| TKO |
Report |
Q2'26 Revenue |
BEAT |
pred ~$1.56B vs. cons ~$1.53B |
MEDIUM |
| TKO |
Report |
Q2'26 Adjusted EBITDA |
BEAT |
pred ~$650M vs. cons ~$625M |
MEDIUM |
| TKO |
Report |
Q2'26 Adjusted EPS |
IN-LINE |
pred ~$1.45 vs. cons ~$1.42 |
LOW |
| TKO |
Guide |
FY2026 Revenue guidance |
BETTER |
guide ~$5.75-5.85B vs. cons ~$5.73B (FY2026) |
MEDIUM |
| TKO |
Guide |
FY2026 Adjusted EBITDA guidance |
BETTER |
guide ~$2.29-2.34B vs. cons ~$2.27B (FY2026) |
MEDIUM |
| TKO |
Guide |
FY2026 WWE segment Adj. EBITDA margin |
BETTER |
guide ~57-59% vs. cons ~56% (FY2026) |
LOW |
| TKO |
Guide |
Capital return / buyback pace (new $1B authorization) |
BETTER |
guide ~$200M+ near-term 10b5-1 vs. cons ~$100M (H2'26) |
MEDIUM |
| TKO |
Guide |
On Location FIFA World Cup 26 hospitality sales |
BETTER |
guide >2x prior program vs. cons ~1.5x (FY2026, Q3-weighted) |
MEDIUM |
| TKO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| TKO |
Return |
5-day cumulative residual |
+4.0% (FOLLOW-THROUGH) |
Washed-out positioning (stock ~$182, -9% YTD, near 52wk-area lows) plus a clean contracted beat and a modest FY guide raise pull estimates UP rather than down; aggressive buyback under the new $1B authorization at dislocated prices provides a bid, and Q3 World Cup revenue recognition keeps the out-period math constructive, favoring continuation over fade. Risk is a simple reaffirm (good news already known), which would cap upside. |
LOW |