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Costco Reports 2026 Revenue Growth; Strong Membership Model and Cash Flow

Sep 24, 2026, 4:27 PM EDT2 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Solid top-line growth, improving comps across regions, and a sizable cash flow with share repurchases and dividends support the stock. A one-time tariff refund boost to Q4 EPS provides a short-term uplift, though core growth remains the driver for medium-term upside.

AI summary

What happened, with direct paths to the underlying reporting

Costco posted solid Q4 and full-year 2026 results, with net sales rising 11.2% to $93.9B for the quarter and 10.1% to $297.2B for the year. Comparable sales grew across the US, Canada, and international segments, with digital channels up about 20%. A one-time IEEPA tariff refund added about $0.15 to Q4 diluted EPS, supporting profitability and member value reinvestment.

  • Q4 net sales $93,873M; up 11.2% YoY; FY net sales $297,247M; up 10.1%.
  • Adjusted comps: US 8.2% (52 weeks), total 8.4% (52 weeks).
  • Q4 EPS $6.75; full-year EPS $20.76; one-time tariff refunds boosted $0.15.
  • Digitally-enabled sales up 19.5% in Q4; 939 warehouses operating globally.
  • Tariff refunds contributed to Q4 profitability; management notes member-value reinvestment.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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