Disney targets double-digit EPS growth and $7B share repurchases in 2026 as direct-to-consumer and Experiences segments accelerate
View original at seekingalpha.comDisney targets double-digit EPS growth and $7B share repurchases in 2026 as direct-to-consumer and Experiences segments accelerate Earnings Call Insights: The Walt Disney Company (DIS) Q4 2025 MANAGEMENT VIEW * CEO Robert Iger stated, "This was another year of great progress as we strengthened the company by leveraging…
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Disney's streaming business had operating income up 39% in Q4, hitting $1.3 billion for the full year, up $1.2 billion from last year and $300 million ahead of original guidance
80% confidenceDisney expects to deliver double-digit adjusted EPS growth in fiscal 2026 compared to the prior year
80% confidenceAdjusted EPS for fiscal 2025 was up 19% from fiscal 2024, and the company delivered a 19% compound annual growth rate in adjusted EPS over the past three fiscal years
80% confidenceCruise is a key growth driver for Disney Experiences, with bookings up 3% for the first quarter and for the year
80% confidenceDisney expects continued strong free cash flow growth going forward, giving flexibility to return cash to shareholders
80% confidenceDisney has no plans for major M&A and is satisfied with current IP portfolio
80% confidenceRetail sales for Stitch from Disney's Consumer Products business exceeded $4 billion in fiscal 2025
80% confidenceDisney built a hedge into financials with expectation that YouTube TV discussions could go for a while
80% confidenceCruise utilization is strong and margins are attractive but not disclosed
80% confidenceOver the past 2 years, Disney's studios have delivered 4 global franchise hits that have earned more than $1 billion each, while no other Hollywood studio has achieved a single one during the same period
80% confidenceDisney is very bullish on the upcoming slate including The Mandalorian, Toy Story 5, live-action Moana and Avengers: Doomsday
80% confidenceDisney's live-action Lilo & Stitch remains the highest grossing Hollywood film at the global box office this calendar year
80% confidenceDisney expects advertising growth in 2026 with improving advertising trends
80% confidenceDisney's priority is to remain on YouTube TV's service without interruption, and the proposed deal is equal to or better than what other large distributors have agreed to
80% confidenceAbout 80% of ESPN direct-to-consumer users have signed up for the trio bundle, which includes Disney+ and Hulu
80% confidenceDisney has aspirations for double-digit top-line growth in direct-to-consumer
80% confidenceLilo & Stitch achieved 14.3 million views during its first 5 days on Disney+, becoming the second biggest Disney live-action premiere on the platform ever
80% confidenceDisney is having productive conversations with AI companies for both protection of IP and creating engagement, and sees efficiency opportunities across Disney
80% confidenceDisney is targeting $7 billion in share repurchases in 2026, double the $3.5 billion repurchased in fiscal 2025
80% confidence
Data points we hold from this source
| The Walt Disney Company · direct to consumer operating income growth | 1.2 billion_USD |
| The Walt Disney Company · direct to consumer operating income | 1.3 billion_USD |