TKOTKO Group Holdings, Inc.
TKO Group Holdings, Inc. (TKO) operates in the Hotels, Restaurants & Leisure sector, primarily through its ownership of WWE, UFC, PBR, and Zuffa Boxing — a portfolio of premium live events and media rights. The next catalyst is Oct 1, 2026 — Why TKO Group Holdings (TKO) news, which will test the company’s ability to sustain momentum from recent media-rights growth and event-driven revenue.
- Revenue in the latest quarter was $5.57B, but year-over-year growth was -7.3%, signaling a slowdown in traditional revenue streams.
- Net margin (TTM) stands at 5.9%, with debt-to-equity at 1.02x, suggesting a balanced capital structure.
- Earnings per share (Diluted) was $1.34, but revenue growth remains a key concern for the business.
The Read
After missing Q4 2025 earnings but beating revenue and signaling optimism, TKO's stock remained flat, then fell on WrestleMania 42 and SummerSlam 2026 due to earnings concerns, before rallying on Q2 2026 guidance and media-rights growth.
The schedule
- Thu1Oct
This event will test the company's ability to maintain momentum following the recent earnings release and amid macroeconomic uncertainty. The outcome will reflect investor sentiment on the company's strategic direction and operational performance.
- Mon2Nov
This earnings release will test the company's ability to deliver strong results in a challenging macroeconomic environment, with a focus on revenue growth and cost management.
- Tue9Feb
This earnings release will test the company's ability to deliver strong results in a challenging macroeconomic environment, with a focus on revenue growth and cost management.
- Tue11May
This earnings release will test the company's ability to deliver strong results in a challenging macroeconomic environment, with a focus on revenue growth and cost management.
- Wed30Jun
This event will test the company's ability to exceed analyst expectations, which could influence investor sentiment and future capital allocation.
- Mon2Aug
This earnings release will test the company's ability to deliver strong results in a challenging macroeconomic environment, with a focus on revenue growth and cost management.
Past
- Wed7Oct
This event will test the company's ability to meet or exceed expectations in a key performance milestone, which could influence investor confidence and future capital allocation.
- Mon3Aug
Actual outcome: Bull · $189.42 at outcome
TKO reported Q2 earnings of $1.36 per share, matching the estimate, and raised its full-year 2026 revenue and adjusted EBITDA guidance, citing strong momentum from media-rights increases, global live events, and FIFA World Cup hospitality sales. The stock rallied on improved guidance and positive momentum, despite the EPS match, as investors focused on the company's strategic direction and growth prospects.
- Sat1Aug
Actual outcome: Bear · $183.07 at outcome
The stock closed at $181.81, remaining well below the $196.00 bear floor. Despite the focus on WWE's SummerSlam event, market sentiment was weighed down by cautious positioning ahead of TKO Group's Q2 earnings report, with analysts noting the company lacked the key ingredients for a likely earnings beat, alongside recent institutional selling.
- Sun5Apr
Actual outcome: Bear · $195.47 at outcome
TKO's stock trended lower toward the bear floor following WrestleMania 42, closing at $197.02. Despite recent institutional investments, negative trends in earnings estimate revisions weighed on investor sentiment, overshadowing the flagship event and preventing the stock from sustaining its prior upward momentum.
- Wed25Feb
Actual outcome: Bull · $224.96 at outcome
TKO reported a significant earnings miss with a quarterly loss of $0.08 per share compared to an expected profit, but this was offset by a beat on revenue estimates and management's report of 'meaningful momentum' for UFC and WWE. The stock remained flat as the market balanced the bottom-line disappointment against strong top-line growth and an optimistic 2026 outlook under a deregulatory environment.
