WALT DISNEY CO/ Balance Sheet Charts

29 snapshots of history · ending 2026-03-28 · SEC EDGAR

Source:10-K · 10-Q

Assets vs Liabilities

Cash Position Breakdown

Debt Structure

Working Capital Components

Capital Structure (LT Debt / Cash / Equity)

Total Assets↑+4.8% +$9.38B
$205.22B
Current Assets↑+8.2% +$1.86B
$24.60B
Cash & Equivalents↓-2.9% -$170M
$5.68B
Inventory↑+4.1% +$81M
$2.08B
Net PPE↑+13.2% +$5.16B
$44.26B
Goodwill↑+1.9% +$1.37B
$74.68B
Intangibles↑+0.6% +$56M
$10.06B
Current Liabilities↑+6.4% +$2.19B
$36.22B
Account Payables↑+1.8% +$259M
$15.05B
Long-Term Debt↑+5.6% +$2.03B
$38.47B
Stockholders Equity↑+4.2% +$4.37B
$108.71B
Retained Earnings↑+16.1% +$8.66B
$62.39B
Operating Lease ROU Asset↓-6.1% -$206M
$3.17B
Operating Lease Liability↓-2.1% -$58M
$2.71B
Finance Lease ROU Asset
$341M
Operating Lease CostNEW↓-16.5% -$153M
$773M
Gross PP&E↑+5.1% +$3.55B
$73.37B
Accumulated Depreciation↑+1.2% +$566M
$48.10B
Debt Due Y1↓-1.0% -$65M
$6.75B
Debt Due Y2↓-34.8% -$1.59B
$2.98B
Debt Due Y3↓-40.2% -$1.18B
$1.75B
Debt Due Y4↑+49.5% +$792M
$2.39B
Debt Due Y5↓-31.6% -$693M
$1.50B
Debt Due >Y5↓-4.1% -$1.11B
$25.87B
Total Debt Carrying Amount↓-10.0% -$4.56B
$41.25B
Contract LiabilityNEW↑+5.2% +$377M
$7.59B
Contract Liability (Current)NEW↑+8.2% +$520M
$6.87B
Contract Liability (Noncurrent)NEW↓-16.5% -$143M
$723M
Remaining Performance ObligationNEW↑+13.3% +$2.00B
$17.00B
Pension Plan Assets↑+16.2% +$2.18B
$15.64B
Pension Net Periodic CostNEW↑+34.6% +$28M
$-53M

WALT DISNEY CO/ — Equity RollforwardNEW

Per-period stockholders' equity flows + ending balances by component, sourced from the issuer's 10-K dimensional XBRL on us-gaap:StatementEquityComponentsAxis. Positive flows (Net Income / OCI / SBC / Stock Issuance) above the axis; negative flows (Dividends / Buybacks / Tax Withholding) below. Net change in equity per period = sum of bars.

Common + APIC

$59.8B

2.1%

Retained Earnings

$60.4B

21.5%

AOCI

−$2.9B

21.2%

Treasury Stock

−$7.4B

89.9%

NCI

$4.7B

1.7%

Total Equity

WALT DISNEY CO/ — Long-Term Debt ScheduleNEW

Debt by category sourced from us-gaap:LongtermDebtTypeAxis dimensional XBRL. Stated rates converted from XBRL's decimal convention (e.g. 0.052) to percent (5.20%).

Total Face

Total Carrying

$44.03B

Weighted Avg Rate

3.94%

CategoryStated RateFaceCarryingEffective Rate
U.S.Dollar Denominated Notes4.09%$38.66B4.43%
Commercial Paper0.00%$2.06B4.28%
Foreign Currency Denominated Canadian Debt March2027 Maturity3.06%$1.30B
Asia International Theme Parks8.00%$1.07B4.55%
Other Foreign Currency Denominated Debt3.06%$931.0M5.11%

WALT DISNEY CO/ — Pension & OPEBNEW

Per-plan-type defined-benefit + post-retirement disclosures sourced from us-gaap:RetirementPlanTypeAxis dimensional XBRL. Funded status (= plan assets − benefit obligation) is the headline signal — negative values mean the plan is underfunded and the gap sits on the balance sheet as hidden leverage. Discount-rate and expected-return assumptions drive the obligation calculation; small assumption changes cause large swings in the projected liability.

Pension

Pension Plans Defined Benefit

As of 2025-09-27

Plan Assets

$17.54B

Benefit Obligation

$16.33B

Funded Status

+$1.21B

Discount Rate

5.46%

Expected Return

7.25%

Net Periodic Cost

$136.0M

Service Cost

$264.0M

Interest Cost

$783.0M

Employer Contrib.

