earnings
confidence high
sentiment positive
materiality 0.80
Walmart Q4 revenue $180.6B (+4.1%), op income +8.3%, adj EPS $0.66; FY26 guide adj EPS $2.50-$2.60
Walmart Inc.
2025-FY EPS
reported $2.41
vs consensus $0.61
▲ beat
(+297.2%)
- Revenue $180.6B, up 4.1% (5.3% cc); GAAP EPS $0.65, adjusted EPS $0.66.
- Global eCommerce sales grew 16%; advertising business up 29% globally, Walmart Connect up 24%.
- FY26 net sales growth outlook 3-4% cc; adj operating income growth 3.5-5.5% cc; adjusted EPS $2.50-$2.60.
- Dividend raised 13% to $0.94 per share, largest increase in over a decade.
- Completed acquisition of VIZIO; acquisition impacts guidance by ~80 bps headwind to adj op income.