XTEND Highlights U.S. Drone Manufacturing Expansion as New Tariffs Strengthen Case for Domestic NDAA-Compliant Supply Chain


~ New Tariffs of Up to 100% on Imported Drones Underscore the Case for the Domestic, NDAA-Compliant Manufacturing Base XTEND Has Been Building ~

~ Company’s Growing Tampa-Based XFAB Facility and U.S. Manufacturing Relationships Support XTEND’s Plans to Scale Production as America Reduces Reliance on Foreign-Made Drone Technology ~

TAMPA, Fla., Aug. 14, 2026 (GLOBE NEWSWIRE) —

JFB Construction Holdings (Nasdaq: JFB) announced today that XTEND, a leader in AI-powered autonomy and software-defined robotics, is positioned to support America’s newly announced drive to strengthen its domestic drone industrial base. President Trump this week signed a proclamation imposing tariffs of up to 100% on imported drones and certain drone components, citing national security risks tied to foreign-made, and in particular Chinese-made, unmanned aircraft technology and the need to strengthen the U.S. drone industrial base. Under the proclamation, drones weighing more than 25 kilograms or equipped with thermal imaging, along with their docking stations and critical components, are subject to a 100% tariff, while smaller drones lacking security-sensitive features and other drone components face a 25% tariff, with most provisions taking effect within 21 days of signing.

As the United States moves decisively to strengthen its domestic drone industrial base and reduce dependence on Chinese technology, XTEND finds itself exactly where it was built to be.

XTEND has been developing and supplying NDAA-compliant drone technology and robotic systems to the U.S. Department of War (“DOW”), winning U.S. defense programs and investing in the American manufacturing infrastructure needed to produce them at scale in the United States.

XTEND’s growing U.S. manufacturing facility, XFAB, in Tampa, Florida, which XTEND is continuing to develop and expand, was built around this exact vision, which is directly aligned with the objectives of the new proclamation: bring critical drone technology, components and manufacturing to the United States and create a secure American alternative to foreign-controlled supply chains. The Tampa facility is the U.S. anchor of XTEND’s global XFAB manufacturing network, which combines localized regional production with centralized software innovation through its proprietary XTEND Operating System (XOS) across facilities in the United States, the United Kingdom, Singapore, Israel, and Latvia. Earlier this month, XTEND announced that it had produced seven robotic platforms across its five global XFAB facilities in a single week, all powered by XOS. As XTEND continues to build out its U.S. production capacity, it also works with U.S.-based manufacturers to support increased production. XTEND believes it brings not only its technology, but also its proven XFAB model for building a network of American manufacturing at scale.

Beyond defense, XTEND is also expanding into the private security market, and expects its ability to deliver NDAA-compliant drones manufactured in the United States to be a competitive advantage there as well, as private security customers increasingly prioritize secure, domestically manufactured systems.

Today, that vision has become a national priority.

XTEND wasn’t built in response to this moment. XTEND was built for it.

“We made the bet that America would need a homegrown, NDAA-compliant alternative to Chinese drone technology, and we are building XFAB, our people and our supply chain around that bet,” said Aviv Shapira, Chief Executive Officer of XTEND. “These tariffs validate what our defense customers have known for years: security and resilience start with who builds your technology and where. We’re not reacting to this moment; we’ve been preparing for it since day one, and we’re building the capacity to scale.”

To sign up to receive press releases in real time, please visit ir.xtend.me.

As announced on February 17, 2026, JFB Construction Holdings (Nasdaq: JFB) and XTEND entered into a definitive agreement to combine in an all-stock transaction. The business combination is further supported by strategic investments from Eric Trump, Unusual Machines, American Ventures, LLC, Protego Ventures, and Aliya Capital. The U.S. Securities and Exchange Commission declared the registration statement on Form S-4 relating to the transaction effective on August 11, 2026, clearing the way toward an anticipated closing on September 1, 2026, subject to customary closing conditions. Upon closing, the combined company will be renamed XTEND AI Robotics, Inc., a U.S. public company incorporated in Delaware, and is expected to trade on the New York Stock Exchange under the ticker symbol “XTND.” The closing will complete XTEND’s transition to a U.S.-domiciled public company, aligning its corporate structure with its growing American manufacturing footprint.

About XTEND

XTEND is a leader in software systems and artificial intelligence-powered robotics, deployed in high-threat, complex operational environments where human exposure carries significant risk. Powered by its proprietary XTEND Operating System (XOS), XTEND’s integrated software and advanced robotic hardware solutions are designed to provide autonomy at the edge. Operating across defense, law enforcement, and private security missions through a platform of robots, drones, and robotic subsystems, XTEND’s open architecture platform facilitates scalability across partners and third-party applications. With over 12,500 systems deployed in over 30 countries, XTEND’s solutions have been validated in five combat zones and operationally deployed by national defense, special-mission units, and security organizations across the globe. Founded in Tel Aviv, Israel, and headquartered in Tampa, Florida, XTEND delivers NDAA-compliant solutions through a global network of regional XFAB manufacturing facilities located in the U.S., the U.K., Singapore, Israel, and Latvia. XTEND has previously announced a proposed business combination with JFB Construction Holdings (Nasdaq: JFB); upon closing, the combined company will be renamed XTEND AI Robotics, Inc., a U.S. public company incorporated in Delaware. For more information, visit

www.xtend.me

.

