Walmart Inc. (NYSE:WMT) reported stronger-than-expected third-quarter results on Wednesday, sending its shares more than 5% higher intra-day on Thursday.

During its earnings call, Walmart said the company was now seeing less tariff-related pressure than originally anticipated earlier in the year.

Adjusted earnings per share came in at $0.62, above analyst expectations of $0.60. Revenue totaled $179.5 billion, surpassing the $177.45 billion consensus, and increasing 5.8% year over year, or 6.0% in constant currency. Global eCommerce sales — one of the company's fastest-growing segments — rose 27%.

Comparable sales in Walmart U.S. increased 4.5%, with broad-based strength across categories. Walmart's global advertising revenues climbed 53%, including contributions from VIZIO, while Walmart Connect in the U.S. grew 33%. Membership income also rose sharply, up 16.7%.

Walmart lifted its fiscal 2026 outlook, now projecting net sales growth of 4.8% to 5.1% and adjusted operating income growth of 4.8% to 5.5%, both on a constant-currency basis. Adjusted EPS is now expected to fall between $2.58 and $2.63, compared with prior guidance of $2.52 to $2.62.