Trump’s new Section 301 “forced labor” tariffs on 60 countries have put trade costs, legal risk, and potential refund windfalls back in focus. That mix of pressure today and possible relief tomorrow could matter a lot for stocks tied to customs and trade compliance. This article unpacks the tariff story and walks through 3 stocks from our screener that may be positively exposed to these shifting rules.

The stocks covered in the list below are only a starting sample, and the full screen surfaced 67 more U.S.-listed trade services and customs compliance companies with equally compelling narratives that are not covered here. To identify, analyze, and focus on the ideas that fit your own thesis, head straight into the U.S.-Listed Trade Services and Customs Compliance Providers screener.

RXO (RXO)

Overview: RXO is a truck brokerage and freight services company that connects shippers with carriers across the U.S., Canada, Mexico, Asia, and Europe, with a focus on truckload, managed transportation, last mile delivery, and freight forwarding. It also helps customers with customs brokerage and middle mile services, making it a key link in cross border trade flows.

Operations: RXO generates about US$6.1b in revenue from Transportation - Trucking, with roughly US$5.7b from the U.S. and about US$400 million from outside the U.S.

Market Cap: US$3.5b

RXO sits right in the flow of goods that are affected by shifting tariff rules, which may matter as trade routes get more complex and importers think harder about customs, nearshoring, and cross border capacity. The stock has caught attention with strong Q2 2026 results, growing revenue to US$1.77b and beating earnings expectations, even though the company still reported a net loss and has a short cash runway. Forecasts point to earnings growth and a path to profitability, while the current P/S suggests investors are not paying a heavy premium for that potential. At the same time, automation, legal liability for large brokers, and regulatory costs sit in the background as real risks that deserve a closer look.

RXO’s freight brokerage story is shifting fast, with tariff complexity, a short cash runway and a still loss making profile leaving plenty of questions. Get the full picture, including automation risk and regulatory cost pressure, in the analysis report for RXO

Build your own trade and tariff shortlist

RXO and the two other stocks in this article all came out of a single screener, but the real edge comes when you tailor the filters yourself. Use our flexible Screener to mix valuation, growth, balance sheet and risk metrics to suit your style, or jump straight into our curated Investing Ideas.

ArcBest (ARCB)

Overview: ArcBest is an integrated logistics company that helps businesses move freight by road, air, and ocean, combining its own less than truckload network with asset light services like brokerage, expedited shipping, warehousing, and final mile delivery worldwide.

Operations: ArcBest generates about US$2.8b of revenue from its Asset Based LTL operations and US$1.5b from Asset Light services, with virtually all of its roughly US$4.2b in revenue coming from the United States.

Market Cap: US$3.0b

ArcBest provides exposure to both traditional LTL freight and higher margin, tech enabled logistics services at a time when tariffs and supply chain complexity are front of mind for customers. The company is focusing on cost savings, digital tools such as ArcBestView, and a simpler brand structure while still managing earnings volatility, a US$81.4m one off loss, insider selling, and a recent period of softer margins. For investors who can tolerate that variability, the combination of efficiency initiatives, tariff related customer demand for flexible routing, and analyst expectations for stronger earnings suggests that ArcBest may warrant further research.

ArcBest’s combination of cost cuts, digital tools and tariff driven freight demand has investors guessing what comes next. See how the analyst forecasts for ArcBest line up against that US$81.4m loss and insider selling

Landstar System (LSTR)

Overview: Landstar System is a transportation management company that coordinates truckload, less than truckload, air, ocean and specialized freight, including hazardous materials and temperature controlled loads, across the U.S., Canada, Mexico and other international routes, and also offers customs brokerage and risk and claims management services. It uses an asset light model that relies on independent agents and third party capacity providers to serve industries such as automotive, building products, consumer goods and heavy machinery.

Operations: Landstar System generates the vast majority of its revenue from Transportation Logistics at about US$4.9b, with a smaller contribution from Insurance at roughly US$126 million and a negative internal revenue adjustment of about US$56 million.

Market Cap: US$6.0b

Landstar System gives you a focused way to gain exposure to complex North American and cross border freight at a time when tariffs, legal challenges and potential refund flows are reshaping trade costs. The company is already talking about tariff related shipment pull forwards, tariff refunds from the federal government and roughly 11% of revenue tied to U.S. Mexico cross border freight. This means Section 301 developments can show up directly in volumes and customer behavior. At the same time, an asset light model and a recent credit facility with no borrowings reported as of June 2026 sit alongside rising insurance costs, high legal liability for brokers and a mixed longer term growth record. The key question is how that mix looks once the current tariff environment and freight cycle evolve.

Landstar System’s asset light freight model sits at the point where tariffs, refunds and cross border demand meet. Read the 2 key rewards and 1 important warning sign to see how that opportunity compares with rising insurance costs and legal exposure.

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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.