Royal Philips NV raises its profitability expectations for 2026 after receiving a US tariff refund that strengthens second-quarter earnings, according to Bloomberg and the Financial Post. The companies report that the refund contributes to improved financial performance in the quarter, prompting Philips to adjust its outlook upward. The revised guidance focuses on margins or overall profitability for the 2026 period rather than changing the near-term business picture reported by the outlets. Both reports link the improved earnings trend directly to the impact of the US tariff refund, suggesting the benefit is material enough to affect management’s forward-looking projections. Beyond the confirmation that Philips is lifting its 2026 profitability expectations, the outlets do not describe additional drivers or operational changes, nor do they provide competing explanations for the outlook upgrade. Overall, the coverage is consistent that the tariff refund is the key factor behind the change in guidance.