Walmart — Feb 19, 2026 release

Globally, eCommerce grew 24% with strength across segments. Walmart U.S. comp sales 2 grew 4.6%. Looking ahead, the Company issues guidance for FY27 with net sales expected to grow 3. 5% to 4.5% an d adjusted operating income to grow 6.0% to 8.0%, both in constant currency (“cc”) 1 . Adjusted EPS 1 is expected to be $2.75 to $2.85. The pace of change in retail is accelerating. It’s exciting. And our financial results show that we’re not only embracing this change, we’re leading it. For our customers and members, the future is fast, convenient, and personalized.” John Furner President and CEO, Walmart Fourth Quarter Highlights • Revenue of $190.7 billion, up 5.6%, or 4.9% (cc) 1 • Global eCommerce sales grew 24%, led by store-fulfilled pickup & delivery and marketplace • Global advertising business 3 up 37%, including VIZIO; Walmart Connect in the U.S. up 41% • Membership fee revenue grew 15.1% globally • Gross margin rate up 13 bps, led by Walmart U.S. • Operating income up $0.8 billion, or 10.8%; up 10.5% adjusted (cc) 1 , growing faster than sales • Adjusted EPS 1 of $0.74 excludes the impact, net of tax, from a net loss of $0.21 on equity and other investments Full Year Highlights • Revenue of $713.2 billion, up 4.7%, or 5.1% (cc) 1 • Operating income up $0.5 billion or 1.6%; up 5.4% adjusted (cc) 1 , growing faster than sales • Global advertising business 3 grew 46% to nearly $6.4 billion, including VIZIO • ROA at 8.2%