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Jul 31, 2024

Walmart Q2 2025 Earnings Report

Walmart's Q2 2025 earnings showcased strong revenue growth and increased operating income.

Key Takeaways

Walmart Inc. reported strong second-quarter results with consolidated revenue of $169.3 billion, up 4.8%. Operating income increased by 8.5%, and adjusted EPS was $0.67. The company issued guidance for Q3 and raised its outlook for FY25.

Consolidated revenue increased by 4.8% to $169.3 billion.

Global eCommerce sales grew by 21%, driven by store-fulfilled pickup & delivery and marketplace.

Walmart U.S. comp sales increased by 4.2%.

Adjusted EPS was $0.67, excluding the impact of losses on equity and other investments.

Total Revenue
$169B
Previous year: $162B
+4.8%
EPS
$0.67
Previous year: $0.61
+9.8%
Walmart U.S. comp sales
4.2%
Previous year: 6.4%
-34.4%
Sam's Club comp sales
5.2%
Previous year: 5.5%
-5.5%
Gross Profit
$42.5B
Previous year: $39.8B
+6.9%
Cash and Equivalents
$8.81B
Previous year: $13.9B
-36.6%
Free Cash Flow
$5.9B
Previous year: $8.99B
-34.3%
Total Assets
$254B
Previous year: $255B
-0.3%

Walmart

Walmart

Walmart Revenue by Segment

Walmart Revenue by Geographic Location

Forward Guidance

The Company issues guidance for Q3 and raises its outlook for FY25. For Q3, net sales are expected to grow 3.25% to 4.25% and operating income to grow 3.0% to 4.5% in constant currency. For FY25, net sales are expected to grow 3.75% to 4.75% and adjusted operating income to grow 6.5% to 8.0% cc.

Positive Outlook

  • Net sales for Q3 are expected to increase by 3.25% to 4.25% in constant currency.
  • Operating income for Q3 is expected to increase by 3.0% to 4.5% in constant currency.
  • Net sales for FY25 are expected to increase by 3.75% to 4.75%.
  • Adjusted operating income for FY25 is expected to increase by 6.5% to 8.0% in constant currency.
  • Adjusted EPS for Q3 is expected to be $0.51 to $0.52.

Revenue & Expenses

Visualization of income flow from segment revenue to net income