Supply Chain
Companies Are Starting to Book Their Tariff Refunds, and the Accounting Is Unsettled
Costco's fourth quarter carried a 15-cent-a-share benefit from IEEPA refunds. Ford has guided to about $1.3 billion, GM to roughly $500 million, and advisers disagree on how to record the money.
PR
By Priya Raghavan
Sep 25, 2026 · 3 min read
The money refunded to importers after the Supreme Court struck down the tariffs imposed under the International Emergency Economic Powers Act is now large enough to move quarterly earnings, and companies are not treating it the same way.
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PR
Priya Raghavan
Corporate Insider Inc.
Priya Raghavan writes for Corporate Insider Inc.