Walt Disney Co

Company facts

Industry

Services-Miscellaneous Amusement & Recreation

Headquarters

Burbank, California

Most recent report

10-Q, filed Aug 5, 2026

Incorporated

Delaware

Filings on record

1,006+ filings

On EDGAR

CIK 1744489

Fiscal year ends

October

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 11 sections worth reading, with 1 positive, 5 notable, and 1 negative flags.

• Financial Statements (Item 1)

  Core financial results, impairments, acquisitions, litigation, and segment details.
  Notable

  • Year-to-date share repurchases nearly tripled to $7.2B from $2.5B, funded by operating cash flow of $12.5B.
  • Antitrust class action settlement for YouTube TV/DirecTV Stream subscribers received preliminary court approval.
  • Q3 2026 included a $0.8B non-cash impairment of A+E investment, plus $0.1B severance.
  • In July 2026, Disney agreed to sell its 50% A+E stake to Hearst for $1.2B cash, closing expected by fiscal year-end.

• Management's Discussion (Item 2)

  Core MD&A with segment results, impairments, buybacks, and cash flows, key to understanding Disney's performance.
  Positive

  • Share repurchase target raised to at least $9B in fiscal 2026, up from $8B.
  Notable

  • Capital expenditures expected $9B in fiscal 2026, up from $8B, driven by Experiences.
  Negative

  • A+E impairment of $812M in Q3 2026 ($959M nine months) – a large write-down.

What changed: Jun 2026 vs. Mar 2026

About 7% of DIS's Jun 2026 10-Q is new information. 37 paragraphs were added, 226 changed, and 50 removed. Below are the most important lines SECSift identified.

• Item 2 140
• Item 1 40
• Item 1A 5
• Item 4 2
• Item 5 1