9 Stocks Benefiting From Reshoring or Onshoring Trends

As global supply chains face mounting pressures from geopolitical tensions, rising labor costs overseas, and heightened concerns about reliability, many companies are turning to reshoring and onshoring strategies to strengthen their operations.

By bringing production closer to home, these firms are reducing supply chain risks, improving responsiveness, and aligning with government incentives that encourage domestic manufacturing.

With strong analyst coverage and growing international interest, investors are beginning to recognize that companies benefiting from this trend are not just minimizing risk; they’re unlocking new avenues for growth and long-term competitiveness.

Here are 9 of the top companies benefiting from reshoring and onshoring trends:

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Vulcan Materials (VMC)

Vulcan Materials is the largest producer of construction aggregates in the United States, making it a natural beneficiary of the reshoring and onshoring wave. Every new manufacturing plant, semiconductor fab, or logistics hub being built in the U.S. relies on vast quantities of aggregates, asphalt, and concrete. With reshoring driving a boom in large-scale industrial construction, Vulcan sits at the very foundation of the supply chain, quite literally providing the building blocks for America’s renewed industrial base.

Another key advantage for Vulcan is its geographic footprint. The company operates strategically located quarries and distribution facilities across high-growth regions of the U.S., including the Sun Belt states, where much of the onshoring activity is concentrated. As companies like Intel, TSMC, and automakers invest billions in new domestic plants, demand for Vulcan’s materials rises in tandem. This positions VMC as not just a cyclical play on construction, but a structural winner from the long-term push to localize production and strengthen supply chains.

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Rockwell Automation (ROK)

Rockwell Automation is perhaps one of the clearest pure plays on the reshoring trend. As companies move manufacturing back to U.S. soil, they are not building old-style plants. They are creating highly automated, digitally integrated “smart factories.” Rockwell provides the hardware, software, and services that make this transformation possible, from programmable logic controllers to advanced industrial IoT platforms. Without companies like Rockwell, reshoring efforts would struggle to meet the productivity and cost-efficiency needed to compete with overseas production.

What makes Rockwell particularly compelling is that Wall Street analysts have explicitly cited it as a direct beneficiary of U.S. reshoring momentum. The company’s solutions help manufacturers reduce reliance on low-cost labor abroad by using automation and robotics to offset higher domestic wage structures. As reshoring becomes not just a policy-driven initiative but also a competitive necessity, Rockwell’s technology is set to be embedded in nearly every new industrial facility built in North America. This places ROK in the sweet spot of both a macroeconomic trend and a technological shift.

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RTX Corporation (RTX)

RTX, the aerospace and defense giant formerly known as Raytheon Technologies, is deeply tied to reshoring through its role in national security. Defense has been one of the loudest advocates for supply chain resilience, especially after pandemic disruptions and rising geopolitical tensions exposed vulnerabilities in critical aerospace components. RTX has responded by localizing more of its supply base, increasing U.S. manufacturing capacity, and working closely with the Department of Defense to ensure that key technologies from advanced engines to precision systems are produced domestically.

The reshoring story for RTX goes beyond just defense contracts. Aerospace broadly is undergoing a shift as companies seek to bring production closer to home to avoid geopolitical risks and logistics bottlenecks. RTX’s scale and integration across defense and commercial aerospace give it leverage to secure reshoring incentives while positioning itself as a strategic linchpin in rebuilding America’s advanced manufacturing ecosystem. For investors, this means RTX is not just a defense contractor, but a structural play on the convergence of industrial policy, supply chain security, and technological sovereignty.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!