Back to top

Image: Bigstock

Costco (COST) Reports Q4 Earnings: What Key Metrics Have to Say

Read MoreHide Full Article

Costco (COST - Free Report) reported $95.72 billion in revenue for the quarter ended August 2026, representing a year-over-year increase of 11.1%. EPS of $6.60 for the same period compares to $5.87 a year ago.

The reported revenue represents a surprise of +0.95% over the Zacks Consensus Estimate of $94.82 billion. With the consensus EPS estimate being $6.48, the EPS surprise was +1.85%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Costco performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Comparable sales (Adjusted) excluding the impacts from changes in gasoline prices and foreign exchange - Total Company: 6.7% versus 6.5% estimated by six analysts on average.
  • Comparable sales - Total Company: 9.4% versus 8.1% estimated by five analysts on average.
  • Number of warehouses - Total worldwide: 939 versus the five-analyst average estimate of 940.
  • Comparable sales (Adjusted) excluding the impacts from changes in gasoline prices and foreign exchange - U.S.: 7.2% compared to the 6.9% average estimate based on three analysts.
  • Paid Memberships: 84,100 compared to the 84,921 average estimate based on three analysts.
  • Number of warehouses - United States and Puerto Rico: 647 compared to the 647 average estimate based on three analysts.
  • Comparable sales (Adjusted) excluding the impacts from changes in gasoline prices and foreign exchange - Canada: 4.6% versus the three-analyst average estimate of 4.8%.
  • Comparable sales - U.S.: 10.7% compared to the 6.8% average estimate based on three analysts.
  • Comparable sales (Adjusted) excluding the impacts from changes in gasoline prices and foreign exchange - Other International: 6.2% compared to the 6% average estimate based on three analysts.
  • Total Cardholders: 150,400 versus 153,074 estimated by two analysts on average.
  • Revenue- Membership fees: $1.85 billion versus $1.79 billion estimated by six analysts on average.
  • Revenue- Net Sales: $93.87 billion compared to the $90.16 billion average estimate based on six analysts.

View all Key Company Metrics for Costco here>>>

Shares of Costco have returned -5.4% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Published in