Trade headlines around U.S. tariffs, Section 301 investigations and a stalled India U.S. Bilateral Trade Agreement are reshaping expectations for export oriented industrial and agriculture stocks. With temporary 10% Section 122 tariffs set to expire and potential new 12.5% tariffs on Indian imports under review, some U.S. companies could see relative advantages in global supply chains while others face new uncertainties. This article focuses on three stocks from our U.S. Export Oriented Industrials and Agriculture screener that appear closely exposed to these developments, to help you decide whether they belong on your watchlist or your avoid list right now.

Allison Transmission Holdings (ALSN)

Overview: Allison Transmission Holdings designs and manufactures fully automatic transmissions and electrified propulsion systems for medium and heavy commercial trucks, buses, off-highway equipment, and U.S. defense vehicles, and also supports this installed base with branded parts, remanufactured units, and services worldwide.

Market Cap: US$9.88b

Allison Transmission Holdings stands out in this tariff driven moment because most of its manufacturing and 85% of its material sourcing are already concentrated in North America. This limits direct tariff exposure while foreign rivals potentially face more friction. At the same time, Allison is investing in electrified drivetrains and has expanded into off highway, agriculture and construction through the Dana acquisition, which has introduced integration risks and weighed on recent profitability. The company also carries meaningful debt and its high forecast ROE is heavily debt supported, so investors need to stay focused on cash generation and refinancing progress. With a large defense transmission contract on the books and exposure to global infrastructure and mining fleets, there is more to unpack around how much of this set up is already in the price.

Allison Transmission Holdings looks like a rare mix of tariff shelter and electrification ambition, but the real story sits in its balance sheet and refinancing path. It is worth reviewing the Allison Transmission Holdings financial health report

Arch Resources (ARCH)

Overview: Arch Resources is a U.S. based coal producer that supplies metallurgical coal used in steelmaking and thermal coal used for power generation, selling to utility, industrial, and steel customers at home and overseas from a portfolio of mines across key coal regions.

Operations: Arch Resources generates around US$1.63b in revenue from its Metallurgical segment and about US$1.05b from its Thermal segment, including the Powder River Basin.

Market Cap: US$2.44b

Arch Resources sits at the intersection of global trade policy and basic materials demand, which is why the shifting U.S. tariff backdrop matters so much here. As a major exporter of coal for steel production and power, Arch could benefit if easing Section 122 tariffs helps trade flows while any new, targeted measures keep certain foreign competitors on the back foot. At the same time, investors have to weigh forecast earnings growth above 40% per year against a modest 6.8% net margin, funding that leans on higher risk borrowing, and a volatile history of profits and dividends. The stock currently trades on a P/E that is well below peers. The key issue for investors is how sustainable those earnings and export channels look once policy dust settles.

Arch Resources sits at the crossroads of low P/E, export exposure and forecast earnings growth above 40%, so the missing piece is how those factors fit together in the analysis report for Arch Resources

NPK International (NPKI)

Overview: NPK International manufactures, rents, and installs recyclable composite matting systems that give heavy equipment temporary access to difficult worksites, serving power transmission, oil and gas, pipelines, renewable energy, construction, and other infrastructure projects in the U.S. and U.K.

Operations: NPK International generates about US$287.3m in revenue from its Industrial Solutions segment, with roughly US$263.9m from the United States and US$23.4m from the United Kingdom.

Market Cap: US$1.34b

Investors looking at U.S. export oriented infrastructure plays may find NPK International interesting because its composite mat rentals sit at the center of long duration utility, pipeline, and energy project spending. In this space, customers are already working to keep tariff effects to low single digits and are reaffirming CapEx plans. Recent results show revenue in the mid US$70m range per quarter with relatively consistent earnings. Raised 2026 guidance and ongoing buybacks suggest management confidence in the business. At the same time, margins have compressed from prior highs, earnings declined in the last year, and heavy reliance on large projects and external borrowing adds meaningful risk. The balance between these opportunities and pressure points is what can make NPK International worth a closer look.

Rising project spend, steady rentals and buybacks give NPK International an intriguing mix of stability and optionality. However, the real turning point may be hiding in the 3 key rewards and 1 important warning sign

The three stocks in this article are only a starting point, and the full U.S. Export-Oriented Industrials and Agriculture screener surfaces 26 more large U.S. industrial and agriculture companies with equally compelling financial stories waiting to be analyzed. Use Simply Wall St to identify and analyze the specific catalysts, balance sheet traits and growth narratives that matter most to you so you can focus on your highest conviction ideas.

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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.