3 U.S. Manufacturing Stocks Investors Are Watching After New China Forced Labor Tariffs

Fresh US tariffs tied to alleged forced labor in China are reshaping global supply chains and putting a spotlight on companies that make more at home. This creates potential openings and risks as money shifts toward U.S. based manufacturing strength. This article walks through three U.S. domestic manufacturing screener stocks that are closely exposed to this news and explains what the headlines could mean for your watchlist today.

The three stocks in focus below are just a starting sample, and the full U.S. domestic manufacturing screen surfaced 44 more companies with equally compelling onshoring and reshoring narratives that are not covered in this article. If you want to identify and analyze potential high conviction ideas at your own pace, head straight into the U.S. Domestic Manufacturing (Onshoring/Reshoring) screener.

Atkore is a US based manufacturer of electrical conduit, cable management and safety products that sit inside the walls, ceilings and perimeters of factories, data centers and other critical infrastructure. The Electrical segment is the core of the business, generating about US$2.1b of revenue, while Safety & Infrastructure adds around US$836 million. Atkore has a market cap of roughly US$3.2b.

Atkore sits at the center of the onshoring story because many of its conduits, cable trays and support systems are made domestically and are essential for new and expanded US plants. The latest US tariffs on Chinese suppliers reduce import competition and align with management commentary that tariffs on steel, PVC and copper products tend to be a tailwind for the company. However, higher input costs and price pressure on PVC conduit remain real risks. When you add in the planned all cash acquisition by Prysmian at US$95 per share, ongoing tariff policy changes and a history of earnings volatility, you have a business that could benefit from supply chain shifts but still asks investors to think carefully about pricing power, project timing and how much of the U.S. manufacturing uptrend is already reflected in expectations.

Atkore’s tariff tailwinds and onshoring exposure could be masking a very different risk reward picture under the surface. Before the Prysmian deal closes, read the 2 key rewards and 2 important warning signs

ATKR Discounted Cash Flow as at Aug 2026

Build your own onshoring shortlist around Atkore

Atkore and the two other stocks in this article all came from a single screener, but the real value comes from setting your own filters. Use our flexible Screener to mix metrics like valuation, growth and balance sheet strength, or lean on our curated Investing Ideas if you prefer ready made shortlists.

Comfort Systems USA is a Houston based contractor that designs, installs and maintains heating, cooling, electrical and plumbing systems for commercial, industrial and institutional buildings across the United States. The company generates the bulk of its revenue from Mechanical Services at about US$8.0b, with Electrical Services contributing roughly US$3.2b. Comfort Systems USA has a market cap of around US$60.2b.

Comfort Systems USA sits in the slipstream of reshoring and AI infrastructure spending, wiring and plumbing the data centers, fabs and hospitals that global supply chains now depend on. A record project backlog, a growing modular construction footprint and rising service revenue give the company more visibility and pricing power. At the same time, tariff driven material cost swings and dependence on large tech related projects keep execution risk front and center. With management openly discussing how scale, contract structures and early material purchasing help them handle supply chain shocks, investors weighing this stock have more to consider than just headline growth numbers.

Comfort Systems USA looks like a simple contractor; however, accelerating orders and modular projects hint at something bigger in reshoring and AI buildouts. Get the full story in the analysis report for Comfort Systems USA

NYSE:FIX Earnings & Revenue Growth as at Aug 2026

JBT Marel is a Chicago based food and beverage equipment company that supplies automated processing, packaging and material handling systems used in everything from poultry and meat plants to ready meals, dairy and pet food facilities worldwide. It also sells automated guided vehicle systems for warehouses, auto plants and hospitals. JBT Marel has a market cap of about US$6.3b.

JBT Marel gives you exposure to two themes at once: automation in food production, and the push to bring more high value equipment manufacturing closer to U.S. customers. Management is already discussing tariff headwinds of around US$10 million to US$15 million per quarter and an annualized cost impact of roughly US$50 million to US$60 million. At the same time, the company is working to shift sourcing and some production to the U.S. and other regions to offset those costs. Along with merger synergies, growing aftermarket and software revenue, and a board that has reaffirmed 2026 guidance despite tariff developments, this creates a situation where the potential benefits are identifiable while the tariff, integration and debt risks still require careful analysis.

JBT Marel is reshaping food automation just as tariffs bite and sourcing shifts closer to U.S. customers. See how the tariff bill, merger plans and debt profile really stack up in the analysis report for JBT Marel

NYSE:JBTM Earnings & Revenue Growth as at Aug 2026

Seeking Alternatives Before The Crowd Moves

Fresh ideas do not stay under the radar for long. By the time momentum is high, the easiest entry points can be gone. Scan these curated lists and consider getting in early.

• Target income that can keep working for you through changing cycles by reviewing our curated 8 dividend fortresses that focus on durability as much as yield.
• Spot early movers in critical infrastructure and explore potential grid upgrade trends with a focused sweep through 36 power grid technology and infrastructure stocks while it still feels under followed.
• Consider positioning ahead of potential data center and automation buildouts by screening 55 AI infrastructure stocks before interest increases and more investors start focusing on the same tickers.

