AI brief of an SEC Form 8-K · Costco (COST)

Costco Q4 net income rises 14.9% to $3.00 billion on 11.2% sales growth

Positive Impact 3 of 5 earnings Written later

Costco reported fourth-quarter fiscal 2026 net sales of $93.9 billion, up 11.2%, and net income of $3.00 billion, or $6.75 per diluted share, compared with $5.87 a year earlier. The quarter included a non-recurring benefit of $0.15 per diluted share from IEEPA tariff refunds, partly reinvested in member values, so shareholders see both stronger headline results and a one-time boost.

Key points

  • Q4 net sales rose 11.2% to $93.9 billion; Q4 total company comparable sales were up 9.4%, or 6.7% excluding gasoline prices and foreign exchange.
  • Q4 diluted EPS was $6.75 versus $5.87; the quarter included a $0.15 per diluted share non-recurring tariff refund benefit.
  • Fiscal 2026 net income was $9.226 billion, or $20.76 per diluted share, versus $8.099 billion, or $18.21, in fiscal 2025.
  • Fiscal 2026 net sales rose 10.1% to $297.2 billion; the company operates 939 warehouses.

The filing

CompanyCostco (COST)
Form8-K, current report
Filed with the SECSep 24, 2026, 4:17 PM ET
Accession number0000909832-26-000084

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 24, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.