How has DIS's earnings trended over the past year?
4/11/2025 12:40am
Disney's earnings have shown a general upward trend over the past year, with some fluctuations. Here's a summary of the key points:
1. **Q1 2025**: The most recent report period is for Q1 2025, where DIS is estimated to report EPS of $1.19 and revenue of $23.17 billion.
2. **Q4 2024 Earnings**: Disney's Q4 2024 earnings exceeded expectations, with revenue at $22.57 billion and EPS at $1.14, beating analyst estimates of $22.49 billion and $1.11, respectively.
3. **Q2 2024 Earnings**: In Q2 2024, Disney is expected to show a slight increase in revenue to $22.08 billion and EPS of $1.09, up from the previous quarter and the same period in 2023.
4. **Stream Growth vs. Theme Park Challenges**: Despite challenges in the theme park segment due to hurricanes and cruise ship pre-opening costs, Disney's streaming growth, particularly in the direct-to-consumer entertainment division, has been a significant contributor to earnings. The company expects a more than $1 billion profit in its streaming division for 2025.
5. **Future Growth Outlook**: Disney remains optimistic about future earnings growth, projecting high-single-digit adjusted earnings growth for 2025 compared to the previous fiscal year, with double-digit adjusted EPS growth anticipated in 2026 and 2027.
Overall, Disney's earnings have demonstrated resilience, driven by strong performance in its streaming segment and successful film releases, despite facing challenges in its theme park business.