| TKO |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$1.560B vs. cons $1.548B |
MEDIUM |
| TKO |
Report |
Q2 2026 adjusted EBITDA |
BEAT |
pred ~$652M vs. cons $640M |
MEDIUM |
| TKO |
Report |
Q2 2026 WWE adjusted EBITDA |
BEAT |
pred ~$395M vs. cons $387M |
MEDIUM |
| TKO |
Guide |
Full-year 2026 revenue guidance midpoint |
BETTER |
guide ~$5.800B vs. cons $5.794B (FY2026) |
MEDIUM |
| TKO |
Guide |
Full-year 2026 adjusted EBITDA guidance midpoint |
BETTER |
guide ~$2.290B vs. cons $2.285B (FY2026) |
LOW |
| TKO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| TKO |
Return |
5-day cumulative residual |
+1.6% (FADE) |
A WWE-led EBITDA beat should drive the initial gain, but only a marginal FY2026 guidance increase versus consensus leaves limited room for out-period estimate revisions; UFC event mix, LA28 spending and World Cup working-capital complexity should cause part of the day-1 move to fade. |
MEDIUM |