Walmart (WMT) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Walmart reported $177.4 billion in revenue for the quarter ended July 2025, marking a year-over-year increase of 4.8% and a surprise of +1.08% over the Zacks Consensus Estimate of $175.51 billion [1] - The EPS for the same period was $0.68, compared to $0.67 a year ago, but fell short of the consensus EPS estimate of $0.73, resulting in an EPS surprise of -6.85% [1] Financial Performance Metrics - Walmart International reported sales growth of 5.5%, exceeding the six-analyst average estimate of 1.8% [4] - U.S. comparable store sales for Sam's Club (without fuel impact) increased by 5.9%, surpassing the six-analyst average estimate of 4.9% [4] - U.S. comparable store sales for Walmart U.S. (without fuel impact) grew by 4.6%, compared to the six-analyst average estimate of 4% [4] - Total U.S. comparable store sales (without fuel impact) rose by 4.8%, exceeding the five-analyst average estimate of 4.2% [4] Store and Revenue Metrics - The number of Sam's Club stores was reported at 600, slightly below the four-analyst average estimate of 602 [4] - Total net square footage was 1,052.36 million square feet, compared to the four-analyst average estimate of 1,060.90 million square feet [4] - Membership and other income revenues were $1.65 billion, slightly below the eight-analyst average estimate of $1.7 billion, representing a year-over-year change of +5.4% [4] - Net sales for Walmart U.S. were $120.91 billion, exceeding the eight-analyst average estimate of $119.96 billion, with a year-over-year change of +4.8% [4] - Total net sales were reported at $175.75 billion, surpassing the eight-analyst average estimate of $173.88 billion, also reflecting a year-over-year change of +4.8% [4] - Net sales for Walmart International reached $31.2 billion, exceeding the eight-analyst average estimate of $30.13 billion, with a year-over-year increase of +5.5% [4] - Net sales for Sam's Club were $23.64 billion, slightly below the eight-analyst average estimate of $23.93 billion, representing a year-over-year change of +3.4% [4] Stock Performance - Walmart shares have returned +7.2% over the past month, outperforming the Zacks S&P 500 composite's +1.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]