The strong beat on both revenue and adjusted EPS, combined with record full-year EBITDA and a dividend increase, confirms robust operational momentum. Traders should watch for further details on the Roku acquisition integration and any impact from the FIFA World Cup's conclusion on Q1 FY2027 advertising revenue.
Price Chart
Executive Summary
Fox Corp reported Q4 fiscal 2026 revenue of $4.21B (+28% YoY) and adjusted EPS of $1.79, beating consensus of $1.38 by 29.3%. The quarter was driven by the FIFA Men's World Cup broadcast and continued digital growth at Tubi, resulting in record full-year revenue of $17.13B and record Adjusted EBITDA of $3.91B. The company also announced a dividend increase to $0.29/share and referenced its pending acquisition of Roku, which will transform the company's growth profile.
Key Financial Metrics
Key Facts
- Q4 FY2026 revenue of $4.21B, up 28% YoY from $3.29B
- Adjusted EPS of $1.79, a 41% increase YoY from $1.27 and a 29.3% beat vs consensus of $1.38
- Full-year FY2026 revenue of $17.13B, up 5% YoY, a record high
- Full-year Adjusted EBITDA of $3.91B, up 8% YoY, a record high
- Television segment EBITDA surged 129% to $705M, driven by World Cup advertising
- Dividend increased to $0.29 per share, payable September 23, 2026
- Remaining share repurchase authorization of $3.4B as of June 30, 2026
- Company referenced pending Roku acquisition as transformative
Financial Impact
Q4 revenue beat consensus by $570M (15.6%); adjusted EPS beat by $0.41 (29.3%)
Risk Factors
- Post-World Cup advertising revenue normalization in Q1 FY2027
- Integration and execution risk related to the pending Roku acquisition
- Ongoing cord-cutting impacting cable network subscriber revenue
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-053892 |
| Document: fox-20260806.htm | 0001628280-26-053892 |
| Document: 0001628280-26-053892-index-headers.html | 0001628280-26-053892 |
| Document: 0001628280-26-053892-index.html | 0001628280-26-053892 |
| Document: 0001628280-26-053892.txt | 0001628280-26-053892 |
| 8-K Data (Synthetic) | 0001628280-26-053892 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | Institutional Cluster | $65.84 | awaiting T+20 | awaiting T+20 | $64.53 (+1.99%) |
Oct 19, 2026 8d ago | 8-K | $67.00 | awaiting T+20 | awaiting T+20 | $64.53 (−3.69%) |
Oct 12, 2026 15d ago | Institutional Cluster | $62.59 | awaiting T+20 | awaiting T+20 | $64.53 (+3.10%) |
Oct 6, 2026 21d ago | 425 | $62.70 | awaiting T+20 | awaiting T+20 | $64.53 (+2.92%) |
Oct 6, 2026 21d ago | 8-K | $62.70 | awaiting T+20 | awaiting T+20 | $64.53 (+2.92%) |
Sep 2, 2026 8w ago | EFFECT | $67.55 $62.65 | ▼ −7.25% | ▼ −6.92% | $64.53 (−4.47%) |
Aug 10, 2026 11w ago | S-3ASR | $63.42 $65.23 | ▲ +2.85% | ▲ +3.77% | $64.53 (+1.75%) |
Aug 10, 2026 11w ago | 425 | $63.42 $65.23 | ▲ +2.85% | ▲ +3.77% | $64.53 (+1.75%) |
Aug 6, 2026 11w ago | 8-K | $61.79 $67.71 | ▲ +9.58% | ▲ +8.98% | $64.53 (+4.43%) |
Jun 30, 2026 17w ago | 425 | $54.13 $58.95 | ▲ +8.90% | ▲ +11.09% | $64.53 (+19.21%) |
US Market Status
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