Volkswagen has lowered its financial outlook, citing the heavy impact of U.S. import tariffs. This creates a potential advantage for automakers and parts suppliers with significant manufacturing operations within the United States.
Published on July 25
While global competitors like Volkswagen face billion-dollar tariff costs, these U.S.-based companies enjoy natural protection from import duties. This competitive moat could translate into stronger margins and market share gains.
These companies have substantial U.S. production facilities, positioning them to benefit as trade policies favor domestic manufacturing. Their local operations provide cost advantages that foreign competitors can't easily replicate.
As import tariffs reshape the automotive landscape, these stocks are positioned on the winning side of policy changes. Expert analysts selected this group specifically to capture the potential upside from ongoing trade dynamics.
Volkswagen's recent profit warning, directly tied to U.S. import tariffs costing €1.3 billion, reveals a clear competitive advantage for companies with domestic manufacturing. This group focuses on U.S.-based automakers and parts suppliers who are largely shielded from these import duties, potentially supporting stronger profitability and market positioning as trade policies continue to shape the industry landscape.
This collection includes established U.S. automakers alongside a diverse range of parts suppliers covering everything from powertrain and chassis components to seating and electronics. These companies form the backbone of the American automotive value chain and benefit from having substantial manufacturing operations within the United States, protecting them from the direct cost pressures of vehicle import tariffs.
Each company was handpicked by professional analysts based on their significant domestic manufacturing footprint and position within the U.S. automotive ecosystem. This curated selection offers tactical exposure to firms that stand to benefit from the competitive dynamics created by ongoing trade policies, particularly as global automakers face mounting pressure from import duties and restructuring costs.
This basket's total market capitalisation is $520.03B and is heavily anchored by a small number of very large-cap holdings, producing a predominantly large-cap profile.
GM: $62.15B
F: $49.99B
TM: $322.70B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+114.39%
On average, analysts expect assets in this group to grow 114.39% over the next year.
14 of 17 assets in this group are rated Buy by professional analysts.
