

VSE’s high P/E and acquisition fueled expansion suggest investors might be missing how the story could shift if expectations change. It is therefore worth reading the 4 key rewards and 2 important warning signs (1 is major!)

The three stocks covered here are a starting point, but the full US Infrastructure and Construction Stocks screener surfaced 18 more companies with equally compelling stories around funding visibility, balance sheets, and exposure to domestic projects, all within the US Infrastructure and Construction Stocks screener. Use Simply Wall St to identify and analyze the exact catalysts that matter to you, from contract backlogs to financial health filters, so you can focus on the highest conviction ideas in this space.

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If Tutor Perini 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.