TKO Group posts EPS beat, raises 2026 guidance as UFC revenue jumps 60%
TKO Group Holdings reported third‑quarter diluted EPS of $1.33, topping the $1.20 consensus, while revenue reached $1.36 billion, slightly below estimates. UFC segment revenue surged 60% year‑over‑year to $519.2 million, driving an adjusted EBITDA increase to $555.7 million. The company lifted its full‑year 2026 revenue guidance to $5.790‑$5.830 billion and adjusted EBITDA to $2.295‑$2.315 billion, and announced it will use debt to repurchase the remaining $936 million of its $3 billion buyback program.
Why it matters
The raised guidance signals higher expected earnings for 2026, but after‑hours shares fell 1.8% as the revenue miss and debt‑financed buyback tempered enthusiasm. Investors will watch whether the UFC growth sustains the higher profit outlook while WWE performance remains weak.
Key facts
- 1Diluted EPS was $1.33, beating the $1.20 consensus by 22%. finviz.com
- 2Quarterly revenue was $1.36 billion, 0.7% below the $1.37 billion consensus. finviz.com
- 3UFC revenue rose 60% year‑over‑year to $519.2 million. finance.yahoo.com
- 4Full‑year 2026 revenue guidance was raised to $5.790‑$5.830 billion. finviz.com
- 5Full‑year 2026 adjusted EBITDA guidance was raised to $2.295‑$2.315 billion. finviz.com
- 6TKO plans to repurchase the remaining $936 million of its $3 billion share‑buyback program, funded primarily by new debt. finviz.com
Open questions
- WWE revenue is reported as $2.8 million in materials 3 and 4, but $399.3 million in material 7.
Summary written by AlphAI AI Desk from 7 of 7 sources. Not investment advice. Figures are as stated by the linked sources.