The earnings call highlighted strong growth in the license business, digital games, and successful cost synergies with Melissa & Doug. However, these positives were overshadowed by a decline in total revenue, adjusted EBITDA, and gross margins, alongside challenges related to tariffs and entertainment revenue. The balanced presence of both significant achievements and challenges suggests a neutral overall sentiment.

Company Guidance

In the second quarter of 2025, Spin Master Corp. faced several challenges but also demonstrated areas of strength. Total revenue declined by 2.7% due to shifts in retailer buyer patterns in response to evolving U.S. tariff rates, which affected toy sales. However, the company experienced double-digit growth in its games segment, highlighting the effectiveness of its three creative center strategy. Despite these headwinds, Spin Master managed to grow its point of sale (POS) by 7.4%, outpacing the industry growth of 3.7% in comparable categories. The company maintained its leadership position in the infant, toddler, and preschool categories, with a 3% POS growth compared to the market's 2% growth, thanks in part to the inclusion of Melissa & Doug and Ms. Rachel in its portfolio. Additionally, the licensing business saw a 43.1% increase, driven by popular partnerships such as Monster Jam and How to Train Your Dragon. The vehicle category, led by Monster Jam, achieved a 13.1% POS growth, securing its position as the #2 brand in the category. Spin Master also reported a digital games segment revenue increase of 33% to $46.3 million, supported by higher in-game purchases and subscriber growth. Despite an adjusted EBITDA decrease to $29 million from $54 million the previous year, the company is optimistic about its strong lineup of toys and strategic initiatives to drive future growth.

License Business Growth

The license business grew 43.1% in the quarter, outpacing industry growth thanks to popular partnerships including Monster Jam, How to Train Your Dragon, Ms. Rachel and Gabby's Dollhouse.

Monster Jam Performance

Within the vehicle category, POS from Monster Jam grew 13.1% in the quarter, enabling Spin Master to take share and maintain its position as #2 in the category.

Digital Games Growth

The Digital Games segment delivered strong growth with revenue increasing 33% to $46.3 million, driven by higher in-game purchases and continued subscriber growth.

Cost Synergies from Melissa & Doug

Spin Master achieved its target run rate cost synergies ahead of plan with Melissa & Doug, realizing over $5.6 million in cost synergies in Q2, now representing $26.5 million in annualized run rate cost synergies.

Expansion of Distribution Channels

Spin Master expanded the distribution of key properties, including a second window deal with Nickelodeon for Vida the Vet and Unicorn Academy, and PAW Patrol debuted on Netflix in the U.S.

Spin Master (TSE:TOY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TSE:TOY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	1.56 / -	2.209	―	―	―
Jul 31, 2025	2025 (Q2)	0.11 / -0.10	0.124	-177.78% (-0.22)	―	―
Apr 30, 2025	2025 (Q1)	-0.22 / -0.17	-0.262	36.84% (+0.10)	―	―
Feb 24, 2025	2024 (Q4)	0.94 / 0.76	0.262	189.47% (+0.50)	―	―
Oct 30, 2024	2024 (Q3)	2.25 / 2.21	1.85	19.40% (+0.36)	―	―
Jul 30, 2024	2024 (Q2)	0.11 / 0.12	0.621	-80.00% (-0.50)	―	―
May 07, 2024	2024 (Q1)	-0.03 / -0.26	0.166	-258.33% (-0.43)	―	―
Feb 28, 2024	2023 (Q4)	0.09 / 0.26	-0.012	2211.11% (+0.27)	―	―
Nov 01, 2023	2023 (Q3)	1.44 / 1.85	1.491	24.07% (+0.36)	―	―
Aug 02, 2023	2023 (Q2)	0.51 / 0.62	0.939	-33.82% (-0.32)	―	―

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

TSE:TOY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	C$24.93	C$22.80	-8.54%
Apr 30, 2025	C$24.25	C$22.26	-8.21%
Feb 24, 2025	C$30.98	C$27.74	-10.46%
Oct 30, 2024	C$32.17	C$29.08	-9.61%

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 (TSE:TOY) report earnings?

Spin Master (TSE:TOY) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Spin Master (TSE:TOY) earnings time?

Spin Master (TSE:TOY) earnings time is at Oct 29, 2025, 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 TSE:TOY EPS forecast?

TSE:TOY EPS forecast for the fiscal quarter 2025 (Q3) is 1.56.

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