WBA Earnings

WBA reported its earnings on 2025-06-26, showcasing a revenue of 38.99B against an estimate of 36.66B, resulting in a 6.34% surprise. The EPS was 0.38, surpassing the expected 0.34 by 11.76% . The stock experienced a 0.62% price change on the earnings day and a 1.59% change over the next five days, reflecting market reactions to the results.

Following WBA's earnings announcement on 2025-06-26, the stock price moved by 0.62% on the day of the release. Over the subsequent five days, it saw a 1.59% change. Historically, WBA's stock price tends to shift by an average of -0.86% in the 10 days leading up to earnings and -4.04% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate WBA’s annual revenue to reach 36.31B, while the EPS is projected at 0.27. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between WBA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, WBA's stock price typically moves by -0.86% in the 10 days before its earnings and -4.04% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.27 and revenue of 36.31B.

The earnings call presents a mixed picture: strong sales growth across segments and improved free cash flow are positive, but the decline in adjusted EPS and operating income, alongside challenges in retail sales, cast a shadow. The Q&A session reveals management's reluctance to provide specific guidance on key metrics, which may concern investors. However, optimistic guidance on reimbursement pressure and healthcare subsegments, along with strategic initiatives like MFCs, balance the sentiment. Given these mixed signals, the stock price is likely to remain neutral over the next two weeks.