Mexico, The United States Saw Numerous Manufacturing Job Losses

Mexico’s Ministry of Economy reports that Mexico and the United States lost thousands of manufacturing jobs during the past year. While the historical discourse regarding nearshoring in Mexico has focused primarily on the volume of incoming investment the nation could secure, the narrative is shifting toward a more critical inquiry: the country’s capacity to maintain long-term employment levels.

Recent data from Mexico’s Ministry of Economy reveals that Mexico and the United States lost more than 213,000 manufacturing jobs between February 2025 and February 2026, with the largest declines occurring in highly integrated sectors such as transportation equipment, plastics, rubber and machinery. The losses were concentrated in industries most exposed to recent tariff measures and trade uncertainty, highlighting the degree to which both countries now operate as a single manufacturing ecosystem. 

The impact was particularly severe in transportation equipment manufacturing, which lost nearly 65,000 jobs across Mexico and the United States in a single year, according to data cited by Mexico’s Ministry of Economy. The sector’s losses illustrate how trade disruptions increasingly affect not only production flows but also workforce stability across North America’s industrial ecosystem. 

The narrative often centers on tariffs, the underlying reality points to a fundamental shift redefining the competitiveness and labor landscape of Mexico. 

From Talent Availability to Workforce Resilience 

The first phase of nearshoring was defined by the relocation of production. The second focused on securing the talent needed to support industrial expansion. The next phase will be defined by workforce resilience: the ability to preserve critical skills, maintain productivity and adapt labor capacity during periods of economic, geopolitical, and regulatory disruption.

Mexico’s manufacturing success is increasingly tied to regional dynamics beyond its control. As the Ministry of Economy argued in its submission to US trade authorities, employment declines occurred almost simultaneously on both sides of the border, reflecting the deep integration of North American supply chains. Industries such as automotive, aerospace, electronics, and advanced manufacturing no longer operate as isolated national sectors but as interconnected production networks.

Historically, Mexico competed on labor costs. More recently, it competed on geographic proximity and access to the US market. Going forward, competitive advantage will increasingly depend on the resilience of its workforce ecosystem.

This shift is part of a broader global dialogue. The OECD highlights that geopolitical friction, regulatory changes, and economic instability are forcing governments and corporations to reconsider their supply chain strategies. Consequently, the focus is moving away from simple efficiency and toward resilience, prioritizing the capacity to withstand shocks while maintaining long-term productivity and expansion.

Within the Mexican landscape, the development of a resilient workforce is becoming the essential human capital equivalent to achieving supply chain security.

The challenge is particularly relevant as the country seeks to convert nearshoring momentum into sustainable industrial growth. Mexico continues to attract manufacturing investment, yet workforce vulnerabilities are becoming more visible. Talent shortages in engineering, digital technologies, and advanced manufacturing are already constraining industrial expansion and limiting the country’s ability to fully capitalize on nearshoring opportunities.

Mexico has successfully positioned itself as one of North America’s most attractive manufacturing destinations. However, attracting investment is not the same as protecting workforce capacity. If skilled workers exit key sectors during periods of uncertainty, rebuilding those capabilities can take years. The loss is not merely employment; it is accumulated knowledge, technical expertise, and future productivity. 

Workforce Stability as a Competitive Asset 

As a result, workforce strategy is becoming inseparable from business strategy. The core of corporate and national strategy is increasingly defined by workforce stability. For CEOs, the focus has shifted from the continuity of nearshoring to the preservation of access to essential talent amid periods of instability. Simultaneously, CHROs are finding that effective workforce planning now requires a scope beyond simple recruitment, prioritizing reskilling, internal mobility, and the protection of organizational capabilities to navigate volatility.

From an investment perspective, the resilience of the labor market is becoming a primary metric for evaluating long-term operational consistency. Geographies that demonstrate the ability to maintain talent ecosystems throughout various economic cycles will likely command greater interest for capital allocation. Policymakers face a parallel imperative; while industrial policies can bring physical facilities, maintaining a competitive edge necessitates deep, ongoing investments in technical education, workforce development, and retention strategies.

Looking ahead, the ultimate legacy of the nearshoring era in Mexico may not be measured by investment totals, but by the successful cultivation of a workforce capable of enduring global uncertainty. The future of Mexico’s competitiveness depends not just on manufacturing locations, but on the capacity to safeguard, modify, and enhance the human capital that drives the industrial sector.

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Amazon announces agreement with Corning to boost U.S. fibre optics manufacturing — TradingView News

• The multibillion-dollar deal will also support hundreds of construction jobs to expand Corning’s North Carolina facilities and create a new workforce development program.
• Amazon’s multiyear, multibillion-dollar agreement with Corning will produce optical fibre for data centres and strengthen the U.S. supply chain.
• The deal creates 1,000 jobs at Corning’s North Carolina facilities, hundreds of construction jobs, and a workforce training program.
• Amazon has invested more than $20 billion in North Carolina, creating over 26,000 jobs across the state.

