TKO Group Holdings, Inc. (TKO)

TKO Group Holdings missed profit expectations even as revenue edged past consensus in the second fiscal quarter of 2026, reported on Aug. 3, with revenue of about $1.6 billion versus the roughly $1.5 billion estimate, about +0.3%, up about 18% from about $1.3 billion a year ago. EPS of $1.34 missed the $1.41 estimate by about 5% and was up about 15% from $1.17 a year ago, while net income climbed about 213% to roughly $308.4 million from about $98.4 million a year earlier and operating income reached about $429.8 million. Media Rights, Production and Content led at about $835.8 million, up 18%, and UFC added roughly $535.7 million, up 29%; operating cash flow was about $374.0 million, the company repurchased about $129.3 million of stock and paid about $32.0 million in dividends. Consensus for the next period calls for EPS of $1.30 on revenue of $1.39 billion.