DIS
Walt Disney Company (The) · Communication Services · Entertainment
TECHSellZACKSHold
R500#164 today
$102.19
+0.85% today · -3.73% 1W
Oct 2 close or latest
PreviewWhy it's moving
Moving with the market
- DIS +0.85% on the last session vs SPY +0.74%: +0.1 pts of stock-specific move.
- Aftermath, big drop (Oct 1): After its 60 big drops in the past 5 years, DIS typically lost 1.6% over the next month (median) and was higher only 40% of the time; half the outcomes fell between -5.2% and +2.8%. An ordinary month: -1.5%. Among S&P 500 stocks after big drops, that ranks #498 of 500.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 12
In 39 days
estimated date
EPS estimate
$1.69
$1.56 to $1.93 · 23 analysts
Revenue estimate
$25.2B
$24.0B to $26.3B
Track record
8/8 beats
last 8 reports · moved ±6.1% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 5, 2026 BMO | 3Q2026 | $1.85 | $2.06 | +$0.21 (+11.1%) beat | $25.2B | +3.6% +3.9 vs SPY | +3.9% | +5.5% |
| May 6, 2026 BMO | 2Q2026 | $1.50 | $1.57 | +$0.07 (+5.0%) beat | $25.2B | +7.5% +6.2 vs SPY | +6.0% | +5.7% |
| Feb 2, 2026 BMO | 1Q2026 | $1.58 | $1.63 | +$0.05 (+3.4%) beat | $26.0B | -7.4% -7.9 vs SPY | -7.8% | -3.6% |
| Nov 13, 2025 BMO | 4Q2025 | $1.02 | $1.11 | +$0.09 (+8.4%) beat | $22.5B | -7.8% -6.1 vs SPY | -6.7% | -10.3% |
| Aug 6, 2025 BMO | $1.45 | $1.61 | +$0.16 (+11.0%) beat | — | -2.7% -3.4 vs SPY | -2.1% | -3.9% | |
| May 7, 2025 BMO | $1.21 | $1.45 | +$0.24 (+19.8%) beat | — | +10.8% +10.3 vs SPY | +11.1% | +20.8% | |
| Feb 5, 2025 BMO | $1.43 | $1.76 | +$0.33 (+23.1%) beat | — | -2.4% -2.9 vs SPY | +2.1% | -3.8% | |
| Nov 14, 2024 BMO | $1.11 | $1.14 | +$0.03 (+2.7%) beat | — | +6.2% +6.9 vs SPY | +7.4% | +11.2% | |
| Aug 7, 2024 BMO | $1.19 | $1.39 | +$0.20 (+16.8%) beat | — | -4.5% -3.8 vs SPY | -2.2% | -4.9% | |
| May 7, 2024 BMO | $1.10 | $1.21 | +$0.11 (+10.0%) beat | — | -9.5% -9.6 vs SPY | -7.9% | -9.1% | |
| Feb 7, 2024 AMC | $1.03 | $1.22 | +$0.19 (+18.4%) beat | — | +11.5% +11.5 vs SPY | +8.0% | +12.5% | |
| Nov 8, 2023 AMC | $0.71 | $0.82 | +$0.11 (+15.5%) beat | — | +6.9% +7.7 vs SPY | +4.0% | +11.2% | |
| Aug 9, 2023 AMC | $0.98 | $1.04 | +$0.06 (+6.1%) beat | — | +4.9% +4.8 vs SPY | +2.8% | -1.3% | |
| May 10, 2023 AMC | $0.94 | $0.93 | −$0.01 (−1.1%) miss | — | -8.7% -8.6 vs SPY | -6.3% | -8.3% | |
| Feb 8, 2023 AMC | $0.79 | $0.99 | +$0.20 (+25.3%) beat | — | -1.3% -0.4 vs SPY | +5.6% | -2.3% | |
| Nov 8, 2022 AMC | $0.56 | $0.30 | −$0.26 (−46.4%) miss | — | -13.2% -11.1 vs SPY | -9.4% | -4.4% | |
| Aug 10, 2022 AMC | $0.99 | $1.09 | +$0.10 (+10.1%) beat | — | +4.7% +4.7 vs SPY | +8.7% | +9.2% | |
| May 11, 2022 AMC | $1.19 | $1.08 | −$0.11 (−9.2%) miss | — | -0.9% -0.8 vs SPY | -2.2% | -0.9% | |
| Feb 9, 2022 AMC | $0.62 | $1.06 | +$0.44 (+71.0%) beat | — | +3.4% +5.2 vs SPY | +6.0% | +6.2% | |
| Nov 10, 2021 AMC | $0.50 | $0.38 | −$0.12 (−24.0%) miss | — | -7.1% -7.1 vs SPY | -6.6% | -9.8% | |
| Aug 12, 2021 AMC | $0.55 | $0.80 | +$0.25 (+45.5%) beat | — | — | — | — | |
| May 13, 2021 AMC | $0.26 | $0.79 | +$0.53 (>+100%) beat | — | — | — | — | |
| Feb 11, 2021 AMC | −$0.34 | $0.32 | +$0.66 (>+100%) beat | — | — | — | — | |
| Nov 12, 2020 AMC | −$0.65 | −$0.20 | +$0.45 (+69.2%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $1.69 (23) | $1.56 – $1.93 | +53% | -5.0% | ▲4 ▼16 | $25.2B | +12% |
| Next quarter · Dec 31, 2026 | $1.95 (10) | $1.77 – $2.18 | +19% | +0.9% | ▲2 ▼6 | $27.6B | +6% |
| Current year · Sep 30, 2026 | $6.93 (29) | $6.71 – $7.19 | +17% | +1.5% | ▲5 ▼0 | $101.5B | +8% |
| Next year · Sep 30, 2027 | $7.49 (29) | $7.09 – $7.76 | +8% | 0.0% | ▲3 ▼3 | $106.1B | +5% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.