Walt Disney Company (DIS)
NYSE:DIS
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.87Last Year’s EPS
1.61Same Quarter Last Year
Strong Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented solid operational momentum across multiple fronts: revenue and segment operating income growth, accelerating streaming revenue, record results and global expansion in Experiences, strong franchise content performance, and tangible product/technology initiatives. Management acknowledged near-term headwinds—domestic parks attendance softness, preopening costs, international visitation impacts, linear-to-streaming transitions for networks and sports rights expense, plus macro risks—but provided plans to address them and reiterated multi-year EPS targets. Overall, the positives around content, streaming acceleration, parks expansion and technology initiatives outweigh the limited near-term challenges.Company Guidance
Top-Line and Segment Income Growth
Company revenues grew 7% year-over-year in fiscal Q2 with total segment operating income up 4%, and the quarter outperformed guidance driven by stronger-than-expected revenue.
Entertainment SVOD Momentum
Entertainment SVOD revenue growth accelerated sequentially from 11% in Q1 to 13% in Q2; subscription revenue growth was driven by both price (rate) and volume, advertising revenue for streaming was up double digits year-over-year, and SVOD entertainment margins reached double digits in the quarter.
Content and Franchise Strength
Strong creative performance with franchise wins: Zootopia 2 generated $1.9 billion global box office and the franchise surpassed 1 billion hours streamed on Disney+; Pixar's Hoppers earned critical success; new openings/launches include The Devil Wears Prada 2 and upcoming high-profile films (Toy Story 5, Live-Action Moana, Avengers Doomsday, The Mandalorian & Grogu) supporting cross-platform monetization.
Disney Experiences Records & Global Expansion
Disney Experiences delivered Q2 records for both revenue (+7% year-over-year) and segment operating income (+5%); global guests (domestic + international parks attendance and passenger cruise days) grew >2% in Q2; milestones included Disney Adventure homeported in Asia and World of Frozen opening at Disneyland Paris with encouraging forward bookings.
ESPN and Live Sports Progress
ESPN product enhancements (Multiview, Verts, SportsCenter for You) and expanded NFL content strengthened direct-to-consumer positioning; sports operating income came in slightly ahead of expectations and guidance was updated to mid-single-digit growth primarily reflecting the NFL network transaction.
Technology, Personalization and AI Initiatives
Product and tech progress (video & browse, vertical video, personalized SportsCenter, improved discovery) aims to drive engagement and reduce churn; AI deployments targeted at personalization, ad targeting, production efficiency, guest planning and precision labor forecasting to improve returns and operational efficiency.
Capital Investment Plans
Ongoing investment in experiential growth with CapEx in fiscal '26 focused on a new cruise ship and major expansions at Walt Disney World, Disneyland and Shanghai; cruise fleet planned to expand from 8 to 13 ships by 2031 and some capital-light partnerships (Japan cruise ship, Abu Dhabi theme park) underway.
Financial Outlook and EPS Targeting
Company reiterated targets of ~12% adjusted EPS growth for fiscal 2026 and double-digit adjusted EPS growth for fiscal 2027 (both excluding the 53rd week), indicating confidence in multi-year profitability trajectory.
DIS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DIS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 02, 2026 | $112.80 | $104.45 | -7.40% |
Nov 13, 2025 | $115.87 | $106.89 | -7.75% |
Aug 06, 2025 | $117.52 | $114.40 | -2.65% |
May 07, 2025 | $91.16 | $100.97 | +10.76% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Walt Disney Company (DIS) report earnings?
Walt Disney Company (DIS) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Walt Disney Company (DIS) earnings time?
Walt Disney Company (DIS) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DIS EPS forecast?
DIS EPS forecast for the fiscal quarter 2026 (Q3) is 1.87.