Dubai, United Arab Emirates – Today, Amazon announced a multibillion-dollar agreement with Corning Incorporated, a leading manufacturer of advanced glass and fibre optic technology, to supply the optical fibre, cable, and connectivity solutions that power Amazon’s expanding data centre infrastructure across the United States. The investment will create 1,000 new, highly skilled jobs at Corning’s manufacturing facilities across North Carolina, and support hundreds of additional construction jobs to expand Corning’s facilities.

Through the agreement, Amazon will work with Corning on a new program that will expand its Fibre Optic Technician Training Program with Catawba Valley Community College to train students for careers in fibre optic manufacturing and related technical roles. The program provides hands-on education and courses that will increase the talent pool and offer pathways to high-paying technical roles. The efforts will help strengthen the domestic supply chain and U.S. manufacturing base while serving the region and state to help expand residential and commercial fibre densification efforts.

“Amazon’s investments in North Carolina have created more than 26,000 jobs across the state. This multibillion-dollar agreement with Corning continues that commitment, channeling investment into American manufacturing and creating 1,000 new jobs at their facilities near our data centres,” said Matt Garman, CEO of AWS. “We’re also partnering to train North Carolinians for highly skilled roles in fibre optics and fusion splicing. These long-term investments create long-term careers and real opportunity in the communities where we operate.”

Investing in North Carolina

This agreement with Corning is in addition to Amazon’s plans, announced last year, to invest $10 billion in North Carolina to expand cloud computing infrastructure. It builds on the more than $20 billion Amazon has invested in North Carolina since 2010, creating over 26,000 jobs spanning logistics, cloud infrastructure, and renewable energy across the Tar Heel State.

“Every day, North Carolina is proving that American manufacturing and cutting-edge technology go hand in hand. This multibillion-dollar agreement, between Amazon and Corning, will create 1,000 family-sustaining jobs for hardworking North Carolinians while also strengthening the critical infrastructure of the U.S. supply chain. This partnership further proves that North Carolina is the number one state in the country for American businesses to invest, build, and grow. As a leading voice in the Senate for workforce development and American manufacturing, I am proud that we are continuing to capitalise on that momentum in North Carolina,” said U.S. Senator Ted Budd.

Powering data centres, creating jobs, and fueling economic growth

Amazon’s data centres power the services millions of people and businesses rely on every day, from hospitals and emergency services to streaming entertainment and AI innovation. Corning’s fibre optics are a critical part of that infrastructure, and together, these investments help fuel the U.S. economic engine.

“This agreement with Amazon represents a significant milestone for Corning and for American manufacturing,” said Wendell Weeks – chairman, CEO, and president of Corning. “For 175 years, Corning has pioneered the technologies that connect people and transform industries. Amazon’s investment will help us expand production, create 1,000 new advanced manufacturing jobs at our facilities, and lead the way toward building a resilient U.S. manufacturing base.”

Amazon’s long-term commitment to North Carolina goes beyond direct investments and jobs created in the state. Through workforce development, Career Choice, and upskilling programs, Amazon has already provided practical training for nearly 7,000 people in North Carolina, helping to open new pathways for higher-paying jobs and fulfilling careers.

In the last decade, Amazon has contributed more than $72 million to charities and organisations supporting local needs across North Carolina, with $10 million provided in 2025 alone to 26 local community partners. This includes contributions like $1.5 million to enhance public safety services for southeastern Hamlet and surrounding Richmond County communities by funding a new fire substation that is expected to lower emergency response times and homeowner insurance premiums.

Learn more about Amazon’s community investments.

MEDIA Contacts

Corning

Radina Ralcheva

EMEA Communications Manager, Corning

Email: ralchevar@corning.com

Andrew Murgatroyd

Vice President, Corporate, Weber Shandwick

Email: amurgatroyd@webershandwick.com​​​​​

About Corning Incorporated

Corning (www.corning.com) is one of the world’s leading innovators in materials science, with a 170-year track record of life-changing inventions. Corning applies its unparalleled expertise in glass science, ceramic science, and optical physics along with its deep manufacturing and engineering capabilities to develop category-defining products that transform industries and enhance people’s lives. Corning succeeds through sustained investment in RD&E, a unique combination of material and process innovation, and deep, trust-based relationships with customers who are global leaders in their industries. Corning’s capabilities are versatile and synergistic, which allows the company to evolve to meet changing market needs, while also helping its customers capture new opportunities in dynamic industries. Today, Corning’s markets include optical communications, mobile consumer electronics, display, automotive, solar, semiconductors, and life sciences.

Corning Forward-Looking Statements

The statements contained in this release and related comments by management that are not historical facts or information and contain words such as “will,” “believe,” “anticipate,” “expect,” “intend,” “plan,” “seek,” “see,” “would,” “target,” “estimate,” “forecast” or similar expressions are forward-looking statements. These forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and include estimates and assumptions related to economic, competitive and legislative developments. Such statements relate to future events that by their nature address matters that are, to different degrees, uncertain. These forward-looking statements relate to, among other things, the Company’s Springboard plan, projected financial and operating performance, anticipated sales opportunities, long-term growth strategy, expected capital deployment, innovation and commercialization plans, and anticipated impacts of customer agreements.  These forward-looking statements also relate to the expected benefits, scope, and timing of the Company’s strategic partnership with NVIDIA, including planned expansions of U.S.-based optical connectivity and fiber manufacturing capacity, the construction and operation of new manufacturing facilities, anticipated job creation, and projected customer demand driven by AI infrastructure deployments.

