Walmart (WMT) Earnings Date & Reports

Key Takeaways

• Revenue reached $177.8 billion, rising 7.3% year-over-year (5.9% in constant currency).
• Adjusted EPS came in at $0.66, meeting consensus estimates, while GAAP EPS was $0.67.
• Global eCommerce sales surged 26%, driven by store-fulfilled pickup, delivery, and marketplace growth.
• Walmart U.S. comparable sales grew 4.1% (excluding fuel), with strong contributions from eCommerce.
• Operating income increased 5.0%, and the company reiterated its full-year fiscal 2027 outlook.
• Guidance for Q2 FY2027 calls for net sales growth of 4% to 5% and adjusted EPS of $0.72 to $0.74.

Earnings Context and Why It Matters

Walmart Inc. (WMT), the world’s largest retailer, reports results on a fiscal calendar ending January 31. Its first quarter of fiscal 2027 covered the period from February 1 to April 30, 2026. This report provides an early read on consumer spending trends, eCommerce adoption, and operational efficiency across Walmart U.S., Walmart International, and Sam’s Club. Strong performance here often signals broader retail sector health and influences investor sentiment toward consumer discretionary stocks amid shifting economic conditions.

Reported Results

Walmart reported first-quarter fiscal 2027 revenue of $177.8 billion, up 7.3% from the prior year (5.9% in constant currency). Global eCommerce sales jumped 26%, powered by store-fulfilled options, advertising, and marketplace activity. Walmart U.S. comparable sales (excluding fuel) rose 4.1%, supported by higher transaction counts and a growing eCommerce mix. Adjusted earnings per share (EPS) of $0.66 matched analyst expectations, while GAAP EPS reached $0.67. Operating income grew 5.0%. The company also highlighted a 37% increase in its global advertising business and 17.4% growth in membership fee revenue.

Results showed broad strength, with Walmart International net sales rising in constant currency and Sam’s Club U.S. delivering solid comparable sales growth of 3.9% (excluding fuel). Inventory levels increased, reflecting timing of receipts and strong demand in grocery categories. The company repurchased $2.1 billion in shares during the quarter.

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Market Reaction and Investor Sentiment

Following the May 21, 2026, release, investor focus centered on the solid top-line growth and eCommerce acceleration despite ongoing cost pressures in distribution and fulfillment. The results aligned closely with expectations, supporting a measured but positive market response as the company maintained its full-year outlook. Analysts noted the resilience in core retail operations and the expanding higher-margin businesses as key positives heading into the balance of the fiscal year.

Forward Outlook and Key Factors to Monitor

Walmart reiterated its fiscal 2027 guidance, expecting net sales growth of 3.5% to 4.5% in constant currency, adjusted operating income growth of 6% to 8%, and adjusted EPS of $2.75 to $2.85. For the second quarter, the company guided for net sales growth of 4% to 5% in constant currency and adjusted EPS between $0.72 and $0.74.

Investors should watch for continued eCommerce penetration, advertising revenue expansion, and membership growth at Sam’s Club. Cost management around fuel, labor, and supply chain will remain important, as will any shifts in consumer behavior across income segments. International performance, currency fluctuations, and capital allocation—including share repurchases—will also influence results. The company emphasized disciplined execution around technology, automation, and higher-margin commerce solutions as central to sustaining momentum.

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