Apple confirms most Trump reciprocal tariff refunds received, boosting Q4 margin 1 point

Briefing by News4U · First published

ITHome reported that Apple confirmed in its fiscal Q4 results (ended 26 September) that most reciprocal tariff refunds have been received, adding roughly 1 percentage point to the 47.9% gross margin and about $0.05 to diluted EPS of $2.10. CFO Kevan Parekh said remaining amounts will be immaterial. The outlet noted a similar 2-point margin boost in Q3 from $2.2 billion in refunds. [1]

Sources

  1. 苹果已收回绝大部分特朗普“对等关税”退款,Q4 毛利率提振 1 个百分点

    ITHome · · Summary only

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