Aug 5, 6:30 AM ET
Disney reported fiscal third-quarter 2026 revenue of $25.2 billion, up 7%, and income before income taxes of $3.6 billion, up 14%. Adjusted EPS rose 28% to $2.06, while GAAP diluted EPS fell 48% to $1.51. The company reiterated its fiscal 2026 adjusted EPS growth outlook and raised its share repurchase target to at least $9 billion, which it plans to partly fund with about $1.2 billion from the sale of its A+E stake.
- Revenue rose 7% to $25.2 billion; income before income taxes rose 14% to $3.6 billion.
- Diluted EPS fell to $1.51 from $2.92; adjusted EPS rose to $2.06 from $1.61.
- Fiscal 2026 adjusted EPS growth outlook of about 12% excluding the 53rd week was reiterated.
- Share repurchases now targeted at at least $9 billion in fiscal 2026, after the agreed sale of the 50% A+E stake for about $1.2 billion in cash proceeds.
Read the filing on SEC.gov ↗
May 6, 6:40 AM ET
Disney reported fiscal second-quarter 2026 revenue of $25.2 billion, up 7% from a year earlier, and income before income taxes of $3.4 billion, up 9%. Adjusted EPS rose 8% to $1.57, but diluted EPS fell 30% to $1.27, so shareholders see mixed per-share results. The company also outlined fiscal 2026 adjusted EPS growth of approximately 12% excluding the 53rd week, and said it will not proceed with a previously planned OpenAI investment.
- Revenue rose 7% to $25.2 billion and income before income taxes rose 9% to $3.4 billion in the quarter ended March 28, 2026.
- Diluted EPS fell to $1.27 from $1.81, while adjusted EPS rose to $1.57 from $1.45.
- For fiscal 2026, the company expects adjusted EPS growth of approximately 12% excluding the 53rd week, or approximately 16% including it, and targets at least $8 billion in share repurchases.
- Because OpenAI shut down Sora, Disney will not proceed with its previously planned investment in the company.
Read the filing on SEC.gov ↗
Mar 20, 4:16 PM ET
On March 18, 2026, Disney's board appointed CEO Josh D'Amaro as a director, with a term expiring at the 2027 annual meeting, and to the board's Executive Committee. The same day, shareholders at the annual meeting elected all 11 director nominees, ratified PricewaterhouseCoopers LLP for fiscal 2026, approved the advisory executive compensation vote, and rejected three shareholder proposals.
- Josh D'Amaro, Chief Executive Officer, was appointed to the board effective immediately on March 18, 2026, and joins the Executive Committee.
- Maria Elena Lagomasino received the most votes against among the directors, at 87,361,080.
- PricewaterhouseCoopers LLP was ratified for fiscal 2026 with 1,389,388,245 votes for and 99,386,474 against.
- The advisory executive compensation vote received 1,091,655,024 for and 181,755,217 against. The cumulative voting proposal received 36,841,191 for and 1,231,354,256 against.
Read the filing on SEC.gov ↗
Mar 3, 4:31 PM ET
On February 27, 2026, Disney entered into a $5.25 billion 364-day credit agreement and a $4 billion five-year credit agreement, replacing its prior facilities. The filing says the facilities support commercial paper borrowings and general corporate purposes, and it also amends a 2024 credit agreement to exclude Fubo from its representations, covenants and default provisions.
- 364-day facility of $5.25 billion replaces the February 28, 2025 agreement and expires February 26, 2027, with an option to extend to February 26, 2028
- Five-year facility of $4 billion replaces the March 4, 2022 agreement and expires February 27, 2031
- Both agreements require a minimum ratio of Consolidated EBITDA to Consolidated Interest Expense of 3.00 to 1.00
- Amendment to the March 1, 2024 credit agreement adds Fubo as an excluded entity
Read the filing on SEC.gov ↗
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