Full List :101 Firms and their Tariff Refund Amounts

Following Friday's post about Tariff refunds and all the gory details, we thought we would publish the full list of firms that we have found with tariff refunds to date.  

We may have missed some firms, but this is a solid list.  And we will continue to add to it.  Enjoy!



Full List: 101 Companies Disclosing IEEPA Tariff Refunds (Alphabetical)

Companies with a quantified IEEPA tariff refund figure identified by Calcbench as of August 28, 2026, listed alphabetically. Total: approximately $18.7 billion. See the main analysis for methodology, sourcing, and the ten largest recoveries by dollar amount.

Company Ticker Refund Amount
A.K.A. Brands Holding Corp. AKA $23.2M
Abercrombie & Fitch Co. ANF $100M
Acushnet Holdings Corp. GOLF $44.5M
Advance Auto Parts, Inc. AAP $26M
Alarm.com Holdings, Inc. ALRM $14.5M
Amazon Com Inc AMZN $640M
Amer Sports, Inc. AS $64.3M
Apple Inc. AAPL $2.19B
Arhaus, Inc. ARHS $23.8M
Arlo Technologies, Inc. ARLO $8.0M
Astronics Corp ATRO $2.0M
Bath & Body Works, Inc. BBWI $80M
Best Buy Co., Inc. BBY $34M
BlueLinx Holdings Inc. BXC $7.2M
Boston Scientific Corp BSX $83M
Burlington Stores, Inc. BURL $55M
Callaway Golf Co CALY $10.8M
Capri Holdings Ltd CPRI $65M
Cardinal Health Inc CAH $200M
Carters Inc CRI $132M
Caterpillar Inc. CAT $392M
Columbia Sportswear Co COLM $78M
Crane Co CR $18.7M
Cricut, Inc. CRCT $17.9M
Deere & Company DE $382M
Dick's Sporting Goods, Inc. DKS $59M
Dollar General Corp DG $55.5M
Dollar Tree, Inc. DLTR $369M
Dorman Products, Inc. DORM $98.1M
e.l.f. Beauty, Inc. ELF $51.1M
Emerson Electric Co EMR $82M
EnerSys ENS $30.9M
Enphase Energy, Inc. ENPH $45.4M
Evolus, Inc. EOLS $1.1M
FedEx Corp FDX $800M
Floor & Decor Holdings, Inc. fnd $56M
Fluence Energy, Inc. FLNC $57M
Ford Motor Co F $1.30B
Fortive Corp FTV $4.5M
Fortune Brands Innovations, Inc. FBIN $122.1M
Funko, Inc. FNKO $25.4M
GE HealthCare Technologies Inc. GEHC $107M
Generac Holdings Inc. GNRC $89.1M
General Motors Co GM $500M
Hamilton Beach Brands Holding Co HBB $36.5M
Honest Company, Inc. HNST $11.9M
HP Inc. HPQ $218M
Hubbell Inc. HUBB $30M
Ingersoll Rand Inc. IR $10.3M
International Flavors & Fragrances Inc. IFF $18M
Intuitive Surgical, Inc. ISRG $35.9M
Ipg Photonics Corp IPGP $4.7M
Janus International Group, Inc. JBI $0.3M
Keel Infrastructure Corp. KEEL $0.3M
Kohl's Corp KSS $150M
Lci Industries LCII $94.9M
Lifetime Brands, Inc LCUT $40.1M
Lowe's Companies, Inc. LOW $80.9M
Masco Corp MAS $95M
McCormick & Company, Inc. MKC $30.8M
Medline Inc. MDLN $332M
Motorola Solutions, Inc. MSI $60M
Newell Brands Inc. NWL $100M
NIKE, Inc. NKE $986M
nVent Electric plc NVT $25.8M
On Holding AG ONON $34.3M
Ouster, Inc. OUST $0.6M
Owens Corning OC $50M
Oxford Industries Inc OXM $25M
Polaris Inc. PII $73.9M
Power Solutions International, Inc. PSIX $22.7M
Regal Rexnord Corp RRX $32M
Resideo Technologies, Inc. REZI $27M
Solo Brands, Inc. SBDS $9.9M
Solventum Corp SOLV $120M
Spectrum Brands Holdings, Inc. SPB $60.6M
Stanley Black & Decker, Inc. SWK $118M
Steven Madden, Ltd. SHOO $92.1M
T1 Energy Inc. TE $24.4M
Tapestry, Inc. TPR $96.2M
Target Corp TGT $994M
Terex Corp TEX $29M
The Gap, Inc. GAP $512M
The Home Depot, Inc. HD $730M
The J. M. Smucker Company SJM $115M
The TJX Companies, Inc. TJX $331M
Trimble Inc. TRMB $13.9M
Under Armour, Inc. UA $101M
United Parcel Service, Inc. UPS $500M
Urban Outfitters, Inc. URBN $95.7M
Valero Energy Corp VLO $51M
Visteon Corp VC $35M
Walmart Inc. WMT $2.90B
Warby Parker Inc. WRBY $11.8M
Williams-Sonoma, Inc. WSM $194.6M
Xerox Holdings Corp XRX $105M
Xylem Inc. XYL $4.0M
YETI Holdings, Inc. YETI $42.6M
Zebra Technologies Corp ZBRA $73M
Zimmer Biomet Holdings, Inc. ZBH $77M
Zurn Elkay Water Solutions Corp ZWS $47.6M

