Every 8-K that Walt Disney Company (DIS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow DIS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DIS filings page.
The Walt Disney Company reported fiscal Q3 2026 results showing solid revenue and operating income growth but lower GAAP EPS. Revenue rose 7% to $25.2 billion and total segment operating income increased 21% to $5.6 billion. Income before income taxes grew 14% to $3.6 billion.
Diluted EPS declined to $1.51 from $2.92, while diluted EPS excluding certain items (adjusted EPS) increased 28% to $2.06, reflecting stronger underlying operations. Free cash flow for the quarter grew 63% to $3.1 billion as cash from operations increased 33%.
Experiences segment operating income rose 20% on 10% revenue growth driven by higher attendance, cruise capacity and per-capita spending, while Entertainment SVOD operating income more than doubled. Sports operating income fell 17% as higher programming and production costs more than offset fee growth. Management continues to expect fiscal 2026 adjusted EPS growth of approximately 12% excluding, and 16% including, the 53rd week and guides Q4 total segment operating income to about $4.9 billion. The company is targeting at least $9 billion of share repurchases in fiscal 2026 and has agreed to sell its 50% A+E Global Media stake for approximately $1.2 billion in cash, with proceeds intended for additional buybacks.
The Walt Disney Company reported higher revenue and operating income for Q2 fiscal 2026 but lower GAAP earnings per share. Revenue rose 7% to $25.2 billion, income before income taxes increased 9% to $3.4 billion, and total segment operating income grew 4% to $4.6 billion.
GAAP diluted EPS declined to $1.27 from $1.81, while diluted EPS excluding certain items increased to $1.57 from $1.45, an 8% gain. Entertainment SVOD revenue grew 13% and operating income rose 88% to $582 million, delivering double-digit SVOD operating margins.
Experiences posted record fiscal second-quarter revenue and operating income, up 7% and 5% respectively, helped by higher guest spending and cruise expansion. Management expects fiscal 2026 adjusted EPS to grow about 12% excluding, and 16% including, the 53rd week and is targeting at least $8 billion in share repurchases in fiscal 2026.
The Walt Disney Company reported results from its annual meeting of shareholders held on March 18, 2026 and announced a Board change. The Board appointed CEO Josh D’Amaro as a Director, effective immediately, with a term running until the 2027 annual meeting, and added him to the Executive Committee.
Shareholders elected all nominated directors, including Robert A. Iger and ten other nominees, each receiving over one billion votes in favor. They also ratified PricewaterhouseCoopers LLP as independent registered public accountants for fiscal 2026 and approved, on an advisory basis, the Company’s executive compensation.
Shareholders voted on several proposals from investors. Proposals requesting a report on the employee gift-matching program’s impact on religious discrimination risks, adoption of cumulative voting for Board elections, and an independent review of accessibility and disability inclusion practices each received substantially more votes against than for and were not approved.
The Walt Disney Company put new bank credit lines in place to support its short-term borrowing and general corporate needs. The company entered into an unsecured 364-day credit agreement for up to $5.25 billion, replacing a prior facility of the same size, and a new five-year credit agreement for up to $4 billion, also replacing an existing $4 billion facility.
Both agreements are guaranteed by TWDC Enterprises 18 Corp. and include a financial covenant requiring a minimum Consolidated EBITDA to Consolidated Interest Expense ratio of 3.00 to 1.00 over each four-quarter period. The 364-day facility runs to February 26, 2027, with an option to extend outstanding borrowings to February 26, 2028, while the five-year facility runs to February 27, 2031.
Borrowings can be made in multiple currencies at market benchmarks such as Term SOFR, EURIBOR, TIBOR and SONIA plus a spread tied to Disney’s public debt rating. The agreements contain customary covenants and default provisions and explicitly exclude certain entities, including Hong Kong Disneyland, Shanghai Disney Resort and FuboTV Inc., from representations, covenants and events of default. Disney also amended a separate 2024 five-year facility to add Fubo as an excluded entity.
The Walt Disney Company reported that it has exercised its right to terminate without cause the employment of Kristina K. Schake, Senior Executive Vice President and Chief Communications Officer, effective March 19, 2026. She will receive separation benefits under the terms of her previously disclosed employment agreement.
A company press release notes that Schake’s departure will coincide with the end of Bob Iger’s tenure as Chief Executive Officer and highlights her role in major corporate communications initiatives since joining Disney in 2022. Disney plans to announce her successor at a later date.
The Walt Disney Company entered into an underwriting agreement with Citigroup Global Markets and J.P. Morgan Securities to offer multiple series of senior notes. The company plans to issue $500,000,000 of Floating Rate Notes due 2029, $1,000,000,000 of 3.750% Notes due 2029, $1,500,000,000 of 4.000% Notes due 2031 and $1,000,000,000 of 4.625% Notes due 2036.
