NASDAQ$COST

Costco Wholesale Corp · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Costco reported Q4 2025, revenue of $86.16B, net income of $2.61B.

For Q4 2025, Costco reported revenue of $86.16B, net income of $2.61B. The filing highlights segment trends, liquidity, and management commentary on the period.

  • Revenue $86.16B.
  • Net income $2.61B.
  • Costco discusses capital allocation and near-term priorities.

Headline financials

Total Revenue

$86.2B

Previous: $79.7B+8.1%
EPS (adj)

$5.87

Previous: $5.15+14.0%
US comparable sales growth ex gas/FX

6.0%

Previous: 6.3%-4.8%
Canada comparable sales growth ex gas/FX

8.3%

Previous: 7.9%+5.1%
Other Int'l comparable sales growth ex gas/FX

7.2%

Previous: 9.3%-22.6%
Total company comparable sales growth ex gas/FX

6.4%

Previous: 6.9%-7.2%
E-commerce comparable sales growth ex gas/FX

13.5%

Previous: 19.5%-30.8%
Net Income

$2.61B

Previous: $2.35B+10.9%
Operating Income

$3.34B

Previous: $3.04B+9.8%

Revenue & EPS history

Costco · Revenue · Quarterly

$86.2B

Q4 2025+8.1%vs Q4 2024
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Forward guidance

Management discusses full-year outlook, demand trends, and capital returns in the earnings release or MD&A.

Tailwinds

  • Brand and volume commentary anchors near-term demand.
  • Capital return and balance sheet flexibility highlighted.
  • Segment mix and pricing actions support margin narrative.

Headwinds

  • Consumer spending and promotional intensity may pressure volumes.
  • Input costs and FX can affect reported margins.
  • Macro uncertainty cited around guidance ranges.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.1%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+1.3%

Avg return

30 days after

56%

40 / 72 earnings

Positive

+7.0%

Q3 2022

Best reaction

-9.1%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+1.6%-3.0%
Q2 2026+2.1%+1.0%+3.3%
Q1 2026-2.0%-2.5%+4.6%
Q4 2025-2.2%-2.8%-1.2%
Q3 2025+3.1%+4.3%-2.3%
Q2 2025-6.1%-9.7%-10.7%
Q1 2025-0.5%-1.3%-5.8%
Q4 2024-2.5%-3.4%-1.9%
Q3 2024+0.4%+2.6%+5.4%
Q2 2024-6.2%-4.7%-7.7%
Q1 2024+2.6%+5.6%+6.4%
Q4 2023+0.9%+1.1%-2.0%
Q3 2023+5.1%+5.2%+8.6%
Q2 2023-0.7%+1.4%+3.8%
Q1 2023+0.2%+1.3%+0.2%
Q4 2022-5.4%-3.0%-3.0%
Q3 2022+7.0%+5.9%+10.1%
Q2 2022-0.5%-0.9%+9.0%
Q1 2022+5.4%+2.9%+1.1%
Q4 2021+3.4%-1.1%+6.6%
Q3 2021-1.9%-1.9%+2.3%
Q2 2021-2.0%-1.6%+9.6%
Q1 2021+0.2%-0.6%-1.2%
Q4 2020-0.6%+2.2%+8.7%
Q3 2020+0.8%+0.4%-3.1%
Q2 2020-2.9%-3.5%-10.0%
Q1 2020-1.2%+0.1%+0.7%
Q4 2019+2.3%+2.4%+3.9%
Q3 2019-0.5%+2.0%+9.8%
Q2 2019+3.9%+6.3%+12.2%
Q1 2019-9.1%-10.9%-7.6%
Q4 2018-6.2%-3.9%-1.3%
Q3 2018-1.3%-0.9%+4.7%
Q2 2018-3.0%-1.1%-3.9%
Q1 2018+2.4%+0.0%+1.9%
Q4 2017-4.9%-5.0%+0.7%
Q3 2017+2.8%+3.4%-9.2%
Q2 2017-4.3%-6.1%-5.7%
Q1 2017+4.4%+6.2%+7.8%
Q4 2016+2.1%+0.7%+0.2%
Q3 2016+5.0%+4.6%+9.1%
Q2 2016+0.7%
Q1 2016-4.4%
Q4 2015+0.7%
Q3 2015+0.7%
Q2 2015+1.6%
Q1 2015-1.1%
Q4 2014+2.5%
Q3 2014+1.6%
Q2 2014-2.6%
Q1 2014-1.5%
Q4 2013+3.1%
Q3 2013-2.9%
Q2 2013+1.0%
Q1 2013-0.5%
Q4 2012-1.3%
Q3 2012+1.4%
Q2 2012+1.0%
Q1 2012-3.5%
Q4 2011+0.8%
Q3 2011-0.8%
Q2 2011+1.3%
Q1 2011+1.1%
Q4 2008-2.3%
Q4 2010-2.3%
Q3 2009+0.2%
Q3 2010+0.2%
Q2 2010+0.6%
Q2 2009+0.6%
Q4 2009+2.5%
Q1 2010+2.5%
Q1 2009+2.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro