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Oct 31, 2024

Walmart Q3 2025 Earnings Report

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

Key Takeaways

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.

Total Revenue
$170B
Previous year: $161B
+5.5%
EPS
$0.58
Previous year: $0.51
+13.7%
Walmart U.S. comp sales
5.3%
Previous year: 4.9%
+8.2%
Sam's Club comp sales
7%
Previous year: 3.8%
+84.2%
Gross Profit
$42.2B
Previous year: $39.6B
+6.6%
Cash and Equivalents
$10B
Previous year: $12.2B
-17.3%
Free Cash Flow
$6.22B
Previous year: $4.3B
+44.7%
Total Assets
$263B
Previous year: $259B
+1.6%

Walmart

Walmart

Walmart Revenue by Segment

Walmart Revenue by Geographic Location

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.

Positive Outlook

  • 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

Revenue & Expenses

Visualization of income flow from segment revenue to net income