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Trump Tariffs: Stocks That Could Benefit in 2025

Trump’s 2025 tariff policy introduces a sweeping 10% tax on all imported goods, with higher rates for countries running large trade surpluses with the U.S. While this may hurt global supply chains, it opens the door for U.S.-centric businesses to gain market share. This page spotlights public companies positioned to benefit from reshoring, domestic manufacturing incentives, and policy-driven boosts to sectors like defense, steel, and industrials. Use TipRanks data to track which names are gaining momentum under the new trade regime.

Comparison Results

Name
Price
Volume
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
P/E Ratio
Dividend Yield
Sector
Article
Follow
NUE$143.4025.75K
xxxxxxxxxxxxx
7 Buy
2 Hold
0 Sell
Strong Buy
$33.12B20.271.52%Basic Materials
DE$470.1417.26K
xxxxxxxxxxxxx
9 Buy
6 Hold
0 Sell
Moderate Buy
$126.60B24.481.38%Industrials
LMT$483.0025.92K
xxxxxxxxxxxxx
5 Buy
7 Hold
0 Sell
Moderate Buy
$112.22B27.072.72%Industrials
RTX$175.8085.49K
xxxxxxxxxxxxx
9 Buy
2 Hold
0 Sell
Strong Buy
$235.45B36.061.49%Industrials
NWL$3.15162.73K
xxxxxxxxxxxxx
4 Buy
5 Hold
0 Sell
Moderate Buy
$1.32B8.92%Consumer Defensive
CF$86.2844.12K
xxxxxxxxxxxxx
4 Buy
8 Hold
1 Sell
Hold
$13.69B11.052.36%Basic Materials
TT$434.0226.64K
xxxxxxxxxxxxx
5 Buy
5 Hold
1 Sell
Moderate Buy
$96.01B33.320.85%Industrials
OLN$19.6144.49K
xxxxxxxxxxxxx
4 Buy
7 Hold
1 Sell
Hold
$2.23B42.174.09%Basic Materials
AA$35.55149.12K
xxxxxxxxxxxxx
8 Buy
3 Hold
1 Sell
Moderate Buy
$9.13B8.011.14%Basic Materials
X$54.84876.00
xxxxxxxxxxxxx
$12.42B

Performance Comparison

Ticker
Company Name
Price
Change
% Change
X
United States Steel
54.84
15.91
40.87%
NUE
Nucor
144.29
2.19
1.54%
DE
Deere
468.30
73.48
18.61%
LMT
Lockheed Martin
484.98
-46.81
-8.80%
RTX
RTX
175.61
58.97
50.56%
OLN
Olin
19.56
-20.96
-51.73%
NWL
Newell Brands
3.14
-5.34
-62.97%
AA
Alcoa
35.26
-6.98
-16.52%
CF
Cf Industries Holdings
84.55
0.02
0.02%
TT
Trane Technologies
432.99
46.29
11.97%

Trump Tariffs: That Could Benefit in 2025 Latest News

Read the latest stock news and analysis from the TipRanks news team.

Recent Analysts Ratings of Trump Tariffs: That Could Benefit in 2025 Stocks

Name
Analyst
Analyst Firm
Rating
Price Target
Upside / Downside
Action
Date

Most Recent Earnings of Trump Tariffs: That Could Benefit in 2025 Stocks

Name
Report Date
Time Of Day
Period Ending
Forecast / EPS
Last Year's EPS
Nucor
Oct 27, 2025
Dec 01, 2025
2.14 / 7.12
1.22
Deere
Aug 14, 2025
Oct 01, 2025
3.85 / 19.13
4.55
Lockheed Martin
Oct 21, 2025
Dec 01, 2025
6.67 / 17.91
2.22
RTX
Oct 21, 2025
Dec 01, 2025
1.47 / 4.87
1.54
Newell Brands
Oct 31, 2025
Dec 01, 2025
0.19 / -0.06
0.16
Cf Industries Holdings
Aug 06, 2025
Sep 01, 2025
2.16 / 7.65
1.332
Trane Technologies
Oct 31, 2025
Dec 01, 2025
2.83 / 12.99
2.61
Olin
Oct 28, 2025
Dec 01, 2025
-0.27 / 0.46
0.178
Alcoa
Oct 22, 2025
Dec 01, 2025
0.76 / 4.40
1.04
United States Steel
- / -

Trump Tariffs: That Could Benefit in 2025 - FAQ

Which Trump Tariffs: That Could Benefit in 2025 stocks have a "Strong Buy" analyst rating?
These Trump Tariffs: That Could Benefit in 2025 stocks currently have a "Strong Buy" analyst rating consensus:
Nucor - Strong Buy, based on 9 analyst ratings, 7 Buy, 2 Hold, and 0 Sell.
    RTX - Strong Buy, based on 11 analyst ratings, 9 Buy, 2 Hold, and 0 Sell.
      Are Trump Tariffs: That Could Benefit in 2025 stocks overpriced?
      Nucor's stock price is currently $143.40, and its average 12-month price target is $167.75.
        Deere's stock price is currently $470.14, and its average 12-month price target is $519.67.
          Lockheed Martin's stock price is currently $483.00, and its average 12-month price target is $537.82.
            RTX's stock price is currently $175.80, and its average 12-month price target is $196.73.
              Newell Brands's stock price is currently $3.16, and its average 12-month price target is $5.32.
                Cf Industries Holdings's stock price is currently $86.28, and its average 12-month price target is $94.64.
                  Trane Technologies's stock price is currently $434.02, and its average 12-month price target is $488.50.
                    Olin's stock price is currently $19.61, and its average 12-month price target is $24.58.
                      Alcoa's stock price is currently $35.55, and its average 12-month price target is $39.13.
                        United States Steel's stock price is currently $54.84, and its average 12-month price target is N/A.
                          Which Trump Tariffs: That Could Benefit in 2025 stocks pay dividends?
                          Nucor does not currently pay dividends.
                            Deere does not currently pay dividends.
                              Lockheed Martin currently pays a dividend of $3.45 which represents an annual dividend yield of 2.72%. Lockheed Martin's next Ex-dividend date is December 1, 2025 and its next payout date is December 30, 2025.
                                RTX currently pays a dividend of $0.68 which represents an annual dividend yield of 1.49%. RTX's next Ex-dividend date is November 21, 2025 and its next payout date is December 11, 2025.
                                  Newell Brands does not currently pay dividends.
                                    Cf Industries Holdings currently pays a dividend of $0.50 which represents an annual dividend yield of 2.36%. Cf Industries Holdings's next Ex-dividend date is November 14, 2025 and its next payout date is November 28, 2025.
                                      Trane Technologies currently pays a dividend of $0.94 which represents an annual dividend yield of 0.85%. Trane Technologies's next Ex-dividend date is December 5, 2025 and its next payout date is December 31, 2025.
                                        Olin does not currently pay dividends.
                                          Alcoa does not currently pay dividends.
                                            United States Steel does not currently pay dividends.

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                                              Trump Tariffs: That Could Benefit in 2025 Stock Events

                                              Stock
                                              Type
                                              Date
                                              Cf Industries Holdings
                                              Earnings Release
                                              Nov 05, 2025
                                              Cf Industries Holdings
                                              Ex-Dividend Date
                                              Nov 14, 2025
                                              Deere
                                              Earnings Release
                                              Nov 19, 2025
                                              RTX
                                              Ex-Dividend Date
                                              Nov 21, 2025
                                              Lockheed Martin
                                              Ex-Dividend Date
                                              Dec 01, 2025

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