About JFB Construction Holdings

JFB Construction Holdings (Nasdaq: JFB) is a real estate development and construction company that has provided general contracting and construction management services in 36 U.S. states. For more information, visit the company’s SEC filings at

www.sec.gov

.

Forward-Looking Statements

This communication contains, and oral statements made from time to time by our representatives may contain, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements generally include statements regarding the anticipated impact of recently announced U.S. tariffs on imported drones and drone components, XTEND’s ability to scale U.S. manufacturing at its XFAB facility, XTEND’s relationships with U.S.-based manufacturers, its ability to build a network of U.S. manufacturing at scale, and their anticipated contribution to increased production, XTEND’s expansion into the private security market and the anticipated benefits of U.S.-based, NDAA-compliant manufacturing in that market, the potential transaction between XTEND Reality Expansion Ltd. (“XTEND”) and JFB Construction Holdings (“JFB”), including statements regarding the expected impacts and benefits of the potential transaction, the timing of the transaction closing, and strategic initiatives for XTEND AI Robotics, Inc. (“NewCo”) following the closing. All statements other than statements of historical facts contained in this communication may be forward-looking statements. In some cases, you can identify forward-looking statements by terms such as “may,” “will,” “outlook,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “targets,” “projects,” “contemplates,” “believes,” “estimates,” “predicts,” “potential” or “continue” or the negative of these terms or other similar expressions.

The forward-looking statements in this communication are only predictions. XTEND’s and JFB’s management have based these forward-looking statements largely on their current expectations and projections about future events and financial trends that management believes may affect its business, financial condition and results of operations. These statements are neither promises nor guarantees and involve known and unknown risks, uncertainties and other important factors that may cause actual results, performance or achievements to be materially different from what is expressed or implied by the forward-looking statements, including, but not limited to: the ultimate scope, duration, and implementation of recently announced tariffs on imported drones and components, and their impact on XTEND’s costs, competitive position, and customers; the proposed transaction with JFB may not be consummated, or may not close on the anticipated timeline; there may be difficulties integrating the two companies and realizing the expected benefits of the transaction; XTEND’s ability to complete the continued development of, and scale U.S.-based manufacturing at XFAB to meet increased demand; XTEND’s ability to maintain and expand its relationships with U.S.-based manufacturers, to build a network of U.S.-based manufacturing at scale, and to realize the expected benefits of these relationships; XTEND’s ability to successfully expand into the private security market; XTEND’s dependence on a limited number of defense and governmental security customers for a substantial portion of its business; significant delays or reductions in appropriations, XTEND’s programs and certain government funding and programs more broadly, including as a result of a prolonged continuing resolution and/or government shutdown, and/or related to the global security environment or other global events; increased competition within XTEND’s and JFB’s markets; changes in procurement and other U.S. and foreign laws, including changes through executive orders and tariff actions, contract terms and practices applicable to our industry; disruptions in supply chains and the cost of components and materials; cyber and other security threats or disruptions faced by XTEND and JFB, its customers or its suppliers and other partners; and XTEND’s ability to innovate, develop new products and technologies, and maintain technologies to meet the needs of XTEND’s customers. In addition, a number of important factors could cause JFB’s, XTEND’s or NewCo’s actual future results and other future circumstances to differ materially from those expressed in any forward-looking statements, including but not limited to those important factors discussed in the section entitled “Risk Factors” in the registration statement on Form S-4 filed by JFB and NewCo, as any such factors may be updated from time to time in other filings with the Securities and Exchange Commission (the “SEC”), which are available on the SEC’s website at

https://www.sec.gov

and on XTEND’s investor relations site at

https://www.xtend.me/newsroom

and JFB’s investor relations site at

https://investors.jfbconstruction.net/

. Forward-looking statements speak only as of the date they are made and, except as may be required under applicable law, neither XTEND nor JFB undertakes any obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

Important Information for Investors and Stockholders

This communication is for informational purposes only and is not intended to, and does not, constitute an offer to sell or the solicitation of an offer to buy any securities or a solicitation of any vote or approval, nor shall there be any issuance or sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. Investors and security holders of XTEND and JFB are urged to read the information statement/prospectus and registration statement on Form S-4, and any other document that has been or will be filed with the SEC in connection with the proposed transaction, carefully and in their entirety, because they contain important information. Investors and security holders will be able to obtain free copies of these documents through the website maintained by the SEC at

https://www.sec.gov

, or free of charge on JFB’s website at

https://investors.jfbconstruction.net/

.

