Oshkosh Among First Recipients of Section 301 Tariff Refunds
Oshkosh Corp is among the first recipients of federal Section 301 tariff refunds, with initial payments dispatched in May 2026 covering duties on heavy truck imports. The reimbursements are expected to bolster the company’s first-half cash flow and improve gross margins by reducing import costs.
1. Program Overview
The U.S. Treasury has begun disbursing refunds under the Section 301 program for tariffs originally imposed on certain imports in 2018 and 2019. Initial payments in May 2026 target select manufacturers, including heavy truck producers, reimbursing duties paid on eligible components and finished goods.
2. Implications for Oshkosh Corp
Oshkosh Corp is identified among the first beneficiaries, reclaiming duties on heavy truck and vehicle component imports. These reimbursements are projected to add to first-half operating cash flow and enhance gross margin by offsetting prior import costs.