Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
News Corporation's fiscal 2026 featured broad-based revenue growth, as digital real estate and professional information services outperformed, though a one-time inventory write-off and the loss of a prior-year discontinued operations gain weighed on net income. Foreign currency fluctuations provided a $189 million tailwind to revenue, while the amended credit facility increased liquidity to $1 billion. Underlying operating performance improved, with Segment EBITDA rising 15%, and the company sharply increased share repurchases.
Revenue
$9.03B
+6.81% YoY
EPS (Diluted)
$1.03
-50.24% YoY
Filed · Source: SEC EDGAR 10-K filing · Audit Opinion: unqualified (Source: Report of Independent Registered Public Accounting Firm)
Source: SEC XBRL
News (NWS) reported FY2026 revenue of $9.03B, up 6.8% year over year.
Last 4 quarters: 4 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026This filing | 0.35 | 0.22 | Beat +62.4% |
| Mar 2026 | 0.21 | 0.19 | Beat +12.1% |
| Dec 2025 | 0.40 | 0.35 | Beat +14.2% |
| Sep 2025 | 0.22 | 0.19 | Beat +17.0% |
Reported EPS of $0.35 versus the $0.22 analyst consensus — a +62.4% beat for Jun 2026.
5 reported segments · SEC XBRL
Segment revenue totals $9.03B, which is the $9.03B of consolidated revenue on the income statement.
Compiled by AI from 10-K Item 7 of this filing
In March 2026, the Company entered into an amended and restated credit agreement, extending maturity to five years, increasing the revolving credit facility from $750 million to $1 billion, and raising the term loan A facility from $456 million to $500 million.
Source: 10-K Item 7 MD&A
The impact of foreign currency fluctuations of the U.S. dollar against local currencies resulted in a revenue increase of $189 million, or 2%, for fiscal 2026.
Source: 10-K Item 7 MD&A
The Book Publishing segment incurred a $16 million inventory write-off at HarperCollins' international operations and a $13 million write-off of a customer receivable related to the closure of a book distributor, pressuring segment profitability.
Source: 10-K Item 7 MD&A
Segment EBITDA for Digital Real Estate Services rose 23% to $741 million, reflecting higher revenues at REA Group and Move and the absence of $12 million of costs related to the withdrawn Rightmove offer in the prior year.
Source: 10-K Item 7 MD&A
Digital revenues at Dow Jones represented 84% of total segment revenues for fiscal 2026, up from 82% in fiscal 2025, driven by higher circulation and subscription revenues from professional information products.
Source: 10-K Item 7 MD&A
Compiled by AI from 10-K Item 1A of this filing · 2 high, 3 medium, 0 low
The Company faces increasing competition from AI-powered platforms and tools that are changing how users discover and consume content, reducing traffic and subscriber demand for News Corp's digital products. Rapid AI advancements lower barriers to entry and enable competitors to offer similar services at lower cost.
Source: 10-K Item 1A
Elevated interest rates, high home prices, and low consumer confidence continue to adversely impact the U.S. real estate market and the Digital Real Estate Services segment, particularly Move. Economic uncertainty also softens consumer spending in book publishing.
Source: 10-K Item 1A
Shifts in advertising spending from print to digital, audience fragmentation, and algorithm changes by large digital platforms have reduced traffic and advertising rates. Evolving technology, including AI-driven content discovery, may further erode digital advertising revenue.
Source: 10-K Item 1A
The Company's credibility and brands could be harmed by incidents where AI tools misattribute inaccurate or misleading information to its publications, eroding consumer trust and potentially impacting circulation and advertising revenues.
Source: 10-K Item 1A
Developing AI-based products involves complexity and cost, with risks of bias, errors, or intellectual property violations. Rapidly evolving AI regulations across jurisdictions could limit the Company's ability to deploy certain AI solutions and increase compliance costs.
Source: 10-K Item 1A
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 9.03 $B | 8.45 $B | +6.81% |
Net Income $B | 0.57 $B | 1.18 $B | -51.44% |
EPS (Basic) $ | 1.03 $ | 2.08 $ | -50.48% |
EPS (Diluted) $ | 1.03 $ | 2.07 $ | -50.24% |
SG&A Expense $B | 3.51 $B | 3.30 $B | +6.30% |
Answers draw on this SEC filing and the data on this page
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