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🏢 公司NewsroomNWSCodex · 实盘可交易 · 做多市场:美股▲ 赚 +3.25% · 已结算把握 5/10
北京时间·🕒 发布 04:15:29(美东 08-05 16:15)·⟳ 抓取 08-27 12:02:47 +21d07h·⚡ 决策 08-06 04:27:50 −21d07h·82.6 天前

新闻集团公布FY2026四季度业绩,EPS、收入、现金流和回购均明显改善

FY2026四季度调整后EPS为0.35美元,明显高于0.20-0.23美元附近的一致预期;收入23.4亿美元高于22.3-22.8亿美元预期区间。

📄 原文NWS↗ 原文
News Corp Reports Fourth Quarter and Full Year Results for Fiscal 2026
Fiscal 2026 Fourth Quarter and Full Year Financial Highlights Fourth quarter revenues were $2.34 billion, an 11% increa…
▲ 做多新闻集团NWSA.US🇺🇸试探仓
▲ 赚 +3.25%入场 08-05 盘后首笔 @28.89 → 离场 08-06 常规开盘 @29.93
26.0028.0030.0028.89做多 08-05离场 08-0607-1509-18
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑业绩超预期但只低追防高开回落
怎么买 限价买入 不高于昨收 +3%、仅下一个交易日,不成交作废
怎么卖 止盈 +4%(半仓)/+8%(清仓) · 止损 -4% · 时间止损 2日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

分时走势

做多 NWSA.US 新闻集团

建仓日早于近 30 天,只有日线图

成交明细 · 纸面

做多 NWSA.US 新闻集团

收益状态+3.25% 已平仓
进场成交2026-08-05 · 盘后首笔 · 08-06 04:21 北京 · @28.8946 · 成交 11%
离场成交2026-08-06 · 常规开盘 · @29.925
毛收益+3.57%
成本+0.32%
净收益+3.25%
计入收益+0.35%
建仓日2026-08-05 · 进场不早于新闻时刻 + 2 分钟

收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 19:39

研究档案

🔎 新鲜度:最早出现 2026-08-05 · 扩散 low · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2026-08-05 16:15 ET首发News Corp公司官网一手源原文 ↗
    公司盘后发布FY2026四季度和全年业绩,披露收入、EPS、EBITDA、现金流和回购数据。
    市场反应:发布发生在美股收盘后;NWSA当日常规盘收涨1.64%,尚无可靠盘后成交价。
  2. 2026-08-05 17:00 ET官方确认/否认News Corp投资者关系日程一手源原文 ↗
    公司此前公告将在16:15后发布业绩并于17:00 ET召开电话会,说明本次为计划内财报披露。

关键理由

  • FY2026四季度调整后EPS为0.35美元,明显高于0.20-0.23美元附近的一致预期;收入23.4亿美元高于22.3-22.8亿美元预期区间。
  • 全年自由现金流8.11亿美元,同比增42%,相当于新闻集团(NWSA.US)约157亿美元市值的约5.2%,全年回购6.43亿美元强化股东回报。
  • 同主体历史先例显示财报利好后容易高开低走,因此只在前收约3%以内低追,不接受大幅跳空。

主要风险

  • 财报日历可预期且NWSA近20日已涨8.76%、收盘接近60日高位,若次日跳空超过3%容易落入历史上的高开派发模式。
  • 公司未给出FY2027量化指引,若电话会对房地产、广告或AI授权增量表述保守,盈利超预期可能被兑现。

反向证据

  • 做多前查反向 · 来源 kb_search · 日期 2026-08-05 · 影响 none
    内部KB未命中本次财报相关的即时负面新增事实,主要背景仍是房地产、广告和AI版权诉讼不确定性。
    检索:News Corp recent risks lawsuit AI licensing advertising real estate fiscal 2026
  • 做多前查反向 · 来源 web · 日期 2026-07-21 · 影响 weakens
    News Corp对Brave等AI抓取方采取诉讼,法律成本和执行不确定性存在,但也与公司内容授权议价逻辑一致。
    检索:News Corp recent lawsuit AI licensing risk OpenAI Meta August 2026 News Corp 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例没有推翻做多,但把仓位从small压到probe、把追高上限从6%收紧到3%,并下调止盈目标。