JFB Construction Holdings Contact:

CORE IR

Mike Mason

516-222-2560


[email protected]

XTEND Media Contact:

Headline Media

Sarah Small

929-255-1449


[email protected]

XTEND Investor Relations:

MZ North America

Shannon Devine


[email protected]


203-741-8811

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Trump Slaps Up to 100% Tariffs on Drones to Boost US Manufacturing, Citing National Security Risks


US President Donald J. Trump has signed a proclamation imposing tariffs of up to 100% on imported drones and certain drone components, citing national security risks and vulnerabilities arising from foreign dependence on critical Unmanned Aircraft System (UAS) components.

“The Proclamation imposes a 100% ad valorem tariff on drones of a certain size or with certain capabilities that are particularly sensitive for national security purposes,” the White House said. The tariff covers drones with a maximum takeoff weight of more than 25 kg, drones with thermal imaging capabilities, their docking stations and certain critical components.

The proclamation imposes a 25% ad valorem tariff on certain smaller drones that lack capabilities considered particularly sensitive to national security, as well as other drone components.

For selected trading partners, the tariff rates will be lower. Drones and components from the European Union, Japan, Liechtenstein, Republic of Korea, Switzerland and Taiwan will attract a 15% tariff, while those from the UK will face a 10% tariff, provided “substantially all hardware, software, and technology originates from within these countries and the United States.”

“The tariffs will take effect 21 days after signing,” the White House said. Tariffs on non-sensitive drone components will take effect after 180 days. Products and components approved by the Department of War for exemption from the Federal Communications Commission’s Covered List within 20 days of signing will also face tariffs after 180 days.

The proclamation authorises the Commerce Secretary to establish an onshoring programme for companies making new investments in US drone and component manufacturing.

“Drones are a key technology in modern armed conflict and critical for present and future U.S. military operations,” the White House said, adding that commercial and military drones rely on foreign sources for critical UAS components, creating “significant risks to U.S. national security and creates cybersecurity vulnerabilities.”

The administration said “U.S. drone production needs to be expanded rapidly” to strengthen national and economic security and support jobs in the country’s defence and defence-adjacent industrial base.

The latest move builds on Trump’s broader use of Section 232 tariffs to protect industries considered critical to US national security. The White House said the administration has imposed or strengthened tariffs on steel, aluminium, copper, trucks, automobiles, timber, lumber and pharmaceuticals since Trump’s return to office..

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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 (ATKR)

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 2026ATKR 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 (FIX)

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 2026NYSE:FIX Earnings & Revenue Growth as at Aug 2026

JBT Marel (JBTM)

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 2026NYSE:JBTM Earnings & Revenue Growth as at Aug 2026

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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.

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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.

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AI demand, U.S. tariffs reshape South Korean manufacturing


An engineer walks inside a laboratory of Taiwan Semiconductor Research Institute at a Science park in Hsinchu county, Taiwan. Photo by RITCHIE B. TONGO/ EPA

July 27 (Asia Today) — Growing artificial intelligence demand and stronger trade barriers are rapidly reshaping the production and supply chains of South Korea’s major manufacturing industries, the Bank of Korea said Monday.

The central bank said Taiwan has become South Korea’s second-largest semiconductor export destination as the AI supply chain draws Korean memory-chip producers closer to Taiwanese manufacturers.

Meanwhile, South Korean automakers are increasing production in the United States and expanding hybrid vehicle exports as tariffs and U.S. industrial policies make direct exports less competitive.

The findings were included in the Bank of Korea’s Map of Production and Supply Chains for South Korea’s Major Manufacturing Industries. The report used data from 2024 and 2025 to examine 11 industries, including semiconductors, automobiles, steel, shipbuilding and petrochemicals.

South Korean semiconductor exports to Taiwan nearly tripled from $12.78 billion in 2022 to $36.77 billion in 2025.

Taiwan’s share of South Korea’s semiconductor exports increased from 9% to 19.9%, moving it from the fourth-largest export destination to the second largest.

China remained the largest destination, but its share fell from 53.1% in 2022 to 40.3% in 2025.

The central bank attributed the change to a shift in demand from conventional dynamic random-access memory chips to graphics processing units and high-bandwidth memory used in AI systems.

The AI semiconductor supply chain generally involves U.S.-based Nvidia designing graphics processors, Taiwan Semiconductor Manufacturing Co. producing and packaging the chips and Samsung Electronics and SK hynix supplying high-bandwidth memory.

That structure has increased the volume of South Korean semiconductor products shipped to Taiwan.

Semiconductors have also become more important to South Korea’s overall manufacturing sector.

Domestic semiconductor production rose from 74 trillion won in 2014 to 210.8 trillion won in 2024 ($50.4 billion to $143.6 billion). Its share of total manufacturing production doubled from 5% to 10.1% during the same period.

Production remains heavily concentrated in the greater Seoul area, which accounted for 82.3% of the national total. The Chungcheong region accounted for another 14.7%.

Major facilities in the Seoul metropolitan region include Samsung Electronics plants in Hwaseong, Pyeongtaek and Giheung and SK hynix’s plant in Icheon.

China’s growing influence was most apparent in South Korea’s automobile import market.

The share of vehicle imports from China increased from 3.5% in 2022 to 37.2% in 2025. Chinese-made vehicles accounted for about 70% of South Korea’s electric vehicle imports by value in 2025.

