Thursday, September 10, 2026

Since our last update, we've added 28 companies to the list, though most of that reflects catching up on research into filings from July and early August rather than new activity. Companies that actually reported in the last week or so include American Eagle Outfitters ($179M), Academy Sports and Outdoors ($83.7M, via a Participation Agreement that pre-sold a portion of its claim to a third-party buyer), Caleres ($55.6M), Destination XL Group ($4.6M), J.Jill ($18.4M), Lovesac ($20.3M), ChargePoint Holdings ($6.1M), and Petco ($6.8M). The total has grown from $19.3 billion across 105 companies to approximately $20.3 billion across 133 companies.

Companies with a quantified IEEPA tariff refund figure identified by Calcbench as of September 10, 2026, listed alphabetically. Total: approximately $20.3 billion. See the main analysis for methodology, sourcing, and the largest recoveries by dollar amount.

Company Ticker Refund Amount
A.K.A. Brands Holding Corp. AKA $23.2M
Abercrombie & Fitch Co. ANF $100M
Academy Sports and Outdoors, Inc. ASO $83.7M
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
American Eagle Outfitters, Inc. AEO $179M
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
Baxter International Inc. BAX $65M
Best Buy Co., Inc. BBY $34M
BlueLinx Holdings Inc. BXC $7.2M
Boston Scientific Corp BSX $83M
Brunswick Corporation BC $34.3M
Burlington Stores, Inc. BURL $55M
Caleres, Inc. CAL $55.6M
Callaway Golf Co CALY $10.8M
Capri Holdings Ltd CPRI $65M
Cardinal Health Inc CAH $200M
Carters Inc CRI $132M
Caterpillar Inc. CAT $392M
ChargePoint Holdings, Inc. CHPT $6.1M
Columbia Sportswear Co COLM $78M
Corsair Gaming, Inc. CRSR $15.6M
Crane Co CR $18.7M
Cricut, Inc. CRCT $17.9M
Deere & Company DE $382M
Destination XL Group, Inc. DXLG $4.6M
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
Energizer Holdings, Inc. ENR $64.1M
EnerSys ENS $30.9M
Enphase Energy, Inc. ENPH $45.4M
Evolus, Inc. EOLS $1.1M
FedEx Corp FDX $800M
FIGS, Inc. FIGS $20.5M
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
Holley Inc. HLLY $10.6M
Honest Company, Inc. HNST $11.9M
HP Inc. HPQ $218M
Hubbell Inc. HUBB $30M
Hyster-Yale, Inc. HY $35M
Ingersoll Rand Inc. IR $10.3M
Interface, Inc. TILE $15.6M
International Flavors & Fragrances Inc. IFF $18M
Intuitive Surgical, Inc. ISRG $35.9M
Ipg Photonics Corp IPGP $4.7M
J.Jill, Inc. JILL $18.4M
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
lululemon athletica inc. LULU $134.5M
Masco Corp MAS $95M
McCormick & Company, Inc. MKC $30.8M
Medline Inc. MDLN $332M
Mettler-Toledo International Inc. MTD $52M
Moog Inc. MOG $10M
Motorola Solutions, Inc. MSI $60M
Newell Brands Inc. NWL $100M
NIKE, Inc. NKE $986M
NOV Inc. NOV $40M
NovoCure Limited NVCR $4.9M
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 $42M
Petco Health and Wellness Company, Inc. WOOF $6.8M
Polaris Inc. PII $73.9M
Power Solutions International, Inc. PSIX $22.7M
Purple Innovation, Inc. PRPL $5.3M
PVH Corp. PVH $106.7M
Regal Rexnord Corp RRX $32M
Resideo Technologies, Inc. REZI $27M
Rocky Brands, Inc. RCKY $11.9M
Ross Stores, Inc. ROST $253M
SharkNinja, Inc. SN $24.6M
Solo Brands, Inc. SBDS $9.9M
Solventum Corp SOLV $120M
Sonos, Inc. SONO $23.2M
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 Goodyear Tire & Rubber Company GT $42M
The Home Depot, Inc. HD $730M
The J. M. Smucker Company SJM $115M
The Lovesac Company LOVE $20.3M
The TJX Companies, Inc. TJX $331M
The Walt Disney Company DIS $100M
Titan International, Inc. TWI $6.0M
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
Victoria's Secret & Co. VSXY $135M
Visteon Corp VC $35M
Walmart Inc. WMT $2.90B
Warby Parker Inc. WRBY $11.8M
Weyco Group, Inc. WEYS $18.6M
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 133 companies: approximately $20.3 billion.

FREE Calcbench Premium
Two Week Trial

Research financial & accounting data like never before. Get features designed for better insights. Try our enhanced Excel Add-in. Sign up now to try the Premium Suite, or contact us for a demo.