Disney CFO says ‘able to deliver really strong results for quite a while’

Hugh Johnston, Chief Financial Officer of The Walt Disney (DIS) Company, said while speaking at MoffettNathanson’s 2026 Media, Internet & Communications Conference: “Given the momentum that Bob left us with in terms of the creative side, I think we are going to be able to deliver really strong results for quite a while… We’re focused on capital allocation and making sure that we’re delivering the right types of returns on the way that we allocate capital. If we do those things well, that basically makes this company the earnings compounder that I have been talking about since I got in here. I think we do have the ability to do that, to sort of focus on all of those three things… That’s really what we’re trying to do is get that earnings compounding, not just going, because I think we’ve had it going, but to just build that reliable track record in all of your minds. With that, the multiple goes up.”