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Debt-free Apple to take on debt to avoid huge U.S. repatriation tax hit

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“The most interesting part of Apple’s earnings report wasn’t its $43.6 billion in revenue or $9.5 billion in net profit. Nor was it the 37.4 million iPhones and 19.5 million iPads sold over the last three months,” Peter Lauria reports for BuzzFeed. “It was the fact that, despite having just under $145 billion in cash and short-term marketable securities on its balance sheet, the company plans to borrow money by issuing debt for the first time in its history.”

“Sure, the company needs to find money to fund the extra $50 billion it plans to spend on share buybacks by 2015, which at a total of $60 billion makes it the largest single share repurchase program in corporate history. It also needs more money for its 15% dividend increase to $3.05 per share,” Lauria reports. “But taken together those moves only amount to $100 billion in extra cash between now and 2015, which Apple can easily fund from its normal business operations — cash flow from operations for the second quarter alone totaled $12.5 billion.”

Lauria reports, “The real reason Apple is borrowing money is because more than two-thirds of its $145 billion cash pile resides overseas, and bringing it back to the U.S., known as ‘repatriating,’ would subject the company to a huge tax hit… Apple isn’t alone in wanting to keep its cash overseas to avoid taxes. A study of 60 U.S. companies by the Wall Street Journal in March found that together they kept a total of $166 billion offshore last year, or more than 40% of their annual profits.”

Read more in the full article here.

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Tagged: AAPL, Apple buybacks, Apple dividends, repatriation holiday, tax repatriation, U.S. taxes

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