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北京时间·🕒 发布 04:15:33时区推断·⟳ 抓取 04:16:03·⚡ 决策 08-04 04:18:09 +2m06s·84.6 天前
TKO集团二季度业绩小幅超预期但EPS低于预期并上调全年指引
二季度收入、调整后EBITDA和净利润略高于预期，但EPS低于预期，财报信号并非单边强利好。
📄 原文Wall St Engine@wallstengine↗ 原文
TKO GROUP HOLDINGS $TKO Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.55B (Est. $1.53B) 🟢; +18% YoY 🔹 EPS: $1.34 (Est. $1.44)…
不做 TKO Group Holdings（TKO.US）
同一TKO二季度业绩催化已在2026-08-03 20:10 UTC被系统处理，本条为5分钟后的社媒复述；财报本身也只是收入/EBITDA小幅超预期、EPS miss和指引小幅上修的混合信号，不重复出交易卡。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 二季度收入、调整后EBITDA和净利润略高于预期，但EPS低于预期，财报信号并非单边强利好。
- 全年收入和调整后EBITDA指引仅小幅上修且接近一致预期，短线预期差有限。
- 已处理事件库显示同一TKO二季度业绩催化在2026-08-03 20:10 UTC已被处理，本条为5分钟后的社媒复述。
主要风险
- 若盘后电话会披露UFC或WWE媒体版权、票务需求或资本回报的超预期增量，需由新信号重新研判。
- 行情服务本轮超时，未用真实盘后价格判断二级市场即时反应。
反向证据
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检索:TKO Group Q2 2026 earnings revenue EPS EBITDA guidance buyback dividend
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原文全文
展开原文 · 1,070 字
TKO GROUP HOLDINGS $TKO Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.55B (Est. $1.53B) 🟢; +18% YoY
🔹 EPS: $1.34 (Est. $1.44) 🔴; +15% YoY
🔹 Adj. EBITDA: $649.9M (Est. $644M) 🟢; +23% YoY
🔹 Net Income: $303.9M (Est. $289M) 🟢; +11% YoY
Raises FY26 Guide:
🔹 Revenue: $5.78B-$5.83B (Est. $5.79B) 🟡
🔹 Prior Revenue Guide: $5.68B-$5.78B
🔹 Adj. EBITDA: $2.28B-$2.31B (Est. $2.28B) 🟡
🔹 Prior EBITDA Guide: $2.24B-$2.29B
Segment Net Revenue:
🔹 UFC: $535.7M; +29% YoY
🔹 WWE: $620.9M; +12% YoY
🔹 IMG: $354.7M; +16% YoY
Other Q2 Metrics:
🔹 Adjusted EBITDA Margin: 42%; +200 bps YoY
🔹 Free Cash Flow: $349.6M (Est. $331M) 🟢; -7% YoY
Capital Return:
🔹 Dividend: $0.79/share; $150M aggregate
🔹 Buybacks: ASR $800M (4,167,298 shares)
🔹 YTD Capital Returned: $1.3B+
🔹 Remaining Authorization: $1B+
Comments:
🔸 “Our decision to raise full-year guidance reflects both our performance to date and our confidence in TKO’s multi-year trajectory.”
🔸 “The demand in the experience economy is undeniable and positions us well for multi-year growth, margin expansion, and overall value creation.”
🔹 Revenue: $1.55B (Est. $1.53B) 🟢; +18% YoY
🔹 EPS: $1.34 (Est. $1.44) 🔴; +15% YoY
🔹 Adj. EBITDA: $649.9M (Est. $644M) 🟢; +23% YoY
🔹 Net Income: $303.9M (Est. $289M) 🟢; +11% YoY
Raises FY26 Guide:
🔹 Revenue: $5.78B-$5.83B (Est. $5.79B) 🟡
🔹 Prior Revenue Guide: $5.68B-$5.78B
🔹 Adj. EBITDA: $2.28B-$2.31B (Est. $2.28B) 🟡
🔹 Prior EBITDA Guide: $2.24B-$2.29B
Segment Net Revenue:
🔹 UFC: $535.7M; +29% YoY
🔹 WWE: $620.9M; +12% YoY
🔹 IMG: $354.7M; +16% YoY
Other Q2 Metrics:
🔹 Adjusted EBITDA Margin: 42%; +200 bps YoY
🔹 Free Cash Flow: $349.6M (Est. $331M) 🟢; -7% YoY
Capital Return:
🔹 Dividend: $0.79/share; $150M aggregate
🔹 Buybacks: ASR $800M (4,167,298 shares)
🔹 YTD Capital Returned: $1.3B+
🔹 Remaining Authorization: $1B+
Comments:
🔸 “Our decision to raise full-year guidance reflects both our performance to date and our confidence in TKO’s multi-year trajectory.”
🔸 “The demand in the experience economy is undeniable and positions us well for multi-year growth, margin expansion, and overall value creation.”
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