Fox Corporation - Ordinary Shares - Class B
FOX - Insider Information
Get informed when a big investor buys or sells
+ FollowMarket Cap$26.67B
Close$
Earnings Call Q1 2027
November 2, 2026 - AI Summary
Strong quarter / record profitability (good):
- Revenue: +$22% YoY to $4.6B.
- EBITDA: +$54% YoY to $1.6B (record quarterly EBITDA).
- Net income: $943M ($2.20/share) vs $599M ($1.32/share) prior year.
- Adjusted EPS: $2.54, +68% YoY (vs $1.51).
- Free cash flow: $503M; management attributes strength largely to World Cup working-capital timing (rights payments landing FY26 while advertising receivables collected into FY27).
Advertising and distribution momentum driven by sports + politics (good with key numbers):
- Advertising revenue: +$47% YoY led by the 2026 FIFA Men’s World Cup broadcast and political advertising strength.
- Political advertising: >$350M total across the Fox portfolio for the midterm cycle (described as a record for a midterm).
- Management quantified components: roughly $20–25M+ local, plus about $50M+ Tubi, plus $50M+ national across sports/news/entertainment.
- Distribution revenue: +$9% YoY; cable distribution up 10% with rate/pricing plus subscriber improvement.
- Sports impact: NFL/MLB/college football and the World Series ~12M average viewers; NFL “America’s Game of the Week” averaged ~25M viewers.
Fox 1 is the standout growth lever for subscribers (good; somewhat surprising):
- Management highlighted positive trailing-12-month subscriber growth when including incremental Fox 1 subscribers.
- Fox 1 acquisition efficiency: described as ~97% of Fox 1 net adds being incremental (i.e., not taking from cable subs)—a key differentiator vs typical audience churn.
- Seasonality caveat (risk/limitation): management noted Fox 1 growth may be more seasonal as sports seasons start/end, and it may not fully “offset” traditional subscriber declines year-round.
- Next catalyst: September subscriber acquisitions +30% vs start of last football season.
Exclusive for Stockcircle Pro members
Sign up
$109.47
77.7% upside
Current Fair Value
77.7% upsideUndervalued by 77.7% based on the discounted cash flow analysis.
Insider Trades
Loading insider trades…
Congress Trades
Loading congress trades…
Share Statistics
| Market cap | $26.67 Billion |
|---|---|
| Enterprise Value | $29.07 Billion |
| Annual dividend | $0.57 |
| Dividend yield | 1.01% |
| Earnings per Share | $3.97 |
| Beta | 0.65 |
| Outstanding Shares | 424,000,000 |
Return
| Return on Equity | 14.49% |
|---|---|
| Return on Assets | 7.49% |
| Return on Invested Capital | 12.37% |
Valuation & Multiples
| P/E Ratio | 14.45 |
|---|---|
| PEG | -398.41 |
| Price to Sales | 1.54 |
| Price to Book Ratio | 2.28 |
| Enterprise Value to Revenue | 1.7 |
| Enterprise Value to EBIT | 11.85 |
| Enterprise Value to Net Income | 17 |
| Total Debt to Enterprise | 0.23 |
| Debt to Equity | 0.57 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 2, 2026
EPS Estimate
$2.06
Consensus analyst estimateRevenue Estimate
$4.32 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 3, 2027
EPS Estimate
$0.80
Consensus analyst estimateRevenue Estimate
$5.64 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 67.77% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 1.18%▼ 32.04% |
|---|---|
| Total Invested | $280.45M▼ 95.75% |
| Investors Holding | 152▼ 368.00% |
About Fox Corporation
CEO: Lachlan Murdoch
