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

Walmart (WMT) reported $177.4 billion in revenue for the quarter ended July 2025, representing a year-over-year increase of 4.8%. EPS of $0.68 for the same period compares to $0.67 a year ago.The reported revenue represents a surprise of +1.08% over the Zacks Consensus Estimate of $175.51 billion. With the consensus EPS estimate being $0.73, the EPS surprise was -6.85%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Walmart performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Reported Sales Growth (YoY change) - Walmart International: 5.5% versus the six-analyst average estimate of 1.8%.U.S. comparable store sales (YoY change) - Sam's Club - Without Fuel Impact: 5.9% versus the six-analyst average estimate of 4.9%.U.S. comparable store sales (YoY change) - Walmart U.S. - Without Fuel Impact: 4.6% versus the six-analyst average estimate of 4%.U.S. comparable store sales (YoY change) - Total U.S. - Without Fuel Impact: 4.8% compared to the 4.2% average estimate based on five analysts.Number of stores - Sam's Club: 600 versus the four-analyst average estimate of 602.Net square footage - Total: 1,052.36 Msq ft versus 1,060.90 Msq ft estimated by four analysts on average.Net square footage - Sam's Club: 80.35 Msq ft versus 80.55 Msq ft estimated by four analysts on average.Revenues- Membership and other income: $1.65 billion versus the eight-analyst average estimate of $1.7 billion. The reported number represents a year-over-year change of +5.4%.Net Sales- Walmart U.S.: $120.91 billion versus the eight-analyst average estimate of $119.96 billion. The reported number represents a year-over-year change of +4.8%.Revenues- Net Sales: $175.75 billion versus the eight-analyst average estimate of $173.88 billion. The reported number represents a year-over-year change of +4.8%.Net Sales- Walmart International: $31.2 billion versus $30.13 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +5.5% change.Net Sales- Sam's Club: $23.64 billion versus $23.93 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +3.4% change.View all Key Company Metrics for Walmart here>>>Shares of Walmart have returned +7.2% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Free Report: 3 Software Stocks Poised to SkyrocketSoftware stocks are poised to catapult higher in the coming months (and years) thanks to several factors, especially the explosive growth of AI. Zacks' urgent report reveals 3 top software stocks to own right now.Access the report free today >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Walmart Inc. (WMT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks