Walt Disney Co (The) NYSE:DIS Price, Chart, News & Insight

Disney (DIS) Stock Gains After Strong Q3 Earnings, Parks Growth, and Share Buyback Target

The Walt Disney Company (NYSE: DIS) shares rose about 2.2% on Wednesday after the entertainment giant reported stronger-than-expected fiscal third-quarter results, reaffirmed its full-year outlook, and increased its planned share repurchases. Investors also welcomed continued momentum in Disney's Experiences business, improving profitability in Entertainment, and another quarter of solid consumer engagement across its franchises.

The earnings report came as broader U.S. markets traded modestly higher following stronger-than-expected S&P Global PMI data, helping support sentiment despite weaker ADP employment figures released earlier in the day.

Revenue and Operating Profit Continue to Grow

Disney reported fiscal third-quarter revenue of $25.2 billion, up 7% from a year earlier, while total segment operating income climbed 21% to $5.6 billion, exceeding the company's prior guidance.

Key financial results included:

* Revenue: $25.2 billion (+7% year over year)
* Income before taxes: $3.6 billion (+14%)
* Total segment operating income: $5.6 billion (+21%)
* Adjusted EPS: $2.06 (+28%)
* Free cash flow: $3.1 billion (+63%)

Although GAAP diluted EPS declined to $1.51 from $2.92 a year ago due to certain items, investors focused on the much stronger adjusted earnings performance and improving operating profitability across the business.

Experiences and Entertainment Lead Growth

Disney's Experiences segment remained the company's largest growth driver.

Segment revenue increased 10% to nearly $10.0 billion, while operating income rose 20% to $3.0 billion as global guest attendance continued to accelerate.

The Entertainment segment also delivered a strong quarter, with operating income surging 64% year over year to $1.68 billion, reflecting improved streaming profitability and continued strength across Disney's content portfolio.

Meanwhile, the Sports segment reported a 17% decline in operating income despite a modest increase in revenue, as higher programming costs weighed on ESPN's profitability.

Toy Story 5 Becomes Another Disney Blockbuster

Management highlighted the continued value of Disney's intellectual property portfolio.

Toy Story 5 has already surpassed $1 billion at the global box office, helping drive higher consumer products sales, increased Disney+ engagement, and stronger performance across Disney's parks and cruise businesses.

The company also noted that ESPN continued to deliver strong viewership gains, while Experiences welcomed accelerating guest growth worldwide despite ongoing macroeconomic uncertainty.

Disney Reaffirms Outlook and Expands Share Repurchases

Disney reiterated its optimistic outlook for both fiscal 2026 and fiscal 2027.

The company continues to expect:

* Approximately 12% adjusted EPS growth in fiscal 2026 excluding the 53rd week.
* Approximately 16% adjusted EPS growth including the additional week.
* Fourth-quarter segment operating income of approximately $4.9 billion.
* Double-digit adjusted EPS growth again in fiscal 2027.

Disney also raised its capital return commitment, announcing that it now expects to repurchase at least $9 billion of stock during fiscal 2026, providing an additional catalyst for shareholders.

What Investors Are Watching

Wednesday's earnings reinforced Disney's improving financial momentum. Strong growth in Experiences, sharply higher Entertainment profitability, expanding free cash flow, and an increased share buyback target outweighed weakness in the Sports segment and lower reported GAAP earnings.

Investors will continue monitoring Disney's streaming profitability, theme park demand, ESPN's performance, upcoming film releases, and the company's ability to sustain earnings growth while returning more capital to shareholders through buybacks.

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The Investor 08-05-26

Disney Surges 7% as Streaming Profits Soar and Zootopia 2 Drives Blockbuster Quarter

May 6, 2026 · Earnings Report

Walt Disney shares jumped 7% today after the entertainment giant reported fiscal second quarter 2026 results that beat expectations across its three business segments, with streaming finally delivering the kind of profitability investors have been waiting years to see.

