tonies SE Class A (DE:TNIE)
XETRA:TNIE
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Earnings Data
Report Date
Aug 20, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.01Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a robust set of operating and financial highlights: strong Q1 revenue growth (35% cc), broad-based regional expansion (DACH +28%, NA +34%, RoW +53%), category leadership and market-share gains, product awards, senior hires and confirmation of full-year guidance (>20% revenue growth to >EUR 760m; adj. EBITDA 9%–11%). The lowlights are largely risk factors and near-term uncertainties — seasonality, tariff/FX pressures, supply-cost volatility, limited H1 margin visibility and some withheld segment detail — but management described clear mitigation actions (inventory positions, sourcing flexibility, shipping routing, capital-structure simplification). Overall, the positive execution, tangible growth metrics and confirmed guidance outweigh the cited risks.Company Guidance
Strong Q1 Top-Line Growth
Group revenue of EUR 126 million in Q1 2026, up 35% year-over-year in constant currency, demonstrating carryover momentum from 2025.
Outstanding Regional Performance
High double-digit growth across all regions: DACH +28% (EUR 50 million in Q1), North America +34% (EUR 48 million in Q1), Rest of World +53% (EUR 28 million in Q1). Markets outside DACH comprise ~60% of revenue.
Toniebox Category Surge
Toniebox revenue grew over 60% year-over-year in constant currency, reflecting the Toniebox 2 impact and strong box demand that locks in future platform revenue.
Tonie Figurines and Accessories Growth
Tonie figurine revenue grew ~30% YoY (reported as close to EUR 100 million this quarter) and Accessories & Digital grew 18%, supporting ecosystem expansion.
Large Installed Base and Engagement
Around 12.2 million activated Tonieboxes in more than 100 countries and over 165 million tonies in circulation; example engagement metric: one puppy tonie generated >200 million minutes of listening in Q1 alone.
Market Share Gains and Category Leadership
Significant retail momentum: U.S. preschool toys rank improved from #6 to #2 YoY; tonies are #1 preschool toy property in Germany (DACH) and #1 property in the U.K., France and Australia, often adding more revenue than any competitor.
Product Recognition and Awards
Design and product accolades include two Red Dot awards (Toniebox 2 and Tonieplay) and industry awards such as the ToyAward for My First Tonies, validating product design and market reception.
Strategic Talent Hire
Appointment of Mark McColgan as General Manager, North America (former GM at Mattel U.S.), reinforcing leadership depth and capability to scale U.S. growth.
Partnerships and New Content/Category Expansion
New partnerships and product initiatives including a collaboration with the German Football League (Tonieplay 'Stadion Duell: Bundesliga'), NBA Timberwolves activations, and upcoming major IP launches (e.g., Pokemon) to drive customer acquisition and engagement.
Confirmed Full-Year Guidance
Management confirmed FY2026 guidance: >20% group revenue growth to above EUR 760 million, North America revenue growth >30% (constant currency), and adjusted EBITDA margin guidance of 9%–11%.
Supply-Chain and Inventory Actions
Proactive measures taken to manage production and component risk: secured box and memory inventory positions, sourcing flexibility across the production network, and long-term shipping contracts (including routing via Cape of Good Hope) to mitigate logistics volatility.
Capital-Structure Simplification Actions
Convertible buyback settled with treasury shares (no material cash outflow) and a forthcoming resolution of public warrants (exercise threshold EUR 11.50) expected to simplify the capital structure and reduce future non-cash revaluations.
DE:TNIE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:TNIE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | €9.72 | €10.10 | +3.91% |
Apr 14, 2026 | €10.18 | €10.58 | +3.93% |
Nov 13, 2025 | €8.26 | €8.05 | -2.54% |
Aug 21, 2025 | €6.15 | €6.00 | -2.44% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does tonies SE Class A (DE:TNIE) report earnings?
tonies SE Class A (DE:TNIE) is schdueled to report earning on Aug 20, 2026, TBA (Confirmed).
What is tonies SE Class A (DE:TNIE) earnings time?
tonies SE Class A (DE:TNIE) earnings time is at Aug 20, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of tonies SE Class A stock?
The P/E ratio of tonies SE Class A is N/A.
What is DE:TNIE EPS forecast?
Currently, no data Available