Walt Disney Company: Financial Update
Walt Disney’s shares have declined by 44% over the past five years, as of February 27, 2026. Despite this, the company has seen significant growth in its streaming segment, which reached 131.6 million global subscribers for Disney+ as of September 27, 2025. The direct-to-consumer segment, including Disney+ and Hulu, reported an increase in operating income from $261 million in Q1 2025 to $450 million in Q1 2026, while the cable TV segment experienced a 14% drop in year-over-year operating income for fiscal 2025.
In Q1 2026, Disney’s experiences segment contributed 38% to the company’s total revenue but accounted for 72% of operating income, highlighting its importance to the overall financial health of the company. Analysts project that Disney’s earnings per share will grow at a compound annual rate of 11.3% from fiscal 2025 to fiscal 2028, despite the company’s recent stock performance.
Currently, Disney shares trade at a forward price-to-earnings ratio of 17.6, which is below the market average, suggesting potential for investment opportunities.