Total across 101 companies: approximately $18.7 billion.

Comments

Post a Comment

Popular posts from this blog

On Amazon and Server Lifespans

So there we were the other day, skimming the latest from Deep Quarry , a newsletter on financial statement analysis written by accounting aficionado Olga Usvyatsky.  She had been picking apart Amazon.com’s latest quarterly report , and noted that the e-commerce giant had revised the useful life of certain servers and networking equipment downward from six to five years. That change, Usvyatsky noted, will have the practical effect of reducing 2025 operating income by $700 million. Moreover, Amazon ($AMZN) also decided to retire some equipment early; that led to $920 million in accelerated depreciation in Q4 2024 and will reduce 2025 operating income by another $600 million. Wait a minute. The useful life of computer servers, why does that sound familiar…  Because Calcbench wrote about that exact issue in 2021!  Back then, we noted that Google ($GOOG) and Microsoft ($MSFT) had both extended the estimated life of their computer servers from three years to four, which had t...
Read more

More on Depreciation Adjustments

Image
Last month we had a post in these pages about how Amazon ($AMZN) recently shortened the estimated useful lifespan of the computer servers it uses , which will have the practical effect of reducing operating income this year by some $700 million.  Now Bloomberg has pulled on that thread more strongly, with an in-depth look at how companies adjust the useful lifespan of assets they use . It turns out that numerous companies do this — sometimes extending the estimated lifespan, which can push net income up; and sometimes shortening the estimated lifespan, which pushes net income down. The key issue here is that as you shorten estimated lifespan, your annual depreciation charges increase; that’s what whittles down net income. The same principle runs in reverse, too: extending estimated lifespan spreads out depreciation across more years, so your annual depreciation is lower; that pushes net income up. Cynics will suspect that adjustments to estimated lifespan are simply a form of earn...
Read more

Oracle: Latest Remaining Performance Obligations (RPO) and Off Balance Sheet Commitments

Oracle's AI Footprint Just Got Bigger — Calcbench Signal Remaining Performance Obligation ~$550B Q3 FY2026 — up from ~$130B at Y FY2025 Off Balance Sheet Lease Commitments ~$260B Q3 FY2026 — up from ~$45B at Y FY2025 Back in November, we wrote about Oracle's ($ORCL) AI exposure — specifically its off-balance-sheet lease commitments, which had ballooned to roughly $100 billion as of August 2025, up from a mere $411 million in 2020. That's not a typo. That's a 24,822 percent increase in five years. Then in December, we flagged that Oracle had leapt to the top of the S&P 500 for year-over-year growth in Remaining Performance Obligations — a 359 percent increase, from $99.1 billion to $455.3 billion, the single largest jump among 151 firms we tracked. Now it's March, and Oracle just filed its fiscal Q3 2026 results. Spoiler: both of those numbers have gotten even bigger. Th...
Read more