NASDAQ$WMT

Walmart Inc. · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Walmart reported strong revenue growth and increased operating income, with eCommerce showing substantial gains and the company raising its guidance for FY25.

Walmart's Q3 2025 results showed strong revenue growth of 5.5% and an even faster operating income growth of 8.2%. E-commerce sales increased by 27% globally. The company has raised its guidance for FY25.

  • Consolidated revenue increased by 5.5% to $169.6 billion.
  • Global eCommerce sales grew by 27%, driven by store-fulfilled pickup & delivery and marketplace.
  • Walmart U.S. comp sales increased by 5.3% with positive growth in general merchandise.
  • The company raised its guidance for FY25, projecting net sales to grow by 4.8% to 5.1% and adjusted operating income to grow by 8.5% to 9.25% in constant currency.

Headline financials

Total Revenue

$170B

Previous: $161B+5.5%
EPS (adj)

$0.58

Previous: $0.51+13.7%
Capital Expenditures

-$16.7B

Previous: -$14.7B-13.8%
Free Cash Flow

-$12.1B

Previous: -$14.2B+14.8%
Net Income

$4.58B

Previous: $453M+910.4%
Operating Income

$6.71B

Previous: $6.2B+8.2%
Gross Profit

$42.2B

Previous: $39.6B+6.6%
Cash & Equivalents

$10B

Previous: $12.2B-17.3%
Total Assets

$263B

Previous: $259B+1.6%

Revenue & EPS history

Walmart · Revenue · Quarterly

$170B

Q3 2025+5.5%vs Q3 2024
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Walmart · $176B total across 3 segments · Q1 2027

  • Walmart U.S.
    $117B
  • Walmart International
    $35.1B
  • Sam's Club U.S.
    $23.4B

Forward guidance

Walmart has raised its guidance for fiscal year 2025. Net sales are expected to grow 4.8% to 5.1% and adjusted operating income to grow 8.5% to 9.25% in constant currency.

Tailwinds

  • Net sales (cc) Increase 4.8% to 5.1%
  • Adj. operating income (cc) Increase 8.5% to 9.25%
  • Interest, net Approximately flat to last year
  • Effective tax rate Approximately 24.5%
  • Adjusted EPS $2.42 to $2.47

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.3%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.0%

Avg return

30 days after

39%

28 / 72 earnings

Positive

+10.6%

Q1 2017

Best reaction

-17.4%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027+0.7%
Q4 2026-1.4%+0.1%-6.0%
Q3 2026+5.9%+6.4%+13.7%
Q2 2026-4.2%-6.4%-0.2%
Q1 2026-0.5%+1.0%-2.5%
Q4 2025-6.5%-6.1%-17.3%
Q3 2025+3.7%+7.6%+11.1%
Q2 2025+7.0%+8.6%+17.4%
Q1 2025+8.1%+8.9%+12.0%
Q4 2024+2.0%+3.1%+8.2%
Q3 2024-8.5%-8.2%-10.0%
Q2 2024-0.8%-1.4%+3.4%
Q1 2024+0.3%-0.8%+4.0%
Q4 2023-1.5%-2.7%-4.0%
Q3 2023+7.3%+8.6%+5.0%
Q2 2023+5.2%+3.3%+0.7%
Q1 2023-17.4%-19.6%-18.6%
Q4 2022+3.3%+2.2%+8.9%
Q3 2022-3.4%-3.1%-2.4%
Q2 2022-1.1%+0.5%-3.8%
Q1 2022+2.2%+2.1%-0.8%
Q4 2021-6.0%-8.0%-10.5%
Q3 2021-2.2%-1.4%-4.2%
Q2 2021-2.3%-2.9%+0.8%
Q1 2021-1.7%-2.6%-7.6%
Q4 2020-0.2%+0.6%+1.3%
Q3 2020-1.8%-0.9%-0.6%
Q2 2020+6.4%+5.5%+10.6%
Q1 2020+1.0%+1.2%+9.2%
Q4 2019-0.1%-0.4%-0.9%
Q3 2019-3.8%-7.3%-9.5%
Q2 2019+8.5%+6.5%+4.8%
Q1 2019-2.9%-3.2%-2.8%
Q4 2018-12.7%-11.3%-16.8%
Q3 2018+8.5%+7.4%+8.1%
Q2 2018-2.0%-1.2%-0.7%
Q1 2018+4.9%+4.5%+0.2%
Q4 2017+3.4%+4.4%+0.7%
Q3 2017-4.0%-1.8%-0.6%
Q2 2017-0.2%-1.3%-0.1%
Q1 2017+10.6%
Q4 2016-2.2%
Q3 2016+5.3%
Q2 2016-4.6%
Q1 2016-5.0%
Q4 2015-2.3%
Q3 2015+4.7%
Q2 2015-0.2%
Q1 2015-2.2%
Q4 2014-2.3%
Q3 2014+0.4%
Q2 2014-3.0%
Q1 2014-2.5%
Q4 2013+1.7%
Q3 2013-4.6%
Q2 2013-3.3%
Q1 2013+5.5%
Q4 2012-6.2%
Q3 2012-2.9%
Q2 2012+3.1%
Q1 2012-1.6%
Q4 2008-0.4%
Q3 2011+0.8%
Q2 2011+3.2%
Q4 2010+3.2%
Q1 2010-1.9%
Q1 2011+0.1%
Q3 2009-1.6%
Q3 2010-1.6%
Q4 2009-0.7%
Q2 2009-0.7%
Q2 2010-0.7%

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