Mattel, Inc. functions as a worldwide children's entertainment corporation, primarily engaged in the design and production of a diverse range of toys ...
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Est. EPS $1.03 · Revenue $1.84B · 9 analysts
Est. EPS $0.95
Est. EPS $0.50 · Revenue $1.85B · 8 analysts
Est. EPS $1.31 · Revenue $5.68B · 9 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $5.3B | -0.6% | +30.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $397.6M | -26.6% | -129.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +48.9% | -3.8% | +9.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +11.6% | -10.2% | +109.9% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +7.4% | -26.2% | -122.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $411.3M | -31.2% | +45.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +7.7% | -30.8% | +58.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 120.2% | +1.2% | +8.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.15x | -9.7% | -7.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $6.6B | +1.5% | +0.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.24 vs 1.57 | -20.9% | -0.06 vs 1.03 | -105.8% |
| Revenue Surprise | $5.3B vs $5.4B | -1.4% | $1.1B vs $1.8B | -38.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Isaias Zanatta Roberto Jacobo | officer: EVP & Chief Supply Chain Offr | Common Stock | D | 39,083 | $15.02 |
| Jul 31, 2026 | Stanichi Roberto Seixas | officer: Pres., Chief Mktg & Brand Ofc | Restricted Stock Units | A | 132,538 | — |
| Jul 31, 2026 | Stanichi Roberto Seixas | officer: Pres., Chief Mktg & Brand Ofc | Restricted Stock Units | A | 62,956 | — |
| Jul 29, 2026 | Stanichi Roberto Seixas | officer: Pres., Chief Mktg & Brand Ofc | Common Stock | — | 0 | — |
| Jul 29, 2026 | Stanichi Roberto Seixas | officer: Pres., Chief Mktg & Brand Ofc | Restricted Stock Units - Granted 05/07/2025 | — | 15,376 | — |
Operator: Thank you for standing by, and welcome to the Mattel, Inc. Second Quarter 2026 Earnings Conference Call. I would now like to turn the call over to Katina Metzidakis, Mattel's Head of Investor Relations. Katina, please go ahead. Katina Metzidakis Thank you, operator, and good afternoon, everyone. Joining me today are Ynon Kreiz, Mattel's Chairman and Chief Executive Officer; Paul Ruh, Mattel's Chief Financial Officer; and Roberto Stanichi, Mattel's President, Chief Marketing and Global Brand Officer. This afternoon, we reported Mattel's second quarter 2026 financial results. We will begin today's call with Ynon and Paul providing commentary on our results, after which we will provide some time for questions. Today's discussion, earnings release and slide presentation may reference certain non-GAAP financial measures and key performance indicators, which are defined in the slide presentation and earnings release appendices. Please note that gross billings figures referenced on this call will be stated in constant currency unless otherwise stated. Our earnings release, slide presentation and supplemental non-GAAP information can be accessed through the Investors section of our corporate website, corporate.mattel.com, and the information required by Regulation G regarding non-GAAP financial measures as well as information regarding our key performance indicators is included in those documents. The financial results included in the earnings release and slide presentation are preliminary until Mattel's Form 10-Q is filed with the SEC and actual results when disclosed in the Form 10-Q may differ from these preliminary results. Before we begin, I'd like to remind you that certain statements made during the call may include forward-looking statements related to the future performance of our business, brands, categories and product lines. Any statements we make about the future are, by their nature, uncertain. These statements are based on currently available information and assumptions, and they are subject to a number of significant risks and uncertainties that could cause our actual results to differ from those projected in the forward-looking statements. We describe some of these uncertainties in the Risk Factors section of our latest Form 10-K annual report, our Form 10-Q quarterly reports, our most recent earnings release and slide presentation and other filings we make with the SEC from time to time as well as in other public statements. Mattel does not update forward-looking statements and expressly disclaims any obligation to do so, except as required by law. Now I'd like to turn the call over to Ynon. Ynon Kreiz: Good afternoon, and thank you for joining our second quarter 2026 earnings call. We continue to execute our strategy to grow our IP-driven play and family entertainment business with multiple proof points across toys, digital and film. Mattel achieved strong growth in net sales of 10% as reported and 9% in constant currency …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Ynon Kreiz | Executive Chairman & Chief Executive Officer | USD 4,238,625 | Male | 1965 | Active |
Steve Totzke | Executive Advisor & President of Strategic Transition | USD 1,647,014 | Male | 1970 | Active |
Paul Ruh | Chief Financial Officer | USD 1,556,684 | Male | 1968 | Active |
Roberto J. Isaias Zanatta | Executive Vice President & Chief Supply Chain Officer | USD 1,369,633 | Male | 1968 | Active |
Jonathan H. Anschell | Executive Vice President, Chief Legal Officer & Secretary | USD 1,268,953 | Male | 1969 | Active |
Karen Ancira | Executive Vice President & Chief People Officer | USD 1,184,982 | Female | 1982 | Active |
Roberto Stanichi | President, Chief Marketing & Brand Officer | — | Male | 1979 | Active |
Katina Metzidakis | Head of Investor Relations | — | Female | — | Active |
Catherine Frymark | Executive Vice President & Chief Corporate Communications Officer | — | Female | — | Active |
Robbie Brenner | President & Chief Content Officer of Mattel Studios | — | Female | — | Active |
Sailendra Koorapati | Senior Vice President & Chief Technology Officer | — | Male | — | Active |
Jamie Cygielman | Global Head of Dolls | — | Female | — | Active |
Toy-based films and adult collectors helped drive Mattel's growth in the second quarter, Mattel Chairman and CEO Ynon Kreiz said during a Tuesday (Aug. 4) earnings call. Mattel's net sales were 10% year over year in the second quarter, the global play and family entertainment company reported in a Tuesday press release.
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The new Masters of the Universe movie wasn't the box office hit Mattel executives were hoping for, but it is proving to be a winner in the toy aisles, boosting sales of action figures and related items, the company reported in announcing its second-quarter results.
Mattel, Inc. (MAT) Q2 2026 Earnings Call Transcript
