earnings
confidence high
sentiment positive
materiality 0.85
Walmart Q2 FY27: revenue +5.9%, adj EPS $0.81, raises FY27 EPS guidance to $2.80-2.87
Walmart Inc.
- Revenue $187.9B, +5.9% (5.1% cc); eCommerce +23% globally; advertising +38%.
- GAAP EPS $0.80; adjusted EPS $0.81; operating income +28.8% (17.4% adj cc).
- Q3 guidance: net sales +3.0-3.75% cc, adj op income +2.0-4.0% cc, adj EPS $0.62-0.64.
- FY27 guidance raised: net sales +4.0-5.0% cc, adj op income +7.0-8.5% cc, adj EPS $2.80-2.87 (from $2.75-2.85).
- Capex guidance raised to ~4.0% of net sales; tariff refunds partially offset by price investments.