Walmart (WMT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Walmart reported revenue of $190.66 billion for the quarter ended January 2026, reflecting a 5.6% increase year-over-year and a surprise of +0.32% over the Zacks Consensus Estimate of $190.05 billion [1] - Earnings per share (EPS) for the quarter was $0.74, up from $0.66 in the same quarter last year, with an EPS surprise of +1.37% compared to the consensus estimate of $0.73 [1] Financial Performance Metrics - U.S. comparable store sales for Walmart U.S. (excluding fuel impact) increased by 4.6%, surpassing the average estimate of 4.2% [4] - U.S. comparable store sales for Sam's Club (excluding fuel impact) were 4%, slightly below the average estimate of 4.1% [4] - Walmart International reported a sales growth of 11.5%, exceeding the six-analyst average estimate of 10.1% [4] - Net sales for Walmart U.S. reached $129.22 billion, compared to the average estimate of $129.01 billion, marking a year-over-year increase of 4.6% [4] - Total revenues for Walmart were $188.91 billion, slightly above the average estimate of $188.52 billion, representing a 5.6% year-over-year change [4] - Net sales for Walmart International were $35.93 billion, exceeding the average estimate of $35.61 billion, with a year-over-year increase of 11.6% [4] - Net sales for Sam's Club were $23.76 billion, below the average estimate of $24.08 billion, reflecting a year-over-year change of +2.9% [4] Stock Performance - Walmart shares have returned +6.1% over the past month, while the Zacks S&P 500 composite has seen a decline of -0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]