Costco Q4 FY2026: net sales $93.9B, EPS $6.75 with a $0.15 tariff-refund boost

Costco reported fourth-quarter fiscal 2026 net sales of $93.9 billion, up 11.2%, and net income of $2.998 billion, or $6.75 per diluted share, against $5.87 a year earlier. The quarter included a non-recurring $0.15 per share benefit from IEEPA tariff refunds, partly reinvested in member value, so EPS excluding that benefit was about $6.60. Membership fees rose to $1.85 billion from $1.72 billion, which is the profit line traders watch most closely.

• Q4 net sales $93.9B, up 11.2% from $84.4B (16 weeks to Aug 30, 2026)
• Q4 diluted EPS $6.75 vs $5.87; includes a $0.15 non-recurring tariff-refund benefit
• Q4 total company comparable sales +9.4% reported, +6.7% excluding gasoline and FX
• Digitally-enabled comparable sales +19.5% in Q4; U.S. comparable sales +10.7%
• FY2026 net sales $297.2B (+10.1%), net income $9.2B, diluted EPS $20.76