News Corporation Earnings Report and Rating Adjustments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 14 2026
0mins
Should l Buy NWS?
Source: Yahoo Finance
- Earnings Highlights: News Corporation's FQ2 2026 report shows a revenue increase to $2.4 billion, up 6%, with total segment EBITDA rising 9% to $521 million, indicating strong performance in digital real estate and Dow Jones segments.
- Profitability Changes: Despite a 21% drop in net income from continuing operations to $242 million due to the absence of an $87 million one-time gain from the previous year, adjusted EPS rose to $0.40, and profitability margins improved to 22.1%.
- Segment Performance: Both Dow Jones and Digital Real Estate segments achieved double-digit profit growth, with Dow Jones recording a record digital advertising revenue of $87 million and Realtor.com seeing a 10% revenue increase, showcasing successful digital transformation.
- Market Challenges: The News Media segment reported flat revenues and a 5% decline in EBITDA, reflecting challenges in the print advertising market, while Book Publishing grew 6% to $633 million but was impacted by a $16 million one-time inventory charge at HarperCollins, highlighting pressures faced by traditional media.
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Analyst Views on NWS
About NWS
News Corporation is a diversified media and information services company. Its Digital Real Estate Services segment consists of the Company’s interest in REA Group and Move. REA Group is a digital media business specializing in property and property-related services on its Websites and mobile apps. Move is a provider of digital real estate services in the United States and primarily operates Realtor.com, a real estate information, advertising and services platform, its referral-based services, online tools and services to do-it-yourself landlords and tenants. Its Dow Jones segment includes Dow Jones, a global provider of news and business information, which distributes its content and data through a variety of media channels. Its Book Publishing segment consists of HarperCollins, a consumer book publisher with operations in 15 countries. Its News Media segment consists of News Corp Australia, News UK and the New York Post and includes The Australian, The Daily Telegraph, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Inventory Growth: Active listings reached 964,477, an 8.1% increase year-over-year, although the pace of growth has slowed, it remains below typical levels from 2017-2019, suggesting ongoing supply-demand imbalances and competitive pressures for buyers in certain regions.
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- Inventory Continues to Rise: Active listings reached 964,477, an 8.1% increase year-over-year, showing a gradual recovery in inventory, yet still below typical pre-pandemic levels from 2017-2019, suggesting a persistent supply-demand imbalance that increases competition for buyers.
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See More
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- Inventory Growth: Active listings reached 964,477, an 8.1% increase year-over-year, although the pace of growth has slowed, it remains below typical levels from 2017-2019, suggesting ongoing supply-demand imbalances and competitive pressures for buyers in certain regions.
- Surge in New Listings: New listings jumped to 439,000, a 21.2% month-over-month increase, reflecting heightened seller confidence that could drive spring sales, yet the market's performance in the coming months remains uncertain.
- Slow Market Response: The median days on market reached 57 days, four days longer than last year, indicating a slowdown in sales pace; while the share of price reductions has decreased, sellers must still adapt to market changes to attract buyers.
See More
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- First-Time Buyer Support: The new app offers tailored prompts to assist first-time buyers in clarifying budget and search criteria during the pre-search phase, which is expected to increase engagement and satisfaction among first-time homebuyers.
- Neighborhood Exploration Feature: Users can easily discover suitable communities by comparing criteria such as commute times, lifestyle amenities, and school boundaries, thereby enhancing their understanding and confidence in the real estate market.
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See More
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See More
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See More
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Financial Commitment: A significant investment of $100 million is allocated for this project, indicating a strong commitment to its success.
Credit and Financing: The facility will include provisions for letters of credit, which are essential for securing financing and ensuring smooth operations.
Regulatory Aspects: The project will also involve specific regulatory filings, highlighting the importance of compliance in the development process.
See More
