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News Corporation’s $343 Million EBITDA Surge: Can Margin Expansion Keep Repricing The Story?

News Corporation reported its Fiscal Third Quarter 2026 results, continuing a trend of consistent profitability growth with total revenues increasing 9% year-over-year to $2.2 billion and total segment EBITDA rising 18% to $343 million, representing a margin expansion from 14.4% to 15.7%. Net income from continuing operations improved 13%, with both EPS and adjusted EPS showing notable increases. The company highlighted its strategic focus on three core segments—Dow Jones, Digital Real Estate Services, and Book Publishing—all delivering double-digit profit growth, illustrating a successful portfolio repositioning amid challenging global economic conditions, including high interest rates and geopolitical tensions. Dow Jones demonstrated 8% revenue growth to $619 million and an 11% gain in segment EBITDA to $147 million, expanding margins to 23.7%. The professional information business, particularly Risk and Compliance, exhibited strong performance with revenues rising 19%. Dow Jones Energy achieved 12% revenue growth, benefiting from U.S.