The Walt Disney Company reports its fiscal third quarter 2026 financial results before the opening of regular trading on August 5, 2026, with executives scheduled to discuss the numbers via live webcast at 8:30 a.m. ET. The release and accompanying materials will be posted at www.disney.com/investors. BusinessWire

Analysts tracked by LSEG and cited by CNBC expect Disney to post earnings per share of $1.86 on revenue of $25.40 billion for the quarter. CNBC

The Q3 FY26 report arrives with clear box-office tailwinds. Disney's corporate website states that Toy Story 5 delivered the biggest global opening of 2026. The franchise had previously grossed $3.3 billion across five films through the prior cycle, with Toy Story 3 and Toy Story 4 each surpassing $1 billion at the global box office, according to Disney's Q3 FY24 earnings presentation (August 7, 2024). The corporate site also notes that Disney will discuss fiscal third quarter 2026 financial results via webcast, consistent with tomorrow's scheduled release.

Disney's film studios generated more than $6.5 billion at the global box office in calendar year 2025, the company's third-biggest box-office year on record. Disney

The Q1 FY26 executive commentary, published February 2, 2026 at 8:30 a.m. ET, referenced both Toy Story 5 and Disney's live-action Moana, and reported quarterly revenue exceeding $10 billion. The earnings call transcript for the same period also cited both titles. Disney Investor Relations

The broader context here is one of franchise-driven performance feeding into a streaming-and-parks conglomerate that the Street evaluates across multiple revenue vectors. The LSEG consensus EPS of $1.86 and revenue of $25.40 billion serve as the benchmark against which actual prints will be measured. For investors and analysts, the key variables to watch include the degree to which Toy Story 5's theatrical performance flows through to the quarter, the contribution trajectory of the live-action Moana, and whether streaming segment economics continue to improve or show signs of deceleration. Parks revenue, always a swing factor seasonally, will receive scrutiny as well, particularly given that calendar Q2 (Disney's fiscal Q3) is a peak travel period.

The spread between the Q1 FY26 quarterly revenue figure (exceeding $10 billion, per the executive commentary) and the Q3 FY26 Street consensus of $25.40 billion reflects both seasonality and the fuller contribution from summer theatrical releases. Whether actual results clear that bar will hinge on the monetization cadence of the film slate and the operating leverage embedded in Disney's segment reporting.

For ESG-focused investors, Disney's investor relations page directs to impact.disney.com/esg-reporting/, where the company posts its annual Sustainability & Social Impact Report and related disclosures. Disney Investor Relations

The webcast begins at 8:30 a.m. ET on August 5, 2026.