Disney's second quarter 2026 earnings beat estimates as streaming profitability surged to $582 million.

The Walt Disney Company reported second quarter 2026 revenue of $25.2 billion, up 7% year-over-year, and adjusted EPS of $1.57, up 8% from the prior year, with both metrics surpassing analyst expectations.

Key Highlights

• The Entertainment streaming (SVOD) business reported operating income of $582 million, an 88% increase from the prior year, significantly exceeding investor expectations.
• The Experiences segment achieved record second quarter revenue of $9.5 billion, a 7% increase, with operating income growing 5% to $2.6 billion, aided by a 5% rise in domestic per capita spending.
• Operating income for the Sports segment declined 5% to $652 million, impacted by higher programming rights fees for college sports and new agreements.