Earnings Preview: What To Expect From Walt Disney's Report

With a market cap of $219.7 billion, The Walt Disney Company (DIS) is a global entertainment leader with diversified operations across film, television, streaming, publishing, and theme parks. Headquartered in Burbank, California, Disney continues to evolve its business structure to align with the rapidly changing media landscape.
Walt Disney is slated to announce its fiscal Q3 2025 earnings results before the market opens on Wednesday, Aug. 6. Ahead of this event, analysts expect the company to report a adjusted earnings of $1.47 per share, a rise of 5.8% from $1.39 per share in the year‑ago quarter. It has exceeded Wall Street's earnings expectations in the past four quarters.
For fiscal 2025, analysts expect the entertainment company to report adjusted EPS of $5.78, an increase of 16.3% from $4.97 in fiscal 2024.

Shares of Walt Disney have returned 25.6% over the past 52 weeks, outperforming the broader S&P 500 Index's ($SPX) 12.7% rise and the Communication Services Select Sector SPDR ETF Fund's (XLC) 24.7% gain over the same period.

Shares of Disney climbed 10.8% on May 7 after the company reported stronger-than-expected fiscal Q2 2025 results, including revenue of $23.62 billion and adjusted EPS of $1.45. The direct-to-consumer segment posted a massive turnaround with $336 million in operating income, up 615% year-over-year, while Disney+ gained 1.4 million subscribers, reaching 126 million. Additionally, upbeat full-year guidance of $5.75 EPS and a $2 billion increase in operating cash flow forecast fueled investor optimism.
Analysts' consensus view on DIS stock remains bullish, with a "Strong Buy" rating overall. Out of 28 analysts covering the stock, 21 recommend a "Strong Buy," two "Moderate Buys," and five "Holds." As of writing, the stock is trading below the average analyst price target of $132.32.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.