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Walt Disney (DIS)
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Walt Disney (DIS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 11, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
1.57
Last Year’s EPS
1.76
Same Quarter Last Year
Based on 18 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Nov 13, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a largely positive outlook for Disney, highlighting strong earnings growth, successful content releases, and strategic advancements in direct-to-consumer services. While there are challenges such as the YouTube TV dispute and increased content costs, the positive aspects, including record box office achievements and robust cash flow, significantly outweigh the negatives.
Company Guidance
During The Walt Disney Company's fourth quarter 2025 earnings call held on November 13, 2025, CEO Bob Iger highlighted several key metrics reflecting the company's robust performance and strategic foresight. Disney reported a 19% increase in adjusted EPS for fiscal 2025 compared to the previous year, contributing to a three-year compound annual growth rate of 19% in adjusted EPS. For fiscal 2026, Disney anticipates delivering double-digit growth in adjusted EPS, aiming for $7 billion in share repurchases, double the $3.5 billion from fiscal 2025. The board also declared a cash dividend of $1.5 per share, a 50% increase over the previous year. Disney's strategic investments in its film studios paid off with the live-action "Lilo and Stitch" becoming the highest-grossing Hollywood film globally for the year, and retail sales of Stitch products surpassing $4 billion. The company's streaming segment reported a 39% increase in operating income for Q4, with a full-year operating income of $1.3 billion, up $1.2 billion from the prior year. In the experiences segment, Disney achieved record operating income for both the fourth quarter and full year, with a 13% increase for Q4 and an 8% increase for the full year. Disney's expansion plans include the launch of two new cruise ships and a new theme park in Abu Dhabi, aiming to maintain its best-in-class offerings and expand its global reach.
Strong Earnings Growth
Adjusted EPS for fiscal 2025 was up 19% from fiscal 2024, with a 19% compound annual growth rate over the past three years. The company expects double-digit growth in fiscal 2026.
Record Box Office and Streaming Achievements
Disney's live-action Lilo and Stitch is the highest-grossing Hollywood film of the year and had 14.3 million views in its first five days on Disney Plus. The Walt Disney Studios crossed the $4 billion mark at the global box office for the fourth consecutive year.
Successful ESPN Direct-to-Consumer Launch
The ESPN DTC service has attracted new users, with substantial adoption of the 'ultimate' ESPN product and positive advertiser response.
Record Operating Income in Experiences Segment
Record operating income for both Q4 and the full year, with a 13% increase in Q4 compared to the prior year.
Strong Cash Flow and Shareholder Returns
Targeting $7 billion in share repurchases in 2026, double the amount in fiscal 2025, and announcing a cash dividend increase of 50%.

Walt Disney (DIS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DIS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 11, 2026
2026 (Q1)
1.57 / -
1.76
Nov 13, 2025
2025 (Q4)
1.04 / 1.11
1.14-2.63% (-0.03)
Aug 06, 2025
2025 (Q3)
1.45 / 1.61
1.3915.83% (+0.22)
May 07, 2025
2025 (Q2)
1.19 / 1.45
1.2119.83% (+0.24)
Feb 05, 2025
2025 (Q1)
1.45 / 1.76
1.2244.26% (+0.54)
Nov 14, 2024
2024 (Q4)
1.11 / 1.14
0.8239.02% (+0.32)
Aug 07, 2024
2024 (Q3)
1.20 / 1.39
1.0334.95% (+0.36)
May 07, 2024
2024 (Q2)
1.10 / 1.21
0.9330.11% (+0.28)
Feb 07, 2024
2024 (Q1)
0.99 / 1.22
0.9923.23% (+0.23)
Nov 08, 2023
2023 (Q4)
0.71 / 0.82
0.3173.33% (+0.52)
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
Nov 13, 2025
$116.65$107.61-7.75%
Aug 06, 2025
$118.32$115.17-2.66%
May 07, 2025
$91.78$101.66+10.76%
Feb 05, 2025
$112.82$110.07-2.44%
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 (DIS) report earnings?
Walt Disney (DIS) is schdueled to report earning on Feb 11, 2026, After Close (Confirmed).
    What is Walt Disney (DIS) earnings time?
    Walt Disney (DIS) earnings time is at Feb 11, 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 (Q1) is 1.57.

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