| DIS |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.91 vs. cons $1.86 |
MEDIUM |
| DIS |
Report |
Total segment operating income |
IN-LINE |
pred ~$5.34B vs. cons $5.30B |
HIGH |
| DIS |
Report |
Experiences segment operating income |
BEAT |
pred ~$2.89B vs. cons $2.85B |
MEDIUM |
| DIS |
Guide |
FY2026 adjusted EPS outlook, including the 53rd week |
BETTER |
guide ~$6.88 vs. cons $6.83 (FY2026) |
MEDIUM |
| DIS |
Guide |
FY2027 adjusted EPS growth outlook, excluding the 53rd week |
BETTER |
guide ~$7.57 vs. cons $7.45 (FY2027) |
LOW |
| DIS |
Guide |
FY2026 share repurchase target |
UNCHANGED |
guide ~$8.0B vs. cons $8.0B (FY2026) |
HIGH |
| DIS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| DIS |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
A ~$1.91 vs. $1.86 EPS beat combined with ~$5.34B vs. $5.30B segment OI should support upward FY2026/FY2027 revisions if Disney reaffirms ~$6.88 vs. $6.83 FY2026 adjusted EPS and implies ~$7.57 vs. $7.45 for FY2027. The key is that the beat is expected to be Experiences- and streaming-margin-led rather than a below-the-line or timing-driven result, limiting the risk of out-period estimate cuts. |
MEDIUM |