The report attributed the increase to China’s price competitiveness and its extensive supply chain covering vehicles, batteries and components.

The United States remained South Korea’s largest automobile export market in 2025. Shipments were valued at $30.15 billion and accounted for 41.9% of total finished-vehicle exports.

However, the United States’ share of South Korea’s electric vehicle exports fell from 33.6% in 2022 to 5.2% in 2025.

The central bank said U.S. subsidies, local production requirements and tariff barriers had weakened the competitiveness of electric vehicles manufactured in South Korea and shipped directly to the United States.

South Korean automakers have responded by expanding U.S. factory operations while increasing exports of hybrid vehicles.

Hybrids’ share of South Korea’s finished-vehicle exports rose from 11.6% in 2022 to 20.4% in 2025.

The shift reflects automakers’ efforts to respond to slowing electric vehicle demand and insufficient charging infrastructure by offering vehicles that combine electric motors with internal combustion engines.

— Reported by Asia Today; translated by UPI

© Asia Today. Unauthorized reproduction or redistribution prohibited.

Original Korean report: https://www.asiatoday.co.kr/kn/view.php?key=20260727010009651

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3 US Manufacturing Stocks Better Placed For New Tariffs


Tariffs have moved from political headline to portfolio issue, with new US import duties of 10% to 12.5% affecting nearly all goods from about 60 trading partners and drawing immediate legal and international pushback. For US domestic manufacturing stocks, this mix of higher import costs, possible retaliation, and supply chain strain can create both fresh openings and new risks. This article looks at how that backdrop connects to companies in the US Domestic Manufacturing Stocks screener and highlights 3 stocks that appear positively exposed to these tariff moves.

Astec Industries (ASTE)

Overview: Astec Industries designs and builds heavy equipment and systems used mainly for road building, aggregates, and related construction work, supplying everything from asphalt and concrete plants to crushers, screens, conveyors, and wood processing machines to contractors, materials producers, quarries, and public agencies worldwide.

Operations: Astec generates most of its revenue from Infrastructure Solutions at US$893.8m and Materials Solutions at US$623m, with the United States contributing about US$1.2b of sales.

Market Cap: US$1.29b

Astec Industries stands out in the new tariff regime because it manufactures its road building and materials equipment in the US, while many rivals import finished units that are now subject to 10% to 12.5% duties. Management has already modeled tariff impacts on costs, tightened supplier scrutiny, and used pricing and dual sourcing to help offset input pressures. This matters for a business where margins are still relatively low and earnings were affected by a US$30.2m one off loss. At the same time, analysts see potential for earnings growth supported by US infrastructure spending and higher margin parts and acquisitions such as TerraSource. That combination of possible tariff tailwinds, operational execution, and valuation debate is a key consideration for investors assessing Astec.

Astec Industries looks like a classic tariff era beneficiary, with US production, margin work and acquisitions pulling in the same direction. However, the real story sits in the 4 key rewards and 2 important warning signs

NasdaqGS:ASTE Earnings & Revenue History as at Jul 2026NasdaqGS:ASTE Earnings & Revenue History as at Jul 2026

Insteel Industries (IIIN)

Overview: Insteel Industries manufactures steel wire reinforcing products used to strengthen concrete in bridges, parking decks, industrial buildings, data centers, drainage systems and residential slabs, with a portfolio centered on prestressed concrete strand and engineered welded wire reinforcement sold to concrete product makers, rebar fabricators, distributors and contractors.

Operations: Insteel generates about US$707.7m of revenue from concrete reinforcing products, with roughly US$705.4m coming from the United States and around US$2.2m from foreign markets.

Market Cap: US$626m

Insteel Industries sits at the intersection of US infrastructure spending and tariff policy, which makes it particularly relevant after the latest broad import duties. The company is closely tied to domestic construction demand, with 9M 2026 sales of US$530.24m and earnings that remain positive even as net income and EPS have recently fallen. At the same time, heavy dependence on imported wire rod and exposure to Section 232 tariffs mean input costs, lead times and margins can move quickly, especially if enforcement tightens or domestic supply remains constrained. In addition, index deletions may have reduced visibility, and the combination of a P/E below the US building industry and an active buyback program suggests there is more going on beneath the surface than headline earnings alone indicate.

Insteel Industries looks like a story where falling EPS, a lower P/E than US building peers and an active buyback may be masking something investors have not fully pieced together yet, and the analysis report for Insteel Industries hints at what could be missing.

NYSE:IIIN P/E Ratio as at Jul 2026NYSE:IIIN P/E Ratio as at Jul 2026

EnerSys (ENS)

Overview: EnerSys supplies stored energy systems for industrial customers, powering telecom networks, data centers, electric forklifts, trucks and defense equipment through lead acid and lithium based batteries, chargers and related services sold worldwide.

Operations: EnerSys generates about US$1.7b from Energy Systems, US$1.4b from Motive Power and US$665.1m from Specialty products, with total revenue of roughly US$3.8b and most sales tied to these core operating segments.

