Walmart's fourth quarter revenue of $190.7B beat estimates, driven by 24% eCommerce growth.

Walmart reported fourth quarter fiscal 2026 revenue of $190.7 billion, up 5.6% year-over-year, and adjusted EPS of $0.74, beating consensus estimates of $179.31 billion and $0.73, respectively. The company's operating income grew at a faster rate than revenue, increasing by 10.8% to $8.7 billion.

Key Highlights

• Global eCommerce sales showed significant momentum, growing 24% year-over-year, led by store-fulfilled pickup & delivery and marketplace sales.
• The high-margin global advertising business grew 37%, with Walmart Connect in the U.S. increasing sales by 41%.
• Walmart U.S. delivered comparable sales growth of 4.6%, driven by a 2.6% increase in transactions and a 2.0% increase in average ticket.
• For fiscal 2027, the company guided for adjusted operating income to grow 6.0% to 8.0% (cc), outpacing expected net sales growth of 3.5% to 4.5% (cc).