| DIS |
Report |
Adjusted EPS |
BEAT |
pred ~$1.90 vs. cons $1.86 |
MEDIUM |
| DIS |
Report |
Total segment operating income |
BEAT |
pred ~$5.36B vs. cons $5.30B |
MEDIUM |
| DIS |
Report |
Experiences segment operating income |
MISS |
pred ~$2.63B vs. cons $2.66B |
LOW |
| DIS |
Guide |
Adjusted EPS |
UNCHANGED |
guide ~$6.80 vs. cons $6.79 (fiscal 2026) |
MEDIUM |
| DIS |
Guide |
Adjusted EPS growth excluding 53rd-week comparison |
LOWER |
guide ~10.0% vs. cons 10.8% (fiscal 2027) |
MEDIUM |
| DIS |
Guide |
Entertainment SVOD operating margin |
LOWER |
guide ~10.0% vs. cons 10.5% (fiscal 2026) |
MEDIUM |
| DIS |
Guide |
Share repurchases |
LOWER |
guide ~$8.0B vs. cons $8.5B (fiscal 2026) |
LOW |
| DIS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.1% |
— |
MEDIUM |
| DIS |
Return |
5-day cumulative residual |
+0.7% (FADE) |
A modest Q3 beat—predicted adjusted EPS of $1.90 versus $1.86 consensus—without an increase to the roughly $6.80 fiscal-2026 outlook shifts about $0.04 out of implied Q4 earnings. Fiscal-2027 growth guidance of roughly 10.0% versus 10.8% consensus should limit estimate revisions and cause the initial relief rally to fade. |
MEDIUM |