Disney Q1 revenue rises 5% to $26.0 billion, but EPS falls to $1.34
Disney reported fiscal first-quarter revenue of $26.0 billion, up 5% from a year earlier, while diluted EPS fell 4% to $1.34 and adjusted EPS fell 7% to $1.63. Total segment operating income dropped 9% to $4.6 billion, and the company cited a $110 million impact from the temporary suspension of YouTube TV carriage. Disney expects double-digit adjusted EPS growth for fiscal 2026 and is on track to repurchase $7 billion of stock.
Key points
- Revenue rose 5% to $26.0 billion; Experiences reported record quarterly revenue of $10.0 billion
- Adjusted EPS fell to $1.63 from $1.76; total segment operating income fell 9% to $4.6 billion
- Fiscal 2026 outlook: double-digit adjusted EPS growth, $19 billion in cash from operations, and $7 billion in planned stock repurchases
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits 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 February 02, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.