Although the company believes that these forward-looking statements are based upon reasonable assumptions regarding, among other things, current estimates and forecasts, general economic conditions, its knowledge of its business and key performance indicators that impact the company, there can be no assurance that these forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. The company undertakes no obligation to update forward-looking statements if circumstances or management’s estimates or opinions should change except as required by applicable securities laws.

Some of the risks, uncertainties and other factors that could cause actual results to differ materially from those expressed in or implied by the forward-looking statements include, but are not limited to: global economic trends, competition and geopolitical risks, or an escalation of sanctions, tariffs or other trade tensions between the U.S. and other countries, and related impacts on our businesses’ global supply chains and strategies; changes in macroeconomic and market conditions and market volatility, including developments and volatility arising from health crisis events, inflation, interest rates, the value of securities and other financial assets, precious metals, oil, natural gas, raw materials and other commodity prices and exchange rates (particularly between the U.S. dollar and the Japanese yen, South Korean won, Chinese yuan, New Taiwan dollar, Mexican peso and euro), decreases or sudden increases of consumer demand, and the impact of such changes and volatility on our financial position and businesses; the availability of or adverse changes relating to government grants, tax credits or other government incentives; the duration and severity of health crisis events, such as an epidemic or pandemic, and its impact across our businesses on demand, personnel, operations, our global supply chains and stock price; possible disruption in commercial activities or our supply chain due to terrorist activity, cyber-attack, armed conflict, political or financial instability, natural disasters, international trade disputes or major health concerns; loss of intellectual property due to theft, cyber-attack, or disruption to our information technology infrastructure; ability to enforce patents and protect intellectual property and trade secrets; disruption to Corning’s, our suppliers’ and manufacturers’ supply chain, equipment, facilities, IT systems or operations; product demand and industry capacity; competitive products and pricing; availability and costs of critical components, materials, equipment, natural resources and utilities; new product development and commercialization; our solar business development, including manufacturing facility construction, ramp, and operations, and the achievement of solar revenue and profitability targets; order activity and demand from major customers; the amount and timing of our cash flows and earnings and other conditions, which may affect our ability to pay our quarterly dividend at the planned level or to repurchase shares at planned levels; the amount and timing of any future dividends; the effects of acquisitions, dispositions and other similar transactions; the effect of regulatory and legal developments; ability to pace capital spending to anticipated levels of customer demand; our ability to increase margins through implementation of operational changes, pricing actions and cost reduction measures; rate of technology change; adverse litigation; product and component performance issues; retention of key personnel; customer ability to maintain profitable operations and obtain financing to fund ongoing operations and manufacturing expansions and pay receivables when due; loss of significant customers; changes in tax laws, regulations and international tax standards; the impacts of audits by taxing authorities; the potential impact of legislation, government regulations, and other government action and investigations; and other risks detailed in Corning’s SEC filings.

For a complete listing of risks and other factors, please reference the risk factors and forward-looking statements described in our annual reports on Form 10-K and quarterly reports on Form 10-Q

About NVIDIA

NVIDIA (www.nvidia.com) is the world leader in AI and accelerated computing.

NVIDIA Forward-Looking Statements

Certain statements in this press release including, but not limited to, statements as to: the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; expectations with respect to AI and related industries; AI driving the largest infrastructure buildout—and a once-in-a-generation opportunity to reinvigorate American manufacturing and supply chains; together with Corning, NVIDIA inventing the future of computing with advanced optical technologies—building the foundation for AI infrastructure where intelligence moves at the speed of light while advancing the proud tradition of Made in America; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

© 2026 NVIDIA Corporation. All rights reserved. NVIDIA and the NVIDIA logo are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.

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Zinke-Led Military Sales Bill Passes House, Bolstering U.S. Manufacturing and Global Alliances

Washington, D.C. – Today, the U.S. House of Representatives passed Congressman Ryan Zinke’s Allied Defense Sales Act, legislation aimed at strengthening American manufacturing by making it easier for allied nations to jointly purchase U.S.-made defense equipment while deepening strategic partnerships abroad. The bill is a continuation of Zinke’s work as Chairman of the Foreign Military Sales Task Force, where he has worked alongside the Department of War to modernize military sales, securing huge wins through legislation and executive order.

“America builds the best defense equipment in the world, and our allies need it to safeguard their – and our – people and interests,” said Zinke. “This bill helps cut through the bureaucracy so our partners can work together to buy American-made systems faster and more efficiently. That means stronger and more secure alliances, and more manufacturing jobs here at home.”

“Strengthening our partnerships abroad is critical to advancing our national security interests and maintaining a competitive edge in an increasingly complex and dangerous world,” said Representative Ami Bera, M.D. “I’m pleased the House has passed our bipartisan legislation to help trusted allies and partners coordinate purchases of U.S. defense equipment, improve interoperability, and deliver critical capabilities more efficiently.”

