Walt Disney Co (DIS) Form 8-K — Aug 5, 2026
Disney's fiscal Q3 2026 revenue rose 7% year over year to $25.2 billion, total segment operating income jumped 21% to $5.6 billion, and adjusted EPS climbed 28% to $2.06 from $1.61, modestly exceeding the company's prior guidance. GAAP diluted EPS fell 48% to $1.51, reflecting $900 million of restructuring and impairment charges, including an $812 million write-down of the A+E Global Media investment. Management reiterated its full-year outlook of roughly 12% adjusted EPS growth excluding the 53rd week (about 16% including it), guided Q4 total segment operating income to approximately $4.9 billion, and raised the fiscal 2026 share repurchase target to at least $9 billion.
Key figures
- Eps
- 1.51
- Revenue
- 25248000000
- Guidance
- FY2026 adjusted EPS growth of ~12% ex-53rd week (~16% including it); Q4 total segment operating income ~$4.9B; FY2026 share repurchases of at least $9B; FY2026 cash provided by operations at least $19B and capex ~$9B; FY2027 double-digit adjusted EPS growth ex-53rd week
- Net Income
- 2638000000
- Revenue Yoy
- 7%
- Total Assets
- 204740000000
- Cash Position
- 5185000000
- Deal Value Usd
- 1200000000
- Adjusted EPS
- 2.06
- Adjusted EPSYoy
- 28%
- Free Cash Flow Q3
- 3072000000
- Tariff Refund Q3
- 100000000
- Free Cash Flow Q3 Yoy
- 63%
- Disney Fubo Interest
- 70%
- Buyback Target FY2026
- 9000000000
- Adjusted EPSPrior Year
- 1.61
- Nine Month Free Cash Flow
- 5735000000
- Sports Segment OIChange
- -17%
- Ae Investment Impairment
- 812000000
- Toy Story5 Global Box Office
- over $1 billion
- Ae Global Media Sale Proceeds
- 1200000000
- Experiences Segment OIChange
- 20%
- Nine Month Operating Cash Flow
- 12515000000
- Disney Effective Espn Interest
- 72%
- Entertainment Segment OIChange
- 64%
- Total Segment Operating Income Q3
- 5555000000
- Total Segment Operating Income Yoy
- 21%
- Entertainment SVODOperating Margin
- 13%
- Q4 Segment Operating Income Guidance
- 4900000000
- Entertainment SVODOperating Income Q3
- 712000000
- Restructuring And Impairment Charges Q3
- 900000000
Price after filing
Close on the filing date to close N calendar days later (from $98.18). Historical, not a forecast.
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