方向:高相似同主体样本方向分化,强正面财报可涨,但温和或有瑕疵财报容易横盘或下跌,方向只给中等正向。

涨幅量级:高相似样本不足以支持5%-10%无条件目标,合理短线空间收窄到约4%-8%,且必须以低追成交为前提。

形态:NWS.US 2025-08-05和NYT.US 2026-02-04/08-05都显示高开低走或beat后反跌风险,财报计划内利好不能追大幅跳空。

历史先例(按相似度)

  • 相似度 9/10 NWS.US 2025-08-05 新闻集团FY2025四季度收入小增、全年回购计划扩容,但四季度调整后EPS同比略降。 原文 ↗
    事件后 +1日 +1.1% · +2日 -0.0% · +3日 -1.8% · +4日 -2.0% · +5日 -0.8%
    ⚠来源层级不符(声明issuer/实为media) — 该行涨幅别用来定止盈止损
    相似度依据:同一公司、同为盘后FY第四季度业绩和回购叙事,但当年调整后EPS同比略降,质量弱于当前。
    经验:FY2025强回购公告次日高开约6%后收窄,说明新闻集团财报利好不能追大幅跳空。
  • 相似度 8/10 NWS.US 2025-11-06 新闻集团FY2026一季度收入、EBITDA和自由现金流改善,并称AI相关收入有正面影响。 原文 ↗
    事件后 +1日 +6.4% · +2日 +6.5% · +3日 +6.1% · +4日 +6.5% · +5日 +4.2%
    ⚠来源层级不符(声明issuer/实为media) — 该行涨幅别用来定止盈止损
    相似度依据:同一公司、同为盘后财报,含Dow Jones和AI内容授权叙事,但季度不是全年收官。
    经验:FY2026一季度财报后NWS.US次日明显上涨,说明当专业信息和回购叙事同步改善时仍可重定价。
  • 相似度 8/10 NWS.US 2026-02-05 新闻集团FY2026二季度收入和调整后EPS增长,但净利润同比下降且图书出版有1600万美元一次性冲销。 原文 ↗
    事件后 +1日 -6.3% · +2日 -4.1% · +3日 -0.7% · +4日 -2.3% · +5日 -6.3%
    ⚠来源层级不符(声明issuer/实为media) — 该行涨幅别用来定止盈止损
    相似度依据:同一公司同为盘后财报,但该次有净利润同比下降和HarperCollins一次性冲销,质量明显弱于当前。
    经验:FY2026二季度即使调整后EPS增长,净利润下降和一次性冲销会压过正面指标,财报必须看净影响。
  • 相似度 7/10 NWS.US 2025-05-08 新闻集团FY2025三季度收入小增、调整后EPS同比增长,Dow Jones和REA改善。 原文 ↗
    事件后 +1日 +0.2% · +2日 +1.4% · +3日 +1.1% · +4日 +1.2% · +5日 +0.9%
    ⚠来源层级不符(声明issuer/实为media) — 该行涨幅别用来定止盈止损
    相似度依据:同一公司盘后财报,核心业务改善类似,但不是全年业绩且收入增速仅1%。
    经验:温和财报改善通常只带来短线有限反应,只有明显超预期才值得付出跳空成本。
  • 相似度 6/10 NYT.US 2026-02-04 纽约时报Q4 2025 EPS和收入超预期,但支出担忧导致股价下跌。 原文 ↗
    事件后 +1日 -6.3% · +2日 -4.3% · +3日 -5.7% · +4日 -4.9% · +5日 -2.1%
    相似度依据:同为美国媒体公司财报、收入和EPS超预期,但NYT订阅KPI与支出担忧权重更高。
    经验:媒体股即使EPS和收入超预期,若费用或用户增速引发担忧,市场会反向交易。
  • 相似度 6/10 TRI.US 2026-02-05 Thomson Reuters Q4 2025披露有机收入增长、FCF展望和10%分红增长。 原文 ↗
    事件后 +1日 -5.6% · +2日 -5.9% · +3日 -4.5% · +4日 -2.9% · +5日 -4.7%
    ⚠锚前1-2日已异动14.2%>锚定日5.6% — 该行涨幅别用来定止盈止损
    相似度依据:同为专业信息/新闻数据公司,业务质量与Dow Jones类似,但市值更大且有明确全年指引。
    经验:专业信息公司若同时给出有机增长、FCF和回购/分红框架,市场更愿意给正向估值。
  • 相似度 5/10 NYT.US 2026-08-05 纽约时报Q2 2026收入和EPS超预期,但数字订阅净增放缓导致股价大跌。 原文 ↗
    事件后 +1日 -12.9%
    相似度依据:同为媒体公司财报超预期但KPI减速压倒盈利,反映财报二阶指标风险。
    经验:盈利beat不能单独支撑追多,用户或指引减速会导致见光死甚至大跌。
  • 相似度 5/10 Z.US 2026-02-10 Zillow Q4 2025收入增长18%、盈利转正并回购,但后续季度指引仍决定持续性。 原文 ↗
    事件后 +1日 -16.5% · +2日 -19.9% · +3日 -20.6% · +4日 -19.6% · +5日 -17.8%
    相似度依据:同为数字房地产服务链条,能验证房地产广告平台景气,但不是媒体内容公司。
    经验:房地产平台财报利好需要看下一季指引,单季强劲若后续指引保守会被折价。
工具调用 · 历史记录,结果未知(3 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 8,059 字
News Corp Reports Fourth Quarter and Full Year Results for Fiscal 2026

Fiscal 2026 Fourth Quarter and Full Year Financial Highlights

Fourth quarter revenues were $2.34 billion, an 11% increase compared to $2.11 billion in the prior year, driven by growth at the Digital Real Estate Services, Book Publishing and Dow Jones segments, while net income from continuing operations in the quarter was $230 million, a 167% increase compared to $86 million in the prior year.

Fourth quarter Total Segment EBITDA was $423 million, a 31% increase compared to $322 million in the prior year. Fourth quarter reported EPS from continuing operations were $0.33 as compared to $0.09 in the prior year – Adjusted EPS were $0.35 as compared to $0.19 in the prior year.

For fiscal 2026, revenues rose 7% to $9.03 billion, net income from continuing operations increased 15% to $743 million and Total Segment EBITDA was up 15% to $1.63 billion, leading to higher operating cash flow, which increased by 26% to $1.24 billion.

Full year free cash flow of $811 million was 42% higher than the prior year, driven by exceptional fourth quarter results coupled with working capital improvements.

Dow Jones revenues for the fourth quarter rose 7% leading to robust 20% Segment EBITDA growth, benefiting from higher content licensing and digital circulation revenues, an 11% increase in Dow Jones Risk & Compliance revenues and a 10% increase in digital advertising revenues.

REA Group revenues for the fourth quarter rose 21%, driven by strong Australian residential performance, led by double-digit growth in yield and listing volumes, and positive foreign exchange impacts.

Move, operator of Realtor.com ® , grew fourth quarter revenue by 13% driven by strong demand for premium offerings, continued product innovation and audience share gains.

Book Publishing delivered 15% revenue growth for the quarter, supported by a strong frontlist, higher backlist sales and accelerated growth in digital revenues.

NEW YORK, NY – August 5, 2026 – News Corporation (“News Corp” or the “Company”) (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV) today reported financial results for the three months and fiscal year ended June 30, 2026.

Commenting on the results, Chief Executive Robert Thomson said:

“We concluded Fiscal 2026 with an exceptional fourth quarter performance, including an 11% increase in revenues to $2.34 billion and the highest profitability on record. Fourth quarter net income from continuing operations soared 167% to $230 million, while our earnings per share were $0.33, up from $0.09 in the prior year, and our adjusted EPS were $0.35, compared to $0.19 last year. Our core growth engines—Digital Real Estate Services, Dow Jones and Book Publishing—fueled a 31% surge in fourth quarter Total Segment EBITDA to $423 million.

