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Costco beats Q4 EPS and revenue targets as pharmacy and membership grow
Costco reported Q4 2026 EPS of $6.75 on revenue of $95.72 billion, and said it plans to open 33 new warehouses in fiscal 2027 despite tariff pressures.
Costco reported Q4 2026 earnings on Thursday, Sept. 24, delivering an EPS and revenue beat as it continued to benefit from membership growth and spending across its warehouse model, MarketBeat Ratings said. The company posted EPS of $6.75, above the $6.54 consensus estimate, and revenue of $95.72 billion, ahead of analyst expectations of $94.97 billion.
Following the results, shares were flat in after-hours trading, then rose about 2.5% by late Friday morning, according to MarketBeat Ratings. The EPS beat marked the fifth time in six quarters, and the revenue beat was Costco’s seventh straight quarter of outperformance.
MarketBeat Ratings also attributed Costco’s performance to strength in its pharmacy business, including nearly 20% growth and improvements tied to digital capabilities. The coverage said the company linked its member value and convenience efforts to GLP-1 and fertility programs, along with digital options such as Rx mobile pay.
Looking ahead, Costco plans 33 new warehouses in fiscal 2027, even as it continues to navigate tariff pressures and related cost headwinds, MarketBeat Ratings reported. The company also cited ongoing growth drivers tied to pharmacy and its fertility and obesity drug offerings.