Ten Key

Walt Disney Co (DIS)

Latest 10-Q (filed 2026-08-05)

Income Statement

Consolidated Statement of Income

WALT DISNEY CO/ (DIS)

Three and Nine Months Ended (In millions, except shares and per share data)

Jun 27, 2026 (Q3) Jun 28, 2025 (Q3) Jun 27, 2026 (YTD) Jun 28, 2025 (YTD)
        Revenues $25,248 $23,650 $76,397 $71,961
Service $22,675 $21,214 $68,565 $64,520
Product $2,573 $2,436 $7,832 $7,441
      Costs $(15,106) $(14,532) $(47,676) $(44,748)
Service $(13,674) $(13,034) $(43,094) $(40,201)
Product $(1,432) $(1,498) $(4,582) $(4,547)
      Selling, general, administrative and other $(3,968) $(4,141) $(12,162) $(12,052)
      Depreciation and amortization $(1,414) $(1,332) $(4,135) $(3,932)
        Total costs and expenses $(20,488) $(20,005) $(63,973) $(60,732)
        Restructuring and impairment charges $(900) $(185) $(1,139) $(437)
        Interest expense, net $(298) $(324) $(813) $(1,037)
        Equity in the income of investees $83 $75 $233 $203
        Income before income taxes $3,645 $3,211 $10,705 $9,958
        Income taxes $(801) $2,732 $(2,912) $2,030
      Net income $2,844 $5,943 $7,793 $11,988
      Net income attributable to noncontrolling interests $(206) $(681) $(506) $(897)
      Net income attributable to The Walt Disney Company (Disney) $2,638 $5,262 $7,287 $11,091
        Diluted 1.51 2.92 4.12 6.12
        Basic 1.52 2.92 4.13 6.14
        Diluted (shares) 1,743 1,805 1,769 1,812
        Basic (shares) 1,738 1,799 1,763 1,806

Balance Sheet

Consolidated Balance Sheets

WALT DISNEY CO/ (DIS)

As of June 27, 2026 and September 27, 2025 (In millions, except shares and per share data)

Jun 27, 2026 Sep 27, 2025
          Cash and Cash Equivalents $5,185 $5,695
          Receivables, net $14,553 $13,217
          Inventories $2,081 $2,134
          Content advances $1,934 $2,063
          Other current assets $1,139 $1,158
            Total current assets $24,892 $24,267
        Produced and licensed content costs $30,193 $31,327
        Investments $7,627 $8,097
          Parks Resorts And Other Property, Gross Excluding Projects And Land $87,448 $82,041
          Accumulated depreciation $(49,056) $(48,889)
        Parks, resorts and other property before projects in progress and land, Total $38,392 $33,152
        Projects in progress $5,169 $6,911
        Land $1,183 $1,192
        Parks, resorts and other property $44,744 $41,255
        Intangible assets, net $9,786 $9,272
        Goodwill $74,682 $73,294
        Other assets $12,816 $10,002
        Total assets $204,740 $197,514
          Accounts payable and other accrued liabilities $19,548 $21,203
          Current portion of borrowings $8,627 $6,711
          Deferred revenue and other $6,930 $6,248
          Total current liabilities $35,105 $34,162
          Borrowings $37,414 $35,315
          Deferred income taxes $5,219 $3,524
          Other long-term liabilities $10,160 $9,901
        Commitments and contingencies
            Preferred stock
            Common stock and additional paid-in capital, $0.01 par value, Authorized – 4.6 billion shares, Issued – 1.9 billion shares $62,639 $59,814
            Retained earnings $65,052 $60,410
            Accumulated other comprehensive loss $(2,908) $(2,914)
            Treasury stock, at cost, 148 million shares at June 27, 2026 and 79 million shares at September 27, 2025 $(14,751) $(7,441)
            Total Disney Shareholders' equity $110,032 $109,869
        Noncontrolling interests $6,810 $4,743
          Total equity $116,842 $114,612
        Total liabilities and equity $204,740 $197,514

Cash Flow

Consolidated Statement of Cash Flows

WALT DISNEY CO/ (DIS)

Nine Months Ended (In millions, except shares and per share data)

Jun 27, 2026 (YTD) Jun 28, 2025 (YTD)
      Net Income $7,793 $11,988
        Depreciation and amortization $4,135 $3,932
        Impairments of investments and produced content $959 $419
        Deferred income taxes $1,028 $(2,915)
        Equity in the income of investees $(233) $(203)
        Cash distributions received from equity investees $191 $110
        Net change in produced and licensed content costs and advances $1,106 $819
        Equity-based compensation $1,160 $1,004
        Other, net $(121) $(153)
          Receivables $(1,170) $(660)
          Inventories $1 $(70)
          Other assets $(194) $(201)
          Accounts payable and other liabilities $(529) $(307)
          Income taxes $(1,611) $(136)
          Net Cash Provided by Operating Activities $12,515 $13,627
        Investments in parks, resorts and other property $(6,780) $(6,108)
        Acquisitions and purchase of investments, net $(540) $(98)
        Other, net $64 $13
        Cash used in investing activities $(7,256) $(6,193)
        Commercial paper borrowings (payments), net $2,268 $(1,498)
        Borrowings $5,046 $1,057
        Reduction of borrowings $(3,625) $(2,969)
        Dividends $(1,337) $(905)
        Repurchases of Common Stock $(7,245) $(2,496)
        Acquisition of redeemable noncontrolling interests $439
        Other, net $(847) $(840)
        Cash used in financing activities $(5,740) $(8,090)
        Impact of Exchange Rate on Cash, Cash Equivalents and Restricted Cash $(19) $31
      Change in Cash, Cash Equivalents and Restricted Cash $(500) $(625)
      Cash, Cash Equivalents and Restricted Cash, End of Period
      Cash, Cash Equivalents and Restricted Cash, End of Period