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Walmart (WMT)
NASDAQ:WMT
Earnings Data
Report Date
May 14, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.66Last Year’s EPS
0.61Same Quarter Last Year
Strong Buy
Based on 29 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates strong multi-dimensional momentum: robust e-commerce growth, faster profit expansion than sales, meaningful gains from advertising and membership, improved inventory efficiency via automation, and strong cash generation enabling a $30B buyback. Headwinds include tariff and claims-related costs, pharmacy pricing legislation (~100 bps), uneven consumer strength among lower-income cohorts, and ongoing investments in marketplace profitability. Management provided conservative but confident guidance reflecting macro uncertainty. Overall, positive operational and financial progress outweigh the identified challenges.Company Guidance
Quarterly Revenue and Profit Growth
Consolidated revenue up 4.9% in constant currency for the quarter; adjusted operating income grew 10.5% in constant currency, with all three segments growing profits faster than sales.
Full-Year Revenue Milestone
Full year sales grew approximately 5% in constant currency, adding $35 billion and exceeding $700 billion in revenue for the first time; adjusted operating income grew 5.4% for the year despite headwinds.
E-commerce Momentum
Global e-commerce grew ~24% for the quarter and nearly 25% for the year; e-commerce exceeded $150 billion for the first time (Q4 represented ~23% of sales mix, +550 bps vs two years ago). Walmart US e-commerce grew 27% in Q4.
Fast Delivery and Fulfillment Gains
Customers using fast delivery (<3 hours) grew more than 60% year-over-year; in the US 35% of store-fulfilled orders are delivered in under three hours; Flipkart delivering in <15 minutes in 30+ cities; Sam's Club doubled growth in club-fulfilled delivery.
AI & Personalization Traction (Sparky)
Agentic assistant 'Sparky' shows early adoption: ~50% of app users have used Sparky and engagement drives ~35% higher average order value for Sparky users versus non-users, improving discovery, conversion and AOV.
Advertising and Membership Growth
Advertising grew 37% in the quarter (Walmart Connect US +41%); full-year advertising up 46% to $6.4 billion. Consolidated membership income increased >15% in Q4; full-year membership fees exceeded $4.3 billion; Walmart Plus income up double digits; Sam's Club membership income +6%+.
Inventory Efficiency and Automation
Inventory increased 2.6% (about half the rate of sales growth), enabling better working capital and fewer markdowns; ~60% of stores receive some freight from automated distribution and ~50% of e-commerce FC volume is automated, improving productivity.
Strong Cash Generation and Capital Return
Operating cash flow of $42 billion and free cash flow growth of 18% in FY2026; board authorized a $30 billion share repurchase program (largest to date); FY27 capex expected ~3.5% of sales with focus on automation and remodels.
WMT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WMT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $126.62 | $124.87 | -1.38% |
Nov 20, 2025 | $100.40 | $106.89 | +6.46% |
Aug 21, 2025 | $102.36 | $97.76 | -4.49% |
May 15, 2025 | $96.41 | $95.93 | -0.50% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Walmart (WMT) report earnings?
Walmart (WMT) is schdueled to report earning on May 14, 2026, Before Open (Confirmed).
What is Walmart (WMT) earnings time?
Walmart (WMT) earnings time is at May 14, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WMT EPS forecast?
WMT EPS forecast for the fiscal quarter 2027 (Q1) is 0.66.
