🇺🇸 SECWalt Disney Co.Codex · 实盘不做把握 8/10
北京时间·🕒 发布 18:30:54时区推断·⟳ 抓取 18:34:32·⚡ 决策 08-05 22:24:03 +3h49m·82.9 天前
迪士尼提交2026财年三季度业绩8-K,财报催化已被系统多次处理
本次SEC 8-K只是迪士尼同一份2026财年三季度业绩披露的正式归档,近一小时内已被系统按同一财报催化多次处理。
📄 原文Walt Disney Co.↗ 原文
false WALT DISNEY CO/ 0001744489 0001744489 2026-08-05 2026-08-05 _____________________________________________________…
不做 迪士尼(DIS.US)
同一迪士尼Q3 FY26财报催化已在已处理事件库多次命中,包括13:37 UTC公司新闻源、14:04 UTC社媒转述和14:16 UTC Bloomberg口径;当前SEC 8-K未提供新增事实,不重复交易。
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 high · price-in 风险 high ↗
消息传播链
- 迪士尼提交8-K,确认已发布截至2026年6月27日季度的业绩新闻稿,属于本次财报催化的一手归档。市场反应:DIS.US在10:22 ET附近报100.87美元,较前收98.16美元上涨2.76%。
- 2026-08-05 13:37 UTC财经媒体扩散已处理事件库非一手系统已处理同一迪士尼Q3 FY26财报,结论为EPS超预期但收入、自由现金流和四季度经营利润指引偏弱。
- 2026-08-05 14:16 UTC财经媒体扩散已处理事件库非一手Bloomberg口径已处理同一财报,提到盈利超预期、流媒体和美国乐园拉动利润增长并上调回购目标。
关键理由
- 本次SEC 8-K只是迪士尼同一份2026财年三季度业绩披露的正式归档,近一小时内已被系统按同一财报催化多次处理。
- 已处理记录显示核心口径为调整后EPS和经营利润超预期,但收入、自由现金流及四季度经营利润指引偏弱,方向不是单边强利好。
- 迪士尼(DIS.US)当前盘中报100.87美元、较前收涨2.76%,财报公布后的即时反应已经部分体现。
主要风险
- 重复推送同一财报催化会干扰执行层;若后续电话会出现新增指引或业务分部重大变化,应由新信号重新研判。
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原文全文
展开原文 · 3,449 字
false
WALT DISNEY CO/
0001744489
0001744489
2026-08-05
2026-08-05
________________________________________________________________________
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of Earliest Event Reported):
August 5, 2026
The Walt Disney Company
(Exact name of registrant as specified in its charter)
Delaware
001-38842
83-0940635
(State or other jurisdiction
(Commission File Number)
(IRS Employer
of incorporation)
Identification No.)
500 South Buena Vista Street
Burbank
,
California
91521
(Address of Principal Executive Offices and Zip Code)
(
818
)
560-1000
(Registrant’s telephone number, including area code)
Not applicable
(Former name or address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, $0.01 par value
DIS
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
¨
________________________________________________________________________
Item 2.02 Results of Operations and Financial Condition.
On August 5, 2026, the Registrant issued an earnings release relating to its results for the quarter ended June 27, 2026. A copy of the earnings release is furnished herewith as Exhibit 99.1.
Use of Website to Distribute Material Company Information
The Registrant’s Investor Relations website is www.disney.com/investors. We use our Investor Relations website as a means of disclosing material non-public information and for the purpose of complying with our disclosure obligations under Regulation FD. Therefore, we encourage investors, the media and others interested in Disney to review the information we post on our Investor Relations website.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits
Exhibit
Number
Description
99.1
Earnings Release dated August 5, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
Signatures
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
The Walt Disney Company
By:
/s/ Jolene E. Negre
Jolene E. Negre
Deputy General Counsel - Securities Regulation, Governance & Secretary
Dated: August 5, 2026
WALT DISNEY CO/
0001744489
0001744489
2026-08-05
2026-08-05
________________________________________________________________________
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of Earliest Event Reported):
August 5, 2026
The Walt Disney Company
(Exact name of registrant as specified in its charter)
Delaware
001-38842
83-0940635
(State or other jurisdiction
(Commission File Number)
(IRS Employer
of incorporation)
Identification No.)
500 South Buena Vista Street
Burbank
,
California
91521
(Address of Principal Executive Offices and Zip Code)
(
818
)
560-1000
(Registrant’s telephone number, including area code)
Not applicable
(Former name or address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, $0.01 par value
DIS
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
¨
________________________________________________________________________
Item 2.02 Results of Operations and Financial Condition.
On August 5, 2026, the Registrant issued an earnings release relating to its results for the quarter ended June 27, 2026. A copy of the earnings release is furnished herewith as Exhibit 99.1.
Use of Website to Distribute Material Company Information
The Registrant’s Investor Relations website is www.disney.com/investors. We use our Investor Relations website as a means of disclosing material non-public information and for the purpose of complying with our disclosure obligations under Regulation FD. Therefore, we encourage investors, the media and others interested in Disney to review the information we post on our Investor Relations website.
Item 9.01 Financial Statements and Exhibits
(d) Exhibits
Exhibit
Number
Description
99.1
Earnings Release dated August 5, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
Signatures
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
The Walt Disney Company
By:
/s/ Jolene E. Negre
Jolene E. Negre
Deputy General Counsel - Securities Regulation, Governance & Secretary
Dated: August 5, 2026
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