Walt Disney World had what company leadership called a "stand-out" quarter in The Walt Disney Company's fiscal third quarter 2026 earnings report. Domestic park attendance grew 3% year over year, while overall per-guest spending at the domestic parks climbed 4%. Theme park admissions revenue benefited from a 5% increase in average per-capita ticket revenue alongside that attendance gain.
On the hotel side, domestic resort occupancy reached 91% for the quarter — up from 86% during the same period last year, and notably higher than the 89% recorded in the previous quarter. That's particularly impressive given that Q3 covers the post-spring-break shoulder period heading into summer, a window that has historically been softer for the resorts. Per-room guest spending at domestic properties rose 3%.
Disney CEO Josh D'Amaro addressed analyst speculation that Walt Disney World attendance had been declining, noting the company outperformed those expectations and is "performing significantly better than our competition" — a pointed reference to Universal, which recently flagged concerns about the broader Orlando market. Disney acknowledged continued headwinds from international visitors at its domestic parks, though those pressures have moderated compared to the prior quarter.
The Experiences segment as a whole saw revenue grow 10%, with operating income up 20% (roughly four percentage points of that driven by a one-time tariff refund). Disney Cruise Line contributed meaningfully, with its two newest ships — the Disney Destiny and Disney Adventure — boosting stateroom capacity approximately 50% compared to the prior-year quarter. Forward bookings at Walt Disney World remain strong, and the company expects continued global guest growth in Q4.
This earnings summary is based on reporting by Disney Tourist Blog.
