Walmart Inc. (NYSE: WMT) beats Q2 FY2027 adjusted Non-GAAP EPS consensus of $0.75 per share on August 20, 2026 (pre-market, confirmed by Walmart press release)
Hit
✦ AI-generated prediction
Published on 24. July 2026
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Predicted for 20. August 2026
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Based on: Statistical Pattern
Walmart reports Q2 FY2027 results (May–July 2026 period) on August 20, 2026 (pre-market). Analyst consensus: $0.75 EPS. Walmart's own Q2 guidance was $0.720–$0.740, so consensus already prices in a ~$0.01–$0.03 beat above guidance. Consumer backdrop was robust: UK Retail Sales June +1.0% MoM (ONS); US consumer spending stable. Walmart benefits structurally from Walmart+ subscriptions, Walmart Connect advertising, and resilient grocery. Risk: margin pressure from new Section 301 import tariffs (July 2026).
Data basis for this prediction
- DailyPolitical.com: 'Walmart (NASDAQ:WMT) Updates Q2 2027 Earnings Guidance — $0.720–$0.740 EPS guidance, report date August 20, 2026' (Mai 2026)
- Analyst consensus EPS für Q2 FY2027: 0,75 USD (FactSet/Zacks, Stand Juli 2026)
- ONS UK Retail Sales Juni 2026: +1,0 % MoM (veröffentlicht 24. Juli 2026) — Proxy für Konsumentenstärke
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Walmart berichtete am 20. August 2026 für Q2 FY2027 ein bereinigtes Non-GAAP-EPS von 0,81 USD – deutlich über dem Konsens von 0,75 USD (und sogar über der höheren Schätzung von ~0,74 USD lt. einigen Quellen). Die Vorhersage trat klar ein. Treiber des Beats waren jedoch weniger das organische Retail-Momentum, sondern v.a. Zollrückerstattungen (Section 301-Tariff Refunds), die die Bruttomarge stark aufbläuten, sowie Wachstum bei eCommerce (+23 %), Werbeumsätzen (+38 %) und Mitgliedschaften (+17 %). Walmart hob zudem den Jahresausblick an. Die Aktie fiel trotzdem ca. 9 %, da der Markt die Qualität des Beats (einmalige Zolleffekte, schwache US-Store-Comp-Sales) skeptisch bewertete. Quellen: [Chain Store Age](https://chainstoreage.com/walmart-beats-street-q2-eps-revenues-misses-us-comp-sales), [Investing.com Transcript](https://www.investing.com/news/transcripts/earnings-call-transcript-walmart-beats-q2-2026-forecasts-shares-sink-89-93CH-4870025), [TradingView/Zacks](https://www.tradingview.com/news/zacks:e3ad13fd9094b:0-walmart-q2-earnings-top-estimates-fiscal-2027-view-lifted/)
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.