DIS · News · 20260805N
Guidance / Outlook
Walt Disney Co · 2026-08-05 · Importance 46 · Surprise 40 · In source text
Disney reaffirmed its fiscal 2026 outlook for double-digit adjusted earnings-per-share growth. Management also raised its planned fiscal-year share repurchases to at least $9 billion, supported in part by proceeds from the A+E Global Media divestiture. The guidance was reiterated after fiscal third-quarter results, with management citing continued strength in Experiences and streaming while acknowledging pressure in Sports.
Key facts
- The company noted increased capital spending for parks, new attractions, and cruise fleet expansion and expects content investment of approximately $24 billion for FY2026. source
- Wall Street expects Disney Q3 EPS of $1.86 and revenue of $25.4 billion, according to LSEG. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | probable | — | The company noted increased capital spending for parks, new attractions, and cruise fleet expansion and expects content investment of… |
| assets | positive | probable | — | The company noted increased capital spending for parks, new attractions, and cruise fleet expansion and expects content investment of… |
| cash | negative | probable | — | The company noted increased capital spending for parks, new attractions, and cruise fleet expansion and expects content investment of… |
| revenue | unclear | contingent | — | Wall Street expects Disney Q3 EPS of $1.86 and revenue of $25.4 billion, according to LSEG. |