Global trade is being reshaped by growing imbalances, louder calls for higher tariffs, and tougher standards on labor, the environment, and market power. Supply chains that once relied on frictionless cross border flows now face rising costs and political pushback. For investors, that can mean both fresh risks and potential openings in companies linked to logistics and supply chain resilience. This article introduces three stocks from a Global Logistics and Supply Chain Resilience screener that appear positively exposed to these trade policy shifts, and explains what the latest news could mean for each stock’s risk and opportunity profile.

Aecon Group (TSX:ARE)

Overview: Aecon Group is a Canada based construction and infrastructure company that builds and operates large scale projects such as transportation networks, utilities, nuclear and industrial facilities, often through public private partnerships for governments and major corporates in Canada, the U.S. and select international markets.

Operations: Aecon Group generates almost all of its CA$6.0b revenue from Construction at about CA$5.95b, with a small contribution from Concessions at roughly CA$8.1m and minor eliminations.

Market Cap: CA$3.10b

Aecon Group sits at the heart of power grids, ports and data center infrastructure that governments and corporates are prioritizing as trade rules tighten and supply chains are reworked. The company combines a CA$10.5b backlog and record quarterly revenue with growing exposure to energy transition projects like battery storage and nuclear, as well as long term concession contracts that can support recurring cash flow. At the same time, Aecon Group still faces losses, margin pressure, elevated funding risk from external borrowing and mixed governance signals including insider selling and a high CEO pay package. For investors who want to understand whether the project mix, contract structures and tariffs related risks justify taking a closer look, the details matter.

Aecon Group’s record revenue, CA$10.5b backlog and growing energy transition exposure could be masking a very different risk return profile than the headline losses suggest. Compare the contract quality and funding pressures in the 2 key rewards and 1 important warning sign

NFI Group (TSX:NFI)

Overview: NFI Group is a Winnipeg based bus manufacturer that supplies heavy duty transit buses, motor coaches and medium duty vehicles for public and private transport systems across North America, the UK, Europe and Asia Pacific, backed by a large aftermarket parts and service business.

Operations: NFI Group generates about US$3.0b of revenue from Manufacturing Operations and roughly US$626.8m from Aftermarket Operations, with most sales coming from North America and additional contributions from the UK, Europe and Asia Pacific.

Market Cap: CA$3.00b

NFI Group gives you direct exposure to public transport fleets that rely on dependable supply chains and local content rules as tariffs rise and trade frictions push buyers toward regional production. The company is working through a multi year turnaround, with improving profitability in 2026, a sizeable US$13.2b backlog and a bus recall program and tariff cost pass through efforts that still carry execution risk. Recent CA$350m senior unsecured notes and extended credit facilities support its deleveraging plans, but also underline its dependence on external funding. If you want to understand whether NFI’s mix of public funding support, backlog quality, tariff clauses and recall obligations adds up to a compelling risk reward balance, the contract details and balance sheet matter.

NFI Group’s turnaround, US$13.2b backlog and funding support may look like a straight recovery story, but the real twist sits in the contract terms and balance sheet pressure revealed in the analysis report for NFI Group

Brady (BRC)

Overview: Brady is a Milwaukee based manufacturer of identification and workplace safety products, supplying labels, printers, RFID and barcode systems, safety signs, spill control and compliance software that help industrial, healthcare and commercial customers track assets and protect people and facilities worldwide.

Operations: Brady generates about US$1.1b of revenue from the Americas and Asia and roughly US$550.6m from Europe and Australia.

Market Cap: US$4.52b

Brady operates in a world of rising trade frictions, and its labeling, RFID and track and trace systems sit at the core of how manufacturers, data centers and healthcare providers manage complex supply chains and compliance risk. Management has been investing heavily in higher margin automation and traceability solutions, supported by targeted acquisitions and a footprint that can shift production closer to customers when tariffs increase. At the same time, investors need to weigh tariff headwinds that management itself quantifies in the millions of dollars, reliance on external borrowing for recent deals and the risk that older labeling products lose relevance. A key consideration for investors is how Brady’s push into higher value identification technology compares with those pressure points.

Brady’s push into automation and traceability could be masking a much bigger shift in its supply chain role. Before you decide how it fits in your portfolio, scan the analysis report for Brady

The three stocks in this article are just a starting point, since the full Global Logistics and Supply Chain Resilience screener surfaces 22 more companies with equally compelling logistics and supply chain resilience stories. Use Simply Wall St to identify, analyze and filter for the specific catalysts, financial health and narratives that matter most so you can focus on the highest conviction opportunities in this theme.

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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.