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.

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SBA Announces First-Ever Critical Suppliers Prize Competition to Strengthen U.S. Manufacturing and Supply Chains – The Gilmer Mirror

WASHINGTON — Today, the U.S. Small Business Administration announced its first-ever Critical Suppliers Prize Competition, a national contest to strengthen U.S. manufacturing and critical industry supply chains by expanding capacity at key chokepoints. The competition will award up to $20 million in non‑dilutive capital, including as many as six prizes with a maximum of $6 million each, to small businesses that demonstrate the capacity to rapidly scale domestic production through measurable, enduring supply chain solutions.

“For decades, bad policy hollowed out America’s industrial base and shifted our reliance toward foreign producers and fragile overseas supply chains. Thanks to President Trump, those days are over,” said Administrator Kelly Loeffler. “The Critical Suppliers Prize Competition will unleash promising solutions to supply‑chain vulnerabilities, bring capacity and jobs back home, and rebuild strategic sectors like advanced materials, metals, and energy production. By backing innovators to deliver at scale, the Trump SBA is targeting the critical industries that will anchor America’s economic strength and national security for decades to come.”

“I urge manufacturers and critical suppliers throughout the region to seize this exciting opportunity and submit proposals for the Critical Suppliers Prize Competition,” said Regional Administrator Steven Snow, who oversees SBA operations in California, Arizona, Nevada, Hawaii, Texas, New Mexico, and Oklahoma. “Our region is home to industrial powerhouses of every size—from innovative small businesses to established manufacturers—supporting semiconductors, medical devices, precision metals, and more. Together, these job creators employ millions of Americans, strengthen our critical supply chains, and prove that American ingenuity and American-made products can compete and win anywhere in the world. This competition is a chance to expand that capacity, bring production home, and build a stronger, more secure industrial future for our country.”

Contestants must have an aligned business strategy that provides tangible deliverables on one of the following critical industry supply chain priorities:

• Advanced Metals Manufacturing, including rapid tooling, precision casting and forging, heat treated components, strategic and critical minerals, and rare earth element recovery and magnet production.
• Advanced Materials Manufacturing, including large format additive manufacturing and materials transformation.
• Energy Systems, Energetics and Components, including nuclear energy, battery energy storage systems and standardization efforts.

Eligible competition contestants must meet the following criteria:

• Private entities or teams that meet SBA’s definition of a small business.
• Individuals submitting responses to this opportunity, including individuals representing organizations partnering with the small business applicant, must be U.S. citizens or lawful permanent residents who are at least 18 years of age at the time of their submission of an entry.
• An individual cannot belong to more than one entry in this competition.
• Contestants must be current and in good standing on any federal obligations.
• Contestants must be in good standing in the jurisdiction of their state of organization.
• Contestants must be an entity organized in and maintaining a primary place of business in the U.S. and/or its territories.
• Contestants must be profitable and demonstrate creditworthiness.
• Contestants must demonstrate the ability to deploy funds rapidly (within six months) and demonstrate the ability to achieve measurable increases in production or ability to implement a solution to support efficiencies in production to deliver near-term supply chain impact.
• All members of the senior management team of a contestant must be U.S. citizens or permanent residents of the U.S. and over the age of 18.

The SBA has committed to rebuilding American supply chains and domestic manufacturing through a series of targeted initiatives. This year, the agency waived loan fees for manufacturing NAICS codes, established the first-ever loan program dedicated to American manufacturers, and modernized the Small Business Investment Company (SBIC) program so more private capital flows into critical, supply‑chain‑sensitive industries. The agency also announced a new 90% Made in America Loan Guarantee for small manufacturers and continues to promote existing programs such as the asset-based 7(a) Working Capital Pilot (WCP) Program. Through its ongoing Supplier Matchmaking Expo series and its Make Onshoring Great Again Portal, the agency has also played an active role in helping large companies source small suppliers to onshore supply chains across industries.

Contestants must submit proposals electronically to investinnovate@sba.gov. Proposals may be in the form of a company pitch deck. More information can be found at https://www.sba.gov/about-sba/priorities/sba-initiatives/critical-suppliers-prize-competition/. The deadline for submission is Aug. 21 by 11:59 p.m. ET.

About the U.S. Small Business Administration

The U.S. Small Business Administration helps power the American dream of entrepreneurship. As the leading voice for small businesses within the federal government, the SBA empowers job creators with the resources and support they need to start, grow, and expand their businesses or recover from a declared disaster. It delivers services through an extensive network of SBA field offices and partnerships with public and private organizations. To learn more, visit www.sba.gov.

About SBA Office of Investment and Innovation

The U.S. Small Business Administration (SBA) Office of Investment and Innovation (OII) leads programs to support U.S. growth-oriented small businesses and startups. These programs provide access to capital, assistance, and networks to support the success of innovation-driven small businesses. OII’s work is bolstered by public-private partnerships that drive small business growth from idea to impact. To learn more, visit https://www.sba.gov/about-sba/sba-locations/headquarters-offices/office-investment-innovation.

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