Walmart Inc. Earnings Recaps
Q4 2026
Feb 19, 2026
Walmart delivered robust fourth-quarter results with a 4.9% increase in revenue, driven by strong eCommerce growth and effective inventory management, positioning it well for continued expansion.
Key takeaways
- Fourth-quarter adjusted operating income increased by 10.5% year-over-year, surpassing revenue growth.
- eCommerce sales surged by 24%, highlighting the effectiveness of Walmart's omnichannel strategy.
- Strong performance across all segments, with fashion leading growth in general merchandise for Walmart U.S.
- Inventory growth was contained at 2.6%, significantly below the sales growth rate, reflecting efficient supply chain management.
- Customer engagement with AI tools like Sparky is yielding higher average order values, enhancing Walmart's competitive edge in the retail sector.