Market Cap: US$7.29b

EnerSys gives you exposure to several themes in one stock, including AI driven data center demand, electrification of forklifts and trucks, and increased focus on secure US based energy supply for defense, supported by a broad product mix and a refined lithium strategy. New US tariffs could pressure customer sentiment in the short term. However, EnerSys has already built a tariff task force, produces largely in region, and has levers in pricing, sourcing and cost cuts, including a planned US$80m of annual savings. Earnings have recently fallen and the balance sheet leans on external borrowing. Some analysts expect faster earnings growth than the wider US market, which may make the combination of valuation, buybacks and tariff exposure worth a closer look.

EnerSys looks like an earnings story that may be decoupling from headline worries about tariffs and borrowing, and the analyst forecasts for EnerSys can help you see what expectations might be missing right now.

NYSE:ENS Earnings & Revenue Growth as at Jul 2026NYSE:ENS Earnings & Revenue Growth as at Jul 2026

The three stocks covered here are only a starting point, and the full US Domestic Manufacturing Stocks screener on Simply Wall St surfaces 42 more companies with equally compelling narratives that you have not seen yet through the US Domestic Manufacturing Stocks screener. Use the Simply Wall St platform to identify and analyze the specific catalysts, risk factors and business narratives that matter most to you so you can focus on the highest conviction US manufacturing opportunities.

Take Control of Your Investment Journey

If Insteel Industries or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.
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Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.
By uncovering hidden catalysts and risks early, you’ll accelerate your decision-making and stay one step ahead of the market.

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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.

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3 US Manufacturing Stocks Worth Watching As Brazil Tariffs Shift Demand


Tariffs between the US and Brazil are back in the headlines, and that kind of trade tension can quietly reshuffle the deck for large industrial and manufacturing stocks. Some companies face new questions around costs and supply chains, while others may find breathing room if Brazilian competitors become less price competitive. This article looks at three US industrial stocks from a health focused screener that appear closely exposed to the latest tariff news. You will see how each stock could be positioned to benefit, what risks to keep in mind, and why this theme might matter for your watchlist.

Alamo Group (ALG)

Overview: Alamo Group manufactures equipment that keeps infrastructure and land in working order, from tractor powered mowers and forestry tools to street sweepers, sewer cleaners, snow plows, and waste handling trucks used by governments, contractors, and agricultural customers worldwide.

Operations: Alamo Group generates about US$964.3 million from Industrial Equipment and US$665.6 million from Vegetation Management, with most revenue coming from the United States alongside smaller contributions from Canada, France, the United Kingdom, and other markets.

Market Cap: US$2.0b

Alamo Group provides direct exposure to infrastructure and agriculture equipment at a time when tariffs on Brazilian products may make domestically produced machinery more competitive. The company already has substantial manufacturing in the US and Canada. Analysts highlight healthy earnings growth expectations, high quality earnings and a discount to estimated fair value. Management has recently reduced net debt to a modest level and secured a sizeable long term credit facility. However, recent earnings have declined, margins have come under pressure and the management team is relatively new. Execution and tariff related input cost pressures therefore remain important watchpoints for investors tracking this stock.

Alamo Group looks like an overlooked tariff beneficiary, with US based manufacturing, reduced net debt and fresh financing capacity that could matter far more than the headline margin pressure suggests, start with the DCF valuation analysis for Alamo Group

ALG Discounted Cash Flow as at Jul 2026ALG Discounted Cash Flow as at Jul 2026

Century Aluminum (CENX)

Overview: Century Aluminum produces primary aluminum and alumina, supplying both standard and value added products from smelters in the United States and Iceland. The company is supported by a carbon anode facility in the Netherlands and bauxite mining and alumina refining in Jamaica.

Operations: Century Aluminum generates about US$2.5b in revenue from Primary Aluminum, with around US$1.9b coming from the United States and US$660.4m from Iceland.

Market Cap: US$4.1b

Century Aluminum operates at the center of US aluminum supply at a time when new 25% tariffs on Brazilian products could redirect demand toward domestic producers and support local pricing. The company already emphasizes short, locally sourced supply chains, and management has indicated that recent reciprocal tariffs did not bring material cost pressure. Earnings momentum, high return on equity and meaningful exposure to US and EU markets contribute to its current positioning. Investors still need to weigh exposure to trade policy shifts, power and raw material costs, and the quality of recent non cash earnings. For readers tracking reshoring, clean energy build out and tariff supported metals, Century Aluminum presents multiple factors to consider.

Century Aluminum sits at the crossroads of tariffs, reshoring and clean energy, yet the real story lies in how its US and EU exposure, costs and earnings quality fit together in the analysis report for Century Aluminum

NasdaqGS:CENX Earnings & Revenue Growth as at Jul 2026NasdaqGS:CENX Earnings & Revenue Growth as at Jul 2026

Proto Labs (PRLB)

Overview: Proto Labs is a digital manufacturer that produces custom parts for developers, engineers, and supply chain teams, using services such as molding, CNC machining, 3D printing, and sheet metal fabrication across the United States and Europe.

