迪士尼(DIS.US)业绩修复进行时，艾格继任悬念成新焦点

智通财经02-02

智通财经APP获悉，得益于旗下主题公园业务表现亮眼，加之动画电影《疯狂动物城2》票房大卖，迪士尼(DIS.US)在截至12月的假日季中实现营收、利润双双超预期，并推动公司股价在周一盘前一度上涨逾4%。在截至12月27日的2026财年第一季度，迪士尼整体营收同比增长5%至260亿美元，超过分析师预期的257亿美元;公司实现税前利润37亿美元，同样高于华尔街35亿美元的预测值。调整后每股收益为1.63...

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href=http://www.zhitongcaijing.com/content/detail/1400730.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，得益于旗下主题公园业务表现亮眼，加之动画电影《疯狂动物城2》票房大卖，迪士尼(DIS.US)在截至12月的假日季中实现营收、利润双双超预期，并推动公司股价在周一盘前一度上涨逾4%。在截至12月27日的2026财年第一季度，迪士尼整体营收同比增长5%至260亿美元，超过分析师预期的257亿美元;公司实现税前利润37亿美元，同样高于华尔街35亿美元的预测值。调整后每股收益为1.63...</p>\n\n<a 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focus","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00360":1.5,"DIS":1.5},"content_text":"智通财经APP获悉，得益于旗下主题公园业务表现亮眼，加之动画电影《疯狂动物城2》票房大卖，迪士尼(DIS.US)在截至12月的假日季中实现营收、利润双双超预期，并推动公司股价在周一盘前一度上涨逾4%。在截至12月27日的2026财年第一季度，迪士尼整体营收同比增长5%至260亿美元，超过分析师预期的257亿美元;公司实现税前利润37亿美元，同样高于华尔街35亿美元的预测值。调整后每股收益为1.63美元，虽较去年同期下滑7%，但仍优于分析师1.57美元的预期。涵盖主题公园、邮轮及消费品业务的体验业务成为绝对营收支柱：该板块营收首次突破100亿美元大关，贡献了公司近50亿美元季度营业利润的72%。其中，迪士尼世界度假区的业绩增长尤为显著，因去年同期受飓风“米尔顿”影响导致奥兰多园区关闭，本季度业绩同比显著提升。另外，包含电影制片厂、电视网络和流媒体服务的迪士尼娱乐板块，本季度营收达116亿美元，同比增长7%。这一增长主要由假期档院线影片拉动：据Comscore数据，迪士尼动画续集《疯狂动物城2》全球票房已接近18亿美元，《阿凡达：火与烬》全球票房也突破14亿美元，两部影片成为假期档核心票房驱动力。不过，该娱乐板块营业利润同比下滑35%，原因一方面是影片营销成本高企——《阿凡达：火与烬》于本财季最后一周上映，公司同期为该片及另外8部影片投入了大量营销费用，而去年假期档仅推出4部影片;另一方面，该部门政治广告收入较去年同期减少1.4亿美元，也对利润形成拖累。值得注意的是，本财季迪士尼与YouTube TV的合同纠纷持续两周，导致数百万订阅用户无法收看ESPN等迪士尼旗下电视频道，这一事件给公司体育业务板块造成1.1亿美元的损失，该板块本季度营业利润同比大幅下滑23%。数据显示，迪士尼体育业务营收小幅增长1%至49亿美元，营业利润降至1.91亿美元。业绩承压除受上述授权纠纷影响外，还源于节目制作成本上升，以及NBA常规赛播出场次减少。迪士尼流媒体业务(含Disney+、Hulu、ESPN+)业绩则表现亮眼，本季度营业利润同比激增72% 至4.5亿美元，营收同比增长13%至44亿美元。目前，迪士尼已不再披露流媒体服务的订阅用户数量。展望未来，迪士尼预计Q2娱乐部门营运利润将与上年同期持平，但预计其流媒体业务将实现5亿美元利润，较上年同期增加2亿美元。迪士尼还表示，由于新船投入带来的成本以及吸引国际游客面临的挑战，体验业务部门营运利润将呈现“温和”增长，体育部门利润则因版权费用上涨将减少1亿美元。全年来看，迪士尼重申了相对于2025财年实现两位数每股收益增长的全年预测，并预计全年经营活动将产生190亿美元现金流，且70亿美元的股票回购计划正按计划推进。继任者悬念浮现此次财报发布之际，谁将接替鲍勃·艾格出任首席执行官成为关注焦点。这已是迪士尼第二次为艾格寻找接班人——2020年鲍勃·查佩克接任后，仅两年便遭解职，艾格重新执掌帅印。彼时迪士尼股价承压，公司亟需提振影视业务并重振乐园业绩。公司首席财务官休·约翰斯顿表示：“公园业务加速发展、流媒体实现盈利并达到两位数利润率、影视业务持续改善，这些都为新任首席执行官奠定了良好基础。”但他拒绝对继任者人选置评。据知情人士透露，迪士尼董事会本周将召开会议，预计将对艾格接班人进行投票表决。公司此前曾表示将在今年第一季度公布继任者。好莱坞高管普遍认为，迪士尼体验部门董事长乔希·达马罗是领跑人选。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"executive","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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