沃尔玛周四上调了全年业绩预期，这是该公司今年第二次上调业绩预期，这表明该公司对进入假期旺季 充满信心。 来源：环球市场播报 在将年度净销售额预期从之前的3.75%至4.75%提高到4.8%至5.1%之后，该公司股价在早盘交易中上涨 了5.9%。 该公司还将调整后每股收益预期从之前的2.52美元到2.62美元上调至2.58美元到2.63美元，并表示将把股 票上市地从纽约证券交易所转移到纳斯达克。 沃尔玛表示，其 "加急送货 "服务的目标是在三小时内送达，本季度增长了70%。 尽管背景充满挑战，沃尔玛的股价今年仍攀升了约11%，远远超过标普500消费品SPLRCS指数0.25%的 跌幅。 沃尔玛第三季度调整后每股收益为62美分，比华尔街预期高出2美分。总收入增长5.8%，达到1795亿美 元，高于预期的1774亿美元。 在人工智能的推动下，沃尔玛将在纳斯达克上市 沃尔玛表示，将从12月9日起把股票上市地从纽约证券交易所转移到纳斯达克。 在财报后与分析师的电话会议上，高管们表示，目前沃尔玛超过40%的新软件代码都是人工智能生成或 人工智能辅助的。高管们表示，十年来对自动化的投资也重塑了沃尔玛的美国物流网络，现在有超 ...

Core Insights - Walmart reported revenue of $179.5 billion for the quarter ended October 2025, reflecting a year-over-year increase of 5.8% and surpassing the Zacks Consensus Estimate of $177.14 billion by 1.33% [1] - The company's EPS for the quarter was $0.62, an increase from $0.58 in the same quarter last year, also exceeding the consensus estimate of $0.61 by 1.64% [1] Financial Performance Metrics - U.S. comparable store sales (YoY change) for Walmart U.S. (excluding fuel impact) were 4.5%, above the average estimate of 4% [4] - U.S. comparable store sales (YoY change) for Sam's Club (excluding fuel impact) were 3.8%, slightly below the average estimate of 4% [4] - Reported sales growth (YoY change) for Walmart International was 10.8%, significantly higher than the average estimate of 5.9% [4] - Total U.S. comparable store sales (YoY change, excluding fuel impact) were 4.4%, matching the average estimate of 4% [4] - Membership and other income revenues were $1.73 billion, exceeding the average estimate of $1.71 billion, representing a 9% year-over-year increase [4] - Net sales for Walmart U.S. were $120.68 billion, surpassing the average estimate of $119.52 billion, reflecting a 5.1% year-over-year increase [4] - Total net sales reported were $177.77 billion, exceeding the average estimate of $175.33 billion, with a year-over-year change of 5.8% [4] - Net sales for Walmart International were $33.54 billion, above the average estimate of $32.07 billion, indicating a year-over-year change of 10.8% [4] - Net sales for Sam's Club were $23.55 billion, slightly below the average estimate of $23.74 billion, representing a 3.1% year-over-year increase [4] Stock Performance - Walmart's shares have returned -6.1% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

11月20日，沃尔玛发布2026财年第三季度业绩，披露沃尔玛第三季度实现总营收1795亿美元，同比增长 5.8%（剔除汇率波动影响后，总营收为1797亿美元，同比增长6.0%）；第三季度调整后营业利润为72 亿美元，同比增长8.0%。 (编辑：王璨 林辰) （企业公众号） 具体至中国市场，沃尔玛中国第三季度实现净销售额61亿美元，同比增长21.8%；可比销售额增长 13.8%；电商业务净销售额增长32%，电商销售额占比超50%（较去年同期提升超过390个基点）。第三 季度山姆会员商店继续保持强劲的增长势头。其中，交易单量呈双位数增长，山姆在过去12个月增加8 家新店（含本季度新增1家）。同时，由于业态占比的变化，本季度毛利率有所下降。但得益于强劲的 销售增长，业态占比的变化，以及营运效率的提升，营运费率下降，营业利润增长。 ...

