Walt Disney (DIS) Earnings Q4 2026
November 11 @ 4:05 pm - 5:05 pm
Walt Disney (DIS) Earnings Q4 2026
Next DIS Quarterly Earnings: Wednesday, at 4:05 pm ET (9:05 pm London).
Date to be confirmed by the publisher; this is the scheduled date.
- Consensus
- Not yet published
- Prior
- Q3 FY26 adjusted EPS $2.06
- Actual
- Pending
Updated
The Walt Disney Company reports its fiscal fourth-quarter and full-year 2026 earnings on Wednesday, November 11, 2026, with results due after the market closes at 4:05 pm ET (9:05 pm London). Disney’s own investor relations team has not yet published a confirmed date for this release, so the schedule above follows the company’s usual pattern of reporting fiscal Q4 results in the second week of November. Full schedule and background: Disney (DIS) earnings dates.
Markets watch this release closely because Disney sits across several sectors at once: media, streaming, theme parks and consumer products. A single earnings call can move sentiment on cinema chains, cruise operators, sports broadcasting rights and the wider streaming industry, not just Disney’s own share price.
What is the Disney Q4 2026 earnings report?
This is Disney’s quarterly results announcement, covering the three months to roughly the end of September 2026 (Disney’s fiscal year runs from October to September, so this is fiscal Q4 and marks the close of fiscal year 2026). The release includes revenue, earnings per share (EPS, the profit allocated to each share of stock), and segment-level detail across three main divisions: Entertainment, Sports (which includes ESPN) and Experiences (theme parks, resorts, cruises and consumer products).
Chief executive Robert A. Iger and chief financial officer Hugh Johnston typically host a call with analysts shortly after the release, taking questions on streaming subscriber growth, theme park attendance, film box office performance and capital spending plans. Wall Street analysts covering the stock, along with large institutional shareholders, use this data to update their models and price targets.
When is the Disney Q4 2026 earnings report and how to follow it
The written release is expected around 4:05 pm ET (9:05 pm London time) on November 11, 2026, published on Disney’s investor relations website. A live audio webcast of the earnings call, usually starting around 4:30 pm ET, is also hosted there, with a replay available afterwards. As this date has not been formally confirmed by Disney, readers should check the investor relations page in the days beforehand in case the company moves the date by a day or two, which does happen occasionally.
Financial news wires including Reuters and Bloomberg typically carry headline figures within minutes of the release, and business channels such as CNBC often air live analysis during the call itself.
What to expect
A consensus forecast for Disney’s fiscal Q4 2026 revenue and adjusted EPS has not yet been published this far ahead of the release; analyst estimates typically firm up in the two to three weeks before the report. Once available, they are usually compiled by data providers such as LSEG (formerly Refinitiv) or Visible Alpha and reported by outlets including Reuters and CNBC.
Investors will be focused on several themes carried over from recent quarters. Disney’s most recent published results, for fiscal Q3 2026 (reported in August 2026), showed adjusted EPS of $2.06, up from $1.61 a year earlier, with total segment operating income rising 21% to $5.6 billion, according to Disney’s own earnings release. Management said at the time it was targeting at least $9 billion in share buybacks for fiscal 2026 and reaffirmed guidance for double-digit adjusted EPS growth in fiscal years 2026 and 2027, according to Disney’s third-quarter fiscal 2026 earnings statement.
For the fourth-quarter report, analysts are likely to focus on:
- Streaming profitability: whether Disney+ and Hulu’s combined direct-to-consumer operating margin continues moving toward the double-digit target management has previously guided towards.
- Theme park attendance and spending: domestic and international park revenue trends heading into the crucial holiday booking period.
- ESPN and sports rights costs: the financial impact of NBA and college sports programming commitments, and progress on ESPN’s standalone streaming app.
- Box office performance: how recent theatrical releases have performed against internal expectations, given some franchise films have underperformed forecasts in prior quarters.
- Fiscal 2027 guidance: any update to Disney’s medium-term earnings growth outlook, which the company has previously described in terms of double-digit adjusted EPS growth.
A verified table of the last four quarters of revenue and EPS against analyst estimates is not included here, because complete figures for each of the most recent quarters could not be confirmed against Disney’s own investor relations disclosures at the time of writing. Readers wanting the full quarterly history should consult Disney’s investor relations site directly.
What the outcome could mean
| Scenario | Likely market read | Plain-English meaning |
|---|---|---|
| Beat on EPS and revenue, streaming margins improve | Shares likely to rise, media and entertainment peers may follow | Disney’s turnaround in streaming and parks spending is gaining momentum, supporting confidence in the wider sector |
| Results broadly in line with prior guidance | Muted share reaction, focus shifts to forward guidance and buyback pace | Business is performing as expected, so attention moves to what management says about the year ahead |
| Miss on revenue or weaker streaming subscriber growth | Shares likely to fall, questions raised about park spending and content costs | Growth in a key part of the business is slowing, which could pressure the stock and weigh on sentiment toward other legacy media companies |
What It Means for Your Money
Disney is a component of major indices such as the S&P 500 and the Dow Jones Industrial Average, so its shares are held, often without people realising it, inside workplace pensions, ISAs and index tracker funds across the UK, Europe and beyond. A sharp move in Disney’s share price on earnings day will have a small but real effect on the value of these diversified funds, even for investors who have never bought Disney stock directly.
For consumers, the numbers matter too. Theme park pricing, streaming subscription costs and cable bundle fees are all shaped by how well these segments are performing financially. If Disney reports weaker-than-expected park attendance or streaming growth, it can signal caution about consumer spending more broadly, which is relevant to household budgets well beyond America, including UK and European holidaymakers who visit Disney’s parks or subscribe to Disney+.
Currency movements also play a role. As a US dollar-denominated stock, Disney’s reported results can be affected by the strength or weakness of the dollar against the pound, euro and other currencies, particularly for its international parks and streaming revenue. A stronger dollar can make Disney’s overseas earnings translate into fewer dollars on paper, even if underlying local demand is healthy.
Related events
- Disney fiscal Q1 2027 earnings (expected February 2027)
- Netflix and Comcast quarterly earnings, for comparison across the streaming and media sector
- US non-farm payrolls report, for the wider health of American consumer spending that underpins theme park and streaming demand
Frequently Asked Questions
What time does Disney report Q4 2026 earnings?
The release is expected around 4:05 pm ET (9:05 pm London time) on November 11, 2026, though Disney has not formally confirmed this date.
Where can I watch the Disney earnings call live?
Disney typically hosts a live audio webcast on its investor relations website, with a replay available shortly afterwards.
What was Disney’s most recent quarterly result?
In its fiscal Q3 2026 report, published in August 2026, Disney posted adjusted EPS of $2.06, up from $1.61 a year earlier, according to the company’s earnings release.
Is there a consensus forecast for Disney’s Q4 2026 earnings?
Not yet. Analyst consensus figures for revenue and EPS typically become widely available in the two to three weeks before the release, compiled by data providers and reported by financial news outlets.
Why does Disney’s earnings report matter beyond its own shareholders?
Disney’s results are watched as a bellwether for consumer discretionary spending, theme park demand and the streaming industry, and the stock’s movement affects pension funds and index trackers that hold it as part of broad market benchmarks.