DIS · News · 20260805N

Tariff Refund

Walt Disney Co · 2026-08-05 · Importance 24 · Surprise 42

Disney recorded or secured a tariff refund of approximately $100 million during fiscal Q3 2026. The refund reduced the financial impact of tariffs during the quarter. The amount is below the stated $757 million materiality threshold but is included because it was specifically identified as a material earnings item in third-party coverage. No additional tariff-related charge or cash-flow effect was reported in the digest.

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