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

For the quarter ended January 2026, Walmart (WMT) reported revenue of $190.66 billion, up 5.6% over the same period last year. EPS came in at $0.74, compared to $0.66 in the year-ago quarter.The reported revenue represents a surprise of +0.32% over the Zacks Consensus Estimate of $190.05 billion. With the consensus EPS estimate being $0.73, the EPS surprise was +1.37%.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:U.S. comparable store sales (YoY change) - Sam's Club - Without Fuel Impact: 4% compared to the 4.1% average estimate based on seven analysts.U.S. comparable store sales (YoY change) - Walmart U.S. - Without Fuel Impact: 4.6% versus 4.2% estimated by seven analysts on average.Reported Sales Growth (YoY change) - Walmart International: 11.5% versus the six-analyst average estimate of 10.1%.Number of stores - International: 5,743 versus the four-analyst average estimate of 5,632.Net square footage - International: 277.62 Msq ft compared to the 274.70 Msq ft average estimate based on four analysts.Net square footage - Sam's Club: 80.50 Msq ft versus 80.70 Msq ft estimated by four analysts on average.Net square footage - Walmart U.S.: 698.71 Msq ft versus 698.72 Msq ft estimated by four analysts on average.Revenues- Membership and other income: $1.74 billion compared to the $1.86 billion average estimate based on seven analysts. The reported number represents a change of +1.1% year over year.Net Sales- Walmart U.S.: $129.22 billion compared to the $129.01 billion average estimate based on seven analysts. The reported number represents a change of +4.6% year over year.Revenues- Net Sales: $188.91 billion compared to the $188.52 billion average estimate based on seven analysts. The reported number represents a change of +5.6% year over year.Net Sales- Walmart International: $35.93 billion versus $35.61 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +11.6% change.Net Sales- Sam's Club: $23.76 billion versus the seven-analyst average estimate of $24.08 billion. The reported number represents a year-over-year change of +2.9%.View all Key Company Metrics for Walmart here>>>Shares of Walmart have returned +6.1% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant 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