Costco Q4 FY2026: Diluted EPS exceeds $6.50 per share (report September 24, 2026)
Hit
✦ AI-generated prediction
Published on 22. September 2026
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Predicted for 24. September 2026
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Based on: Historical Cycle
Costco Wholesale reports Q4 FY2026 after US market close on September 24, 2026 (fiscal year ends August). Analyst consensus per TipRanks/Barchart: EPS $6.53–6.55, revenue $94.85B (+10% YoY). The $6.50 threshold sits $0.03–0.05 below consensus. Costco has beaten EPS estimates in roughly 75% of the last 16 quarters; membership growth (+8% YoY), renewal rate above 92%, and Kirkland Signature private-label sales support operating margins. No direct Polymarket analogue available; probability model-based on historical beat rate.
Data basis for this prediction
- TipRanks: Costco COST Q4 FY2026 EPS-Konsens 6,55 USD (September 2026)
- Barchart: Costco Q4-26 Umsatzschätzung 94,86 Mrd. USD (September 2026)
- Costco IR / GlobeNewswire: Earnings-Termin 24. September 2026 nach US-Börsenschluss
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Costco veröffentlichte am 24. September 2026 nach Börsenschluss seinen Q4-FY2026-Bericht. Das tatsächliche verwässerte EPS betrug 6,75 USD je Aktie – deutlich über der Schwelle von 6,50 USD und über dem Konsens von ~6,54 USD. Der Umsatz lag bei 95,72 Mrd. USD (+11,2 % ggü. Vorjahr). Zu beachten: 0,15 USD je Aktie entfielen auf einen einmaligen IEEPA-Zollrückerstattungseffekt; auch bereinigt davon überschritt das EPS die 6,50-USD-Marke deutlich. Quellen: Costco 8-K (SEC), stockmarkethours.org ('Costco FY2026 Q4 Results: Revenue $95.723B, EPS $6.75'), vanderbiltreport.com ('Costco Q4 Earnings: Sales Up 11.2%, EPS $6.75 Beats Estimates').
📈 Economy
✦ AI
The S&P 500 dropped 4.36% on 5 November 2026 to 7,353.73 — its steepest one-day fall since April 2025 — triggered by an AI-chip selloff that wiped out the post-midterm rally (4 November: +1.72% to 7,698.80). Closing above 7,500 by 13 November requires a +2.0% recovery over 6 trading sessions. Goldman Sachs, Morgan Stanley and JPMorgan maintain year-end targets of 7,400–8,100; S&P 500 EPS growth consensus for 2026 stands at +14% YoY. Downside risks: elevated Treasury yields, persistent AI capex uncertainty. No specific Polymarket/Kalshi market found for this level.
📈 Economy
✦ AI
The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.