---
schema_version: "secwatch.filing_event.v1"
accession: "0001744489-26-000036"
form_type: "8-K"
ticker: "DIS"
cik: "0001744489"
company_name: "Walt Disney Co"
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:49:37.109210+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Disney Q2 revenue up 7% to $25.2B; adj EPS $1.57 vs $1.45; guides FY26 adj EPS growth ~12% ex-53rd week

## Summary
- Revenue $25.2B (+7% YoY); segment op income $4.6B (+4%); adjusted EPS $1.57 (+8%).
- GAAP diluted EPS fell to $1.27 from $1.81.
- FY2026 adj EPS growth guidance ~12% (excl 53rd wk), ~16% (incl 53rd wk); targeting at least $8B in share repurchases.
- Q3 total segment op income expected ~$5.3B; Disney Experiences demand healthy but mindful of macro uncertainty.
- FY2027 double-digit adj EPS growth expected, excluding 53rd week impact.

## SEC filing metadata
- accession: 0001744489-26-000036
- form_type: 8-K
- ticker: DIS
- cik: 0001744489
- company_name: Walt Disney Co
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1744489/000174448926000036/0001744489-26-000036-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1744489/000174448926000036/dis-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001744489-26-000036
- JSON: https://secwatch.observer/filing/0001744489-26-000036.json
- Plain text: https://secwatch.observer/filing/0001744489-26-000036.txt

## Source-grounded claims
- claim_id: 0d54e298fe2313a9436b83d3fd0f1dd5ece713bd
  claim: Walt Disney Co reported the quarter ended March 28, 2026 results: revenue $25.2 billion, EPS $1.57.
  evidence_excerpt: results modestly exceeded our prior guidance. Stronger-than-expected revenue growth was the primary driver of the outperformance. Revenues increased 7% for the second quarter to $25.2 billion from $23.6 billion in Q2 fiscal 2025. Income before income taxes increased 9% to $3.4 billion from $3.1 billion in Q2 fiscal 2025. Total segment operating income (1) increased 4%
  evidence_url: https://www.sec.gov/Archives/edgar/data/1744489/000174448926000036/0001744489-26-000036-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.