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This month marks the start of summer trading. My stock strategy team at Zacks pulled together the major large-cap U.S. stocks facing 2025 tariff headwinds.
First, seven U.S. large-cap stocks with the most imports coming into the country…
Image Source: Zacks Investment Research
Second, seven U.S. large-cap stock with the most exports going outside the country…
Image Source: Zacks Investment Research
Now, let’s do a deep dive — into the June 2025 top-down telescope.
This stock screening tactic identified the hot picks with the most-broad fundamental industry earnings support.
May 30th, 2025 data showed investors a post-Q1 earnings Zacks Industry Ranking.
This supplies two new Very Attractive Sectors: Industrials & Consumer Staples.
Financials fell back one notch to Attractive.
Still holding at Attractive? Info Tech. Yes. Earnings growth gets sustained by “AI” data/cloud centers and strong tech mega-cap earnings.
Materials and Utilities stay Attractive too.
Communication Services stays at Market Weight.
Health Care fell to an Unattractive rating.
The Consumer Discretionary & Energy sectors fell to a Very Unattractive rating.
This month, I chose three non-U.S. large-cap stock picks, currently found on our #1 STRONG BUY list.
Zacks June 2025 Sector/Industry/Company Telescope
(1) Industrials rises to Very Attractive from Aerospace & Defense, Conglomerates, and Business Products look strong.
A Zacks #1 Rank (STRONG BUY) pick: Elbit Systems (ELST - Free Report)
Elbit Systems is an Israeli-based defense tech company.
It is the worldwide leader in Night Vision Goggles Head-Up Displays ("NVG-HUD''). They are a major supplier to the U.S. Army, and U.S. Marine Corps of Night Vision Head-Up Display systems, for use in various types of helicopters.
(2) Consumer Staples rose to Very Attractive from Attractive. Tobacco, Soaps & Cosmetics, Agri-business, and Beverages were strong.
Image: Bigstock
Stocks of Top U.S. Importers and Exporters: Zacks June 2025 Strategy
The following is an excerpt from Zacks Chief Strategist John Blank’s full Jun Market Strategy report To access the full PDF, click here.
This month marks the start of summer trading. My stock strategy team at Zacks pulled together the major large-cap U.S. stocks facing 2025 tariff headwinds.
First, seven U.S. large-cap stocks with the most imports coming into the country…
Image Source: Zacks Investment Research
Second, seven U.S. large-cap stock with the most exports going outside the country…
Image Source: Zacks Investment Research
Now, let’s do a deep dive — into the June 2025 top-down telescope.
This stock screening tactic identified the hot picks with the most-broad fundamental industry earnings support.
May 30th, 2025 data showed investors a post-Q1 earnings Zacks Industry Ranking.
This supplies two new Very Attractive Sectors: Industrials & Consumer Staples.
Financials fell back one notch to Attractive.
Still holding at Attractive? Info Tech. Yes. Earnings growth gets sustained by “AI” data/cloud centers and strong tech mega-cap earnings.
Materials and Utilities stay Attractive too.
Communication Services stays at Market Weight.
Health Care fell to an Unattractive rating.
The Consumer Discretionary & Energy sectors fell to a Very Unattractive rating.
This month, I chose three non-U.S. large-cap stock picks, currently found on our #1 STRONG BUY list.
Zacks June 2025 Sector/Industry/Company Telescope
(1) Industrials rises to Very Attractive from Aerospace & Defense, Conglomerates, and Business Products look strong.
A Zacks #1 Rank (STRONG BUY) pick: Elbit Systems (ELST - Free Report)
Elbit Systems is an Israeli-based defense tech company.
It is the worldwide leader in Night Vision Goggles Head-Up Displays ("NVG-HUD''). They are a major supplier to the U.S. Army, and U.S. Marine Corps of Night Vision Head-Up Display systems, for use in various types of helicopters.
(2) Consumer Staples rose to Very Attractive from Attractive. Tobacco, Soaps & Cosmetics, Agri-business, and Beverages were strong.
A Zacks #1 Rank (STRONG BUY) pick: Carlsberg A/S (CABGY - Free Report)
Carlsberg A/S is a global brewing company based in Copenhagen, Denmark.
Its beer portfolio includes more than 500 global brands.
(3) Financials falls to Attractive from Very Attractive. Banks-Major & Banks & Thrifts looked the best.
A Zacks #1 Rank (STRONG BUY) pick: Allianz (ALIZY - Free Report)
Allianz SE is based in Munich, Germany.
Allianz SE provides property-casualty insurance, life/health insurance, and asset management products and services together with its subsidiaries.
(4) Info Tech stays Attractive. Electronics led.
(5) Utilities stays Attractive. Utility-Electric Power looked the best.
(6) Materials stays Attractive. Metals-non-Ferrous and Steel look good.
(7) Communications Services stays Market Weight. Telco-Equipment was the best.
(8) Health Care falls to Unattractive from Attractive. Drugs were best.
(9) Consumer Discretionary falls to Very Unattractive from Market Weight. Media looked good, again.
(10) Energy falls to Very Unattractive from Market Weight. Pipelines looked best, again.
Conclusion
There is a sense of relief now. About the effects of U.S. tariffs on the top stocks of the U.S. biggest importers and exporters.
It may also be temporary share price relief.
Only Mr. Market can call that out, over time.
Enjoy my latest Zacks June 2025 market strategy report.
Warm regards,
John Blank, PhD.
Zacks Chief Equity Strategist and Economist