Walt Disney Allowance for Credit Losses on Financing Receivables increased by 7.1% to $135.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 18.4%, from $114.00M to $135.00M. Over 5 years (FY 2020 to FY 2025), Allowance for Credit Losses on Financing Receivables shows a downward trend with a -22.8% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
An increase suggests higher perceived credit risk in the company's financing portfolio, while a decrease suggests improved credit quality.
This is the valuation allowance established against financing receivables, such as loans or leases provided to customers...
Common for companies with large captive finance divisions; comparable to loan loss reserves at financial institutions.
financing_receivable_allowance_for_credit_losses| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $243.00M | $194.00M | $199.00M | $195.00M | $198.00M | $179.00M | $166.00M | $164.00M | $165.00M | $154.00M | $156.00M | $135.00M | $134.00M | $118.00M | $114.00M | $118.00M | $139.00M | $126.00M | $135.00M |
| QoQ Change | — | -20.2% | +2.6% | -2.0% | +1.5% | -9.6% | -7.3% | -1.2% | +0.6% | -6.7% | +1.3% | -13.5% | -0.7% | -11.9% | -3.4% | +3.5% | +17.8% | -9.4% | +7.1% |
| YoY Change | — | — | — | — | -18.5% | -7.7% | -16.6% | -15.9% | -16.7% | -14.0% | -6.0% | -17.7% | -18.8% | -23.4% | -26.9% | -12.6% | +3.7% | +6.8% | +18.4% |
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