News Corporation
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+ FollowMarket Cap$25.21B
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Earnings Call Q4 2026
August 5, 2026 - AI Summary
Record financial performance (good / surprising):
- Q4 FY2026: Revenue $2.3B (+11% YoY); total segment EBITDA $423M (+31% YoY); EBITDA margin ~18.1% (+280 bps YoY) (highest Q4 profit on record).
- Net income (continuing ops) $230M (+167% YoY); EPS $0.33 reported (vs $0.09) and adjusted EPS $0.35 (vs $0.19).
- Momentum: 12 consecutive quarters of YoY revenue growth and 13 consecutive quarters of YoY total segment EBITDA growth (continuing ops).
Full-year strength + margin and cash acceleration (good):
- FY2026 revenue ~$9B (+7% YoY); total segment EBITDA >$1.6B (+15% YoY).
- Margin expansion: 16.7% → 18% for the year (management expects further margin expansion in FY2027).
- Free cash flow (FCF) $811M (+42% YoY) with ~50% conversion from EBITDA, helped by working-capital improvements and seasonality (management notes FCF tends to be second-half weighted).
Aggressive capital returns (good):
- FY2026 share buyback $643M (over 4x FY2025’s ~$150M).
- Q4 buybacks $184M.
- Management attributes buyback capacity partly to the ~$380M repayment of Foxtel shareholder loans and emphasizes undervaluation / TSR-maximization.
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$14.26
51.2% downside
Current Fair Value
51.2% downsideOvervalued by 51.2% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $25.21 Billion |
|---|---|
| Enterprise Value | $26.49 Billion |
| Dividend Yield | $0.20 (0.69%) |
| Earnings per Share | $1.03 |
| Beta | 0.91 |
| Outstanding Shares | 546,500,000 |
Return
| Return on Equity | 9.62% |
|---|---|
| Return on Assets | 5.28% |
| Return on Invested Capital | 4.37% |
Valuation & Multiples
| P/E Ratio | 28.27 |
|---|---|
| PEG | -37.24 |
| Price to Sales | 1.82 |
| Price to Book Ratio | 1.82 |
| Enterprise Value to Revenue | 2.93 |
| Enterprise Value to EBIT | 47.39 |
| Enterprise Value to Net Income | 32 |
| Total Debt to Enterprise | 0.13 |
| Debt to Equity | 0.4 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
August 5, 2026
EPS Estimate
$0.23
Average shareholder expectationRevenue Estimate
$2.25 B
Average shareholder expectationNext Earnings Call
Expected Date
November 5, 2026
EPS Estimate
$0.26
Average shareholder expectationRevenue Estimate
$2.27 B
Average shareholder expectationInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
ESG Score
No data
About News Corp
21,700 employees
CEO: Robert Thomson News Corporation is a global media and information services powerhouse, dedicated to creating and delivering compelling, authoritative content, along with diverse products and services, to consumers and businesses worldwide. Its extensiv...