Q3 FY2026 EarningsQ3 FY26 results were mixed to positive against consensus: revenue of $25.25B slightly missed the $25.41B expected, but adjusted EPS of $2.06 significantly beat the $1.85 consensus. The beat was driven by 20% operating income growth in Experiences and a sharp margin expansion in Entertainment SVOD (13%). Management reiterated double-digit growth for FY26 adjusted EPS and raised the share repurchase target to at least $9B.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Disney(DIS) the Revenue is 25.25 B (+6.76%), Miss estimate;the EBIT is 5.555 B (+21.42%), Beat estimate;the EPS is 1.51 (-48.29%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
25.25B6.76%
25.41B7.44%
-0.16B0.68%
EBITExceed expectations
5.55B21.42%
5.12B11.98%
+0.43B9.44%
EPSMiss expectations
1.5148.29%
1.694341.98%
-0.18436.31%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf