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Disney (DIS) reported a 9.3% increase in shares year to date as it successfully navigated streaming profitability while executing a $60 billion capital investment program for the largest theme park expansion in its history. The company achieved $336 million in operating income from its streaming business in Q2 of fiscal 2025, and Disney+ gained 1.4 million subscribers, bringing its total to 126 million.
Disney’s parks capital expenditures reached $4.3 billion in Q2 2025, aiming for a 20-25% capacity increase by 2027. Notable expansions include new attractions at Magic Kingdom and Hollywood Studios, with the Disney Cruise Line set to double its fleet to 13 ships by 2031. Revenues for Q2 totaled $23.6 billion, up 7% year-over-year, while the experiences segment generated $8.9 billion.
Looking forward, Disney maintains a robust balance sheet with $36.4 billion in long-term debt and guides for $95.15 billion in revenues for fiscal 2025. With a forward P/E ratio of approximately 19.38x, below the industry average of 21.06x, Disney presents itself as a compelling investment opportunity for the second half of 2025.
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