Zacks Investment Research·2d ago
NWSA Q1 Earnings Beat on Real Estate and Publishing GainsNews Corp's fiscal Q1 adjusted earnings jump 27.3% and beat estimates as real estate, Dow Jones and publishing grow, but free cash flow turns negative.
News Corporation's fiscal 2026 results indicate a cyclical recovery, with Q4 2026 revenue up 10.8% year-over-year and operating cash flow reaching $685M, a 3.8x multiple of net income.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth turned positive in fiscal 2026, with Q4 2026 up 10.8% year-over-year, but gross margin dropped from 100% to 50.8% in Q3 2026, indicating a cost structure shift that may pressure profitability.
A bull case involves a strong economic rebound boosting advertising sales, which could push revenue growth to 3-4%.
A favorable housing market could drive revenue growth for News Corporation, particularly in its real estate segments.
Over the long term, NWSA's growth will be determined by its ability to successfully complete its digital transformation.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.28+7.7% vs $0.26 | $2.3B+0.7% vs $2.3B |
Q3 2026 Aug 5, 2026 | $0.35+66.7% vs $0.21 | $2.3B+4.1% vs $2.2B |
Q2 2026 May 7, 2026 | $0.21+31.3% vs $0.16 | $2.2B+3.4% vs $2.1B |
Q1 2026 Feb 5, 2026 | $0.40+21.2% vs $0.33 | $2.4B+2.6% vs $2.3B |
News Corp's fiscal Q1 adjusted earnings jump 27.3% and beat estimates as real estate, Dow Jones and publishing grow, but free cash flow turns negative.
News Corporation (NWSA) Q1 2027 Earnings Call Transcript
Digital-only subscriptions to The Wall Street Journal averaged 4.66 million in the quarter.
"Our three engines of growth - Digital Real Estate Services, Dow Jones and Book Publishing - collectively delivered robust results despite volatile economic conditions," Thomson said.
Benchmark NWSA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for News Corporation (NWSA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $26.39 | $14.81B | 25.62 | 6.82% | 6.35% | 6.15% | 1.38% | |
| $68.36 | $11.1B | 32.71 | 9.24% | 13.19% | 19.47% | 0.98% | |
| $5.96 | $876.77M | -33.11 | -5.79% | 4.11% | 49.68% | — | |
| $24.43 | $1.46B | 47.90 | -2.26% | -7.25% | -19.15% | — | |
| $6.73 | $41.05M | -1.09 | -8.02% | -1.84% | — | — | |
| $30.95 | $77.6B | 106.72 | -5.15% | -8.77% | -8.91% | — |
News Corporation (NWSA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
News Corporation (NWSA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Aug 6, 2026·SEC
Aug 5, 2026·SEC
Aug 7, 2026·SEC
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News Corporation (NWSA) stock FAQ — growth, dividends, profitability & financials explained
News Corporation (NWSA) reported $9.03B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 1% less than the $9.10B of fiscal year 2011.
News Corporation (NWSA) grew revenue by 6.8% in fiscal year 2026, compared with the prior fiscal year.
Yes. News Corporation (NWSA) earned $573.0M in net income over the trailing twelve months (a 6.3% net margin).
Yes. News Corporation (NWSA) pays a dividend that yields 1.38% at the current price, a moderate yield.
News Corporation (NWSA) had a return on equity (ROE) of 6.2% in fiscal year 2026. That is below the market's typical 10-15%.
News Corporation (NWSA) generated $1.07B in free cash flow over the trailing twelve months.
