Form 8-K · Current report

The Walt Disney Company 8-K, filed Aug 5, 2026

Filed
CIK
0001744489
Accession no.
0001744489-26-000056
AI-generated summary

Summary

The Walt Disney Company reported fiscal third-quarter revenue of $25.2 billion, up 7%, with total segment operating income up 21% to $5.6 billion, while diluted EPS fell to $1.51 from $2.92 and adjusted EPS rose to $2.06. Disney reiterated its fiscal 2026 and 2027 adjusted EPS growth outlook and said it is now targeting at least $9 billion in share repurchases in fiscal 2026.

Key points

  • Toy Story 5, released theatrically on June 19, surpassed $1 billion in global box office, lifting the franchise's lifetime total above $4 billion.
  • Disney recorded roughly $100 million in a tariff refund in the quarter, reversing tariff payments made earlier in the fiscal year.
  • ESPN added the CW Network, whose more than 800 annual hours of CW Sports will stream on the ESPN app for ESPN Unlimited subscribers.
  • Disney announced a first-of-its-kind agreement with TikTok to bring a curated feed of creator content to Disney+.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition. On August 5, 2026, the Registrant issued an earnings release relating to its results for the quarter ended June 27, 2026. A copy of the earnings release is furnished herewith as Exhibit 99.1. Use of Website to Distribute Material Company Information The Registrant’s Investor Relations website is www.disney.com/investors. We use our Investor Relations website as a means of disclosing material non-public information and for the purpose of complying with our disclosure obligations under Regulation FD. …

An excerpt of the text as filed with the SEC, cut for length.

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