| TKO |
Report |
Net revenue |
BEAT |
pred ~$1.546B vs. cons $1.530B |
MEDIUM |
| TKO |
Report |
Adjusted EBITDA |
IN-LINE |
pred ~$642M vs. cons $636M |
MEDIUM |
| TKO |
Report |
Diluted EPS |
BEAT |
pred ~$1.10 vs. cons $1.082 |
MEDIUM |
| TKO |
Guide |
FY26 revenue |
UNCHANGED |
guide $5.675B-$5.775B vs. cons $5.766B |
MEDIUM |
| TKO |
Guide |
FY26 adjusted EBITDA |
UNCHANGED |
guide $2.240B-$2.290B vs. cons $2.273B |
MEDIUM |
| TKO |
Guide |
FY26 margin / FCF / FIP commentary |
UNCHANGED |
reiterate margin expansion and normalized FCF conversion >60%; consensus UNVERIFIED |
LOW |
| TKO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| TKO |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit H2 cut should pressure revisions |
LOW |