Operations: Proto Labs generates about US$546.3 million in revenue from Machinery & Industrial Equipment, with roughly US$444.2 million from the United States and US$102.1 million from Europe.

Market Cap: US$1.8b

Proto Labs provides direct exposure to the shift toward faster, more localized manufacturing. This has become more relevant as 25% US tariffs on Brazilian products push companies to source critical components closer to home. The company focuses on high requirement work in aerospace, defense, medical devices, and drones, supported by a global, digital manufacturing footprint and AI driven pricing systems that can adjust to changing trade rules. At the same time, a high P/E, margin pressure from absorbing tariff related cost shocks, reliance on large customers, and an inexperienced management team are important considerations alongside earnings momentum and cash generation. How those trade offs resolve is a key factor for this stock in a tariff heavy environment.

Proto Labs’ push toward faster, localized manufacturing, AI driven pricing and cash generation sits against a high P/E and tariff related cost pressure. See how those trade offs stack up in the analysis report for Proto Labs.

NYSE:PRLB Earnings & Revenue Growth as at Jul 2026NYSE:PRLB Earnings & Revenue Growth as at Jul 2026

The three stocks covered here are only a starting point, since the full US Domestic Industrial and Manufacturing Stocks screen surfaces 46 more companies with equally compelling health scores, scale and tariff related angles that could reshape how you think about this theme, all organized in the US Domestic Industrial and Manufacturing Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts, balance sheet strength and earnings narratives that matter most to you so you can focus on the highest conviction ideas in this group.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
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It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
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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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US Manufacturing Stocks That Could Benefit Most From New Brazil Tariffs


Tariffs on Brazilian goods are shifting attention back to companies that actually make things inside the United States. With a new 25% tariff on selected imports set to sit on top of an existing 10% duty, some US manufacturers could see a clearer runway against foreign competitors, while others may feel cost pressure in their supply chains. This article looks at 3 stocks from a US Domestic Manufacturing screener that appear closely tied to the latest trade move, exploring how the new rules might help or hurt their positioning and what that could mean for investors watching these companies.

Insteel Industries (IIIN)

Overview: Insteel Industries is a US based manufacturer of steel wire reinforcing products that go into concrete structures such as bridges, parking decks, buildings, drainage systems, and residential slabs, supplying prestressed concrete strand and welded wire reinforcement to concrete product manufacturers, rebar fabricators, distributors, and contractors.

Market Cap: US$581.1m

Investors watching US trade policy may find Insteel Industries particularly interesting, as it sits squarely in the steel reinforcement niche that could benefit when tariffs make competing imports from countries like Brazil more expensive. The company has already been closely involved in anti dumping and countervailing duty cases around PC strand and welded wire reinforcement, and commentary from management shows a deep focus on how tariffs are applied and enforced. At the same time, Insteel is dealing with higher cost offshore raw material, mixed construction end markets and a modest dividend that currently is not well covered by free cash flow. With earnings forecasts and valuation implying room for disagreement between market pricing and analyst expectations, there is more to unpack for investors who want to understand how policy shifts could reshape its earnings profile.

Tariffs may be reshaping the runway for Insteel Industries, but the real tension sits between policy support and its cash flow strain. Get the full context in the 3 key rewards and 1 important warning sign

NYSE:IIIN Revenue & Expenses Breakdown as at Jul 2026NYSE:IIIN Revenue & Expenses Breakdown as at Jul 2026

Core Molding Technologies (CMT)

Overview: Core Molding Technologies is a Columbus, Ohio based manufacturer that molds thermoplastic and thermoset structural components for customers in trucks, power sports, building products, industrial equipment, utilities, and other commercial markets across the US, Mexico, Canada, and internationally.

Operations: Core Molding Technologies generates about US$270.9m in revenue from molding thermoplastic and thermoset structural products.

Market Cap: US$212.2m

Core Molding Technologies gives you exposure to advanced composites and engineered materials at a time when tariffs on Brazilian goods are pushing more production towards North American suppliers. The company is investing heavily in capacity and automation, supported by a larger, cheaper credit facility and Mexico expansion. However, recent revenue softness, thin net margins around 3.5%, and reliance on cyclical truck and transportation customers keep execution risk firmly on the table. In addition, insider selling, leadership changes, and its removal from the Russell 2000 mean sentiment is far from one sided. For investors willing to study how these moving parts interact with USMCA rules and new tariff advantages, the full story around Core Molding Technologies could be more interesting than the headline numbers suggest.

Core Molding Technologies looks like a growth story stalled by thin margins and shifting indexes, yet its balance sheet and Mexico expansion raise fresh questions that the Core Molding Technologies financial health report

NYSEAM:CMT Revenue & Expenses Breakdown as at Jul 2026NYSEAM:CMT Revenue & Expenses Breakdown as at Jul 2026

Sylvamo (SLVM)

Overview: Sylvamo is a Memphis based producer of uncoated printing and writing papers and pulp, selling copy and office paper, digital and inkjet grades, and commercial printing stocks under long established brands such as REY, Berga, Multicopy, Chamex and Hammermill across Europe, Latin America and North America.

