Tariff refund deployment

$100bn paid against $166bn owed; four named checks carry testable deployment pledges

Supreme-Court-ordered tariff refunds: program totals versus the four company checks with publicly stated deployment. Per-company figures are tiny against the program scale, so the two lenses are drawn side-by-side.

Tariff refund deployment: program totals and four company checks Program scale USD billions $166B Total owed Supreme Court ruling $100B Paid through Jul 2026 60% of owed ~$66B Remaining Yet to disburse Four named checks USD billions; deployment label per company Walmart $2.4B Consumer prices (grocery, essentials) Apple $2.2B US manufacturing reinvestment Ford $1.3B Q1 earnings gain; raised 2026 EBIT guide;EV/BlueOval capex ongoing Amazon $600M Partial consumer pass-through (limited orders) Four checks = $6.5B of $100B paid Source: company filings and Treasury disbursement records through Jul 2026. Per-company refunds are 6.5% of the $100B paid; ~$66B remains to be disbursed to other claimants.

Per-company bars use a separate zoomed scale (max $2.4B) so deployment labels stay legible; the program-scale panel uses the full $0–166B axis. The four checks together equal $6.5B, drawn here at panel-B scale and summarized in the connector callout.