Disney Takes Valuation Lead Over Apple Amid Strong Q3 Results
The Walt Disney Company (NYSE: DIS) outperforms Apple Inc. (NASDAQ: AAPL) in terms of valuation and fundamentals, according to recent fiscal third-quarter 2026 results.
Disney's total segment operating income rose 21% year over year, beating its own prior guidance, while Experiences delivered record quarterly revenues alongside 4% global guest growth.
The company's streaming division also shows momentum with Entertainment Direct-to-Consumer profitability expanding, Disney+ and Hulu app unification progressing, and the newly launched standalone ESPN app broadening sports distribution to new audiences.
In contrast, Apple's fiscal third-quarter 2026 results show genuine strength, but its guidance tempers the picture with a marked deceleration attributed to foreign-exchange headwinds and intensifying supply constraints affecting iPhone, Mac, and iPad.