Disney supercharged its parks. The booming division still has room to run

February 2, 2026

TL;DR

Disney's experiences division reported record first-quarter revenue, surpassing $10 billion for the first time.
The division generated $3.3 billion in operating income, a 6% increase from the previous year, and accounted for 71% of Disney's total operating income.
Company executives forecast high-single-digit growth for the segment in fiscal 2026.
Investments in park expansion, ride refurbishment, new cruise ships, and digital gaming are driving success, fueled by Disney's franchise library.
Recent strategic acquisitions of Pixar, Marvel, Lucasfilm, and 20th Century Fox have provided valuable intellectual property for park developments.
Disney is undertaking a 10-year, $60 billion investment plan, with expansion projects underway at all theme parks.
Upcoming attractions include 'World of Frozen' at Disneyland Paris, a new cruise ship 'Disney Adventure' for Asia, and new themed lands at various parks like Magic Kingdom, Hollywood Studios, Animal Kingdom, and Disneyland.
A new Disney park and resort is planned for Yas Island in the United Arab Emirates.
Despite a decline in international visitors to domestic parks due to higher travel costs and geopolitical unease, domestic theme park revenue grew 7%.
New international offerings and parks are seen as strategies to tap into foreign markets.
There is ongoing speculation regarding the next CEO, with Disney Experiences Chairman Josh D'Amaro considered a likely successor to Bob Iger.

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