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In its recently reported Q4 2025 earnings, Walmart unveiled total revenue of approximately $18.66 billion. It's noteworthy that this figure includes a significant negative currency impact of $2.1 billion. The company's earnings per share (EPS) declined to $0.66 from $0.68 in the previous quarter, indicating pressure on profit margins despite strong operational performance.
Operating income grew by 8.3% year-over-year, surpassing net sales growth of 4%. Additionally, when adjusted for constant currency effects, operating income surged by 9.4%. Gross profit margins improved to 23.9%, an increase of 53 basis points year-over-year. This reflects Walmart's ongoing efforts to enhance operational efficiency and profitability, even as EPS experiences downward pressure.