Total revenues for the quarter ended March 28, 2026 rose 7% to $25.2 billion from $23.6 billion in the same period a year ago. Income before income taxes climbed 9% to $3.4 billion. Total segment operating income grew 4% to $4.6 billion. GAAP diluted EPS fell to $1.27 from $1.81, largely due to tax-related items, but adjusted EPS rose 8% to $1.57 from $1.45, the figure investors focus on most closely.

The Entertainment segment was the standout, with revenues up 10% to $11.7 billion and operating income rising 6% to $1.34 billion. The most telling number was Entertainment SVOD operating income, which nearly doubled to $582 million from $310 million a year ago, pushing the streaming business past a double-digit operating margin for the first time. The quarter benefited from the continued performance of Zootopia 2, which generated $1.9 billion in global box office and drove the Zootopia franchise past 1 billion hours streamed on Disney+. The film became the highest grossing foreign film of all time in China, where Zootopia Land remains a major draw at Shanghai Disneyland.

The Experiences segment posted fiscal second quarter records in both revenue and operating income, with revenues up 7% to $9.5 billion and operating income up 5% to $2.6 billion. Per capita spending at domestic parks rose 5%, driven by admissions, food and beverage, and merchandise. The quarter also included the March launch of the Disney Adventure cruise ship in Singapore, where bookings have been strong, and the opening of World of Frozen at Disneyland Paris. Global guest attendance across parks and cruises grew 2%, though domestic park attendance dipped 1% due partly to softer international visitation.

The Sports segment saw revenues rise 2% to $4.6 billion, though operating income declined 5% to $652 million due to higher rights fees tied to new contract agreements. ESPN retained the largest share of linear sports consumption in the US despite competing with the Super Bowl and the Olympics during the quarter. ESPN Men's Tournament Challenge attracted 27 million completed brackets, an all-time record.

CEO Josh D'Amaro and CFO Hugh Johnston raised the company's full year fiscal 2026 adjusted EPS growth outlook to approximately 12% excluding the 53rd week, or approximately 16% including it. Third quarter segment operating income is expected to reach approximately $5.3 billion. The company is targeting at least $8 billion in share repurchases in fiscal 2026 and continues to expect double-digit adjusted EPS growth in fiscal 2027. Coming up in the release slate are The Mandalorian and Grogu, Toy Story 5, and a live-action Moana, all of which are expected to fuel the company's broader franchise ecosystem across streaming, parks, consumer products and games.

For a company that was long criticized for sacrificing profitability in the pursuit of streaming subscribers, the first double-digit streaming operating margin marks a meaningful inflection point, and the market's 7% reaction suggests investors believe Disney has finally turned the corner.

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Global Finance News 05-06-26

Disney will release quarter results before the opening of market on May 6, 2026

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European Investor 04-13-26

5 stocks that crashed this week after reporting earnings and I hold ALL of them. Here’s what’s I’m doing. Loser Alert | Dr Wealth

I'm not immune to the sell-offs in the market and like any vested investor, nothing sucks more than waking up in the morning to see a stock I own go down by 20%. Unfortunately for me, I had to experience this at least 5 times this week as most of my holdings traded down significantly.

(drwealth.com)

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The Investor 02-08-26

Josh D’Amaro Named Next Chief Executive Officer of The Walt Disney Company

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WS Investor 02-03-26

The Walt Disney Company reported its first-quarter fiscal 2026 earnings for the period ended December 27, 2025, showing revenue growth alongside lower profitability driven by higher costs in key segments.

Revenue rose 5% year over year to $26.0 billion, while income before income taxes was $3.7 billion, roughly in line with the prior year. Total segment operating income declined 9% to $4.6 billion, and diluted EPS decreased to $1.34 from $1.40 a year earlier. Adjusted EPS fell to $1.63 from $1.76.

