COST Earnings

COST reported its earnings on 2026-03-05, showcasing a revenue of 69.60B against an estimate of 69.22B, resulting in a 0.54% surprise. The EPS was 4.58, surpassing the expected 4.55 by 0.66%. The stock experienced a 1.58% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following COST's earnings announcement on 2026-03-05, the stock price moved by 1.58% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, COST's stock price tends to shift by an average of -1.27% in the 10 days leading up to earnings and -1.52% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate COST's annual revenue to reach 68.33B, while the EPS is projected at 4.91. These estimates reflect recent revisions, with revenue estimates revised upward by 0.04% and EPS estimates revised downward by -0.05% over the past three months, indicating analyst expectation in the company's performance.

The correlation between COST's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised upward by 0.04%, while EPS estimates moved revised downward by -0.05%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, COST's stock price typically moves by -1.27% in the 10 days before its earnings and -1.52% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 4.91 and revenue of 68.33B.

The earnings call reveals a mixed financial performance: revenue and net income grew, indicating positive sales and operational efficiency, but gross margin declined, signaling cost pressures. The absence of shareholder return plans, such as dividends or buybacks, is neutral. No significant strategic initiatives or risks were highlighted. The Q&A section provided no additional insights. Despite revenue growth, the lack of strong positive catalysts and margin concerns suggest a neutral outlook for the stock price in the short term.