Disney’s earnings gave the market a little sugar rush

The Mouse came out swinging

U.S. stocks were already having a decent Wednesday, but Disney stole some of the spotlight with a clean beat on second-quarter earnings. The company reported adjusted EPS of $1.57, ahead of the $1.49 analysts were looking for, while revenue rose 7% to $25.17 billion and also topped estimates.

Why investors care

Beating on both profit and sales is the kind of combo that makes the market lean in. It suggests Disney isn’t just surviving on nostalgia and theme-park vibes — it’s still converting those IP castles into real cash.

Meanwhile, the rest of the tape was a mixed bag

The broader market was up too, with the Dow jumping more than 1%, but this wasn’t a one-stock story. A bunch of names in the ticker pile were flying or falling hard:

• Entravision jumped after a strong first quarter
• One Stop Systems surged on its own earnings beat
• Primoris got dunked on after missing expectations and cutting FY26 guidance

That’s the fun of earnings season: one company’s victory lap is another company’s faceplant.

Big picture: Disney’s beat won’t solve every challenge in the media universe, but it gives investors one more reason to believe the company’s turnaround story still has some legs.