Group 1 - Nvidia shares rose by 5.2% following an outstanding earnings report, leading multiple investment banks to raise their target prices [1] - Google shares increased by 4.2% as the Gemini 3 model received market recognition [1] - Walmart shares climbed by 2.7% after reporting better-than-expected Q3 performance [1] Group 2 - Warner Music shares rose by 2.4% as fourth-quarter revenue exceeded expectations [1] - Abbott shares fell by 2.5% while Exact Sciences shares surged by 17.9% [1] - Abbott announced plans to acquire Exact Sciences, with an estimated enterprise value of $23 billion [1]

Group 1: September Jobs Report - The September jobs report showed a gain of 119,000 jobs, significantly above the consensus estimate of 51,000 [5][69] - The unemployment rate increased to 4.4%, while August's job gains were revised down to a loss of 4,000 jobs [8][69] - The labor force participation rate rose to 62.4%, and average hourly earnings increased by 3.8% year-over-year [9][79] Group 2: Federal Reserve Implications - The jobs report is the last major data point before the Fed's December meeting, influencing expectations for interest rate decisions [69][77] - Despite the job growth, the Fed may still hold rates steady due to concerns about inflation and the overall health of the labor market [77][81] - The mixed signals from the jobs report, including downward revisions, suggest volatility in future employment data [80][81] Group 3: Nvidia's Earnings Impact - Nvidia reported strong earnings, with a projected sales figure of $65 billion for the current quarter, easing concerns about an AI bubble [70][88] - The company's CEO emphasized the ongoing high demand for Nvidia chips and the potential for significant revenue growth in the coming years [87][88] - Nvidia's performance positively influenced stock futures, contributing to a broader market rally [2][69] Group 4: Walmart's Performance - Walmart raised its full-year sales outlook, indicating strong performance driven by e-commerce growth, which was up nearly 30% [71][92] - The retailer's ability to cater to various income cohorts reflects its resilience in the current economic environment [96][98] - Walmart's stock is responding positively to its earnings report, highlighting its role as a bellwether for consumer spending [91][92]

Group 1 - The three major U.S. stock indices rose collectively, with the Dow Jones increasing by 1.08%, the Nasdaq by 2.19%, and the S&P 500 by 1.6% [1] - Nvidia's stock rose by 5% following the company's third-quarter earnings that exceeded market expectations [1] - AMD's stock increased by 4% after the announcement of a joint venture with Saudi AI company Humain and Cisco Systems [1] - Walmart's stock gained 3% as the company raised its earnings forecast for the second consecutive quarter [1]

Group 1 - The U.S. non-farm employment accelerated in September, but the unemployment rate increased, with the interest rate market still pricing in no rate cuts by the Federal Reserve in December [1] - Major U.S. stock indices opened higher, with the Nasdaq rising by 2.18%, the S&P 500 increasing by 1.55%, and the Dow Jones up by 1.09% [1] Group 2 - Nvidia's stock rose by 4.4% following a third-quarter earnings report that exceeded expectations, with CEO Jensen Huang stating that Blackwell's sales were outstanding [1] - Alphabet's Class A shares increased by nearly 4%, reaching a new high, driven by the success of its next-generation AI model, Gemini 3, which topped the LMArena leaderboard [1] - Walmart's stock rose by 3.7% after reporting Q3 revenue and adjusted earnings per share that surpassed expectations, leading to an upward revision of its profit forecast for fiscal year 2026 [1] - Advanced Micro Devices (AMD) saw its stock rise by nearly 5% after launching a new AI server equipped with AMD processors [1]

11月20日，美国最大零售商沃尔玛公布第三季度亮眼业绩，利润和销售额均超出预期，并上调全年指 引。 在财报公布后，截止发稿沃尔玛美股盘前涨超3%。 营收、每股收益超预期 财报显示，沃尔玛在三季度营收1795亿美元，同比增长5.8%，高于预期的1774.3亿美元；调整后运营收 益72亿美元；调整后每股收益0.62美元，高于分析师预期的0.6美元。 归属于公司的净利润为61.43亿美元，同比增长34.2%。调整后的经营利润为72.46亿美元，同比增长 8.0%，好于市场预期的70.3亿美元。 子品牌山姆会员店的销售额约236亿美元，同比增长3.1%；不含燃油的可比销售额增长约4.4%；电商增 长约22%。 | Walmart U.S. | Q3 FY26 | 03 FY25 | | Change | | --- | --- | --- | --- | --- | | Net sales | $120.7 | $114.9 | 55.8 | 5.19 | | Comp sales (ex. fuel)? | 4.596 | 5.396 | NP | 즉 즉 | | Transactions | 1.896 | 3. ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【沃尔玛三季度营收增长，2026财年净销售增长预期下调】11月20日消息，沃尔玛第三季度营收达1795 亿美元，同比增长5.8%，高于预期的1774.3亿美元；调整后每股收益0.62美元，也超出预期的0.60美 元。 同时，沃尔玛公司将2026财年净销售增长预期调至4.8%-5.1%，按不变汇率计算，较之前3.75%至 4.75%的预期有所下调。 受此影响，沃尔玛盘前短线拉升后回落，现跌近2%。 ...

Core Insights - Walmart reported third-quarter fiscal 2026 results, surpassing expectations for both revenue and earnings [1] Financial Performance - The company achieved better-than-expected results, indicating strong operational performance [1]