Live: Will Costco Crush Q4 Earnings Tonight After the Market Closes?
Costco (COST) reports Q4 FY2026 earnings today. Q3 revenue grew 11.58% YoY to $70.53B, but shares fell 3.91%. Analysts expect Q4 revenue of $94.85B (+10.1% YoY) and EPS of $6.53 (+11.2% YoY). Key focus areas include Kirkland pricing, margins, and tariff refunds.
How this was made

The 30-second read
Why it matters
The upcoming earnings could confirm whether membership fees and Kirkland pricing sustain profit density.
Market read
Costco's earnings are a key driver for retail sector sentiment and may trigger broader market moves.
What to watch
Potential impact of gas price volatility and tariff refunds on profitability.
Background
Costco's Q3 results showed revenue growth but a share price decline; investors await Q4 guidance.
Ticker impact
Costco (NASDAQ:COST) will report Q4 FY2026 earnings today at 4:15 PM ET, with consensus estimates disclosed.
Potential +/-5% swing on beat/miss of margin guidance.
Analysts expect strong revenue but margin pressure; surprise could trigger notable intraday move.
Market effects
Retail and consumer discretionary stocks may react to Costco's margin trends.
U.S. consumer‑discretionary index could be influenced.
Limited; primarily U.S. market focus.
Counterpoint
If margin compression deepens, Costco could underperform despite revenue growth.
Key entities
- companyCostco Wholesale Corp.
U.S. retailer reporting Q4 FY2026 earnings.

