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Spin Master (SNMSF)
OTHER OTC:SNMSF
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.29Last Year’s EPS
-0.12Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: clear operational and financial strengths (strong digital profitability, entertainment engagement, solid cash generation, inventory reductions, and strategic product wins) and a constructive 2026 plan with conservative but positive guidance, yet material near-term headwinds remain (tariff-driven toy demand disruption, a significant goodwill impairment at Melissa & Doug, amortization pressure in Entertainment, Q1 EBITDA weakness and freight/geopolitical risk). Highlights and lowlights are roughly balanced — management is optimistic about recovery and long-term growth but acknowledges short-term volatility and risks.Company Guidance
Digital Games Revenue and Profitability Growth
Digital Games revenue increased 16% in 2025 with adjusted operating income up 24%, driven by Toca Boca and Piknik improvements, increased partnership revenue, higher ARPU and better retention; management also referenced 'more than 20%' growth in digital in commentary.
Entertainment Engagement and Revenue
Entertainment revenues increased 3% in 2025; PAW Patrol hours viewed on Netflix rose 10% to nearly 1 billion hours, supporting global content momentum and an expected ~$20 million contractual distribution payment to be recognized in Q3 2026 tied to the PAW Patrol movie.
Strong Operating Cash Generation and Balance Sheet Actions
Generated $308 million of operating cash flow in 2025; reduced consolidated cash conversion cycle by 7 days, reduced company inventory ~20% year-over-year, held net debt flat (excluding leases) and returned ~ $80 million to shareholders via dividends and buybacks while reducing TSX shares outstanding by ~7% over three years.
Toy POS Momentum and Select Category Wins
Point-of-sale (POS) increased in 2025 with specific product and brand wins: Primal Hatch (Toy of the Year & Action Figures Toy of the Year), Hex Bots Wall Crawler #1 in remote control vehicles, Melissa & Doug WOW drove craft kits to #1, Cool Maker Heishi Bracelet a top new arts & crafts item, Monster Jam gained share and ranked #2 in vehicles; Gund posted strong POS growth.
Inventory and Retailer Positioning Heading into 2026
Retailer channel inventory down approximately 12% and Spin Master reduced its own inventory by ~20%, positioning the company for recovery in 2026 and enabling improved supply-chain flexibility after the tariff-driven volatility.
Operational Recovery in Q4 Toy Trends
Toy gross product sales (GPS) decline improved to 5% in Q4 2025 from a 20% decline in Q3; domestic replenishment sales surged ~50% in December, partially offsetting earlier disruptions from shipping/tariff timing.
Strategic Growth Initiatives and Product Pipeline
Clear 2026 priorities: capture the PAW Patrol movie moment across creative centers, scale Toca Boca digitally and physically, return Melissa & Doug to growth; launched trading-card initiatives (distribution partnership and Hellbreak strategic TCG) as multiyear growth avenues.
Planned 2026 Financial Guidance
Management guided to stable to low single-digit revenue growth and mid- to upper single-digit adjusted EBITDA growth for 2026, with anticipated margin improvement of roughly 50–100 basis points year-over-year and continued capital allocation for growth (CapEx ~ $150M, dividend maintained, buybacks renewed).
SNMSF 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
SNMSF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $13.69 | $13.60 | -0.67% |
Oct 30, 2025 | $13.96 | $15.27 | +9.32% |
Jul 31, 2025 | $17.91 | $15.83 | -11.61% |
Apr 30, 2025 | $17.37 | $16.04 | -7.70% |
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 Spin Master (SNMSF) report earnings?
Spin Master (SNMSF) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Spin Master (SNMSF) earnings time?
Spin Master (SNMSF) earnings time is at May 06, 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 SNMSF EPS forecast?
SNMSF EPS forecast for the fiscal quarter 2026 (Q1) is -0.29.