AI brief of an SEC Form 8-K · Walt Disney Company (The) (DIS)

Disney reports fiscal 2025 revenue up 3% to $94.4 billion; adjusted EPS up 19%

Positive Impact 4 of 5 earnings Written later

Disney reported fourth-quarter and full-year fiscal 2025 results for the period ended September 27, 2025. Full-year revenue rose 3% to $94.4 billion and full-year adjusted EPS rose 19% to $5.93, while fourth-quarter revenue was flat and fourth-quarter adjusted EPS fell 3% to $1.11. For fiscal 2026, Disney guided to double-digit adjusted EPS growth and said it plans to double share repurchases to $7 billion.

Key points

  • Full-year diluted EPS was $6.85, up from $2.72; fourth-quarter diluted EPS was $0.73, up from $0.25
  • Fourth-quarter total segment operating income fell 5% to $3.5 billion from $3.7 billion
  • Fiscal 2026 guidance includes double-digit adjusted EPS growth and a share repurchase target of $7 billion, double the fiscal 2025 level
  • Board declared a cash dividend of $1.50 per share, payable in two installments of $0.75 on January 15, 2026 and July 22, 2026

The filing

CompanyWalt Disney Company (The) (DIS)
Form8-K, current report
Filed with the SECNov 13, 2025, 6:42 AM ET
Accession number0001744489-25-000154

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 13, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.