AI brief of an SEC Form 8-K · Walmart (WMT)

Walmart Q4 revenue rises 5.6% to $190.7 billion; GAAP EPS falls to $0.53

Mixed Impact 4 of 5 earnings Written later

Walmart reported fourth-quarter revenue of $190.7 billion, up 5.6%, and operating income of $8.7 billion, up 10.8%, for the quarter ended January 31, 2026. GAAP earnings per share fell to $0.53 from $0.65 because of a $2.1 billion loss in other gains and losses, while the company announced a new $30 billion share repurchase authorization and guided fiscal 2027 adjusted EPS to $2.75 to $2.85.

Key points

  • Q4 revenue of $190.7 billion, up 5.6%; operating income of $8.7 billion, up 10.8%.
  • Q4 GAAP diluted EPS of $0.53 versus $0.65 a year earlier; adjusted EPS of $0.74 excludes a $0.21 net loss on equity and other investments.
  • New $30 billion share repurchase authorization announced in February 2026, replacing the remaining capacity under the November 2022 authorization.
  • FY27 guidance: adjusted EPS of $2.75 to $2.85 versus FY26 adjusted EPS of $2.64; net sales (cc) expected to grow 3.5% to 4.5%.

The filing

CompanyWalmart (WMT)
Form8-K, current report
Filed with the SECFeb 19, 2026, 6:59 AM ET
Accession number0000104169-26-000032

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 19, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.