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🏢 公司NewsroomNWSACodex · 实盘不做把握 6/10
北京时间·🕒 发布 04:15:29(美东 08-05 16:15)·⟳ 抓取 08-27 12:01:06 +21d07h·⚡ 决策 08-06 04:21:44 −21d07h·82.6 天前

新闻集团公布2026财年四季度及全年业绩,收入、利润和自由现金流同比大幅增长

官方财报显示四季度收入23.4亿美元同比增长11%,调整后EPS为0.35美元,Segment EBITDA同比增长31%,全年自由现金流8.11亿美元同比增长42%。

📄 原文NWSA↗ 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…
不做 新闻集团(NWSA.US)
财报方向正面但缺少可核实一致预期差和全年指引上修;公告前近20日已涨8.76%且接近60日高位,盘后尚无可用承接确认,当前不追财报。
不做 新闻集团(NWS.AU)
ASX虽更早开盘并直接映射同一财报,但本质仍是缺少consensus验证的财报追多,且澳股线流动性明显弱于美股主线,当前不做。
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 2026-08-05 · 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 ↗
    公司一手发布FY2026四季度及全年业绩,披露收入、EPS、EBITDA、自由现金流和回购数据。

关键理由

  • 官方财报显示四季度收入23.4亿美元同比增长11%,调整后EPS为0.35美元,Segment EBITDA同比增长31%,全年自由现金流8.11亿美元同比增长42%。
  • 15.7亿美元市值基数下,全年6.43亿美元回购约占市值4.1%,现金回报有支撑,但本条没有披露新的全年指引或可单独量化的AI授权增量。
  • 财报本身新鲜且正向,但发布前NWSA.US近20日已涨8.76%、接近60日高位,且未核到可靠一致预期差,追财报开盘胜率边界不清。

主要风险

  • 财报类催化默认需确认相对一致预期的超预期幅度;当前未核到可靠consensus页面,不能仅凭同比高增长追多。
  • AI内容授权仍未披露新金额,OpenAI和Meta关系属于既有叙事,若电话会未给增量指引,容易被当作业绩兑现。

反向证据

  • 做多前查反向 · 来源 kb_search · 日期 2026-07-22 · 影响 none
    内部库命中News Corp反诉Brave抓取内容用于AI的报道,属于版权维权/诉讼背景,未发现足以抵消本次财报正向的经营利空。
    检索:News Corp recent risks Dow Jones Realtor.com REA AI licensing litigation fiscal 2026 NWSA bearish 原文 ↗
  • 做多前查反向 · 来源 kb_search · 日期 2026-08-05 · 影响 weakens
    内部库命中本次官方财报和旧季度报告,但未命中财报后分析师反应或可靠一致预期差,削弱追多把握。
    检索:News Corp NWSA FY2026 Q4 earnings surprise analyst reaction after hours August 5 2026 原文 ↗
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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