Walgreens Boots Alliance(US:WBA) ZACKSยท2025-04-08 14:30Core Insights - Walgreens Boots Alliance (WBA) reported revenue of $38.59 billion for the quarter ended February 2025, reflecting a year-over-year increase of 4.2% and a surprise of +1.75% over the Zacks Consensus Estimate of $37.92 billion [1] - The earnings per share (EPS) for the quarter was $0.63, down from $1.20 in the same quarter last year, with an EPS surprise of +18.87% compared to the consensus estimate of $0.53 [1] Revenue Breakdown - U.S. Retail Pharmacy revenues reached $30.38 billion, exceeding the average estimate of $29.57 billion by four analysts, marking a year-over-year increase of +5.3% [4] - U.S. Healthcare revenues were reported at $2.15 billion, slightly below the average estimate of $2.25 billion, representing a year-over-year decline of -1.1% [4] - International revenues totaled $6.06 billion, in line with the average estimate of $6.05 billion, showing a year-over-year increase of +0.6% [4] Adjusted Operating Income - Adjusted operating income for U.S. Retail Pharmacy was $487 million, surpassing the average estimate of $384.40 million [4] - Adjusted operating income for International operations was $234 million, exceeding the average estimate of $206.99 million [4] - Adjusted operating income for U.S. Healthcare was $117 million, significantly higher than the average estimate of $15.94 million [4] - Corporate and Other adjusted operating income was reported at -$52 million, matching the average estimate [4] Stock Performance - Walgreens shares have returned -5.1% over the past month, compared to a -12.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]