Electrolux Group said on Monday that it has lodged refund claims amounting to about $88 million in connection with tariffs levied under a U.S. program that was subsequently found unconstitutional by the U.S. Supreme Court.
The claims were submitted as part of Phase 2 of a refund mechanism overseen by U.S. Customs and Border Protection. They relate to duties paid under the International Emergency Economic Powers Act tariff program, a measure that was introduced in February 2025 and later broadened through April 2025.
In February 2026 the Supreme Court concluded that IEEPA does not provide authority to impose those tariffs. Following that decision, the Court of International Trade issued orders directing refunds to importers who had paid duties under the program. U.S. Customs and Border Protection launched Phase 1 of the refund process on April 20, 2026, with Phase 2 opening on Monday when Electrolux filed its claims.
Electrolux detailed the accounting impact the refund claims will have on its North American operations. The company said it will recognize a positive, non-recurring item of approximately $61 million in operating income for Region North America tied to 2025, and that an additional approximately $27 million related to the first quarter of 2026 will be recorded as part of cost of goods sold in Region North America. Both items are scheduled to be reflected in the second quarter of 2026.
The company also noted that it will release its interim report for the second quarter of 2026 on July 29, 2026, at approximately 07:00 CEST.
Context and implications
Electrolux's filing follows the sequence of legal and administrative actions that nullified the tariff program and set up the CBP-managed refund process. The company is taking steps to recover amounts paid and to recognize the related accounting effects in its upcoming quarterly results. The amounts cited by Electrolux total roughly $88 million when the two separate items are combined.
Because the refund process is being administered in phases by U.S. Customs and Border Protection, the timing and mechanics of when funds are returned to importers will depend on the agency's procedures for Phase 2 claims.
Reporting schedule
Electrolux will publish its second-quarter 2026 interim report on July 29, 2026, at about 07:00 CEST, at which point the company will present the recorded one-off items in Region North America.