Trade rules are being ripped up again, with a Supreme Court tariff refund decision on one side and a new Section 301 framework on the other. That mix creates fresh pressure and potential openings for US domestic manufacturing stocks that rely less on imports and more on homegrown production. This article unpacks the story behind the headlines and walks through 3 stocks from our screener that appear positively exposed to this shifting trade regime.

The three stocks covered below are just a starting sample and the full screen pulled out 25 more US domestic manufacturing companies with equally compelling stories that are not included here. To go deeper into this theme, analyze and identify your own highest conviction ideas straight from the US Domestic Manufacturing Stocks screener.

Gentherm (THRM)

Gentherm is a Michigan based manufacturer that focuses on thermal management and comfort systems for cars and medical settings, from heated and cooled seats and steering wheels to patient temperature control equipment. The business is heavily skewed to its Automotive segment, which generates about $1.53b of revenue, compared with roughly $49 million from its smaller Medical division. At a market cap of about $1.27b, Gentherm sits firmly in mid cap territory.

Investors watching the trade headlines may find Gentherm interesting because it makes most of its value added products in the US and supplies global automakers that are pushing more comfort and wellness features into mainstream models. The company has recently reported record quarterly product revenue, secured hundreds of millions of dollars in new automotive awards and is working to expand into commercial vehicles and medical devices, all while approving a sizeable share buyback. At the same time, Gentherm still faces margin pressure, customer concentration and execution risk around acquisitions and new markets, which keeps the story far from risk free and worth a closer look.

Gentherm’s record product revenue, new awards and buyback plans suggest a story that could be building faster than the market realises. Scan the 2 key rewards and 2 important warning signs to see what might be quietly holding it back or pushing it further.

Build your own shortlist of Gentherm style trade winners

Gentherm and the other two stocks here all came out of a single Simply Wall St screen, but the real opportunity is in shaping your own filters. Use our customisable Screener to mix metrics like valuation, future growth, balance sheet strength and risks, or browse our curated Investing Ideas for ready made starting points.

Mobileye Global (MBLY)

Mobileye Global develops hardware and software that power advanced driver assistance and autonomous driving for car makers and fleet operators worldwide, from front-facing safety cameras to full robotaxi systems. Almost all of its roughly US$2.02b in revenue comes from the core Mobileye segment at about US$1.98b, with a small US$39 million contribution from Other, and it sells into a broad mix of markets including the US, China and major European countries. At a market cap of about US$7.42b, Mobileye Global sits firmly in mid cap territory.

Mobileye Global sits at the heart of the shift toward safer, more automated driving, supplying ADAS chips and software to automakers just as trade rules are making imported vehicles more complicated and sometimes more expensive. The company is still loss making and carries higher balance sheet risk, yet analysts expect revenue growth ahead of the wider US market and see a path back to profitability over the next few years. Recent Q2 results showed strong revenue, a 31% adjusted operating margin and a higher full year outlook. Management is also pushing deeper into robotaxis and software style revenue that could be higher margin over time. Against that backdrop, the stock trades well below some analyst valuation estimates, which makes the mix of tariff risk, execution risk and autonomous upside worth closer attention.

Mobileye Global’s mix of ADAS revenue, autonomous ambition and tariff cross currents appears only partially reflected in its current pricing. Scan the analysis report for Mobileye Global to see how that growth story aligns with the key risk that could influence sentiment.

Power Solutions International (PSIX)

Power Solutions International designs and builds gas and diesel engines and complete power systems for everything from data centers and microgrids to buses, trucks and industrial equipment. The company reports about $676 million of revenue from Engineered Integrated Electrical Power Generation Systems, which is its core business line, and has a market cap of roughly $942 million, keeping it in small to mid cap territory.

Investors watching trade headlines may find Power Solutions International interesting because it manufactures and assembles most of its engines and gensets in the US, serving customers that are prioritizing onshoring and local power resilience as import costs become less predictable. Recent commentary around gas powered data center demand adds another potential leg to the story, yet the stock still carries questions around cash conversion, working capital strain and reliance on external funding. For readers willing to look past the headline P/E and headline tariffs, the discussion focuses on whether those accounting and funding risks are already reflected in the current valuation.

Power Solutions International’s US based engine footprint could be masking a much bigger story as tariffs reset cost equations and data centers chase backup capacity. Scan the analysis report for Power Solutions International for the funding twist most investors are missing.

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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.