| FOX |
Report |
Revenue |
BEAT |
pred ~$3.76B vs. cons $3.71B |
MEDIUM |
| FOX |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.02B vs. cons $0.97B |
MEDIUM |
| FOX |
Report |
Adjusted EPS |
BEAT |
pred ~$1.52 vs. cons $1.44 |
MEDIUM |
| FOX |
Guide |
FY2027 adjusted EBITDA outlook |
BETTER |
guide ~$3.85B vs. cons $3.80B (FY2027) |
LOW |
| FOX |
Guide |
FY2027 adjusted EPS outlook |
LOWER |
guide ~$5.55 vs. cons $5.76 (FY2027) |
MEDIUM |
| FOX |
Guide |
Pro forma net leverage at Roku closing |
UNCHANGED |
guide ~2.8x vs. cons 2.8x (1H CY2027 closing) |
HIGH |
| FOX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| FOX |
Return |
5-day cumulative residual |
+0.8% (FADE) |
Day-1 residual ~+2.4% vs. day-5 cumulative residual ~+0.8%: a Q4 operating beat should initially help, but implied FY2027 EPS of ~$5.55 versus $5.76 consensus reflects financing costs and reduced buyback support, limiting positive revisions and causing the move to fade. |
MEDIUM |