The notes will be issued under a 2019 indenture with Citibank, N.A. as trustee and are guaranteed by TWDC Enterprises 18 Corp. They are registered on an existing shelf registration statement, and related underwriting, officer certificates, note forms and legal opinions are filed as exhibits.
The Walt Disney Company is reshaping its leadership, appointing Josh D’Amaro as Chief Executive Officer effective March 18, 2026, while Robert A. Iger becomes Senior Advisor to the Board through December 31, 2026. The Board expects to elect D’Amaro as a director after the 2026 annual meeting.
D’Amaro’s package includes a $2,500,000 base salary, a target annual bonus equal to 250% of salary, and target long‑term incentives of $26,250,000 per year plus a recommended one‑time award of $9,705,000. He is also eligible under the Disney Executive Severance Pay Plan.
Dana Walden becomes President and Chief Creative Officer under a contract running to March 17, 2030, with a $3,750,000 base salary, a 200% target bonus and annual long‑term incentives of $15,750,000 plus a recommended one‑time award of $5,260,000. Disney also approved an Executive Severance Pay Plan providing defined cash, bonus and equity treatment for eligible executives after certain involuntary terminations.
The Walt Disney Company filed a current report to note that it released a press release covering its financial results for the quarter ended December 27, 2025. The press release, dated February 2, 2026, is furnished as Exhibit 99.1.
Disney also highlights its Investor Relations website, www.disney.com/investors, as a key channel for sharing material company information in line with Regulation FD, encouraging investors and media to review updates posted there.
The Walt Disney Company reported a Board leadership update. On December 9, 2025, the company announced that its Board has nominated Jeffrey E. Williams, former Chief Operating Officer of Apple Inc., for election to Disney’s Board of Directors at the 2026 annual meeting of shareholders.
If shareholders elect him at the 2026 annual meeting, Disney’s Board will expand from 10 to 11 directors, adding another executive with extensive experience at a major global technology and consumer brand. The announcement was made through a press release that is included as an exhibit to this report.
The Walt Disney Company furnished an update on its financial results. On November 13, 2025, Disney issued a press release covering results for the quarter and year ended September 27, 2025, which is furnished as Exhibit 99.1 to this report.
The company also highlighted its Investor Relations website, disney.com/investors, as a channel for disclosing material information in line with Regulation FD.
The Walt Disney Company amended the employment agreement of Senior Executive Vice President and Chief Financial Officer Hugh F. Johnston. The amendment, executed on November 10, 2025, extends his term to January 31, 2029 and raises his target long-term equity incentive annual award value to $16,500,000, beginning with the Company’s current fiscal year.
The amendment does not change Mr. Johnston’s base salary or target annual bonus. It also provides that, for equity awards granted in January 2025 and in fiscal year 2026, a termination of employment on or after December 31, 2026 will be treated as a termination upon the scheduled expiration date of his agreement term for purposes of continued vesting, exercisability, or other rights under the applicable award agreements.
The Walt Disney Company disclosed an amendment to the employment agreement of Horacio E. Gutierrez, its Senior Executive Vice President and Chief Legal and Compliance Officer. The update extends his term to September 30, 2028 and updates his title to Senior Executive Vice President, Chief Legal and Global Affairs Officer.
The amendment raises Mr. Gutierrez’s target long‑term equity incentive annual award value to $12,365,000, beginning with the current fiscal year. It does not change his current base salary or target annual bonus. For equity awards granted in January 2025 and in fiscal year 2026, a termination on or after December 31, 2026 will be treated as a termination at the scheduled expiration of his agreement for purposes of continued vesting, exercisability or other rights. An executed copy of the amendment was filed as Exhibit 10.1.
The Walt Disney Company amended the employment agreement of Kristina K. Schake, Senior Executive Vice President and Chief Communications Officer. The amendment extends her term to June 30, 2027 and increases her annual base salary to $875,000, effective October 15, 2025. Her target annual bonus opportunity and target long-term equity incentive award value, each as a percentage of base salary, remain unchanged. The amendment is filed as Exhibit 10.1.
The Walt Disney Company amended Sonia L. Coleman’s employment agreement to extend the term through June 30, 2028 and change her title to Senior Executive Vice President and Chief People Officer. The amendment increases her annual base salary to $1,000,000 effective September 27, 2025, raises her target annual bonus to 175% of base salary commencing for the company’s fiscal year 2025, and raises her target long‑term equity incentive annual award value to 375% of base salary commencing for fiscal year 2026. The amendment is attached as Exhibit 10.1 to the report and incorporated by reference.
Filing type: Form 8-K dated August 6, 2025, filed by The Walt Disney Company (DIS).
The report states that on August 6, 2025 Disney issued a press release relating to its results for the quarter ended June 28, 2025, furnished as Exhibit 99.1. The filing also confirms the company uses its Investor Relations website (www.disney.com/investors) to disclose material information. Exhibits listed include 99.1 (press release) and 104 (cover page interactive XBRL). The filing is signed by Jolene E. Negre, Deputy General Counsel - Securities Regulation, Governance & Secretary.