Акции TKO Group Holdings, Inc. (TKO) — это хороший бизнес?

Акции TKO Group Holdings, Inc. (TKO) — это хороший бизнес? — InspectStocks

Just reported

Q3 2026 results

From TKO's results release of 4 ноября 2026 г.; its quarterly report has since been filed.

Revenue
Actual
1,36B $
+21 % y/y
-12 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
1,33 $
+183 % y/y
-0,7 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
377,6M $
+120 % y/y
-12 % q/q
Guided
—
No guide given

Company outlook

Full year 2026

Revenue5,79B $ – 5,83B $+23 % y/y Unchanged

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

На чём зарабатывает

Media rights, production and content52 %
Live events and hospitality29 %
Partnerships and marketing11 %
Consumer products licensing and other4 %
Corporate and Other, including PBR and boxing4 %

Доли выручки — это оценки за nine months ended September 30, 2026, а не цифры из поданной отчётности.

Конкурирует с

Professional Fighters League (PFL)
All Elite Wrestling
ONE Championship

Что продаёт6

Ultimate Fighting Championship events and programming
Mixed martial arts fights and related programming licensed to broadcasters and streaming services, with tickets and live-event experiences sold to fans.
World Wrestling Entertainment programming and events
Weekly wrestling shows, major live events and archived programs distributed through television and streaming partners, alongside live events for ticket-buying fans.
IMG sports services
Media-rights sales, sports content production, sponsorship sales, event management and consulting for sports leagues, teams and event organizers.

Показать ещё 3

On Location experiences
Official tickets, hospitality, travel arrangements and curated experiences for major sports and entertainment events.
Professional Bull Riders events and programming
Bull-riding competitions, tours and team events shown on television and streaming services, with tickets and branded merchandise for fans.
Zuffa Boxing
A boxing promotion run as a joint venture, with TKO providing promotional, event operations and media-rights support.

Кто покупает6

Television networks and streaming services pay for rights to show TKO programming; partners include Paramount, Netflix, ESPN, Versant and the CW.
Fans buy tickets, merchandise and, in some markets, subscriptions to TKO’s direct streaming services.
Brands pay for sponsorships, advertising and product placements; examples include Meta, Ram Trucks, Anheuser-Busch and IBM.

Показать ещё 3

Sports leagues, teams, event organizers and governing bodies hire IMG for media rights, production, sponsorship and event services.
Fans and corporate clients buy premium event tickets, hospitality and travel packages from On Location.
Cities, tourism organizations and other event hosts may pay fees or provide financial incentives to bring events to their locations.

На чём держится и что может это сломать

От чего зависит бизнес

1UFC and WWE rely on television and streaming partners to distribute much of their programming; changes to or loss of rights agreements can affect access to audiences and revenue.
2The appeal of TKO events depends on audience interest in its brands and the continued availability of athletes, wrestlers and other performers.
3IMG depends on sports organizations and event owners hiring it to sell media rights, produce content and manage sponsorships or events.
4Live events depend on venues, permits and athletic or other local approvals, as well as fans and partners being able to attend or participate.

Что может пойти не так

1If major television or streaming partners do not renew, replace or honor rights agreements, TKO may have difficulty distributing its shows and events or collecting the related revenue.
2If audiences lose interest in its brands, or key athletes and performers leave or become unavailable, TKO could see lower demand for its programming, tickets, sponsorships and merchandise.
3TKO bears costs and operational exposure when it stages events; weak attendance, injuries, cancellations or failure to meet venue and sports regulations could reduce revenue or prevent an event from going ahead.

Полная финансовая отчётность →

О компании TKO Group Holdings, Inc.

The Ultimate Fighting Championship stages mixed martial arts fights, and World Wrestling Entertainment produces wrestling shows and live events. TKO also sells sports media and marketing services to leagues, teams and event organizers, and arranges premium ticket, travel and hospitality packages. Its Professional Bull Riders business stages bull-riding competitions, and it supports the Zuffa Boxing promotion through a joint venture.

Штаб-квартира: New York City, New York
Год основания: 2023
Сотрудников: 4,000+ (December 31, 2025, high)
Торгуется на: NYSE
Конец финансового года: December 31

Построено по собственной отчётности TKO Group Holdings, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Just reported

Q3 2026 results

From TKO's results release of 4 ноября 2026 г.; its quarterly report has since been filed.

