For the quarter ended January 2026, Walmart (WMT) reported revenue of $190.66 billion, up 5.6% over the same period last year. EPS came in at $0.74, compared to $0.66 in the year-ago quarter.
The reported revenue represents a surprise of +0.32% over the Zacks Consensus Estimate of $190.05 billion. With the consensus EPS estimate being $0.73, the EPS surprise was +1.37%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Walmart performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- U.S. comparable store sales (YoY change) - Sam's Club - Without Fuel Impact: 4% compared to the 4.1% average estimate based on seven analysts.
- U.S. comparable store sales (YoY change) - Walmart U.S. - Without Fuel Impact: 4.6% versus 4.2% estimated by seven analysts on average.
- Reported Sales Growth (YoY change) - Walmart International: 11.5% versus the six-analyst average estimate of 10.1%.
- Number of stores - International: 5,743 versus the four-analyst average estimate of 5,632.
- Net square footage - International: 277.62 Msq ft compared to the 274.70 Msq ft average estimate based on four analysts.
- Net square footage - Sam's Club: 80.50 Msq ft versus 80.70 Msq ft estimated by four analysts on average.
- Net square footage - Walmart U.S.: 698.71 Msq ft versus 698.72 Msq ft estimated by four analysts on average.
- Revenues- Membership and other income: $1.74 billion compared to the $1.86 billion average estimate based on seven analysts. The reported number represents a change of +1.1% year over year.
- Net Sales- Walmart U.S.: $129.22 billion compared to the $129.01 billion average estimate based on seven analysts. The reported number represents a change of +4.6% year over year.
- Revenues- Net Sales: $188.91 billion compared to the $188.52 billion average estimate based on seven analysts. The reported number represents a change of +5.6% year over year.
- Net Sales- Walmart International: $35.93 billion versus $35.61 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +11.6% change.
- Net Sales- Sam's Club: $23.76 billion versus the seven-analyst average estimate of $24.08 billion. The reported number represents a year-over-year change of +2.9%.
View all Key Company Metrics for Walmart here>>>
Shares of Walmart have returned +6.1% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Walmart Inc. (WMT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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