The bill is modeled after successful multinational cooperation efforts and focuses on helping groups of allied countries with similar defense needs coordinate joint purchases. By aligning demand across multiple partners, the legislation would help stabilize production and accelerate delivery timelines for American manufacturers.

Under the current system, many smaller countries face steep barriers when trying to purchase U.S. equipment due to the scale and complexity of the process. These hurdles can delay orders and create uncertainty for American manufacturers. The Allied Defense Sales Act addresses these challenges by creating a more flexible and coordinated approach for enabling multinational procurement, especially for partners in regions like Eastern Europe, Southeast Asia, and the Caribbean, further helping generate more consistent demand for U.S.-made systems.

The legislation directs the Department of War to assess interest among allied nations, identify potential lead coordinator countries for joint purchases, recommend ways to streamline approvals and licensing, and increase the exportability of defense articles and services. It also explores ways to expand access to financing tools and accelerate sales outside traditional programs, ensuring American defense companies can respond more quickly to allied demand.

Read the full text of the bill here.

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If Global Manufacturing Weakens, Here’s What Happens to This Copper ETF

© bigjom jom / Shutterstock.com

The United States Copper Index Fund (NYSEARCA:CPER) has quietly become one of the better-performing commodity vehicles of the cycle, trading near $39 after a 33% run over the past year and an 8% jump in just the last month. With roughly $456 million in net assets, CPER is the largest pure-play copper futures ETF available to U.S. investors, and its recent move tracks a copper market that printed a 12-month high of $12,986 per metric ton in January before easing to $12,528 in March. The question for CPER holders now is whether the next leg is a continuation higher or a stall driven by softening industrial demand.

The Macro Signal That Matters Most: Global Manufacturing PMI

Copper is the textbook industrial barometer, and the single most important macro variable for CPER over the next 12 months is the trajectory of global manufacturing activity, best tracked through the monthly J.P. Morgan Global Manufacturing PMI (released the first business day of each month) and China’s Caixin Manufacturing PMI. A reading above 50 signals expansion; sustained readings below 50 historically coincide with copper drawdowns of 10% to 20%.

The early warning lights are already blinking. U.S. manufacturing value-added grew just 0.3% in Q4 2025 after a 3.2% Q3, construction stalled at 0.0% growth, and WTI crude has tumbled from roughly $112 in mid-May to under $98 a week later, a roughly 13% weekly decline that typically signals fading industrial demand expectations. For CPER, the threshold to watch is a Global Manufacturing PMI print below 49 for two consecutive months. That has historically been the level at which copper inventories on the LME and SHFE start building, and refined-copper premiums compress. Check it monthly. If China’s print stays at or above 50 while the U.S. weakens, copper’s bid likely holds. If both turn down together, the recent 3.5% monthly pullback in spot copper could extend.

The Fund-Specific Issue: Roll Yield in a Flattening Futures Curve

Because CPER holds COMEX copper futures rather than physical metal, its return diverges from spot whenever the futures curve shifts. The fund tracks the SummerHaven Copper Index, which dynamically selects contracts to minimize contango drag, but it cannot eliminate it. When near-dated futures trade above further-dated contracts (backwardation), CPER captures a positive roll yield each month. When the curve flips to contango, every monthly roll bleeds NAV even if spot copper is flat.

This is where the 1.06% expense ratio matters: it is roughly triple what a broad equity ETF charges, and it stacks on top of any negative roll. Investors should monitor the COMEX copper futures curve weekly using CME Group’s settlement data, specifically the spread between the front-month and the contract six months out. A persistent move into contango of more than 1% annualized would meaningfully erode CPER’s tracking of spot, and that often coincides with surging warehouse inventories. For investors who want copper exposure without futures mechanics, mining-equity vehicles like the Global X Copper Miners ETF (NYSEARCA:COPX) provide a different beta, levered to producer margins rather than the spot price itself.

What To Watch From Here

If the next two Global Manufacturing PMI prints hold above 50 and the COMEX copper curve stays in backwardation, CPER’s run has room to extend toward the January spot high. If PMIs slip below 49 and the curve flips into contango, the combination of softer demand and negative roll yield is the setup that historically punishes futures-based copper funds the hardest.

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Buy These 5 Stocks as U.S. Manufacturing Activities Rebound in 2026

The U.S. manufacturing sector has struggled over the past three years but appears to be making a solid rebound in 2026. ISM Manufacturing PMI (purchasing managers’ index) expanded in May for the fifth straight month.

The index for May came in at 54%, higher than April’s metric of 52.7% and above the Zacks Consensus Estimate of 53.3%. Any reading above 50% indicates expansion of manufacturing activities.

The Zacks-defined Manufacturing – General Industrial industry is currently in the top 35% of the Zacks Industry Rank. Since Manufacturing – General Industrial is ranked in the top half of the Zacks Ranked Industries, we expect it to outperform the market over the next three to six months.

Given the positive sentiment, it would be ideal to invest in five stocks from the manufacturing industry with a favorable Zacks Rank and double-digit returns year to date. These are: RBC Bearings Inc. RBC, Helios Technologies Inc. HLIO, Luxfer Holdings plc LXFR, Tennant Co. TNC and Graham Corp. GHM.