Revenue
Actual
1,36B $
+21 % y/y
-12 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
1,33 $
+183 % y/y
-0,7 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
377,6M $
+120 % y/y
-12 % q/q
Guided
—
No guide given

Company outlook

Full year 2026

Revenue5,79B $ – 5,83B $+23 % y/y Unchanged

Keep exploring

The themes TKO is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Entertainment

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Communication Services

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

На чём зарабатывает

Media rights, production and content52 %
Live events and hospitality29 %
Partnerships and marketing11 %
Consumer products licensing and other4 %
Corporate and Other, including PBR and boxing4 %

Доли выручки — это оценки за nine months ended September 30, 2026, а не цифры из поданной отчётности.

Конкурирует с

Professional Fighters League (PFL)
All Elite Wrestling
ONE Championship

Что продаёт6

Ultimate Fighting Championship events and programming
Mixed martial arts fights and related programming licensed to broadcasters and streaming services, with tickets and live-event experiences sold to fans.
World Wrestling Entertainment programming and events
Weekly wrestling shows, major live events and archived programs distributed through television and streaming partners, alongside live events for ticket-buying fans.
IMG sports services
Media-rights sales, sports content production, sponsorship sales, event management and consulting for sports leagues, teams and event organizers.

Показать ещё 3

On Location experiences
Official tickets, hospitality, travel arrangements and curated experiences for major sports and entertainment events.
Professional Bull Riders events and programming
Bull-riding competitions, tours and team events shown on television and streaming services, with tickets and branded merchandise for fans.
Zuffa Boxing
A boxing promotion run as a joint venture, with TKO providing promotional, event operations and media-rights support.

Кто покупает6

Television networks and streaming services pay for rights to show TKO programming; partners include Paramount, Netflix, ESPN, Versant and the CW.
Fans buy tickets, merchandise and, in some markets, subscriptions to TKO’s direct streaming services.
Brands pay for sponsorships, advertising and product placements; examples include Meta, Ram Trucks, Anheuser-Busch and IBM.

Показать ещё 3

Sports leagues, teams, event organizers and governing bodies hire IMG for media rights, production, sponsorship and event services.
Fans and corporate clients buy premium event tickets, hospitality and travel packages from On Location.
Cities, tourism organizations and other event hosts may pay fees or provide financial incentives to bring events to their locations.

На чём держится и что может это сломать

От чего зависит бизнес

1UFC and WWE rely on television and streaming partners to distribute much of their programming; changes to or loss of rights agreements can affect access to audiences and revenue.
2The appeal of TKO events depends on audience interest in its brands and the continued availability of athletes, wrestlers and other performers.
3IMG depends on sports organizations and event owners hiring it to sell media rights, produce content and manage sponsorships or events.
4Live events depend on venues, permits and athletic or other local approvals, as well as fans and partners being able to attend or participate.

Что может пойти не так

1If major television or streaming partners do not renew, replace or honor rights agreements, TKO may have difficulty distributing its shows and events or collecting the related revenue.
2If audiences lose interest in its brands, or key athletes and performers leave or become unavailable, TKO could see lower demand for its programming, tickets, sponsorships and merchandise.
3TKO bears costs and operational exposure when it stages events; weak attendance, injuries, cancellations or failure to meet venue and sports regulations could reduce revenue or prevent an event from going ahead.

Полная финансовая отчётность →

О компании TKO Group Holdings, Inc.

Штаб-квартира: New York City, New York
Год основания: 2023
Сотрудников: 4,000+ (December 31, 2025, high)
Торгуется на: NYSE
Конец финансового года: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает6

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании TKO Group Holdings, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Entertainment

Grade rose recently in Communication Services

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает6

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании TKO Group Holdings, Inc.

Keep exploring

The theme it is part of

Highest-graded in Entertainment

Grade rose recently in Communication Services

TKO Group Holdings, Inc.

Streaming & entertainment

Прибыль и балансовая стоимость — 4 из 4

Тренд бизнеса

Цена акции и оценка во времени

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает6

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании TKO Group Holdings, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Entertainment

Grade rose recently in Communication Services

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает6

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании TKO Group Holdings, Inc.

Keep exploring

The theme it is part of

Highest-graded in Entertainment

Grade rose recently in Communication Services

TKO Group Holdings, Inc.

Доходность за прошлые периоды

Streaming & entertainment

Прибыль и балансовая стоимость — 4 из 4

Тренд бизнеса

Цена акции и оценка во времени