DIS Earnings Predictions — 2026-08-05

Ticker	Report or Guide	KPI	Prediction	Answer	Confidence
DIS	Report	Adjusted diluted EPS	MISS	pred ~$1.82 vs. cons $1.842	MEDIUM
DIS	Report	Experiences operating income	MISS	pred ~$2.70B vs. cons $2.789B	MEDIUM
DIS	Report	Entertainment SVOD operating income	BEAT	pred ~$640M vs. cons $627M	MEDIUM
DIS	Guide	FY2026 adjusted EPS (including 53rd week)	BETTER	guide ~$6.88 vs. cons $6.81	MEDIUM
DIS	Guide	FY2026 Entertainment SVOD margin	UNCHANGED	guide at least 10% vs. cons UNVERIFIED	LOW
DIS	Guide	Back-half domestic parks trajectory	UNCHANGED	guide recovery framing vs. cons UNVERIFIED	LOW
DIS	Return	Day-1 residual (stock − beta × S&P 500)	-5.5%	—	LOW
DIS	Return	5-day cumulative residual	-4.5% (FADE)	FADE — partial recovery, still negative	LOW