Rising tariffs, geopolitical friction, and tighter cross border financing are pushing global supply chains to rethink where and how goods are produced. That shift is putting a fresh spotlight on reshoring and domestic manufacturing stocks, which could face very different outcomes compared with companies still heavily tied to long, fragile trade routes. This article explains how the latest trade headlines and policy uncertainty connect to that theme, and highlights 3 stocks from our Reshoring and Domestic Manufacturing screener that appear positively exposed to the current mix of risks and opportunities.

RXO (RXO)

Overview: RXO is a US based logistics company that connects shippers with trucking capacity, providing truckload brokerage, managed transportation, last mile delivery, and freight forwarding across the US, Canada, Mexico, Asia, and Europe.

Operations: RXO generates about US$5.7b in annual revenue, almost entirely from transportation trucking services, with roughly US$5.3b coming from the US and US$415.7m from markets outside the US.

Market Cap: US$4.3b

RXO stands out in the reshoring theme because most of its business is already domestic. Management has openly framed higher, longer lasting tariffs as a long term tailwind as customers shift more freight into the US. Its asset light brokerage model, AI driven productivity gains, and growing exposure to less cyclical areas like LTL and e commerce focused freight give RXO tools to improve margins even while it is still reporting losses and carrying higher risk funding. At the same time, reliance on sectors such as automotive, a soft freight market, and an inexperienced management team keep execution risk high, which is where both the opportunity and the tension lie for investors watching RXO closely.

RXO’s asset light, AI driven brokerage model could be masking a very different earnings profile once freight conditions turn. Review the DCF valuation analysis for RXO to see how those margin levers and funding risks really stack up.

BlueLinx Holdings (BXC)

Overview: BlueLinx Holdings is a US distributor of building products, supplying items like engineered wood, siding, millwork, and structural lumber to home centers, pro dealers, specialty distributors, and industrial manufacturers across residential and commercial construction.

Operations: BlueLinx generates about US$3.0b in annual revenue, all from wholesale building products in the United States.

Market Cap: US$432.1m

BlueLinx sits at the intersection of US housing, infrastructure, and reshoring, supplying the materials that contractors, manufacturers, and multifamily projects need as more building activity leans on domestic supply chains. The company is reshaping its mix toward higher margin specialty products and value added services, backed by logistics and digital investments intended to support efficiency and potential share gains. At the same time, current losses and margin pressure from tariffs, competition, and softer demand keep risk elevated. Investors may also consider the implications of a low P/S multiple versus peers, the impact of capital returns through buybacks, and the need to weigh funding risk, tariff sensitive margins, and housing cycle timing carefully when looking at BlueLinx as an exposure to US construction and manufacturing activity.

BlueLinx is reshaping a US$3.0b all domestic business around higher margin building products, yet the market still prices in current losses and tariff pressure. Put that tension in context with the analysis report for BlueLinx Holdings

Cadre Holdings (CDRE)

Overview: Cadre Holdings manufactures and distributes safety and tactical equipment, from body armor and bomb suits to nuclear handling systems and specialty tools, supplying first responders, law enforcement, defense, and government agencies in the US and overseas.

Operations: Cadre Holdings generates about US$571.6m from its Product segment and US$97.3m from Distribution, partly offset by US$33.3m in reconciling items, with revenue spread across the United States and international customers.

Market Cap: US$1.18b

Cadre Holdings puts reshoring and domestic manufacturing into practice by building critical safety gear close to its core US customers, which can appeal when tariffs, trade finance, and geopolitics make complex global supply chains harder to rely on. Its FBI armor contract, pipeline of public safety and nuclear projects, and history of earnings and revenue growth sit alongside a recent drop in EPS, a large one off loss, and debt that is not yet well covered by operating cash flow. For investors, the focus is on how Cadre manages this balance between its onshoring footprint, acquisition activity, profitability, and cash generation in the context of its current funding position and exposure to potential contract delays.

Cadre Holdings appears to be masking a more complex story, where public safety projects and nuclear-related demand intersect with funding pressure and irregular contract timing. Put the pieces together with the full narrative for Cadre Holdings

The 3 reshoring and domestic manufacturing stocks in this article are only a starting point, with the full Reshoring and Domestic Manufacturing screener surfacing 14 more companies whose stories around local production, tariffs, and supply chain resilience may be just as compelling. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter most to you, so you can focus on the reshoring stocks that best match your highest conviction ideas.

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Seeking Alternatives Beyond Reshoring Stocks

Fresh ideas move first, and the stocks that quietly build momentum often advance once the crowd finally catches on. Scan these under the radar lists now to review potential opportunities early.

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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.