COST Earnings

COST reported its FY2026Q1 earnings on 2025-12-11, showcasing a revenue of 67.00B against an estimate of 67.00B, resulting in a 0.29% surprise. The EPS was 4.34, surpassing the expected 4.26 by 1.88% . The stock experienced a 0% price change on the earnings day and a -2.47% change over the next five days, reflecting market reactions to the results.

Following COST's FY2026Q1 earnings announcement on 2025-12-11, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a -2.47% change. Historically, COST's stock price tends to shift by an average of +0.00% in the 10 days leading up to earnings and +0.00% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate COST’s annual revenue to reach 69.00B, while the EPS is projected at 5.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.11% and EPS estimates Revise Downward by -0.11% 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 Revise Upward by 0.11%, while EPS estimates moved Revise Downward by -0.11% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, COST's stock price typically moves by +0.00% in the 10 days before its earnings and +0.00% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 5.00 and revenue of 69.00B.

The earnings call highlights strong market share growth, successful digital engagement, and promising international expansion, despite some challenges with renewal rates among younger members. The company's strategic focus on warehouse expansion and digital enhancements, along with optimistic guidance for membership growth, supports a positive outlook. However, management's avoidance of specific forward-looking guidance introduces some uncertainty, tempering the overall sentiment. Given these factors, the stock price is likely to experience a positive movement in the short term.