Costco (COST) Earnings Scorecard

5 months ago 25

Joel South

Fri, March 6, 2026 astatine 9:36 AM CST 3 min read

Costco (COST) astatine $980.81, down 2.92% implicit the anterior week, bushed with $69.597B revenue, $4.58 EPS, 7.4% comp sales, rank fees up 13.6% to $1.355B, and digitally-enabled income up 22.6%.
Costco expanded margins and accelerated integer maturation contempt user sentiment astatine 56.4, good beneath the neutral threshold of 80.
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Costco (NASDAQ:COST) delivered a cleanable bushed connected some the apical and bottommost lines for its fiscal 2nd 4th of 2026. The institution reported gross of astir $69.6 cardinal and diluted EPS of $4.58, some somewhat up of Wall Street expectations of astir $69.32 cardinal and $4.54.

Despite the beat, shares dipped modestly pursuing the report, reflecting a acquainted dynamic for Costco: dependable execution that mostly matches already precocious capitalist expectations. With the banal trading astatine a premium valuation, investors look focused much connected semipermanent operational trends than humble quarterly surprises.

Category

Grade

Key Insight

Revenue Performance	B+	Total gross of $69.6B bushed the $69.32B estimate, with nett income rising 9.1% twelvemonth implicit year.
Earnings Beat/Miss	B	EPS of $4.58 topped the $4.54 statement by astir 1%, continuing Costco’s streak of accordant net beats.
Forward Guidance	B	Costco maintained its emblematic attack of providing constricted ceremonial quarterly guidance portion emphasizing continued operational momentum.
Profit Margins	A-	Gross borderline expanded 17 ground points to 11.02%, portion operating income roseate to astir $2.6B arsenic profitability remained strong.
Cash Generation	A-	The institution continues generating important escaped currency travel portion maintaining disciplined reinvestment into warehouse enlargement and integer capabilities.
Management Tone	B+	Executives emphasized continued spot successful rank growth, warehouse traffic, and integer engagement crossed planetary markets.

Membership economics were again the backbone of the quarter. Membership interest income roseate 13.6% twelvemonth implicit twelvemonth to $1.355 billion, driven by continued subordinate maturation and upgrades to enforcement memberships.

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Costco ended the 4th with 82.1 cardinal paid members and 147.2 cardinal full cardholders, portion the worldwide rank renewal complaint held astatine a beardown 89.7%. These metrics reenforce the durability of Costco’s subscription-style concern model.

Operational momentum besides remained strong. Comparable income accrued 7.4% globally, oregon 6.7% excluding gasoline terms changes and overseas speech effects. Worldwide postulation accrued 3.1%, showing dependable lawsuit engagement adjacent amid macroeconomic uncertainty.

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