미국의 펌프 공급망 : 관세, 시장 혼란

On 2 April 2025 - "Liberation Day" - the Trump administration imposed sweeping tariffs aimed at tilting global trade flows in favor of U.S. manufactured products. This sudden turn toward protectionism has injected new uncertainty into the global pump market, disrupting strategies for firms with significant exposure to the capital-intensive U.S. vertical. The policy shock has also clouded visibility on input costs, forcing a reset in capital planning and forecasting.

In response, leading pump players - including Flowserve, Franklin Electric, Gorman-Rupp, Grundfos, KSB, Pentair, Sulzer, Wilo, and Xylem - are recalibrating. U.S.-anchored firms such as Xylem, Pentair, and Franklin Electric are actively reworking their supply chains and sourcing models to navigate a landscape increasingly shaped by both imposed and retaliatory tariffs.

As tariff pressures and material cost volatility reshape supply chain dynamics, pump original equipment manufacturers (OEMs) must now treat dual sourcing and U.S. domestic assembly as hedges against pricing risk. Meanwhile, companies with substantial aftermarket revenue streams are better positioned to absorb margin pressures tied to input shocks. Finally, Build America Buy America (BABA) compliance has shifted from a procurement advantage to a strategic benefit, unlocking access to federally supported infrastructure spending while reinforcing long-term supply chain resilience.

This Insight Report delivers a comprehensive analysis of how market trends, policy disruptions, and strategic pivots are reshaping the competitive landscape for leading pump OEMs in the U.S.

Companies Mentioned:

Coverage: Asia Pacific, Europe, Latin America, Middle East - Afric,a US & Canada, Water Policy.

Table of Contents

Section 1 - Market Landscape

• Water Sector Supply Chain Transitions into Fourth Phase
• Commodity Prices Face Creeping Inflationary Pressures
• Recessionary Impacts on Municipal Capital Expenditures
• Demand-Side Risks Emerging for Industrial Buyers

Section 2 - Pump Manufacturing Supply Chain and Players

• Key Competitive Summary
• Quarterly Stock Trends Highlight Market Signals
• Select U.S. Pump Production Footprint
• Total Revenues vs. EBITDA
• Competitive Positioning: Maneuvers Toward Water
• Select Water Pump Portfolio by Application
• Economic Considerations for Key Channels to Market
• Pump Company Channels to Market
• Mexico, Canada Tariff Risks Brew in Uncertain Climate
• Levied Tariffs Against China Elicit Varied Responses
• Typical Cost Breakdown by Pump Component

Section 3 - Company Profiles

• Flowserve
• Franklin Electric
• Gorman-Rupp
• Grundfos
• KSB Group
• Pentair
• Sulzer
• Wilo Group
• Xylem