On a full year basis, News Corp reported another year of record revenue and profitability on a continuing operations basis, with growth accelerating to 7% and 15%, respectively, while operating cash flow grew 26% to $1.24 billion. As a result, free cash flow increased significantly, rising 42% to $811 million. Our enhanced cash position enabled us to aggressively return capital to shareholders, with the buyback accelerating to well over four times the prior year’s rate at $643 million.

Our record performance is a product of sustained focus on, and reinvestment in, News Corp’s core growth engines and our transformation to a digital-first company underpinned by insightful and trusted content.

Much of the world is being reshaped by artificial intelligence, but artificial intelligence itself is only as useful and only as trustworthy as the quality of its inputs. We believe that makes News Corp an absolutely critical participant in the emerging AI ecosystem. Without our journalists, our authors, our data, our brands and our professional expertise, users would be drowning in a slimy sea of AI slop.

We have trusted content relationships with OpenAI and Meta, and are in advanced discussions with several other companies. However, under our woo and sue approach, we are taking aggressive action against those who pilfer and profit from our work. We will pursue those pilferers, and companies that are clients of these crass kleptomaniacs should know they are patently in possession of stolen goods.”

Fourth Quarter Results
The Company reported fiscal 2026 fourth quarter total revenues of $2.34 billion, an 11% increase compared to $2.11 billion in the prior year period, primarily driven by higher real estate revenues at Digital Real Estate Services, higher print and digital sales at Book Publishing and higher circulation and subscription revenues at Dow Jones. Results included a $71 million, or 4%, positive impact from foreign currency fluctuations. Adjusted Revenues (which excludes the foreign currency impact, acquisitions and divestitures as defined in Note 2) increased 7% compared to the prior year.

Net income from continuing operations for the quarter was $230 million, a 167% increase compared to $86 million in the prior year, primarily driven by higher Total Segment EBITDA, as discussed below, and lower impairment and restructuring charges.

The Company reported fourth quarter Total Segment EBITDA of $423 million, a 31% increase compared to $322 million in the prior year, primarily driven by the strong revenue growth as discussed above. Adjusted Total Segment EBITDA (as defined in Note 2) increased 25%.

Net income from continuing operations per share attributable to News Corporation stockholders was $0.33 as compared to $0.09 in the prior year. Adjusted EPS (as defined in Note 3) were $0.35 compared to $0.19 in the prior year.

Full Year Results
The Company reported fiscal 2026 full year total revenues of $9.03 billion, a 7% increase compared to $8.45 billion in the prior year. The increase was driven by higher revenues at the Digital Real Estate Services, Dow Jones and Book Publishing segments, the Company’s core growth engines, and a $189 million, or 2%, positive impact from foreign currency fluctuations. Adjusted Revenues increased 4%.

Net income from continuing operations for the full year was $743 million, a 15% increase compared to $648 million in the prior year. The increase reflects higher Total Segment EBITDA, as discussed below, and higher interest income, partially offset by lower Other, net driven by the gain on the sale of REA Group’s investment in PropertyGuru in the prior year.

Total Segment EBITDA for the full year was $1.63 billion, a 15% increase compared to $1.42 billion in the prior year primarily driven by strong contributions from the Digital Real Estate Services and Dow Jones segments, primarily as a result of higher revenues, as discussed above, and lower employee costs in the Other segment. Adjusted Total Segment EBITDA increased 12%.

Diluted net income from continuing operations per share attributable to News Corporation stockholders was $1.03 as compared to $0.84 in the prior year. Adjusted diluted EPS were $1.18 compared to $0.89 in the prior year.

Please click here for the full Earnings Release information.

###

About News Corp

News Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV) is a global, diversified media and information services company focused on creating and distributing authoritative and engaging content and other products and services. The company comprises businesses across a range of media, including: information services and news, digital real estate services and book publishing. Headquartered in New York, News Corp operates primarily in the United States, Australia and the United Kingdom, and its content and other products and services are distributed and consumed worldwide. More information is available at:  http://newscorp.com .

Contacts

News Corp Corporate Communications
Arthur Bochner
646-422-9671
abochner@newscorp.com

News Corp Investor Relations
Michael Florin
212-416-3363
mflorin@newscorp.com

The post News Corp Reports Fourth Quarter and Full Year Results for Fiscal 2026 appeared first on News Corp .

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