The Walt Disney Co

DIS: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Disney Earnings: Firm Very Strong on All the Most Important Fronts and Poised to Accelerate

Matthew Dolgin

May 6, 2026

Disney had a fantastic fiscal second quarter. It sees no sign of consumer weakness and expects experiences growth to accelerate. Total sales grew 6.5% year over year. Preliminary costs to support new experiences and higher programming costs led to a 50-basis-point contraction in operating margin.

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The Walt Disney Co

Disney Earnings: Firm Very Strong on All the Most Important Fronts and Poised to Accelerate

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