| NWS |
Report |
Revenue |
IN-LINE |
pred ~$2.30B vs. cons $2.28B |
MEDIUM |
| NWS |
Report |
Total Segment EBITDA |
BEAT |
pred ~$375M vs. cons $370M |
MEDIUM |
| NWS |
Report |
Adjusted EPS |
BEAT |
pred ~$0.24 vs. cons $0.23 |
MEDIUM |
| NWS |
Guide |
Total Segment EBITDA |
LOWER |
guide ~$1.70B vs. cons $1.73B (FY2027) |
LOW |
| NWS |
Guide |
Free cash flow |
BETTER |
guide ~$760M vs. cons $740M (FY2027) |
LOW |
| NWS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.6% |
— |
LOW |
| NWS |
Return |
5-day cumulative residual |
+0.6% (FADE) |
Day-1 residual of ~+1.6% fades to ~+0.6% by day 5: modest Q4 EBITDA/EPS upside is partly pre-priced, while an implied FY2027 EBITDA outlook of ~$1.70B versus consensus of $1.73B limits estimate revisions despite stronger cash flow. |
LOW |