Mattel (MAT)
NASDAQ:MAT
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Earnings Data
Report Date
Jul 28, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.08Last Year’s EPS
0.19Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: solid top‑line progress, strong brand and international momentum, strategic progress on digital gaming and entertainment IP, and continued capital returns. Those positives were offset by meaningful margin compression, Q1 profitability losses, weaker free cash flow and notable declines in Barbie and the infant/preschool category. Management reiterated full‑year revenue guidance and expects margin improvement over the year, but near‑term profitability and tariff-related risks weigh on the tone.Company Guidance
Top‑Line Growth Above Expectations
Net sales of $862 million, up 4% as reported and 1% in constant currency; total gross billings +2% in constant currency; global POS up mid‑single digits, indicating stronger consumer demand and a better-than-expected start to the year.
Vehicles and Key Brand Momentum
Vehicles category gross billings +13%; Hot Wheels and Disney/Pixar Cars each grew double digits; Mattel gained share in vehicles and action figures per Circana and was #1 globally in dolls, vehicles and infant/preschool categories.
Standout Brand Performance
Several owned and partner brands grew double digits, including Hot Wheels, Uno, Monster High, and resurgence picks like Masters of the Universe; Mattel Brick Shop is rapidly expanding and growing double digits following launch.
Digital and IP/Entertainment Progress
Closed acquisition of remaining 50% of Mattel 163 to fully own mobile games studio; first self‑published mobile game (Masters of the Universe) in soft launch ahead of June 5 theatrical release, second mobile game in advanced development; strong engagement on branded digital experiences (Barbie Dreamhouse Tycoon on Roblox ranked top 10; UNO experience strong on Fortnite).
Capital Allocation and Share Repurchases
Repurchased $200 million of shares in the quarter and $1.4 billion since 2023 (approximate 21% reduction in shares outstanding); continue to expect $400 million in buybacks this year under a $1.5 billion authorization.
International Strength
Gross billings in international markets up 8% with growth across EMEA, Latin America and Asia Pacific, partially offsetting a North America gross billings decline of 4%.
Cost Savings and Efficiency Progress
Optimizing for Profitable Growth program delivered $16 million of savings in the quarter, bringing program savings to date to $189 million toward a $225 million target for 2024–2026.
Maintained 2026 Top‑Line Guidance and Longer‑Term Outlook
Reiterated full‑year 2026 net sales guidance of +3% to +6% in constant currency and continued to expect adjusted gross margin of ~50% for the year; 2027 outlook calls for mid‑ to high‑single digit revenue growth and strong double‑digit adjusted operating income growth driven by strategic investments.
MAT 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
MAT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $14.89 | $15.08 | +1.28% |
Feb 10, 2026 | $21.06 | $15.80 | -24.98% |
Oct 21, 2025 | $18.82 | $18.30 | -2.76% |
Jul 23, 2025 | $20.20 | $16.89 | -16.39% |
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 Mattel (MAT) report earnings?
Mattel (MAT) is schdueled to report earning on Jul 28, 2026, After Close (Confirmed).
What is Mattel (MAT) earnings time?
Mattel (MAT) earnings time is at Jul 28, 2026, After Close (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 MAT EPS forecast?
MAT EPS forecast for the fiscal quarter 2026 (Q2) is 0.08.
