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Financial Analysis

Filing-based analysis. Market pricing is not included. Fundamentals from SEC filings; economic data from FRED and the BLS. About our data

Fundamentals

TKO Group Holdings, Inc. TKO

· Communication · Services-Amusement & Recreation Services

FY2025 10-K, filed 2026-02-25
SEC EDGAR

Filing evidence summary

Mixed evidenceCoverage 4/5 core metrics

Latest reported annual revenue changed -3.1% from the prior reported annual observation.

Backward-looking filed evidence under visible rules - not a rating, forecast or investment advice. Missing data is never scored.

Evidence signals

  • Revenue contracted

    Latest reported annual revenue changed -3.1% from the prior reported annual observation.

    Why this surfaced

    Direction threshold: above +2% constructive; below -2% caution; otherwise monitor. This is not labeled one-year growth when filing periods have a gap. Period end 2025-12-31.

  • 3 filing risk checks flagged

    Flagged areas: Earnings quality, Solvency & liquidity, Dilution.

    Why this surfaced

    The full financial analysis shows each value, threshold, and sector limitation.

  • Operating margin improved

    Operating margin changed +17.0 percentage points from the prior annual period.

    Why this surfaced

    Direction threshold: more than +1 percentage point constructive; below -1 point caution. Period end 2025-12-31.

Core trend metrics

Latest annual revenue growth
-3.1%
as of 2025-12-31
Latest annual operating margin
17.6%
as of 2025-12-31
Debt / equity
1.01x
as of 2025-12-31
ROIC snapshot
8.3%
period varies

Hover a tile for its exact definition; the Statements tab carries per-cell filing citations.

Where to look next

Risk checks

3of 10 rule-based checks flagged
  • Earnings quality
  • Solvency & liquidity
  • Dilution

Financial movement

  • Cash→ flat
  • Long-term debt→ flat
  • Inventory→ flat
  • Receivables→ flat
  • Current assets→ flat

Source & freshness

Source
SEC EDGAR XBRL
Fetched
2026-09-06
Latest period end
2025-12-31
Filings
EDGAR ↗

Reported segment mix

figures as filed · share of the filed sum · change vs the prior period in the same filing
Fiscal year ending 2025-12-3110-K filed 2026-02-25prior period 2024-12-31 from the same filingView filing
By business segment
Revenue
  • World Wrestling Entertainment Segment$1.71B
    36.1%
    +22.3% yoy
  • Ultimate Fighting Championship Segment$1.5B
    31.7%
    +6.8% yoy
  • IMG Segment$1.37B
    28.9%
    -30.6% yoy
  • Corporate And Other$199M
    4.2%
    +16.9% yoy
  • Eliminations-$42.7M
    -0.9%
    -29.5% yoy

Members sum to the consolidated $4.74B for this period.

By product or service
Revenue
  • Media Rights Production And Content$2.61B
    54.5%
    +4.3% yoy
  • Live Events And Hospitality$1.34B
    28.0%
    -25.2% yoy
  • Partnerships And Marketing$589M
    12.3%
    +32.3% yoy
  • Consumer Products Licensing And Other$245M
    5.1%
    +16.3% yoy

Members sum to the consolidated $4.74B for this period.

By geography
Revenue
  • North America$3.51B
    74.2%
    +17.2% yoy
  • EMEA$898M
    19.0%
    -38.5% yoy
  • Asia Pacific$242M
    5.1%
    -28.4% yoy
  • Latin America$80.5M
    1.7%
    -8.3% yoy

Members sum to the consolidated $4.74B for this period.

Latest quarter
Quarter ending 2026-03-3110-Q filed 2026-05-06prior period 2025-03-31 from the same filingView filing
  • IMG Segment$656M
    41.1%
    +37.6% yoy
  • World Wrestling Entertainment Segment$476M
    29.8%
    +21.5% yoy
  • Ultimate Fighting Championship Segment$401M
    25.1%
    +11.5% yoy
  • Corporate And Other$73.9M
    4.6%
    +35.9% yoy
  • Eliminations-$9.44M
    -0.6%
    -28.1% yoy

Change is against the same quarter a year earlier, as reported in the same 10-Q.

Source: SEC DERA Financial Statement and Notes data sets. Dimensional XBRL facts on the business-segment, product/service and geographic axes; the engine keeps the accession of every figure. Descriptive and educational, not advice.