The chart below shows the price performance of our five picks year to date.

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Image Source: Zacks Investment Research

RBC Bearings Inc.

Zacks Rank #2 RBC Bearings is benefiting from strength in its Aerospace/Defense unit. Strength in the commercial aerospace market, driven by strong growth in orders from the aftermarket verticals, bodes well for the segment.

An increase in demand for RBC’s bearings and engineered component products in the defense market is expected to be beneficial. Solid momentum in the Industrial segment, driven by stable demand for its highly engineered bearings and precision components in food & beverage, aggregate & cement and warehousing end markets, also bodes well for RBC. Solid shareholder-friendly policies raise the stock’s attractiveness.

RBC Bearings has an expected revenue and earnings growth rate of 13.6% and 14.2%, respectively, for the current year (ending March 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 0.5% in the last 60 days.

Helios Technologies Inc.

Zacks Rank #1 Helios Technologies is benefiting from sustained order momentum, expanding market reach and improving profitability. HLIO has delivered double-digit order growth for more than a year, with backlog also rising. Growth across both Hydraulics and Electronics segments is driven by infrastructure-related demand, OEM strength and recovery in select end markets.

New product launches are broadening HLIO’s addressable markets, including newer applications such as data center thermal management. At the same time, margin recovery is gaining traction through volume leverage and operational efficiencies. HLIO’s solid cash generation and lower leverage provide flexibility to invest, pursue selective acquisitions and enhance shareholder returns.

Story Continues

Helios Technologies has an expected revenue and earnings growth rate of 2.9% and 12.9%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 4.7% in the last 30 days.

Luxfer Holdings plc

Luxfer Holdings is a materials technology company specializing in the design, manufacture and supply of high-performance materials, components and gas cylinders. LXFR had two divisions, Elektron and Gas Cylinders. Currently, Luxfer Holdings sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Elektron division focuses on specialty materials based on magnesium, zirconium and rare earths. The Gas Cylinders division manufactures products made from aluminum, composites and other metals using technically advanced processes.

LXFR also offers recycling services and magnesium powders throughout global networks. LXFR operates manufacturing plants in various countries, which include the United Kingdom, the United States, France, the Czech Republic, Canada and China.

Luxfer Holdings has an expected revenue and earnings growth rate of -6.1% and 8.1%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 7.1% in the last 30 days.

Tennant Co.

Zacks Rank #1 Tennant is a world leader in designing, manufacturing and marketing solutions that empower customers to achieve quality cleaning performance, significantly reduce their environmental impact and help create a cleaner, safer, healthier world.

TNC’s products include equipment for maintaining surfaces in industrial, commercial and outdoor environments, detergent-free and other sustainable cleaning technologies, and coatings for protecting, repairing and upgrading surfaces.

TNC’s global field service network is the most extensive in the industry. Tennant has manufacturing operations in Minneapolis, MN, Holland, MI, Louisville, KY, Chicago, IL, Uden, The Netherlands, Sou Paulo, Brazil, and Shanghai, China. TNC sells products directly in 15 countries and through distributors in more than 80 countries.

Tennant has an expected revenue and earnings growth rate of 5.4% and -6.6%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 5.8% in the last 30 days.

Graham Corp.

Zacks Rank #2 Graham designs and builds vacuum and heat transfer equipment for process industries and energy markets worldwide. GHM’s products include steam jet ejector vacuum systems and liquid ring vacuum pumps, surface condensers, Heliflows, water heaters, and various types of heat exchangers. GHM markets to chemical, petrochemical, petroleum refining, and electric power generating industries, including cogeneration and geothermal plants.

Graham has an expected revenue and earnings growth rate of 17.4% and 47.4%, respectively, for the current year (ending March 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 3% in the last 30 days.

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RBC Bearings Incorporated (RBC) : Free Stock Analysis Report

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This article originally published on Zacks Investment Research (zacks.com).

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If Tariffs Rise, These U.S. Manufacturing Stocks Could Benefit

With the U.S. trade agenda back in the spotlight, proposed new tariffs of 10% to 37.5% on imports from dozens of key partners are putting fresh attention on companies that actually make things inside the country. For investors, this kind of policy shift can reshape cost structures, supply chains and pricing power, creating potential winners and laggards. This article looks at 3 U.S. domestic manufacturing stocks that are exposed to these tariff headlines and that may be affected if production tilts further toward local factories. Keep reading to see which 3 stocks make the list and why they matter now.

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Overview: Packaging Corporation of America manufactures containerboard, corrugated boxes and displays used to ship and merchandise consumer and industrial goods, and also produces office, printing and specialty papers across North America.

Operations: The company generates the bulk of its US$9.2b revenue from Packaging at about US$8.5b, with a smaller Paper segment at about US$621m and other corporate items offset by intersegment eliminations.