Operations: Sylvamo generates about US$0.7b of revenue in Europe, US$0.9b in Latin America and US$1.7b in North America, with a small amount of inter segment sales.

Market Cap: US$1.6b

Sylvamo sits at the center of tariff tensions with Brazil, but in a way that could work in your favor, as a US based producer competing directly with Brazilian paper and pulp that may now face a combined 35% duty into the US market. The company is already using Brazilian output to supply North America and has flexibility to adjust volumes as tariffs change. Efficiency projects such as the Eastover mill investments are intended to support future earnings and cash flow. Set against this are clear pressure points, including recent margin compression, high debt, and a dividend that is not well covered by free cash flow. The key consideration is how tariff support, capacity upgrades and index removal interact over time to reshape the risk reward trade off for Sylvamo shareholders.

Sylvamo’s tariff support, debt load and fragile dividend coverage point to a story that might be mispriced by the market, and the 3 key rewards and 3 important warning signs could reveal the twist investors are missing

NYSE:SLVM Revenue & Expenses Breakdown as at Jul 2026NYSE:SLVM Revenue & Expenses Breakdown as at Jul 2026

The three stocks in this article are only a slice of the opportunity, with the full US Domestic Manufacturing screener surfacing 25 more US manufacturers that pair solid fundamentals with equally compelling tariff and reshoring narratives. Use Simply Wall St to identify the catalysts that matter to you, filter for the cash flow, balance sheet and policy angles discussed here, and analyze which companies could become your highest conviction manufacturing ideas.

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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.

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Trump says tariffs pushed Korean, Japanese and German automakers to build U.S. plants


The U.S. president said tariffs pushed Korean, Japanese and German automakers to expand American production as he renewed his manufacturing agenda.

U.S. President Donald Trump speaks at a lunch in the White House Rose Garden on July 6.
AP/YONHAP

U.S. President Donald Trump reiterated Monday that his tariff policy has driven Korean, Japanese and German automakers to build their factories in the United States, as his administration has been using duties to restore American manufacturing.

Trump made the remarks during a White House event celebrating the launch of “Trump Accounts,” new investment accounts for children.

“We’ve never built as many automobile plants. They are all over, and they are coming from all over the world. You know why? Because they don’t want to pay tariffs. If they build their cars here, they pay no tariffs,” he said.

“So Japan, instead of making them in Japan […] or South Korea […] instead of making them in Germany […] They are all building plants here now.”

Since his return to the White House last year, Trump has been leveraging tariffs as a key policy tool to revitalize the United States’ manufacturing, increase foreign investment and reduce trade deficits.

Amid Trump’s tariff pressure, Korean conglomerate Hyundai Motor Group announced last year that it would invest $26 billion in the United States through 2028.

On Iran, Trump said that the United States will either make a deal with the Islamic Republic or “finish the job,” stressing that the United States “will win one way or the other.”

“It won’t be tough to finish the job. I would rather make a deal because I don’t want to affect 91 million people,” he said. “We can knock down their bridges in one hour. We can knock out their energy supply.”

Commenting on the Russia-Ukraine war, Trump said that both Moscow and Kyiv want to end the war. He also voiced optimism, saying, “I think we are getting much closer [to ending the war] than people realize.”

“I think [Putin] does feel pressure. He wants to end it and Ukraine wants to end it, and we are in talks, and we will see if we can get it ended.”

Trump plans to have bilateral talks with Ukrainian President Volodymyr Zelenskyy on the margins of the North Atlantic Treaty Organization summit set to take place in Ankara, Turkey, on Tuesday and Wednesday.

Yonhap

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3 North American Manufacturing Stocks Watching Tariffs And Cost Pressures


Tariff headlines are back in focus, with fresh Section 301 proposals, shifting steel and aluminum duties, and questions around USMCA all reshaping the cost of doing business across borders. For North American manufacturers, higher and more uncertain trade costs can either squeeze margins or create openings where competitors face bigger hurdles. This article looks at three stocks from a U.S., Canada, and Mexico manufacturing screener that appear positioned to benefit from these policy moves. It explores how their business models intersect with the latest tariff rules and where investors may want to dig deeper.

Century Aluminum (CENX)

Overview: Century Aluminum produces primary aluminum and alumina, supplying both standard and higher value products from smelters in the United States and Iceland, supported by a carbon anode plant in the Netherlands and bauxite and alumina operations in Jamaica.

Operations: The company generates all its US$2.5b of revenue from primary aluminum, with around US$1.9b coming from the United States and about US$660 million from Iceland.

Market Cap: US$5.4b

Century Aluminum sits at the heart of the tariff story, with a largely U.S. and EU production footprint that benefits when Section 232 and Section 301 measures raise costs for overseas competitors and support regional aluminum premiums. Recent trade actions limiting imports from China and other countries, together with projects like the Mt. Holly expansion and the planned Oklahoma smelter, position the company to serve reshoring and electrification demand while tapping U.S. manufacturing tax credits. At the same time, investors need to weigh meaningful risks, including sensitivity to power and raw material costs, heavy reliance on supportive trade policy, and some recent insider selling. All of these factors can affect the quality and durability of current profitability and growth expectations.

