Disney(US:DIS) ZACKSยท2025-11-13 13:51Core Insights - Walt Disney reported quarterly earnings of $1.11 per share, exceeding the Zacks Consensus Estimate of $1.03 per share, but down from $1.14 per share a year ago, representing an earnings surprise of +7.77% [1] - The company posted revenues of $22.46 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.72% and down from $22.57 billion year-over-year [2] - Disney has surpassed consensus EPS estimates four times over the last four quarters and topped revenue estimates twice [2] Earnings Outlook - The immediate price movement of Disney's stock will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.72 on revenues of $26.09 billion, and for the current fiscal year, it is $6.49 on revenues of $100.99 billion [7] Industry Context - The Media Conglomerates industry, to which Disney belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Disney's stock performance [5][6]