Market Cap: US$19.9b

Investors looking at U.S. focused manufacturing stocks may want to pay attention to Packaging Corporation of America, which sits at the intersection of strong pricing power in everyday packaging, a recent 20% dividend hike and a business model that leans on largely domestic mills and box plants, potentially limiting tariff exposure as trade costs rise. At the same time, the company is managing high debt levels, a P/E that is above sector averages and earnings that recently declined, all while demand and input costs stay in focus. The key consideration is whether current pricing, cash flow potential and tariff insulation are enough to outweigh those risks and justify a closer look at the company.

Pricing power, a 20% dividend hike and mostly domestic operations make Packaging Corporation of America look more resilient than it first appears, but the full story sits in the 3 key rewards and 2 important warning signs

NYSE:PKG P/E Ratio as at Jun 2026

Overview: Steel Dynamics is a U.S. based steel producer and metal recycler that makes flat rolled and long steel products, building components and recycled aluminum, serving construction, automotive, manufacturing, transportation, energy and industrial customers.

Operations: Steel Dynamics generates most of its US$19.0b in revenue from Steel Operations at about US$13.9b, alongside Metals Recycling at about US$4.4b, Steel Fabrication at about US$1.4b and Aluminum at about US$0.6b, with smaller other items and eliminations.

Market Cap: US$39.7b

Steel Dynamics sits at the center of several themes for domestic manufacturing investors, combining a largely U.S. production footprint with exposure to tariffs that can make imported steel less competitive and support pricing for local mills. The company pairs steel and aluminum production with integrated recycling, which can help manage raw material costs and appeal to customers focused on lower carbon materials. Recent results show earnings per share and higher shipments. At the same time, the stock trades on a relatively rich P/E, relies on external borrowing and faces cyclicality in construction and manufacturing demand, as well as policy risk if tariff regimes change. The focus for investors is how these positive and negative factors may affect future earnings power and valuation.

Steel Dynamics’ earnings and shipments are moving, but the real story sits in how investors are pricing that relatively rich P/E against future tariff and demand swings that could reshape its analysis report for Steel Dynamics

NasdaqGS:STLD P/E Ratio as at Jun 2026

Overview: Deere & Company manufactures and finances agricultural, construction and forestry equipment worldwide, supplying everything from row crop tractors and harvesters to lawn care, roadbuilding machinery and related parts and services.

Operations: Deere generates most of its revenue from equipment, with about US$17.1b from Production & Precision Agriculture, US$13.2b from Construction & Forestry, US$11.4b from Small Ag & Turf and US$6.2b from Financial Services, offset by smaller intersegment and other items.

Market Cap: US$158.8b

Deere is drawing attention because it ties together high tech precision agriculture, a growing construction and forestry arm and a financing unit that keeps equipment sales moving. At the same time, tariffs and “buy American” policies put extra focus on companies that build a lot inside the U.S. More than 75% of its domestic sales are assembled locally, tariff refunds are helping offset higher import costs, and demand for construction and roadbuilding equipment linked to data centers and infrastructure is helping to counter a softer large farm cycle. At the same time, debt funded Financial Services, tariff uncertainty and weaker North American ag demand keep risk firmly on the table, which makes Deere a stock where the details really matter.

Deere’s mix of precision ag, construction gear and financing looks like a growth engine hiding in plain sight. The real twist shows up in the analyst forecasts for Deere investors keep overlooking

NYSE:DE Earnings & Revenue History as at Jun 2026

The 3 stocks in this list are a starting point, but the full U.S. Domestic Manufacturing Stocks screener surfaces 44 more U.S. focused manufacturers with equally compelling stories around tariffs, reshoring and domestic production. Use Simply Wall St to analyze, filter and identify the specific catalysts and narratives that match your highest conviction ideas so you can focus on the opportunities that fit your own approach.

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Fuel Cell Manufacturing, Deployment Gain Ground in U.S.

Reports related to this article:

Written by Eric Funderburk for IIR News Intelligence (Sugar Land, Texas)

Summary

Fuel cells, powered by either hydrogen or natural gas, are being increasingly deployed for power generation throughout the U.S., and fuel-cell manufacturers are underway with projects to help meet the increasing demand.

A Growing Technology

The use of fuel cells to provide power generation is gaining ground at sites throughout the U.S., with data centers in particular targeting the technology to decrease reliance on external power. Smaller fuel cells can be used in automotive applications.

Industrial Info Resources data show more than $4.8 billion in active power generation projects using fuel cells, although most of these are planned for the future.

The “fuel cells” umbrella is a bit broad, as the label covers both fuel cells powered directly by hydrogen as well as those that run on a supply of natural gas. The technologies have similarities, as hydrogen is the ultimate source of power for both types of cells.

Both hydrogen and natural gas fuel cells generate electricity through an electrochemical process, rather than combustion. Hydrogen-based fuel cells directly use hydrogen, with water vapor the only byproduct (in addition to heat). Natural gas fuel cells actually convert the natural gas to hydrogen, which is then used to generate electricity and releases both water vapor and carbon dioxide, although significantly less CO2 than combustion processes, as well as virtually eliminating some types of emissions such as nitrogen oxides and sulfur oxides.

Industrial Info’s fuel cell coverage of fuel cell manufacturing and their deployment for power generation includes both natural gas- and hydrogen-based fuel cell technologies.

