Disney reported FY2026 Q2 (ended March 2026) revenue of $25.2 billion in its SEC 8-K filing, reflecting 7% year-over-year growth versus the prior-year period.
📊 Stock Price at Article Time (May 6, 2026, 21:04 KST)
$100.48 ▼ -0.82%
~145,495 KRW (1448 rate)
Q2 Performance at a Glance
Disney exceeded its own guidance on both revenue and operating income this quarter. Streaming and theme parks drove growth. However, GAAP EPS declined 30% to $1.27, reflecting special items.
- Revenue: $25.168 billion, +7% YoY
- Adjusted EPS (excluding special items): $1.57 vs. $1.45 prior year, +8%
- GAAP EPS: $1.27 vs. $1.81 prior year, -30%
- Total segment operating income: $4.603 billion, +4% YoY
- Pre-tax income: $3.367 billion, +9% YoY
- Free cash flow: $4.941 billion, +1% YoY
Forward Guidance
Disney projects FY2026 Q3 total segment operating income of approximately $5.3 billion. For the full year, the company expects adjusted EPS growth of ~12% excluding the 53rd week impact, or ~16% including it. Disney plans to repurchase at least $8 billion in share buybacks during FY2026. The company also projects double-digit adjusted EPS growth to continue into FY2027. Management noted it is monitoring macroeconomic uncertainty facing consumers, though domestic parks and resorts demand remains healthy.
Market Reaction
Disney shares rose in after-hours trading following the earnings announcement. As of May 6, 2026 at 21:04 KST, the stock stood at $100.48, down 0.82% from the prior close. Barron's and The Wall Street Journal reported that new CEO Bob Iger presented a clear growth roadmap, reassuring investors of the company's strategic vision. Investors Business Daily highlighted the surge in streaming profitability as the key driver of the earnings beat.
Segment Performance
- Entertainment (streaming, film, television): Revenue $11.715 billion, +10% YoY / Operating income $1.336 billion, +6% — Disney+ and Hulu streaming operating income reached $582 million, surging 88% YoY
- Sports (ESPN and others): Revenue $4.609 billion, +2% YoY / Operating income $652 million, -5%
- Experiences (theme parks, cruises, consumer products): Revenue $9.487 billion, +7% YoY / Operating income $2.615 billion, +5%
This article was auto-generated from the official SEC 8-K filing and third-party news reports, with the primary objective of rapidly disseminating key data following the announcement. We recommend reviewing the company's official filing before making any trading decisions. Stock price reflects the time of article publication and may differ from current levels.
