Costco's own results release for the 16-week fourth quarter and 52-week fiscal year ended 30 August 2026 states that net income for the quarter was $2.998 billion, or $6.75 per diluted share, against $2.610 billion, or $5.87 per diluted share, a year earlier. The release then states verbatim: "This year's fourth quarter was positively impacted by a non-recurring benefit of $0.15 per diluted share from IEEPA tariff refunds received in the quarter, less partial reinvestment of those refunds in increased member values." The same release gives total company comparable sales of 9.4 percent for the 16 weeks and an adjusted figure of 6.7 percent, with the footnote "*Excluding the impacts from changes in gasoline prices and foreign exchange." Net sales for the quarter rose 11.2 percent to $93.9 billion; full-year diluted EPS was $20.76 against $18.21.

On consensus, vendors differ: analysts surveyed by FactSet had expected $6.54 per share and $94.97 billion in revenue, according to the Wall Street Journal, while analysts surveyed by Zacks forecast $6.48 per share ; LSEG-polled consensus was reported at $6.53 and another vendor at $6.55. The reported $6.75 clears all of these. On the size of the refund, the CFO said Costco received $184 million in tariff refunds in the fourth quarter, consisting of $174 million in refunds and $10 million in interest , and the majority was reinvested into lower prices on produce, meat, beverages, home furnishings and hardware .