TKO FY2026 Q2 상향

TKO Group Holdings, Inc. 실적 발표

Aug 03, 2026 · 17:00 ET Andrew SchleimerAriel EmanuelMark Shapiro earningscall_biz

Buzzberg 분석

Full-year guidance raised on strong H1 performance

TKO delivered a strong Q2 2026, beat expectations, and raised full-year guidance. Management highlighted the success of major events like UFC Freedom 250 and the FIFA World Cup hospitality program, and emphasized strong momentum across UFC, WWE, and its newer assets like On Location and Zufa Boxing. Raised FY2026 revenue guidance to $5.775B-$5.825B and adjusted EBITDA to $2.275B-$2.305B.

Buzzberg 분석 Full-year guidance raised on strong H1 performance TKO delivered a strong Q2 2026, beat expectations, and raised full-year guidance. Management highlighted the success of major events like UFC Freedom 250 and the FIFA World Cup hospitality program, and emphasized strong momentum across UFC, WWE, and its newer assets like On Location and Zufa Boxing. Raised FY2026 revenue guidance to $5.775B-$5.825B and adjusted EBITDA to $2.275B-$2.305B. 전체 분석 보기분석 접기

UFC Freedom 250 was a marketing success but an anticipated ~$30M loss for the quarter.
On Location's FIFA World Cup hospitality program is a major success, surpassing $2B in sales and exceeding full-year EBITDA expectations.
UFC and WWE both showed robust growth in global partnerships and financial incentive packages.

매출$1.5471B-3% 전분기 대비

주당순이익(EPS)$1.34+20% 전분기 대비

영업이익률27.78%보고값

잉여현금흐름$1.024B+52% 전분기 대비

근거 있는 핵심 내용 6개

지금 중요한 점

이번 발표에서 가장 의미 있는 변화를 정리했습니다.

Guidance

Full-year guidance raised on strong H1 performance

Marketing

UFC Freedom 250 generated $1B in earned media value

Demand

On Location World Cup hospitality sales surpassed $2B

핵심 내용 3개 더 보기

Growth

Zufa Boxing ahead of schedule, signing Shakur Stevenson

M&A

No M&A on horizon, denying F1 rumors

Live Events

Financial incentive packages nearly doubled year over year at UFC

보고 기간

보고 실적

지표	보고값	변화
매출	$1.5471B	-3% 전분기 대비
주당순이익(EPS)	$1.34	+20% 전분기 대비
영업이익률	27.78%	보고값
잉여현금흐름	$1.024B	+52% 전분기 대비
자본지출	$0.0444B	보고값
순이익	$0.1016B	+14% 전분기 대비

향후 전망

향후 가이던스

지표	기간	범위	중간값	상태
영업이익률	FY2026	$2.275B–$2.305B	$2.29B	상향
매출	FY2026	$5.775B–$5.825B	$5.8B	상향

AI, 자본지출 및 수요 분석

경영진 분석

톤

Confident

Management repeatedly emphasized execution, raised guidance, and highlighted strong demand and growth catalysts.

아래에 언급된 기업 2개 모두 표시

기업발표 이후 수익률

파트너

PARA

파트너

The Paramount+ deal is driving significant engagement and is working as intended, indicating strong execution of the partnership.

근거

“Since the start of the year, 20 million subscriber households have watched more than 200 million hours of UFC programming on Paramount+.”

Mark Shapiro

NFLX +2.1%

파트너

Netflix's global rollout for WWE is progressing, expanding the partnership into new markets and driving international growth.

근거

“beyond our expansion with Netflix into Italy, we recently launched premium live events with the streamer in Germany, Austria and Switzerland as markets continued to come online.”

Mark Shapiro

외부 신호

공급망 알파 · 2발표 이후 수익률

UFC Freedom 250, while a marketing success, was an anticipated ~$30M loss for the quarter due to higher costs and no ticket sales, impacting consolidated margins.

Andrew Schleimer

TKO-1.3%

근거

“Given the event's financial profile, which, as anticipated, resulted in an approximately $30 million loss, our margins at UFC, as well as on a consolidated basis, were meaningfully impacted.”

WWE's growth strategy involves a deliberate near-term margin trade-off: staging more international events increases costs and lowers quarterly margins, but is a strategic investment for long-term global growth.

Andrew Schleimer

TKO-1.3%NFLX+2.1%

근거

“We did, however, in the quarter as well, stage more events, more international events as well, 22 versus 2 in the prior year quarter. Again, this is an investment... in broadening and growing its fan base.”

방법론 및 범위

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