News Corp Q4 revenue beats on overall segment growth

News

05/08/2026 21:33

Overview
Global media group's fiscal Q4 revenue rose 11%, beating analyst expectations
Adjusted EPS for fiscal Q4 beat analyst expectations
Company's growth driven by Digital Real Estate, Book Publishing and Dow Jones segments

Outlook
Company did not provide specific financial guidance for the upcoming quarter or fiscal year

Result Drivers
DIGITAL REAL ESTATE GROWTH - Higher revenues at REA Group and Move, driven by strong Australian residential performance, price increases, and premium offerings
DOW JONES DIGITAL AND SUBSCRIPTION REVENUE - Increased circulation, content licensing, and digital advertising revenues, with digital-only subscriptions up 9%
BOOK PUBLISHING SALES - Higher physical and digital book sales, supported by a strong frontlist and growth in audiobooks and e-books

Company press release: ID:nBw12xdGga

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$2.34 bln
$2.23 bln (6 Analysts)
Q4 Adjusted EPS
Beat
$0.35
$0.21 (4 Analysts)
Q4 EPS
 
$0.33
 
Q4 Segment EBITDA
 
$423 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the consumer publishing peer group is "buy"
Wall Street's median 12-month price target for News Corporation is $34.00, about 18.9% above its August 4 closing price of $28.59
The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 22 three months ago

Reuters Recommended Reads
Aug 4 - Paramount Skydance reports mixed second quarter as Warner deal faces March trial
Aug 5 - Thomson Reuters lifts full-year revenue forecast with focus on AI rollout

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)