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Costco Wholesale Q4 FY2026 · Story

Read the quarter card by card, ready to share.

COSTQ4 FY20261/4

Estimate vs Actual

Earnings per Share

Estimate
$6.66
Actual
$6.60

−0.8% vs Estimate

Revenue

Estimate
$96.8 B
Actual
$95.7 B

−1.1% vs Estimate

COSTQ4 FY20262/4

Guidance

Capex 2027

Company Guidance
7.5 billion

16.6% YoY Increase ▲

Net New Warehouses 2027

Company Guidance
28 sites

12% YoY Increase ▲

COSTQ4 FY20263/4

In 30 Seconds

Costco beat Q4 estimates with $95.7B in revenue and $6.75 EPS, topping expectations by 0.9% on revenue and 3.1% on earnings.

  • Most of the earnings beat came from a one-time $0.15 tariff refund; excluding it, EPS of $6.60 was only 0.8% above estimates.
  • Shares fell as much as 1.5% the next session, then closed up 2.9%, helped by 7.3% growth in membership fee income.

First point of the analysis's “In 30 Seconds”.

Full Analysis
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