Peer percentiles

latest fiscal year ending 2025-12-31 · among 3,990 US-listed filers · 129 in Communication
MetricValuevs all filersvs sector
Revenue
latest fiscal-year revenue as filed
$4.7B
79thof 3,301
top third
82ndof 124
top third
Revenue growth
latest fiscal-year revenue vs the prior fiscal year
-3.0%
22ndof 3,137
bottom third
29thof 119
bottom third
Operating margin
operating income ÷ revenue
17.6%
81stof 2,819
top third
86thof 117
top third
Net margin
net income ÷ revenue
4.1%
56thof 3,263
middle third
69thof 122
top third
Return on equity
net income ÷ stockholders' equity (positive equity only)
5.2%
52ndof 3,576
middle third
60thof 100
middle third
Interest coverage
operating income ÷ interest expense (interest expense > 0)
4.1×
68thof 819
top third
91stof 40
top third
Stock comp ÷ revenue
stock-based compensation ÷ revenue · lower is ranked higher
2.5%
48thof 2,895
middle third
41stof 110
middle third
Days sales outstanding
receivables ÷ revenue × 365 · lower is ranked higher
43 days
58thof 2,398
middle third
46thof 107
middle third
Net debt ÷ operating cash flow
net debt ÷ operating cash flow (OCF > 0) · lower is ranked higher
2.3×
48thof 1,546
middle third
66thof 63
middle third
Cash conversion
operating cash flow ÷ net income (net income > 0)
6.6×
94thof 1,118
top third
82ndof 25
top third
Cash-flow accrual ratio
(net income − operating cash flow) ÷ average total assets · lower is ranked higher
-7.1%
72ndof 1,333
top third
56thof 35
middle third
Balance-sheet accrual ratio
change in net operating assets ÷ average net operating assets · lower is ranked higher
-0.8%
72ndof 1,073
top third
60thof 24
middle third

Each filer's latest fiscal year as stored by the nightly crawl; fiscal year ends differ across the universe. A metric ranks only filers for which it is computable from filed facts. Ties split; a rank reads "better than N% of filers" in the metric's own direction. Descriptive and educational, not a rating.

Earnings quality

latest fiscal year ending 2025-12-31 · accruals and cash conversion as filed
Cash conversion
6.58×
operating cash flow ÷ net income, latest fiscal year
Cash-flow accrual ratio
-7.1%
(net income − operating cash flow) ÷ average total assets
Balance-sheet accrual ratio
-0.9%
change in net operating assets ÷ average net operating assets
Cash-backed years
3 of 3
fiscal years where operating cash flow met or exceeded net income
Mean cash conversion
34.44×
across the stored fiscal years with positive net income

Per fiscal year from filed facts: cash conversion = operating cash flow / net income (net income > 0); cash-flow accrual ratio = (net income - operating cash flow) / average total assets; balance-sheet accrual ratio = change in net operating assets / average net operating assets, NOA = (assets - cash) - (liabilities - debt). Descriptive; a missing input yields a missing ratio. High accrual ratios and cash conversion well below one are the measures the accruals literature associates with less persistent earnings; they are screens to read the cash-flow statement with, not conclusions. The per-year series is part of Pro risk analysis.

