The Walt Disney Company Q4 2025 Earnings Recap

DIS Q4 2025 November 13, 2025

Strong earnings growth in Q4 2025 was driven by successful film releases and significant progress in direct-to-consumer services, as Disney continues to enhance its strategic focus on core assets.

Earnings Per Share Beat

$1.11 vs $1.05 est.

+5.7% surprise

Revenue Miss

22464000000 vs 22756894782 est.

-1.3% surprise

Market Reaction

1-Day -1.68%

5-Day -4.56%

30-Day +3.73%

Key Takeaways

Adjusted EPS rose 19% year-over-year, maintaining a 19% compound annual growth rate over the last three years.
Share repurchase target for 2026 is set at $7 billion, doubling the previous year, alongside a 50% increase in the cash dividend to $1.50 per share.
The DTC segment saw a substantial turnaround, posting a 39% operating income increase in Q4, reaching $1.3 billion for the full year.
Disney Studios achieved record box office numbers with major releases, including the highest-grossing Hollywood film of the year, "Lilo and Stitch."
ESPN launched a full direct-to-consumer service with positive early fan engagement, enhancing the viewing experience across its platforms.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit DIS on AllInvestView.

Next Q1 2026