In Entertainment, revenue increased 7%, but operating income dropped to $1.1 billion as higher programming, production, and marketing expenses outweighed gains from subscriptions, affiliate fees, and theatrical releases. Streaming (SVOD) revenue grew 11%, with operating income improving by $189 million to $450 million, lifting the streaming operating margin to 8.4%. Advertising revenue declined 6%, reflecting the absence of prior-year political advertising and the impact of portfolio changes.

The Sports segment posted operating income of $191 million, down $56 million year over year, as higher programming and production costs and lower affiliate fees more than offset a 10% increase in advertising revenue. A temporary suspension of YouTube TV carriage negatively affected segment operating income by approximately $110 million.

Experiences delivered a standout quarter, reporting record revenue of $10.0 billion and segment operating income of $3.3 billion. Domestic Parks & Experiences operating income grew 8%, supported by a 1% increase in attendance and a 4% rise in per capita spending.

Source: Business Wire

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Global Finance News 02-02-26

The Walt Disney Company (NYSE: DIS) will host a live audio webcast to discuss fiscal first quarter 2026 financial results beginning at 8:30 a.m. ET / 5:30 a.m. PT on Monday, February 2, 2026.

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Global Finance News 01-14-26

Disney posts strong FY2025 results with sharp earnings rebound and record performance at Parks

The Walt Disney Company reported fourth-quarter revenue of 22.5 billion dollars, flat year on year, while full-year revenue rose 3 percent to 94.4 billion dollars. Income before taxes more than doubled for both Q4 and the year, reaching 2.0 billion dollars and 12.0 billion dollars respectively. Full-year segment operating income climbed 12 percent to 17.6 billion dollars, and diluted EPS rose to 6.85 dollars from 2.72 dollars last year.

Entertainment saw full-year operating income rise 19 percent, though Q4 declined due to tough theatrical comparisons with last year’s hits Inside Out 2 and Deadpool & Wolverine. Direct-to-Consumer revenue rose 8 percent and the division posted 352 million dollars in Q4 operating income, while Disney+ and Hulu subscriptions reached 196 million combined. Sports delivered stable results, with ESPN advertising up 8 percent. Experiences posted record Q4 and full-year earnings driven by strong domestic and international parks performance.

Disney expects double-digit adjusted EPS growth in fiscal 2026, continued expansion in Entertainment and Experiences, 24 billion dollars in content investment, and 7 billion dollars in share repurchases. A dividend of 1.50 dollars per share will be paid in two installments in 2026.

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European Investor 11-13-25

Doritos® Loaded Launches Immersive Dining Experience at Disneyland Paris

PepsiCo and Disneyland Paris have introduced Doritos® Loaded, a bold new food concept now available at the newly opened Overland Trail Cafe in Frontierland®. This Wild West-themed food kiosk offers hearty, shareable dishes built on ultra-crispy Doritos® chips topped with rich sauces and toppings, served in a signature triangular tray.

Three exclusive recipes—Vegan Deputy, Short Fuse, and Smoking Beef Bounty—highlight the brand’s inventive culinary approach. The location features immersive storytelling around fictional adventurer Cassie Jackston, designed in collaboration with Walt Disney Imagineering and PepsiCo’s design team.

The project marks a deeper alliance between PepsiCo and Disneyland Paris, enhancing the park’s food offerings with a creative, snack-forward experience.

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European Investor 07-14-25

The Walt Disney Company (NYSE: DIS) will host a live audio webcast to discuss fiscal third quarter 2025 financial results beginning at 8:30 a.m. ET / 5:30 a.m. PT on Wednesday, August 6, 2025.

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The Investor 07-02-25

NYSE:DISFollow

5 stocks that crashed this week after reporting earnings and I hold ALL of them. Here’s what’s I’m doing. *Loser Alert* | Dr Wealth

NYSE:DIS

5 stocks that crashed this week after reporting earnings and I hold ALL of them. Here’s what’s I’m doing. Loser Alert | Dr Wealth