earnings
confidence high
sentiment positive
materiality 0.85
TKO Q1 revenue $1.6B, Adj. EBITDA $550M; board adds $1B buyback
TKO Group Holdings, Inc.
2026-Q1 EPS
reported $1.12
vs consensus $1.20
▼ miss
(-6.7%)
- Revenue $1.597B (+26% YoY); net income $249.8M vs $165.5M; Adj. EBITDA $549.8M (+32%).
- UFC revenue $401.2M (+12%) driven by Paramount deal; WWE $475.7M (+22%) on Royal Rumble and Netflix/ESPN rights; IMG $655.4M (+38%) on Olympics hospitality.
- Board authorized incremental $1B share repurchase; $800M ASR and $200M 10b5-1 plan.
- Full-year 2026 guidance reaffirmed: revenue $5.675-5.775B, Adj. EBITDA $2.240-2.290B.
- Free cash flow $674.5M; quarterly dividend $0.78/share paid March 31.