Revenue Growth Across Segments
Total revenue rose 6.5% YoY to $25.2B in Q2 FY2026, up from $23.6B in Q2 FY2025, indicating broad-based demand across Disney's entertainment and experiences businesses.
Walt Disney Co is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: Disney reported Q2 FY2026 revenue of $25.2B (+6.5% YoY), but net income fell sharply to $2.2B (-31.4% YoY), reflecting higher costs and non-operating headwinds even as operating income grew modestly to $4.6B.
Drawn from management commentary in the Q1 2026 10-Q:
Total revenue rose 6.5% YoY to $25.2B in Q2 FY2026, up from $23.6B in Q2 FY2025, indicating broad-based demand across Disney's entertainment and experiences businesses.
Operating income grew 3.8% YoY to $4.6B, but operating margin compressed slightly from 18.8% to 18.3%, suggesting cost growth is outpacing revenue growth. Net income dropped 31.4% to $2.2B, pointing to significant non-operating charges or tax/interest headwinds below the operating line.
SG&A expenses increased 2.3% YoY to $4.1B, though the pace of growth was slower than revenue, suggesting some operating leverage is being achieved on the selling and administrative cost base.
Revenue
$25.17B
++6.55% YoY
EPS (Basic)
$1.27
-29.83% YoY
Operating Income
$4.6B
++3.76% YoY
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