| NWS |
Report |
Adjusted EPS |
BEAT |
pred ~$0.27 vs. cons $0.24 |
MEDIUM |
| NWS |
Report |
Revenue |
BEAT |
pred ~$2.30B vs. cons $2.25B |
MEDIUM |
| NWS |
Report |
Total Segment EBITDA |
BEAT |
pred ~$362M vs. cons $354M |
MEDIUM |
| NWS |
Guide |
FY2027 adjusted EPS outlook / implied earnings power |
BETTER |
guide ~$1.10 vs. cons $1.08 (FY2027) |
LOW |
| NWS |
Guide |
FY2027 free-cash-flow outlook |
BETTER |
guide ~$720M vs. cons $690M (FY2027) |
LOW |
| NWS |
Guide |
FY2027 Dow Jones Segment EBITDA growth |
BETTER |
guide ~11% vs. cons 9% (FY2027) |
MEDIUM |
| NWS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
MEDIUM |
| NWS |
Return |
5-day cumulative residual |
+5.5% (FOLLOW-THROUGH) |
A ~$0.03 EPS beat and ~$8M EBITDA beat should be supported by upward FY2027 revisions: Dow Jones margin/professional-information momentum, Realtor.com monetization, stronger publishing, FCF growth and continued buybacks point to implied FY2027 EPS of ~$1.10 versus ~$1.08 consensus. |
MEDIUM |