Disney reports its fiscal third-quarter 2026 financial results before the market opens on August 5, 2026. Executives will discuss the numbers in a live webcast at 8:30 a.m. ET, with materials posted at www.disney.com/investors. BusinessWire

Analysts tracked by LSEG (a major financial data provider) and cited by CNBC expect Disney to post earnings per share (EPS) of $1.86 on revenue of $25.40 billion for the quarter. EPS is a company's profit divided by its outstanding shares — a standard way to gauge profitability on a per-share basis. Revenue is the total money brought in before costs are subtracted. CNBC

The quarter benefits from 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 the webcast for fiscal Q3 2026 results, consistent with the 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 Wall Street evaluates across multiple revenue streams. The LSEG consensus EPS of $1.86 and revenue of $25.40 billion serve as the benchmark against which actual results will be measured. Think of these analyst estimates as the hurdle Disney needs to clear — if actual numbers come in above, the stock often reacts positively; below, the opposite.

For investors and analysts, the key variables to watch include how much of 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, given that calendar Q2 (Disney's fiscal Q3) is a peak travel period.

The gap between the Q1 FY26 revenue figure (exceeding $10 billion, per the executive commentary) and the Q3 FY26 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 — the degree to which revenue growth translates into profit growth — embedded in Disney's segment reporting.

For ESG-focused investors (those who factor environmental, social, and governance criteria into their decisions), 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.