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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for The Walt Disney Company (DIS) is 6/10.
Disney grew revenue 7% and total segment operating income 4% in the quarter, outperforming its own guidance on stronger-than-expected revenue. Entertainment SVOD revenue growth accelerated sequentially from 11% in Q1 to 13%, driven by both rate and volume alongside double-digit advertising growth, while Experiences set second quarter records with revenue up 7% and segment operating income up 5% despite a 1% decline in domestic parks attendance from international visitation and Epic Universe headwinds. Management reiterated guidance for 12% adjusted EPS growth in fiscal 2026 and double-digit adjusted EPS growth in fiscal 2027, both excluding the 53rd week, and said elevated gas prices had not yet changed consumer behavior with Disney World bookings pacing up strongly. GAAP diluted EPS fell 30% year over year even as GAAP operating income rose 8%, a divergence driven below the operating line rather than by operational deterioration.
Scored from The Walt Disney Company’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $22.57B | +6.3% | $0.25 | +78.6% | 12.2% | 2.0% | $4.03B |
| FY2025 Q1 | $24.69B | +4.8% | $1.40 | +34.6% | 16.5% | 10.3% | $739M |
| FY2025 Q2 | $23.62B | +7.0% | $1.81 | +16705.5% | 14.8% | 13.9% | $4.89B |
| FY2025 Q3 | $23.65B | +2.1% | $2.92 | +104.2% | 15.4% | 22.2% | $1.89B |
| FY2025 Q4 | $22.46B | -0.5% | $0.73 | +192.0% | 11.6% | 5.8% | $2.56B |
| FY2026 Q1 | $25.98B | +5.2% | $1.34 | -4.3% | 14.9% | 9.2% | $-2.28B |
| FY2026 Q2 | $25.17B | +6.5% | $1.27 | -29.8% | 15.1% | 8.9% | $4.94B |
| FY2026 Q3 | $25.25B | +6.8% | $1.51 | -48.3% | 22.0% | 10.4% | $3.07B |
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