Global supply chains are being rewired in real time, as AI hardware demand, higher tariffs and pressure to bring production closer to home all collide. For investors, that mix can reward companies that help make trade more resilient, while leaving others exposed to higher costs and disruption. This article looks at three stocks from a Supply Chain Resilience and Onshoring screener that are closely tied to these trends, each with solid financial footing and meaningful exposure to the latest trade shifts. By the end, you will see how they line up against today’s mix of opportunity and risk.

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Flowserve (FLS)

Overview: Flowserve is an industrial equipment company that supplies pumps, valves, seals and related services that keep critical infrastructure running, from oil and gas and power plants to water systems and chemical facilities across the globe.

Operations: Flowserve generates most of its revenue from its Flowserve Pump Division at about US$3.2b and its Flow Control Division at about US$1.5b, with small eliminations and other items reducing the total slightly.

Market Cap: US$9.3b

Investors looking at supply chain resilience and onshoring may find Flowserve hard to ignore, as its pumps and flow control products sit inside many of the industrial projects tied to domestic manufacturing, clean energy and water infrastructure. Earnings growth forecasts are strong, margins have recently improved and an activist investor is pushing for sharper execution and better capital allocation. Management is working on cost simplification and higher value digital services that can support more recurring revenue. At the same time, recent revenue softness, tariff exposure and reliance on external funding highlight that execution and project timing still matter. The full picture of how these forces interact, and what they could mean for future cash flows, is where the real opportunity or risk lies.

Flowserve’s earnings growth forecasts, margin improvement and activist pressure point to a story that is still unfolding and not fully priced in. Get the full context in the 3 key rewards and 1 important warning sign

VSE (VSEC)

Overview: VSE focuses on the aviation aftermarket, supplying parts distribution and maintenance, repair and overhaul services that keep commercial, regional and business aircraft fleets in service for airlines, cargo operators, governments and private owners.

Operations: VSE currently generates about US$1.2b in revenue from its Aviation segment, reflecting a concentrated focus on aftermarket aviation services.

Market Cap: US$4.9b

VSE is positioned in the middle of the supply chain resilience story, with aviation aftermarket parts and MRO capacity that support aircraft uptime when supply chains are tight and fleets are kept in service longer. Recent acquisitions such as PAG, TCI and Kellstrom, together with deeper OEM partnerships, are expanding its footprint and proprietary repair capabilities. At the same time, higher leverage, equity dilution and a greater reliance on aviation cycles and legacy engines present trade offs, so the key question is whether the quality of growth and margin expansion justifies those risks over time.

VSE’s roll up of aviation aftermarket businesses and OEM ties could be reshaping its risk profile just as growth expectations build. However, the full story only really comes into focus in the 4 key rewards and 2 important warning signs (1 is major!)

EnerSys (ENS)

Overview: EnerSys provides stored energy solutions that power critical infrastructure, from data centers and telecom networks to electric forklifts, trucks and defense systems, helping customers keep operations running when reliability and uptime matter most.

Operations: EnerSys generates most of its revenue from Energy Systems at about US$1.7b and Motive Power at about US$1.4b, with Specialty contributing about US$665.1m and Corporate and Other about US$4.2m.

Market Cap: US$8.1b

EnerSys sits at the intersection of onshoring, AI data center build outs and warehouse automation, supplying backup power and industrial batteries that support more resilient, regionally based supply chains. Its tariff task force, in-region production and low direct sourcing from China indicate that management is actively trying to manage rising trade frictions. Realignment into three segments, plant consolidation and cost savings are aimed at lifting margins and cash generation. At the same time, softer organic growth, reliance on acquisitions and a balance sheet funded entirely by external borrowing present risks to weigh. How those trade offs compare with earnings growth forecasts, recent results and new data center products may be important considerations for long term investors.

EnerSys looks like an onshoring and data center power story that many investors may be only half pricing in, especially given its realignment and cost initiatives. See how the thesis stacks up against the analysis report for EnerSys

The three stocks covered here are only a starting point, and the full Supply Chain Resilience and Onshoring screener includes 7 more companies with equally compelling supply chain resilience and onshoring narratives that you have not seen yet. Use Simply Wall St to identify, filter and analyze the exact catalysts and storylines that matter to you so you can focus on the highest conviction ideas 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.