Tariff refunds added 15 cents to Costco's Q4 earnings

Costco said tariff refunds added 15 cents per share to fourth-quarter earnings, per MarketWatch. The company reported $6.75 diluted earnings per share, disclosed Sept. 24, 2026, per its operating results release. I see most of the upside as a one-off recovery, not recurring margin, so treat it as non-operating when judging the quarter.