**Disney and Apple Fiscal Q3 2026 Performance Review**
Disney (DIS) reported a 21% year-over-year increase in total segment operating income during its fiscal third quarter of 2026, driven by record revenues in Disney Experiences and a global guest growth of 4%. The company has raised its share-repurchase target to $9 billion, supported by selling its A+E Global Media stake. The Zacks Consensus Estimate for Disney’s earnings in fiscal 2026 is $6.88, indicating a 16.02% growth.
In contrast, Apple (AAPL) achieved record quarterly revenues of $109.4 billion, up 16% year-over-year, in its fiscal third quarter of 2026. However, guidance for the September quarter suggests a lower revenue growth of 9% to 11%, attributing this to foreign-exchange headwinds and supply constraints. The consensus earnings estimate for Apple in fiscal 2026 stands at $8.85, reflecting an 18.63% increase. Both companies currently carry a Zacks Rank of #3 (Hold).
Disney’s valuation at a forward price-to-earnings ratio of 15.15x appears more favorable compared to Apple’s 32.77x, especially given Disney’s accelerating fundamentals and potential for growth.
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