Power Generation Deployment

Using fuel cells for behind-the-meter power generation is gaining ground in the U.S., and the prime recipients of this technology are data centers.

Many of the fuel cell systems that are intended for data centers are meant to run on natural gas, but one of the nation’s leading fuel cell manufacturers, Bloom Energy, provides technologies that possess substantial fuel flexibility.

It’s these flexible Bloom technologies that American Electric Power Company (AEP) plans to use at a generation facility in Hilliard, Ohio, to help power a nearby Amazon data center. Industrial Info Resources data show most of the buildings at Amazon’s Hilliard data center have been completed, and work on the final 110,000-square-foot building is planned to begin this year. Shortly after that building is finished in mid-2027, AEP is expected to put the finishing touches on a 72.91-megawatt (MW)fuel cell facility that will power a portion of the data center.

At the generation site, AEP will employ various Bloom Energy systems that are primarily meant for natural gas but fully capable of using hydrogen or biogas for a lower emissions footprint. Construction of the power generation plant is expected to begin later this year and last about a year.

Amazon also is considering a 20-MW fuel cell system using Bloom technology at a data center in Santa Clara, California, while elsewhere in Ohio, AEP is in the early planning stages for the use of a 100-MW fuel cell system to help power Cologix’s planned $8 billion hyperscale data center in Johnstown.

Fuel Cell Manufacturing

On the fuel-cell manufacturing side, covered by the Industrial Info Resources Global Market Intelligence (GMI) Industrial Manufacturing Project Database, many, but not all, of the current projects are based on hydrogen-focused technologies, largely the result of a number of them receiving funding from the Biden-era Inflation Reduction Act (IRA), which was primarily aimed to fund clean energy projects.

One of the leading projects to receive IRA funding broke ground earlier this year in Chesterfield County, Virginia, where Topsoe is working with joint venture partners Fluor Incorporated and ABB Incorporated to construct a 280,000-square-foot facility to produce up to 1 gigawatt (GW) per year of solid oxide electrolyzer cells, primarily fueled from green hydrogen. The plant is expected to be completed in 2028.

Most of the other fuel cell-manufacturing construction being tracked by Industrial Info Resources is for renovations and expansions of existing facilities. In the coming weeks, Bloom Energy is expected to break ground on an expansion of its manufacturing plant in Fremont, California, that will include installation of a new assembly line to boost production capacity to 2 GW per year.

Key Takeaways

• Industrial Info Resources is tracking more than $4.8 billion U.S. power generation projects that will use fuel cells.
• Industrial Info is tracking construction of a grassroot fuel-cell manufacturing plant in Virginia, while most of the other manufacturing construction is for expansions and renovations of existing fuel cell plants.
• Data center developers are targeting the technology to provide behind-the-meter power generation.

About Industrial Info Resources
Industrial Info Resources (IIR) is the leading provider of industrial market intelligence. Since 1983, IIR has provided comprehensive research, news and analysis on the industrial process, manufacturing and energy related industries. IIR’s Global Market Intelligence (GMI) helps companies identify and pursue trends across multiple markets with access to real, qualified and validated plant and project opportunities. Across the world, Industrial Info Resources is tracking over 250,000 current and future projects worth $30.2 trillion (USD).

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Washington Examiner | Political News and Conservative Analysis About Congress, the President, and the Federal Government

The simple reality is Iran cannot have a nuclear weapon, and foreign countries like China and India must not buy Iranian oil. The most important lesson from the prolonged Strait of Hormuz closure is that an overreliance on foreign countries for critical products supporting U.S. economic and national security harms America.  

Having served in the U.S. Congress for 14 years and as Chairman of the House Energy and Commerce Subcommittee on Energy, Climate and Grid Security, I have a vested interest in the strength of our critical minerals and materials that form the bedrock of our national security. Weak Democratic leadership for years favored “globalist” trade policies that offshored millions of American manufacturing jobs and did not favor energy independence. 

The No. 1 culprit in years past has consistently been China, followed by India and the Socialist Republic of Vietnam. The Chinese Communist Party strategically subsidizes the manufacturing of affiliated Chinese companies, pushing prices down to unsustainable levels for competitors who operate in the free market. Meanwhile, American manufacturers are the first to pay the price when these products are dumped into America. In recent years, India has become the new China, as they flood the U.S. with cheap, inferior materials, often originating from socialist countries. 

Fortunately, Trump is on a mission to hold foreign countries that cheat accountable. Historic antidumping and countervailing cases, such as the petitions brought forward by the cabinet, countertop and steel industries, demonstrated that U.S. manufacturers are eager to continue investing in America and willing to fight for their survival. 

(Shannon Venditti/Washington Examiner)

While Trump’s strong 50% tariff is working to rebuild certain domestic industries like steel and aluminum, others remain in limbo as import surges continue to decimate manufacturing towns across America’s heartland. For example, while consumer demand for housing products such as quartz countertops has risen by 62% in the past five years, imports have flooded into the country, increasing by 78%, while U.S. manufacturing is down nearly 20% with plants laying off hundreds of workers. As foreign companies subsidized by their own governments get rich, thousands of American families feel the pain. 