Tariff fueled momentum at Century Aluminum looks powerful, but the full story sits in how policy support, power costs and new U.S. projects interact. Start with the 4 key rewards and 2 important warning signs (1 is major!)

NasdaqGS:CENX Earnings & Revenue History as at Jun 2026NasdaqGS:CENX Earnings & Revenue History as at Jun 2026

West Fraser Timber (TSX:WFG)

Overview: West Fraser Timber is a large Canadian wood products company that makes lumber, engineered wood panels, pulp, paper, and bioenergy inputs used in housing, renovation, packaging, and industrial applications across North America and Europe.

Operations: West Fraser Timber generates most of its US$5.3b of revenue from Lumber at US$2.5b and North America Engineered Wood Products at US$2.0b, with Europe Engineered Wood Products contributing US$524 million and the balance from segment adjustments and corporate items.

Market Cap: CA$7.8b

West Fraser Timber stands out in this screener because it sits on the right side of several trade and sustainability trends, yet still carries meaningful risks. As a Canadian exporter into the U.S., it benefits when Section 301 tariffs raise costs for overseas competitors while USMCA keeps its own trade channels relatively open, even as softwood lumber duties and tariff uncertainty remain a drag. Some analysts highlight the possibility of a shift from current losses to future profitability, supported by higher margin engineered wood products, mill modernization and a growing sustainability story including emissions targets and long term fibre agreements. At the same time, recent losses, ongoing trade disputes and a dividend that is not covered by earnings show that the recovery path is not straightforward.

West Fraser Timber’s shift from basic lumber to higher margin engineered wood and bio-products could be more than a cycle story. Yet the real twist is buried in the 2 key rewards and 1 important major warning sign

TSX:WFG Revenue & Expenses Breakdown as at Jun 2026TSX:WFG Revenue & Expenses Breakdown as at Jun 2026

Amprius Technologies (AMPX)

Overview: Amprius Technologies develops and sells silicon anode lithium ion batteries, with its SiCore and SiMaxx product lines designed for high energy density mobility uses such as drones, high altitude aircraft and other emerging aviation platforms.

Operations: Amprius Technologies generates US$90.3m of revenue from its Battery Business, with around US$62.8m from EMEA customers, US$15.9m from North America and US$11.5m from Asia Pacific.

Market Cap: US$2.2b

Amprius Technologies sits at the intersection of tariff policy and next generation battery demand, with U.S. anchored supply chains, high energy density cells and a growing mix of defense, drone and electric mobility customers. New Section 301 tariffs that keep import costs elevated for foreign battery suppliers can affect the relative economics for Amprius, particularly as it secures multi million contracts, expands global capacity and raises 2026 revenue guidance. The flip side is real execution risk, including heavy exposure to aviation and drone demand, complex scale up of silicon anode technology, share dilution and ongoing losses that still need to narrow. For investors watching North American manufacturing, a key question is how those policy tailwinds, growth targets and balance sheet risks fit together into a coherent risk reward view on Amprius.

Amprius Technologies is racing to scale high energy batteries as tariffs reshape who wins future defense and drone contracts, but the real tension between its ambition and its risks sits inside the 3 key rewards and 3 important warning signs

NYSE:AMPX Earnings & Revenue Growth as at Jun 2026NYSE:AMPX Earnings & Revenue Growth as at Jun 2026

The three stocks covered here are only a starting point, with the full North American Manufacturing screen surfacing 44 more companies that share similarly compelling fundamentals and policy linked narratives inside the North American Manufacturing screener. Use Simply Wall St to identify, filter and analyze the specific catalysts, financial profiles and trade related angles that matter most so you can focus on the highest conviction manufacturing ideas across the U.S., Canada and Mexico.

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Fresh ideas can move fast, and the stocks leading the next breakout rarely stay under the radar for long. Before momentum is gone and prices start flying, act now.

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.

Valuation is complex, but we’re here to simplify it.

Discover if West Fraser Timber might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.

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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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Packaging Corporation of America (PKG)

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 2026NYSE:PKG P/E Ratio as at Jun 2026

Steel Dynamics (STLD)

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 2026NasdaqGS:STLD P/E Ratio as at Jun 2026

Deere (DE)

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 2026NYSE: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.

Take Control of Your Investment Journey

If Steel Dynamics or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.
Once you’ve made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.
Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.
By uncovering hidden catalysts and risks early, you’ll accelerate your decision-making and stay one step ahead of the market.

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Markets move fast, and the next breakout ideas rarely stay under the radar for long. Spot fresh momentum and shifting valuations before the crowd catches up, then act now.

  • Consider higher yield potential with rock solid balance sheets by scanning a curated group of 10 dividend fortresses while prices still reflect today’s conditions.
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  • Look for under followed, financially sound opportunities using a curated 22 high quality undiscovered gems that highlights quality businesses investors have not fully evaluated yet.

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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