Point-in-time ledger

first-reported vs latest filing · periods since 2020-01-01 · 35 changed periods, 30 largest shown
Line itemPeriodFirst reportedLatest filingChangeFilings
Deferred revenue (current)
ContractWithCustomerLiabilityCurrent
balance at 2024-12-31$101M
10-K 2025-02-26
$417M
10-K 2026-02-25
+311.6%first · latest · 5 filings carry it
Receivables
AccountsReceivableNetCurrent
balance at 2024-12-31$184M
10-K 2025-02-26
$423M
10-K 2026-02-25
+129.8%first · latest · 5 filings carry it
Revenue
Revenues
quarter 2024-09-30$681M
10-Q 2024-11-06
$1.54B
10-K 2026-02-25
+126.2%first · latest · 3 filings carry it
Revenue
Revenues
quarter 2024-03-31$630M
10-Q 2024-05-08
$1.22B
10-K 2026-02-25
+94.1%first · latest · 3 filings carry it
Revenue
Revenues
fiscal year 2023-12-31$1.67B
10-K 2024-02-27
$3.22B
10-K 2026-02-25
+92.5%first · latest · 3 filings carry it
Operating income
OperatingIncomeLoss
fiscal year 2024-12-31$283M
10-K 2025-02-26
$30.9M
10-K 2026-02-25
-89.1%first · latest
Operating income
OperatingIncomeLoss
quarter 2024-09-30$136M
10-Q 2024-11-06
$34.6M
10-K 2026-02-25
-74.6%first · latest · 3 filings carry it
Revenue
Revenues
fiscal year 2024-12-31$2.8B
10-K 2025-02-26
$4.88B
10-K 2026-02-25
+74.2%first · latest
Operating income
OperatingIncomeLoss
quarter 2024-06-30$255M
10-Q 2024-08-08
$115M
10-K 2026-02-25
-55.0%first · latest · 3 filings carry it
Operating cash flow
NetCashProvidedByUsedInOperatingActivities
fiscal year 2023-12-31$468M
10-K 2024-02-27
$266M
10-K 2026-02-25
-43.2%first · latest · 3 filings carry it
Debt issued
ProceedsFromIssuanceOfLongTermDebt
fiscal year 2023-12-31$100M
10-K 2024-02-27
$143M
10-K 2026-02-25
+42.9%first · latest · 3 filings carry it
Revenue
Revenues
quarter 2024-06-30$851M
10-Q 2024-08-08
$1.19B
10-K 2026-02-25
+40.2%first · latest · 3 filings carry it
Depreciation and amortization
DepreciationDepletionAndAmortization
fiscal year 2023-12-31$165M
10-K 2024-02-27
$224M
10-K 2026-02-25
+36.1%first · latest · 3 filings carry it
Total liabilities
Liabilities
balance at 2024-12-31$3.98B
10-K 2025-02-26
$4.97B
10-K 2026-02-25
+24.8%first · latest · 5 filings carry it
Operating cash flow
NetCashProvidedByUsedInOperatingActivities
quarter 2024-03-31$59.3M
10-Q 2024-05-08
$44.9M
10-Q 2025-05-08
-24.4%first · latest
Total assets
Assets
balance at 2024-12-31$12.7B
10-K 2025-02-26
$15.1B
10-K 2026-02-25
+19.0%first · latest · 5 filings carry it
Cash
CashAndCashEquivalentsAtCarryingValue
balance at 2024-12-31$526M
10-K 2025-02-26
$620M
10-K 2026-02-25
+17.9%first · latest · 5 filings carry it
Operating income
OperatingIncomeLoss
quarter 2024-03-31-$210M
10-Q 2024-05-08
-$174M
10-K 2026-02-25
+17.5%first · latest · 3 filings carry it
Depreciation and amortization
DepreciationDepletionAndAmortization
fiscal year 2024-12-31$393M
10-K 2025-02-26
$458M
10-K 2026-02-25
+16.6%first · latest
Operating income
OperatingIncomeLoss
fiscal year 2023-12-31$447M
10-K 2024-02-27
$376M
10-K 2026-02-25
-15.9%first · latest · 3 filings carry it
Depreciation and amortization
DepreciationDepletionAndAmortization
quarter 2024-03-31$107M
10-Q 2024-05-08
$122M
10-Q 2025-05-08
+13.9%first · latest
Stock-based compensation
ShareBasedCompensation
fiscal year 2023-12-31$57.1M
10-K 2024-02-27
$64.5M
10-K 2026-02-25
+13.0%first · latest · 3 filings carry it
Intangibles
IntangibleAssetsNetExcludingGoodwill
balance at 2024-12-31$3.26B
10-K 2025-02-26
$3.65B
10-K 2026-02-25
+11.8%first · latest · 5 filings carry it
Stock-based compensation
ShareBasedCompensation
quarter 2024-09-30$20M
10-Q 2024-11-06
$22.2M
10-Q 2025-11-05
+10.8%first · latest
Goodwill
Goodwill
balance at 2023-12-31$7.67B
10-K 2024-02-27
$8.44B
10-K 2026-02-25
+10.2%first · latest · 6 filings carry it
Goodwill
Goodwill
balance at 2024-12-31$7.66B
10-K 2025-02-26
$8.44B
10-K 2026-02-25
+10.2%first · latest · 5 filings carry it
Stock-based compensation
ShareBasedCompensation
quarter 2024-06-30$24.4M
10-Q 2024-08-08
$26.8M
10-Q 2025-08-06
+10.0%first · latest
Stock-based compensation
ShareBasedCompensation
fiscal year 2024-12-31$94.6M
10-K 2025-02-26
$103M
10-K 2026-02-25
+9.3%first · latest
Stock-based compensation
ShareBasedCompensation
quarter 2024-03-31$30.2M
10-Q 2024-05-08
$32.2M
10-Q 2025-05-08
+6.5%first · latest
Interest expense
InterestExpense
fiscal year 2024-12-31$249M
10-K 2025-02-26
$236M
10-K 2026-02-25
-5.3%first · latest

First filing reporting each period vs the latest filing carrying it (10-K and 10-Q only, periods since 2020, the extractor's winning tag per concept); a change under 0.5% is treated as rounding. A change can be a restatement, a reclassification or a re-tagging in a later comparative column; the two filings are linked so the reader can see which. Descriptive, not a verdict.

Notes by disclosure type

Not available for TKO yet: no footnote text blocks on file for this filer in the ingested DERA files.

Fundamentals from SEC EDGAR. Scores, the DCF, and every model shown are educational analysis, not investment advice or price predictions.

Educational content only. Not financial advice. TrendNalysis provides educational and informational financial analysis built from public SEC filings and economic data (FRED, BLS). It is not financial, investment, tax, or legal advice and is not a recommendation to buy or sell any security. Market pricing is not currently included. Past performance does not guarantee future results. Always do your own research and consult a licensed financial professional before investing.