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

Disney Q3 revenue rises 7% to $25.2 billion; adjusted EPS up 28% to $2.06

Positive Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyWalt Disney Company (The) (DIS)
Form8-K, current report
Filed with the SECAug 5, 2026, 6:30 AM ET
Accession number0001744489-26-000056

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 August 05, 2026.

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.