Top Stock Reports for Walt Disney, Parker-Hannifin & Occidental Petroleum

Monday, August 17, 2026

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including The Walt Disney Co. (DIS), Parker-Hannifin Corp. (PH) and Occidental Petroleum Corp. (OXY). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

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You can read today's AWS here >>> Retail Earnings & Fed Minutes Highlighted This Week

Today's Featured Research Reports

Shares of Walt Disney have declined -8.2% over the past year against the Zacks Media Conglomerates industry’s decline of -15.4%. The company is facing softer domestic subscription video-on-demand (SVOD) advertising, mixed theatrical performance, Asia parks weakness, high content and capital spending and elevated borrowings temper the near-term outlook. 

However, Disney’s differentiated IP spanning Marvel, Star Wars, Pixar, and classic animation, more profitable streaming model and expanding Experiences footprint support durable monetization across platforms. Management expects fiscal 2026 Entertainment operating income to grow double digits, Sports operating income to rise mid-single digits and Experiences operating income to reach the high end of high-single-digit growth, all excluding the 53rd week. 

Fiscal Q4 2026 total segment operating income is guided to about $4.9 billion, including roughly $600 million from the extra week, which should lift revenues by about 1.5%-2%.

(You can read the full research report on Walt Disney here >>>)

Parker-Hannifin’s shares have outperformed the Zacks Manufacturing - General Industrial industry over the past year (+45.2% vs. +11.2%). The company is benefiting from broadening industrial demand, sustained aerospace strength and a more resilient portfolio shaped by strategic acquisitions. The Win Strategy continues to support margin expansion, while management’s longer-term targets point to further gains in organic growth, cash flow and earnings. Record cash generation also supports dividends and share repurchases. 

However, demand remains uneven in automotive and agriculture, and sizable acquisition activity raises execution and financing risk. Integration and realignment costs may weigh on reported profitability. 

Foreign currency and trade-related volatility add uncertainty to international results. With operating momentum improving but acquisition, leverage and macro risks still relevant, the risk-reward profile remains balanced.

(You can read the full research report on Parker-Hannifin here >>>)

Shares of Occidental Petroleum have outperformed the Zacks Oil and Gas - Integrated - United States industry over the past year (+34.8% vs. +32%). The company’s second-quarter earnings were better than expected. Occidental Petroleum benefits from high-return U.S. resources, continued Permian execution and a broader portfolio that is producing above prior expectations. 

Cost reductions, lower sustaining capital and further debt repayment support higher sustainable cash flow and shareholder returns. The CrownRock assets add inventory and scale, while Gulf of America and international operations provide diversification. 

Yet, earnings remain sensitive to oil, gas and NGL prices, and recent Middle East disruptions show the exposure of international volumes and sulfur sales to geopolitical and logistics risks. Competition, project execution, deepwater complexity and environmental compliance can also raise costs. 

(You can read the full research report on Occidental Petroleum here >>>)

Other noteworthy reports we are featuring today include Edison International (EIX), Dollar Tree, Inc. (DLTR) and Expeditors International of Washington, Inc. (EXPD).

Mark Vickery
Senior Editor

Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>

Today's Must Read

Disney (DIS) Banks on Disney+, Theme Parks Business Growth

Aerospace Systems Unit Aids Parker-Hannifin (PH), Costs Hurt

Planned Investments, Permian Basin Focus Aid Occidental (OXY)

Featured Reports

Smart Investments and Energy Storage Aid Edison International (EIX)
Per the Zacks analyst, Edison International will benefit from its capital investments aimed at improving infrastructure. Focus on energy storage expansion will boost its performance.

Dollar Tree (DLTR) Gains From Expanding Multi-Price Product Assortment
Per the Zacks analyst, Dollar Tree's multi-price expansion is driving comps and sales growth, broadening assortment and lifting basket size while keeping the retailer's solid value positioning intact.

West Coast Demand Aids Essex Property Trust (ESS), Debt Risks Persist.
Per the Zacks analyst, Essex Property Trust gains from tight West Coast housing supply, resilient rental demand and strong liquidity. However, leasing softness in some regions and debt costs ail.

APA (APA) to Benefit from Permian Efficiency, Lower Capital Use
The Zacks analyst believes that APA's efficient Permian assets and lower capital needs support production growth, but commodity swings may pressure free cash flow and limit shareholder returns.

Modine (MOD) Benefits From Data Center Demand Amid Input Inflation
Per the Zacks analyst, Modine's data center business is benefiting from record orders, a strong backlog and long-term commitments, though rising material and tariff costs are pressuring margins.

Restaurant Expansion & Guest Traffic Aid CAVA (CAVA), High Costs Ail
Per the Zacks analyst, CAVA benefits from restaurant expansion, healthy guest traffic and higher same-restaurant sales. However, rising input and labor costs remain concerns.

Nuplazid & Daybue Sales Drive Acadia (ACAD) Amid Competition
Acadia is witnessing robust growth in revenues, driven by Nuplazid and Daybue sales. However, the overdependence on Nuplazid and significant competition remain a woe.

New Upgrades

Expeditors (EXPD) Gains From Freight Demand, Efficiency and Capital Re
Per the Zacks analyst, Expeditors rides on strong freight demand, sharper efficiency and robust capital returns, creating multiple growth levers for 2026.

Macy's (M) Gains as Bold New Chapter Strategy Builds Momentum
Per the Zacks analyst, Macy's gains from its Bold New Chapter strategy, luxury banner strength, Reimagine store momentum and high-margin revenue growth.

Shift to Production-Scale Additive Manufacturing Aids Stratasys (SSYS)
Per Zacks analyst, Stratasys remains positioned to benefit from the shift toward production-scale additive manufacturing, with strong aerospace and defense demand driving demand.

New Downgrades

Customer Concentration & Supply Chain Woes to Hurt Cirrus Logic (CRUS)
Per the Zacks analyst, Cirrus Logic remains highly exposed to global manufacturing and demand conditions. Dependence on its largest customer continues to dominate the risk profile.

High Debt Level, Higher Reserve Charges Ail Manulife (MFC)
Per the Zacks analyst, Manulife's high debt level inducing increase in expenses with low times interest earned concern. Manulife's reserves to guarantee future liabilities drains the bottom line.

QuidelOrtho (QDEL) Faces Solvency Issues, Competition & Policy Risk
Per the Zacks Analyst, QuidelOrtho (QDEL) faces stiff competition, weak solvency, and reimbursement uncertainties, though strong product sales and lab potential offer cautious optimism.

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This article originally published on Zacks Investment Research (zacks.com).

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