智通财经APP获悉，在全球贸易政策不确定性加剧及劳动力市场波动的影响下，全球零售巨头沃尔玛(WMT.US)发布了较为保守的 全年业绩指引，营收和利润预测均低于市场预期。 沃尔玛最新发布的财报显示，预计本财年调整后每股收益为2.75至2.85美元，而分析师此前的平均预期为2.97美元。公司预计2027 财年合并净销售额增长率在3.5%至4.5%之间，同样低于市场约5%的增长预期。这一谨慎展望使得沃尔玛股价在周四美股盘前下跌 约2%。 沃尔玛首席财务官John David Rainey表示，考虑到当前充满变数的宏观环境，包括招聘放缓和贸易局势的不确定性，采取适度保守 的展望是审慎之举。 由于其庞大的规模和广泛的覆盖范围，沃尔玛经常被视作整体消费经济的晴雨表。美国总统特朗普广泛且时断时续的关税政策扰 乱了许多行业的运营，沃尔玛和其他零售商对成本上升和价格上涨持谨慎态度。凭借其庞大的供应链和规模，沃尔玛在很大程度 上成功减轻了关税的影响，但也警告称压力正在加剧。 未来几周，竞争对手塔吉特(TGT.US)、好市多(COST.US)等将陆续发布季报。目前多数消费品企业态度谨慎，食品制造商普遍反映 需求趋弱，消费者对价格敏 ...

本文源自：金融界AI电报 沃尔玛(WMT.N)首席执行官：对于年收入低于5万美元的家庭，我们仍然看到他们的钱包非常紧张。 ...

Group 1: Walmart - Walmart shares fell over 2% in premarket trading after the company's fiscal year guidance was softer than expected, with adjusted earnings per share projected between $2.75 and $2.85, below Wall Street's forecast of $2.96 [2][5] - Despite the recent dip, Walmart's stock has increased by more than 21% over the past year and nearly 175% over the last five years, reaching a market cap of $1 trillion earlier this month [5] - The company is under new leadership with CEO John Furner, who took over earlier this month, and investors are closely watching Walmart's future performance [5] Group 2: Federal Reserve - Minutes from the Federal Reserve's January meeting indicated a consensus on holding interest rates steady, but there was significant division regarding future monetary policy directions [2][3] - Some Fed members suggested that interest rates could decrease if inflation trends downward, while others believe that easing may not be necessary until clear signs of disinflation are observed [3] Group 3: Airline Industry - United Airlines announced changes to its frequent flyer program, stating that customers flying basic economy without the airline's credit card will earn fewer miles, aligning with similar moves by American Airlines and Delta Air Lines [12][13] - Cardholders will benefit from earning more points and receiving frequent flyer discounts, marking significant adjustments to the airline's loyalty program in over a decade [14] Group 4: Pharmaceutical Industry - FDA Commissioner Marty Makary warned that the U.S. is lagging behind China in early-stage drug development and suggested streamlining the process for initiating trials on new treatments [6][7] - Moderna's shares rose approximately 6% after the FDA agreed to review its experimental mRNA flu shot, reversing a previous refusal of the application [8]

本文源自：金融界AI电报 沃尔玛(WMT.N)首席执行官表示，美国消费支出依然保持韧性。 ...

Company Overview - Proactive is a financial news and online broadcast organization that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates across key finance and investing hubs with bureaus and studios located in London, New York, Toronto, Vancouver, Sydney, and Perth [2] Content Production - Proactive's editorial and broadcast operations are overseen by a Managing Editor, who ensures quality control, editorial policy, and content production [1] - The company produces approximately 50,000 pieces of real-time news, feature articles, and filmed interviews annually [1] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Core Insights - Walmart reported strong fourth-quarter results, with fiscal revenue reaching $190.7 billion, a 5.6% increase year-over-year, driven by a 4.6% rise in U.S. comparable sales [1] - Online sales reached a record share of total sales, accounting for 23% of total sales in the U.S., with a 27% increase in e-commerce sales [5] - The company gained market share across various income tiers, indicating that its pricing and convenience strategies are appealing to a broader customer base [7] Financial Performance - Adjusted operating income grew by approximately 10%, outpacing the 5% growth in overall sales, driven by higher-margin businesses such as advertising and membership programs [7] - Advertising revenue increased by 37% globally, with a 41% growth for Walmart Connect in the U.S., while membership fee income rose by over 15% [7] - Inventory growth remained below sales growth, reflecting effective supply chain management [9] Future Outlook - Walmart anticipates sales growth of 3.5% to 4.5% for the current fiscal year, with operating profit expected to increase by 6% to 8% [9] - The results indicate that U.S. consumers are resilient and focused on value, while Walmart's investments in digital services and faster delivery are enhancing its competitive position [10]

No, we are not blind. Um, we have um an order in place with CFM that CFM is confirming and uh we have an order in place with PR that they are unfortunately scaling down now. So they are telling us they will not they won't be able to deliver the number of engines that we were expecting.They give a different number that is a lower number. So we are not blind but we have an unsatisfactory situation with less engines that what we would need for 26 and a range of engines for 2027 that supports what we have said ...

Walmart Q4 FY26 Financial presentation Guidance The following forward-looking statements reflect the Company's expectations as of February 19, 2026, and are subject to substantial uncertainty. The Company's results may be materially affected by many factors, such as fluctuations in foreign currency exchange rates, changes in global economic and geopolitical conditions, tariff and trade policies, customer demand and spending, inflation, interest rates, world events, and the various other factors detailed in ...

Core Insights - Walmart Inc. reported a decline in profit for the fourth quarter, leading to a more than 3% drop in shares during pre-market trading [1] - The company announced a new share repurchase program of up to $30 billion [1] Financial Performance - In the fourth quarter, net income decreased to $4.237 billion, or $0.53 per share, down from $5.254 billion, or $0.65 per share, a year earlier, primarily due to $2.117 billion in losses on equity and other investments [3] - Adjusted earnings were reported at $0.74 per share when excluding certain items [3] - Operating income increased to $8.708 billion from $7.859 billion a year earlier [3] - Revenue for the fourth quarter grew by 5.6% to $188.913 billion from $178.830 billion in the previous year [4] Future Outlook - For the first quarter of fiscal 2027, Walmart expects net sales to increase by 3.5% to 4.5% from $164 billion reported in the same period of fiscal 2026 [2] - Adjusted earnings per share for the first quarter are projected to be in the range of $0.63 to $0.65, compared to $0.61 a year earlier [2] - For fiscal 2027, Walmart forecasts net sales growth of 3.5% to 4.5% from $706.4 billion in fiscal 2026, with adjusted EPS expected between $2.75 and $2.85, up from $2.64 in 2026 [2] Dividend Announcement - The Board approved an annual dividend of $0.99 per share for fiscal year 2027, which is a 5% increase from $0.94 per share last year, to be paid in four quarterly installments of $0.2475 per share [4]

沃尔玛第四季度营收1,906.6亿美元，预估1,905.8亿美元；第四季度调整后每股收益0.74美元，预估0.73 美元；预计第一季度调整后每股收益0.63美元至0.65美元；预计2027财年调整后每股收益2.75美元至2.85 美元，预估2.97美元。沃尔玛盘前跌超2%。 ...