Earnings Call
May 7, 2026
Q1 FY2026
EPS Estimate
0.16
EPS Actual
0.21
Post-Earnings Close
$27.02
Earnings Reaction
-0.1%
News Corp opened fiscal 2026 with revenue of $2.14 billion, up 2% year-over-year, and total segment EBITDA of $340 million, up 5%, with adjusted EPS rising to $0.22 from $0.20 a year earlier, beating the $0.16 consensus estimate by a meaningful margin. The headline numbers, however, mask a tale of two halves: the company's high-margin digital engines at Dow Jones and Digital Real Estate Services continued to fire on all cylinders, while Book Publishing delivered a notably weak quarter that management characterized as temporary and already reversing.
Report generated on May 9, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
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