earnings
confidence high
sentiment positive
materiality 0.80
Costco Q4 FY2026: EPS $6.75 (+15% YoY), sales $93.9B (+11.2%)
COSTCO WHOLESALE CORP /NEW
- Q4 net income $2.998B ($6.75 diluted EPS) vs $2.610B ($5.87) prior year; includes $0.15 IEEPA tariff-refund benefit.
- Excluding IEEPA benefit, Q4 EPS grew 12.4%; net income grew 12.3%.
- FY sales $297.2B (+10.1%); FY EPS $20.76 vs $18.21; net income $9.226B.
- Total comp sales +9.4% (adj +6.7%); digitally-enabled comp +19.5%; traffic +3.3%.
- 150.4M cardholders (+3.6%); renewal rate 89.8% worldwide, 92.3% US/CN; exec members 42.3M.