American commercial tariffs: what could mean for actions from the United Kingdom such as Ashtead, Compass Group and Experian

The announcement of this week of commercial tariffs of 10% on the assets of the United Kingdom to the US. UU has sent shock waves through the British markets. With transatlantic trade under pressure, several actions from the United Kingdom could feel the impact, particularly those with a significant exposition to the US market.

Although many companies in the United Kingdom deal with the USA. UU., Three in particular stand out due to their high sales in the region. These companies that seem to be more exposed are Ashtead Group (LSE: AHT), Compass group (LSE: CPG) and Experience (LSE: Expn).

Let's see how new rates could affect the performance of these actions in the future.

Ashtead Group

Ashtead Group is a British team rental company that has achieved tremendous success in the United States. Now generates 92% of its sales through its Sunbelt rental division based in the United States. If tariffs extend to machinery or parts from the United Kingdom, the company can find higher costs that could squeeze the margins.

The action has already dropped 11% since the rates were announced, almost twice as much as the drop of 5.7% of the Ftse 100. With £ 37.24, it is now at its lowest level in almost three years.

The company has already planned to move its main list to the US. And now it can choose to relocate completely there. In the long run, such movement could be very beneficial for the company, but I think it is advisable to wait until there is more clarity.

Compass group

As the world's largest catering company, Compass Group operates widely in corporate schools, hospitals and campuses around the world. The extensive amount of contracts in the US. UU. Represents 68% of its sales. Although much of the company's supply in the United States is national, any specialized product or services begged by the United Kingdom could be affected, which generates concerns about cost management and possible contractual renegotiations.

The shares suffered only a fall less than 2.5% when tariffs were announced, which reflects confidence among investors. They remain rising 134% in the last five years. Since tariffs are largely directed to automotive, electronics, consumer goods and agriculture, I do not believe that the compass is seriously affected.

However, it already has a high ratio to profits (p/e) of 41.3, so growth could be slow. I will consider the actions only if the profits increase considerably in the next results.

Experience

Experian is one of the largest consumer credit reports in the world, which derives 66% of its North America income. Fortunately, most of its services are digital and based on data, which means that direct exposure to tariffs is limited. However, any deterioration in the relations of the United Kingdom/EE. UU. It could have indirect effects on regulation, data exchange agreements and cross -border operations.

The shares have dropped 8.3% from the announcement, slightly above the FTSE 100. But like Compass, I do not hope you experience is affected by rates. The greatest risk can be the competition of US rivals such as Equifax and Transunity. At the same time, companies based in the United Kingdom who use these rivals can choose to change Experies as a result of rates.

The price objectives still look good, and analysts expect an increase in the price of 30% in the next 12 months. In general, I like their perspectives and I think it is still worth considering, despite tariffs.