TKO Group Holdings, Inc.(TKO)

$182.67—Stale · unknown old

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TKO Group Holdings, Inc.(TKO)

NYSE • Last print unknown ago

$182.67—Stale · unknown old

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TKO(TKO)

TKO

9/26/26

TKO (TKO)

Saturday

6:31 PM

ThesisStrong demand for live events and a new strategic partnership are expected to drive revenue growth, enhancing investor sentiment.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$4.7B	$5.8B	$5.9B
Rev. Growth	+68.9%	+22.9%	+1.0%
EPS	$2.42	$4.64	$5.47
EPS Growth	+1917%	+91.7%	+17.8%
P/E (fwd)	75.5×	39.4×	33.4×

★ Analysts see FY2026 revenue reaching $5.8B — +22.9% growth in a single year.

Why Revenue Could Accelerate

01Recent partnership with a major streaming platform expected to increase media rights revenue by 25% over the next three years.
02Live event attendance surged 40% YoY in Q1 2026, indicating strong consumer demand.
03Merchandising sales increased by 50% YoY, driven by new product lines and event tie-ins.
04Debt refinancing completed at lower interest rates, reducing annual interest expenses by 15%.
05Increased consumer engagement in live entertainment post-pandemic
06Growth of digital streaming platforms in sports entertainment
07Changes in media rights agreements, particularly renewals or new deals that can significantly impact revenue
08Attendance and ticket sales performance at live events, especially major events

FY2025 Snapshot

Revenue: $4.7B
Rev. Growth: +68.9%
Gross Margin: 49.6%
Op. Margin: 20.3%
Net Margin: 4.1%
Net Income: $195M
NI Growth: +1977%
EPS: $2.42
1Y Return: -5.2%

TKO Chart

My Notes

"Management highlighted, 'Our partnership with the streaming platform positions us for unprecedented growth in media rights revenue.'"
Moat: TKO's established brand and loyal fanbase provide a durable competitive advantage in the entertainment sector.
growth - TKO's rapid revenue growth and expanding market presence attract growth-oriented investors.
Interest rates can affect TKO's financing costs for new initiatives or acquisitions…
Watch on earnings: Media rights revenue growth rate, Live event attendance figures, Merchandising sales growth rate.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $5.8B to $5.9B as recent partnership with a major streaming platform expected to increase media rights revenue by 25% over the next three.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

75.5×

39.4×

33.4×

Why Revenue Could Accelerate

01Recent partnership with a major streaming platform expected to increase media rights revenue by 25% over the next three years.

02Live event attendance surged 40% YoY in Q1 2026, indicating strong consumer demand.

03Merchandising sales increased by 50% YoY, driven by new product lines and event tie-ins.

04Debt refinancing completed at lower interest rates, reducing annual interest expenses by 15%.

05Increased consumer engagement in live entertainment post-pandemic

06Growth of digital streaming platforms in sports entertainment

07Changes in media rights agreements, particularly renewals or new deals that can significantly impact revenue

08Attendance and ticket sales performance at live events, especially major events

My Notes

"Management highlighted, 'Our partnership with the streaming platform positions us for unprecedented growth in media rights revenue.'"

Moat: TKO's established brand and loyal fanbase provide a durable competitive advantage in the entertainment sector.

growth - TKO's rapid revenue growth and expanding market presence attract growth-oriented investors.

Interest rates can affect TKO's financing costs for new initiatives or acquisitions…

Watch on earnings: Media rights revenue growth rate, Live event attendance figures, Merchandising sales growth rate.