Trump recognizes what is happening and is targeting countries complicit in China’s cheating with a broad range of national security tariffs. Once again, major American industries are also stepping up to the plate, with a coalition of quartz countertop manufacturers bringing forward a historic Global Safeguard case to restore free and fair trade. Already, the bipartisan U.S. International Trade Commission has recommended strong relief in recognition of the severe injury inflicted by India, Cambodia, Thailand, Vietnam and foreign countries destroying 100,000 American jobs. 

Multi-billion-dollar “globalist” importers like MSI with major operations in India are clearly suffering from Trump Derangement Syndrome, bankrolling Trump-hating Democrats, and seeking to destroy manufacturing towns all across America. The truth is that Trump will never stop fighting for the millions of forgotten men and women of America who stood with him in 2024. These American manufacturing workers in small towns will stand with Trump again in the midterm elections if he keeps fighting for them and their families from Georgia to Minnesota and across America’s heartland.  

TO END THE IRAN THREAT, AMERICA MUST DISMANTLE THE REGIME’S FOUNDATIONS

As Trump fights to bring back millions of domestic manufacturing jobs, from steel to semiconductors to household items such as quartz countertops and cabinetry, we must not cave to globalist special interests. To protect our economic and national security, we must hold India, China, and all foreign countries that cheat accountable. 

As the Iranian leadership chants “death to America” and seeks support from rogue regimes, now is the time to stand strong and rally around Trump, who is laser-focused on bringing back critical domestic industries and keeping America safe. With the midterm elections approaching, let’s remember that Trump is following the Reagan doctrine of “Peace Through Strength” and know that under his strong leadership, the best is yet to come. 

Congressman Jeff Duncan served as chairman of the House Energy and Commerce subcommittee on energy and grid security. The congressman served seven terms in the U.S. House of Representatives from 2011 to 2025.

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Press Release: Thompson Leads Bipartisan Effort to Introduce American Manufacturing Revitalization Exchange Program Act

U.S. Representatives introduced the bipartisan American Manufacturing Revitalization Exchange Program Act to enhance training for manufacturing workers.

Quiver AI Summary

Bipartisan Legislation Introduced: This week, U.S. Representatives Glenn “GT” Thompson and several colleagues unveiled the American Manufacturing Revitalization Exchange Program Act, aimed at training future technicians, machinists, engineers, and production specialists for the U.S. manufacturing workforce.

Legislative Goals: Rep. Thompson emphasized the importance of American manufacturing for economic growth and competitiveness. The plan includes sending eligible manufacturing workers abroad for training, addressing a projected shortage of 3.8 million workers by 2033.

Support and Impact: The bill garners support from various industry groups and aims to strengthen the domestic manufacturing sector through enhanced skill development and workforce reshoring efforts, ensuring that American workers are prepared for modern manufacturing challenges.

Disclaimer: This is an AI-generated summary of a press release. The model used to summarize this release may make mistakes. See the full release here.

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Glenn Thompson Fundraising

Glenn Thompson recently disclosed $38.0K of fundraising in a Pre-Primary FEC disclosure filed on May 7th, 2026. This was the 395th most from all Pre-Primary reports we have seen this year. 34.2% came from individual donors.

Thompson disclosed $118.5K of spending. This was the 320th most from all Pre-Primary reports we have seen from politicians so far this year.

Thompson disclosed $732.2K of cash on hand at the end of the filing period. This was the 183rd most from all Pre-Primary reports we have seen this year.

You can see the disclosure here, or track Glenn Thompson’s fundraising on Quiver Quantitative.

Glenn Thompson Net Worth

Quiver Quantitative estimates that Glenn Thompson is worth $320.0K, as of June 5th, 2026. This is the 428th highest net worth in Congress, per our live estimates.

Thompson has approximately $0 invested in publicly traded assets which Quiver is able to track live.

You can track Glenn Thompson’s net worth on Quiver Quantitative’s politician page for Thompson.

Glenn Thompson Bill Proposals

Here are some bills which have recently been proposed by Glenn Thompson:

• H.R.9164: To amend the Richard B. Russell National School Lunch Act to require the Secretary of Agriculture to make grants to eligible entities to acquire and install milk storage-related equipment for use in elementary schools and secondary schools, and for other purposes.
• H.R.9080: To establish a contracting preference for public buildings that use innovative wood products in the construction of those buildings, and for other purposes.
• H.R.8714: Skill Savings Account Act of 2026
• H.R.7989: ACE Act
• H.R.7891: Student Aid Fraud Oversight and Accountability Act of 2026
• H.R.7885: Cybersecurity Skills Integration Act

You can track bills proposed by Glenn Thompson on Quiver Quantitative’s politician page for Thompson.

2026 Pennsylvania’s 15th Congressional District Election

There has been approximately $2,649,495 of spending in Pennsylvania’s 15th congressional district elections over the last two years, per our estimates.

The rating for this race is currently “Solid R”.

You can track this election on our matchup page for the 2026 Pennsylvania’s 15th congressional district election.

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