Trade friction between the U.S. and Brazil is reshaping where factories sit and who wins supply contracts, and that is putting fresh attention on U.S. industrial stocks that sell mostly at home. When tariffs shift the playing field, some companies suddenly look more competitive while others face new questions. This article walks through three stocks that appear aligned with this reshoring theme and how the latest headlines might matter for a diversified portfolio.

The stocks covered below are just a first sample, and the full screen on Simply Wall St surfaced 21 more U.S. focused industrial and manufacturing companies with equally interesting reshoring narratives that are not included in this article. To go straight to the full set of ideas, analyze and identify your highest conviction opportunities in the U.S. domestic-focused industrials benefiting from reshoring and reduced Brazilian competition screener.

Proto Labs (PRLB)

Proto Labs is a digital manufacturer that uses molding, CNC machining, 3D printing and sheet metal services to produce custom parts for engineers and supply chain teams. The company generates about $561 million in revenue from machinery and industrial equipment customers and has a market cap of roughly $2.2b.

Investors looking at reshoring themes may find Proto Labs interesting because it already earns most of its business from industrial customers that value quick, local production, which fits neatly with higher tariffs on imported components. Management highlights that its AI-driven pricing and flexible U.S. based capacity can help customers replace disrupted overseas suppliers, while its global footprint can shift work as trade rules change. There are real trade offs to weigh, including margin pressure when Proto Labs absorbs sudden tariff related cost changes and ongoing spend on technology and facilities. For investors, a key consideration is whether the current reshoring wave and the company’s progress in areas like aerospace, defense and medical 3D printing can outweigh those risks over time.

Proto Labs’ AI led pricing and flexible capacity could be masking a very different reshoring story. Run through the analyst forecasts for Proto Labs to see what expectations assume about this momentum and the one variable that could flip the script.

Build your own reshoring-focused shortlist

Proto Labs and the two other stocks in this reshoring article all came from a single Simply Wall St screen, but the real edge is setting your own filters. Use our flexible Screener to mix valuation, growth, quality and risk checks, or tap into ready made themes with our curated Investing Ideas.

SunCoke Energy (SXC)

SunCoke Energy is a coke producer that runs cokemaking plants and logistics terminals, handling everything from blast furnace and foundry coke to slag, scrap and bulk material services for steel and industrial customers. Most of its revenue comes from the Domestic Coke segment at about $1.5b, with another $356 million from Industrial Services and $37 million from Corporate and Other, while intersegment sales reduce the total by $22 million. The company has a market cap of roughly $788 million.

SunCoke Energy sits in the middle of the reshoring story because it supplies U.S. steel and industrial customers that may lean harder on domestic coke as Brazilian products face higher tariffs. Contracts that include fixed revenue and pass-through elements, especially after the Phoenix acquisition, aim to smooth earnings and reduce exposure to commodity swings. Q2 2026 results indicate the business can generate positive net income. At the same time, the company faces meaningful customer concentration and exposure to changing steel production methods, plus a dividend that is not well covered by current earnings. For investors weighing whether the 5% yield, recent guidance and trade tailwinds compensate for those pressures, this stock may warrant closer consideration.

SunCoke Energy’s 5% yield and reshoring angle might only be half the story. Get the full context on contracts, customer exposure and trade risks in the analysis report for SunCoke Energy

DNOW (DNOW)

DNOW is a Houston based distributor that keeps energy, industrial and utility projects supplied with pipe, valves, fittings, pumps and a wide range of maintenance and safety products. The company generates about $4.1b in revenue from its Wholesale Miscellaneous segment and has a market cap of roughly $2.9b.

DNOW sits at the crossroads of reshoring, higher tariffs and heavier spend on U.S. midstream and gas utilities projects. This backdrop can favor a distributor that already sources around 60% of its steel products domestically and has the systems to reset prices quickly as costs move. The stock currently appears undervalued on cash flow and sales based on common valuation screens, and recent results show revenue and cash generation alongside share buybacks. Investors still need to weigh ongoing losses, dilution, legal overhang from the MRC merger and an intensely competitive market. For anyone tracking how trade friction with Brazil could shift more industrial spending back onshore, DNOW is a reshoring play that may warrant a closer look when evaluating whether the balance of potential upside and risk fits their portfolio.

DNOW’s reshoring story, cash generation and buybacks could be masking a far more interesting setup. Run through the analysis report for DNOW to see how one underappreciated risk could change the whole equation

Seeking Fresh Alternatives Before They Fly

Fresh reshoring stories are only one corner of the market. New themes can break out fast, and by the time headlines catch up, momentum is often gone. Consider taking a closer look now.

• Spot stronger balance sheets before they get crowded by institutions and traders by running the solid fundamentals list of solid balance sheet and fundamentals (50 results) while these companies are still relatively under the radar.
• Hunt for income ideas that may hold up when growth stories cool by scanning the high yield 10 dividend fortresses before the most attractive entry points are widely noticed by yield-focused investors.
• Track early moves in infrastructure tied to power demand and electrification momentum with the curated 38 power grid technology and infrastructure stocks while the theme is developing and potential standouts are still emerging.

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.