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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Costco Wholesale Corporation (COST) is 7/10.
Costco reported Q2 net sales of $68.24 billion, up 9.1%, with diluted EPS of $4.58, up nearly 14% from $4.02 in the prior year. Core-on-core margins expanded by 22 basis points, and operating income grew 12.5%. Digital personalization drove measurable sales gains, while executive membership upgrades accelerated. The company managed IEEPA tariff replacement and refund ambiguity, and total member growth showed signs of deceleration.
Scored from Costco Wholesale Corporation’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $79.70B | +1.0% | $5.29 | +8.8% | 12.7% | 3.8% | 3.0% | $1.38B |
| FY2025 Q1 | $62.15B | +7.5% | $4.04 | +12.8% | 12.9% | 3.5% | 2.9% | $2.00B |
| FY2025 Q2 | $63.72B | +9.0% | $4.02 | +2.6% | 12.5% | 3.6% | 2.8% | $1.61B |
| FY2025 Q3 | $63.20B | +8.0% | $4.28 | +13.2% | 13.0% | 4.0% | 3.0% | $2.33B |
| FY2025 Q4 | $86.16B | +8.1% | $5.87 | +11.0% | 12.9% | 3.9% | 3.0% | $1.90B |
| FY2026 Q1 | $67.31B | +8.3% | $4.50 | +11.4% | 13.1% | 3.7% | 3.0% | $3.16B |
| FY2026 Q2 | $69.60B | +9.2% | $4.58 | +13.9% | 12.8% | 3.7% | 2.9% | $1.71B |
| FY2026 Q3 | $70.53B | +11.6% | $4.93 | +15.2% | 12.8% | 4.0% | 3.1% | $2.04B |