$71.0M

Funded Status Trend

OPEB

Other Postretirement Benefit Plans Defined Benefit

As of 2025-09-27

Plan Assets

$897.0M

Benefit Obligation

$937.0M

Funded StatusUNDERFUNDED

−$40.0M

Discount Rate

5.36%

Expected Return

7.25%

Net Periodic Cost

−$132.0M

Service Cost

$1.0M

Interest Cost

$45.0M

Employer Contrib.

$27.0M

Funded Status Trend

WALT DISNEY CO/ — Hedging ActivityNEW

Per-axis derivative-disclosure decomposition sourced from us-gaap:HedgingDesignationAxis and us-gaap:DerivativeInstrumentRiskAxis dimensional XBRL. Designation tells the accounting treatment (designated = earnings volatility bypassed via OCI; nondesignated = mark-to-market through P&L). Risk class tells what's being hedged.

By Hedge Designation

Designated

Notional

$10.60B

Fair Value

$233.0M / $407.0M

Nondesignated

Notional

$3.00B

Fair Value

$39.0M / $49.0M

MemberClassNotionalFV AssetFV LiabilityGain / Loss
Designated As Hedging InstrumentDesignated$10.60B$233.0M$407.0M
NondesignatedNondesignated$3.00B$39.0M$49.0M

By Risk Class

Foreign Exchange

Notional

$10.60B

Fair Value

$233.0M / $407.0M

Interest Rate

Notional

$10.60B

Fair Value

/ $762.0M

Other

Notional

$600.0M

Fair Value

$3.0M /

MemberClassNotionalFV AssetFV LiabilityGain / Loss
Currency SwapForeign Exchange$1.30B
Foreign Exchange ContractForeign Exchange$9.30B$233.0M$407.0M
Interest Rate ContractInterest Rate$10.60B$762.0M−$396.0M
Other ContractOther$600.0M$3.0M

By Hedge Relationship — Gain/Loss Flow Attribution

Where the derivative gain/loss actually flows. Cash Flow sits in OCI buffer until the hedged item hits the income statement; Fair Value flows through P&L immediately; Net Investment sits in OCI's CTA bucket forever (until divestiture) — the hidden earnings-stability mechanism most P&L-only readers miss.

Fair Value Hedging (P&L)

Notional

$10.60B

Fair Value

/

Cash Flow Hedging (OCI buffer)

Notional

$9.30B

Fair Value

/

MemberClassNotionalFV AssetFV LiabilityGain / Loss
Cash Flow HedgingCash Flow Hedging (OCI buffer)$9.30B
Fair Value HedgingFair Value Hedging (P&L)$10.60B

WALT DISNEY CO/ — Goodwill by SegmentNEWIMPAIRMENT

Per-segment goodwill allocation sourced from us-gaap:StatementBusinessSegmentsAxis dimensional XBRL. Surfaces the impairment-watch story (shrinking goodwill = real write-down loss masked behind GAAP non-cash label) and where the latest M&A landed (acquired-period column).

As of 2025-09-27 · Total Goodwill $73.29B

SegmentGoodwillAcquired (Period)ImpairmentFX Translation
Entertainment69.9%$51.26B$1.29B
Sports22.5%$16.49B
Experiences7.6%$5.55B
Star India0.0%$1.33B

WALT DISNEY CO/ — Pension Plan Asset AllocationNEW

Per-asset-category breakdown of the pension plan, sourced from us-gaap:DefinedBenefitPlanByPlanAssetCategoriesAxis dimensional XBRL. Tells the de-risking story — mature plans shift from equity to fixed income as obligations approach payout. Target vs actual allocation column shows the rebalancing signal.

By CategoryAs of 2025-09-27

CategoryFair ValueActual %Target %Δ vs Target
Fixed Income / Debt14.0%40.0%-26.0pt
Other23.0%10.0%+13.0pt
Equity Securities15.0%10.0%+5.0pt
Derivatives0.0%
Cash & Equivalents3.0%0.0%+3.0pt
Asset / Mortgage-Backed1.0%

WALT DISNEY CO/ — VIE & Consolidated EntitiesNEW

Per-consolidated-entity disclosures sourced from us-gaap:ConsolidatedEntitiesAxis dimensional XBRL. Surfaces the shadow-exposure story — banks moved much securitization activity into VIEs they don't consolidate (not the "primary beneficiary") but where contractual exposure is still material. Off-BS commitments are flagged in amber.

As of 2025-09-27

EntityClassAssetsBeneficial InterestOff-BS Commitments
International Theme ParksOther$6.96B