Compared to Estimates, Walgreens (WBA) Q3 Earnings: A Look at Key Metrics

Core Insights - Walgreens Boots Alliance (WBA) reported revenue of $38.99 billion for the quarter ended May 2025, marking a year-over-year increase of 7.3% [1] - The earnings per share (EPS) for the same period was $0.38, down from $0.63 a year ago, but exceeded the consensus EPS estimate of $0.34 by 11.76% [1] - The reported revenue surpassed the Zacks Consensus Estimate of $36.61 billion by 6.49% [1] Revenue Breakdown - U.S. Retail Pharmacy revenues reached $30.72 billion, exceeding the average estimate of $28.76 billion by analysts, reflecting a year-over-year change of 7.8% [4] - U.S. Healthcare revenues were reported at $2.10 billion, slightly below the estimated $2.17 billion, representing a year-over-year decline of 1.1% [4] - International revenues amounted to $6.17 billion, surpassing the average estimate of $5.74 billion, with a year-over-year increase of 7.8% [4] Operating Income Analysis - Adjusted operating income for U.S. Retail Pharmacy was $350 million, significantly higher than the average estimate of $113.67 million [4] - Adjusted operating loss for Corporate and Other was reported at -$60 million, compared to the average estimate of -$52.50 million [4] - Adjusted operating income for U.S. Healthcare was $54 million, below the average estimate of $72.85 million [4] - Adjusted operating income for International was $214 million, exceeding the average estimate of $196.39 million [4] Stock Performance - Walgreens shares have returned +1.1% over the past month, while the Zacks S&P 500 composite increased by +5.1% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]