Walt Disney Co is expected to release its Q3 2026 10-Q filing on August 5, 2026, before market open. Last quarter: Disney's Q3 FY2026 revenue grew 7% to $25.2 billion and operating income jumped 21%, but net income halved due to a prior-year one-time Hulu tax benefit.
EPS Estimate
$1.88
Revenue Estimate
$25.66B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the DIS page.
Drawn from management commentary in the Q2 2026 10-Q:
Net income attributable to Disney dropped 50% to $2.64 billion, primarily because the prior-year quarter included a $3.3 billion non-cash tax benefit recognized upon a change in Hulu's U.S. income tax classification. Excluding this and other items, adjusted EPS would have shown a more modest decline.
The current quarter included $900 million in restructuring and impairment charges, with $812 million from an impairment of Disney's investment in A+E and $88 million for severance. This compares to $185 million in the prior-year quarter, mainly from a writedown on the Tata Play investment.
Resorts and vacations revenue jumped 17%, driven by a 10% increase in passenger cruise days following the launches of the Disney Destiny in November 2025 and the Disney Adventure in March 2026. Total Parks & Experiences domestic operating income surged 27% to $2.1 billion.
Revenue
$25.25B
+6.76% YoY
EPS (Diluted)
$1.51
-48.29% YoY
Operating Income
$5.55B
+21.42% YoY
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