Coverage summary
Aardvark Labs Capital Research has covered The Walt Disney Company (DIS) since May 8, 2025. The company is in the Communication Services sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 FY26 Earnings Recap, published August 8, 2026. The current rating is Outperform, unchanged since the Q2 FY26 Earnings Recap of May 6, 2026. The rating has changed 3 times since coverage began.
Translations: 6 in Chinese.
The Excel model for DIS holds 22 quarters and 5 fiscal years of history and 6 quarters and 5 fiscal years of projections. It was last updated September 27, 2026.
Rating history
All DIS reports
Recap: Q3 FY26
Parks Delivered What Management Promised, Streaming Advertising Did Not: Maintaining Outperform Into a De-Rated Multiple
Recap: Q2 FY26
Streaming Acceleration, Experiences Record, and a Clean Succession Hand-Off — Upgrading to Outperform from Hold
Recap: Q1 FY26
Streaming Margin Inflection Confirms, But Entertainment OI Drops 35% and FCF Turns Sharply Negative — Maintaining Hold
Recap: Q4 FY25
Theatrical Comps Mask a Constructive FY26 Setup — DTC Profit Pool Compounds, Experiences Hits a Record, Capital Returns Step Up. Downgrading to Hold from Outperform.
Recap: Q3 FY25
DTC Inflection Sustained, Sports Reaccelerates, NFL/WWE/Hulu Mega-Moves Reframe the Streaming Thesis — Upgrading to Outperform
Recap: Q2 FY25
Streaming Flips to Real Growth, Parks Margins Inflect, FY25 Guide Raised to $5.75 — Initiating Coverage at Hold