| DIS |
Report |
Adjusted EPS (Q3 FY2026) |
BEAT |
pred ~$1.90 vs. cons $1.842 |
MEDIUM |
| DIS |
Report |
SVOD Operating Income (Q3 FY2026) |
BEAT |
pred ~$650M vs. cons $627M |
MEDIUM |
| DIS |
Report |
Domestic Parks Attendance (Q3 FY2026) |
IN-LINE |
pred ~20.5M vs. cons 20.69M |
MEDIUM |
| DIS |
Guide |
FY2026 Adj. EPS (incorporating 53rd week, FY2026) |
BETTER |
guide ~$7.00-7.10 vs. cons $6.810 |
MEDIUM |
| DIS |
Guide |
FY2026 Experiences OI (qualitative, FY2026) |
BETTER |
guide strong Q4 commentary, back-half acceleration confirmed vs. cons $11.02B |
MEDIUM |
| DIS |
Guide |
FY2026 SVOD OI / margin trajectory (FY2026) |
UNCHANGED |
guide double-digit margin sustained, sequential growth continues vs. cons $2.395B OI |
HIGH |
| DIS |
Guide |
FY2026 Sports OI (FY2026) |
UNCHANGED |
guide mid-single-digit growth reaffirmed vs. cons $3.055B |
HIGH |
| DIS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| DIS |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions move up as Street incorporates 53rd week into Q4 models; short covering provides mechanical bid; FY2027 guide reaffirmation extends multiple |
MEDIUM |