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TKO Group (TKO) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2026-02-20 15:15
Core Viewpoint - TKO Group Holdings is expected to report a significant decline in quarterly earnings per share, while revenues are projected to increase substantially year-over-year [1]. Earnings Estimates - Analysts predict TKO Group will post quarterly earnings of $0.14 per share, reflecting a 60% decline compared to the same period last year [1]. - Over the last 30 days, the consensus EPS estimate has been revised downward by 3.5%, indicating a reassessment by analysts [2]. Revenue Projections - Total revenues are forecasted to be $1.02 billion, representing a year-over-year increase of 59.5% [1]. - Specific revenue estimates include: - 'Net Revenue- UFC- Consumer products licensing and other' at $14.31 million, a change of +0.8% year-over-year [5]. - 'Net Revenue- WWE' estimated at $346.68 million, indicating a +16.2% change [5]. - 'Net Revenue- UFC' projected to reach $382.79 million, reflecting an +11.3% change [5]. - 'Net Revenue- UFC- Media rights, production and content' at $223.56 million, a +12.9% change [6]. - 'Net Revenue- UFC- Live events and hospitality' expected to be $72.78 million, a +12.7% change [6]. - 'Net Revenue- UFC- Partnerships and marketing' estimated at $72.15 million, a +7.5% change [7]. - 'Net Revenue- WWE- Media rights, production and content' projected at $226.25 million, indicating a +44.8% change [7]. Event Metrics - Analysts estimate 'UFC - Numbered events' to remain at 4, consistent with the previous year [8]. - 'UFC - Fight Nights' is expected to reach 7, up from 6 in the same quarter last year [8]. - Total 'UFC - Total events' is projected at 11, compared to 10 in the same quarter of the previous year [8]. - For event locations, 'UFC - Location of events - International' is expected to increase to 4 from 3 last year, while 'UFC - Location of events - United States' remains at 7 [9]. Stock Performance - TKO Group shares have increased by 4.3% over the past month, contrasting with a -0.8% change in the Zacks S&P 500 composite [9].