tonies SE Class A (DE:TNIE)
XETRA:TNIE
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Earnings Data
Report Date
May 13, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.25Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial performance in FY2025: robust top-line growth across all regions (36% CC), margin expansion (contribution margin 37%, adjusted EBITDA margin 8.6%), successful product and category launches (Toniebox 2, Tonieplay, My First Tonies), major IP and retail partnerships, and expanding international footprint. The primary negatives were one-time/managed issues—strategic inventory build-up causing negative free cash flow, tariff and component cost pressures, and some one-off FX/valuation effects. Management communicated clear mitigation plans and ambitious but measured guidance for 2026 (>20% CC revenue growth to >EUR 760m and adjusted EBITDA margin 9–11%), suggesting confidence in continued profitable scaling. Overall, highlights materially outweigh the manageable lowlights.Company Guidance
Strong Group Revenue Growth
Group revenue grew 36% at constant currencies to EUR 630 million in FY2025, beating guidance (>25% CC) and driven by double-digit growth across all regions.
Regional Outperformance — North America
North America grew ~40% at constant currency (EUR 276 million), remained the largest territory, improved profitability materially (margin improvement of ~7 percentage points year-over-year) and expanded permanent points of sale by 12% (6,500 to 7,300).
Outstanding Rest of World Momentum
Rest of World revenue grew 68% at constant currency to EUR 141 million, including strong market share gains in France and the U.K., and a successful first full year in Australia/New Zealand with over 500 points of sale and the world’s first tonies store in Sydney.
Installed Base and Engagement Expansion
Approximately 11.8 million Tonieboxes activated across 100+ countries; children listen nearly 5 hours per week on average; 43 million Tonies sold in 2025 (156 million cumulative). Q4 sales included ~1.4 million Tonieboxes and >21 million Tonies.
Successful Major Product Launch — Toniebox 2
Toniebox 2 was the flagship launch of the year, composing ~80% of Tonieboxes sold in Q4, enabling new categories (Tonieplay, My First Tonies, Plush) and expanding addressable ages both younger (1–3) and older (6+) kids.
Category Mix Shift Fuelling Margin Expansion
Revenue mix shifted toward higher-margin figurines and games (figurines & games revenue +43% CC; Toniebox revenue +21% CC; Accessories & Digital +25%), contributing to an improved contribution margin of 37% (up 2.5 pp) and adjusted EBITDA margin of 8.6% (above guidance range).
Q4 Peak Performance
Q4 group revenue reached EUR 313 million (≈half of annual revenue) with 39% growth CC, surpassing the EUR 300 million mark—demonstrating strong peak-season execution and supply-chain resilience.
Commercial and Brand Wins
Key partnerships and IP deals (Disney Cuddle Tonies, Pokemon partnership launching 2026, Hasbro/Monopoly Tonieplay), premium retail placements (Walmart move from consumer electronics to toys, Times Square visibility), and app success (most downloaded across app-store categories in multiple markets).
Recognition and Awards
Product awards include ToyAward (My First Tonies), Best EdTech Innovation (Toniebox 2 at CES), and multiple Product of the Year recognitions in Australia—reinforcing product and brand leadership.
Strong Liquidity Position and Capital Markets Progress
Cash available balance including unused credit lines of EUR 138 million; company listed on the SDAX and preparing Capital Markets Day, supporting continued expansion and investor access.
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 |
|---|---|---|---|
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% |
May 15, 2025 | €6.55 | €6.20 | -5.34% |
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 May 13, 2026, TBA (Confirmed).
What is tonies SE Class A (DE:TNIE) earnings time?
tonies SE Class A (DE:TNIE) earnings time is at May 13, 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