Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus: revenue of $1,125.3M beat expectations by 2.37%, while GAAP EPS of -$0.06 significantly missed the expected $0.02. Strength in Vehicles (+14% YoY) and Action Figures/Games (+35% YoY) was offset by a 16% decline in Barbie gross billings. Gross margin of 48.2% was slightly ahead of the 48.1% consensus despite 170bps of tariff headwinds, supported by the Mattel163 acquisition and cost-saving initiatives.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Mattel(MAT) the Revenue is 1.125 B (+10.48%), Beat estimate;the EBIT is 38.8 M (-55.96%), Beat estimate;the EPS is -0.06 (-137.5%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.13B10.48%
1.10B7.92%
+0.03B2.56%
EBITExceed expectations
0.04B55.96%
0.04B57.45%
+0.00B1.49%
EPSMiss expectations
-0.06137.50%
0.0287.50%
-0.080050.00%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf