沃尔玛WALMART（WMT）2026财年第二季度业绩报告「NYSE」（英文版）（19页）.pdf

1、Walmart reports second quarter resultsRevenue growth of 4.8%,up 5.6%in constant currency(cc)1Operating income decreased 8.2%,up 0.4%adjusted(cc)1eCommerce up 25%globallyGAAP EPS of$0.88;Adjusted EPS1 of$0.68Company issues guidance for Q3;raises net sales and EPS outlook for FY26“BENTONVILLE,Ark.,Aug

2、ust 21,2025 Walmart Inc.(NYSE:WMT)announces second-quarter results with strong growth in revenue for each business segment.Globally,eCommerce grew 25%with digital mix up across all segments.Walmart U.S.comp sales2 up 4.6%with strong growth in grocery and health&wellness.Looking ahead,the Company iss

3、ues guidance for the third quarter with net sales expected to increase 3.75%to 4.75%and operating income to increase 3.0%to 6.0%,both in constant currency(“cc”).1 The Company raises outlook for net sales growth to 3.75%to 4.75%and adjusted EPS1 to$2.52 to$2.62 for fiscal year 2026.Adjusted operating

4、 income1 guidance remains unchanged from at 3.5%to 5.5%.The top-line momentum we have in our business comes from how were innovating and executing.Connecting with our customers and members through digital experiences is helping to drive our business,and the way were deploying AI will make these expe

5、riences even better.Were people-led and tech-powered,and I love how our associates continue to drive change and results for our company.”Doug McMillonPresident and CEO,WalmartSecond Quarter Highlights Revenue of$177.4 billion,up 4.8%,or 5.6%(cc)1 Global eCommerce sales grew 25%,led by store-fulfille

6、d pickup&delivery and marketplace Global advertising business3 grew 46%,including VIZIO;Walmart Connect in the U.S.up 31%Membership and other income up 5.4%,including 15.3%growth in membership income globally Gross margin rate up 4 bps,led by Walmart U.S.Operating income decreased$0.7 billion,or 8.2