Walt Disney Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.9%projected annual EPS growth
Analyst Coverage
31analysts covering
FY Revenue (est.)
$101.4Bnext fiscal year
FY EPS (est.)
$6.87next fiscal year
Monitoring Framework
Key Performance Indicators
Direct-to-Consumer (DTC) Streaming Operating Margin Quarterly10.0%Target: Sustained double-digit margins
Experiences Segment Operating Income Growth Quarterly7.0%Target: High-single digit growth
Watch Items
- Linear Television Revenue DeclineTrigger: Accelerating double-digit year-over-year declines in affiliate and advertising revenuesAction: Accelerate cost-cutting measures and transition sports/entertainment content to direct-to-consumer platforms
- Experiences Segment Consumer SoftnessTrigger: Decline in domestic park attendance or per-capita guest spending below prior-year levelsAction: Implement targeted promotional offers, adjust park capacity limits, and optimize operational expenses
Research as of 2 Sep 2026