Walmart's Q3 Performance Shows Structural Gains Fueling Future Growth: Analyst
Walmart's Q3 Performance Shows Structural Gains Fueling Future Growth: Analyst
The analyst writes that, similar to prior quarters, Walmart maintains a prudent forecast despite consistent outperformance.JP Morgan analyst Christopher Horvers expressed views on Walmart Inc's (NYSE:WMT) strong third-quarter FY25 results reported today.
摩根大通分析師克里斯托弗·霍弗斯對沃爾瑪公司（紐約證券交易所：WMT）今天發佈的強勁的2025財年第三季度業績發表了看法。
Walmart reported sales of $169.6 billion, beating estimates, with adjusted EPS of $0.58 and global eCommerce sales up 27%.
沃爾瑪報告銷售額爲1696億，超出預期，調整後的每股收益爲0.58美元，全球電子商務銷售增長27%。
The company raised FY25 guidance for adjusted EPS to $2.42-$2.47 and sales growth to 4.8%-5.1%, citing strong U.S. performance.
該公司將2025財年的調整後每股收益指導上調至2.42美元-2.47美元，銷售增長指導上調至4.8%-5.1%，稱由於美國表現強勁。
The analyst writes that, similar to prior quarters, Walmart maintains a prudent forecast despite consistent outperformance.
分析師寫道，與之前的幾個季度類似，沃爾瑪儘管持續超出預期，仍然保持謹慎的預測。
The analyst adds that strong U.S. and international gross margin trends drive structural profitability improvements, supporting their Overweight rating.
分析師補充道，強勁的美國和國際毛利率趨勢推動了結構性盈利能力的改善，支持了他們的超配評級。
Horvers says that ongoing share gains and upward revisions strengthen the bullish case despite FX headwinds and limited SG&A leverage.
霍弗斯表示，儘管面臨外匯風險和有限的銷售、一般與管理費用槓桿，持續的市場份額增長和上調預期增強了看好的理由。
The analyst writes that FY guidance suggests fourth-quarter net sales growth of 3.4%-4.5% (vs. Street's 3.7%), operating income growth of 5.7%-8.5% (vs. Street's 8.7%), and EPS of $0.57-$0.62 (vs. Street's $0.66).
分析師寫道，財年指導顯示第四季度淨銷售增長爲3.4%-4.5%（市場預期爲3.7%），營業收入增長爲5.7%-8.5%（市場預期爲8.7%），每股收益爲0.57美元-0.62美元（市場預期爲0.66美元）。
Investors can gain exposure to the stock via Vanguard Consumer Staples ETF (NYSE:VDC) and Fidelity MSCI COnsumer Staples Index ETF (NYSE:FSTA).
投資者可以通過Vanguard Consumer Staples ETF（紐交所：VDC）和Fidelity MSCI消費者食品指數ETF（紐交所：FSTA）獲得該股票的曝光。
Price Action: WMT shares are up 3.74% at $87.22 at the last check Tuesday.
價格走勢：沃爾瑪的股票在週二最後一次檢查時上漲了3.74%，達到了87.22美元。
Image via Shutterstock
圖片來源：shutterstock
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譯文內容由第三人軟體翻譯。
