NASDAQ$MAT

Mattel Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Mattel reported Q4 2025, revenue of $1.77B, net income of $106M, diluted EPS of $0.34.

For Q4 2025, Mattel reported revenue of $1.77B, net income of $106M, diluted EPS was $0.34, adjusted diluted EPS was $0.39. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $1.77B.
  • Net income $106M.
  • Diluted EPS $0.34.
  • Adjusted diluted EPS $0.39.

Headline financials

Total Revenue

$1.77B

Previous: $1.65B+7.3%
EPS (adj)

$0.39

Previous: $0.35+11.4%
Vehicles Gross Billings

$652M

Previous: $544M+20.0%
Dolls Gross Billings

$750M

Previous: $735M+2.1%
Infant, Toddler, and Preschool Gross Billings

$254M

Previous: $276M-8.0%
Action Figures, Building Sets, Games, and Other Gross Billings

$381M

Previous: $327M+16.4%
Total Gross Billings

$2.04B

Previous: $1.88B+8.3%
Barbie Gross Billings

$416M

Previous: $406M+2.4%
Hot Wheels Gross Billings

$576M

Previous: $481M+19.7%
Fisher-Price Gross Billings

$209M

Previous: $206M+1.4%
Adjusted Gross Margin

46.0%

Previous: 50.8%-9.4%
Adjusted Operating Income

$160M

Previous: $161M-0.6%
Adjusted EBITDA

$234M

Previous: $249M-5.9%
Net Income

$106M

Previous: $141M-24.8%
Operating Income

$141M

Previous: $158M-10.9%
Gross Profit

$810M

Previous: $836M-3.0%

Revenue & EPS history

Mattel · Revenue · Quarterly

$1.77B

Q4 2025+7.3%vs Q4 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Mattel · $1.88B total across 2 segments · Q3 2023

  • North America Net Sales
    $1.1B+10.2%
  • International Net Sales
    $772M+9.5%

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.5%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+0.3%

Avg return

30 days after

58%

42 / 73 earnings

Positive

+21.9%

Q4 2018

Best reaction

-25.0%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-1.1%+0.3%
Q4 2025-25.0%-21.8%-23.7%
Q3 2025-2.8%+1.2%+5.4%
Q2 2025-0.5%-3.2%-3.0%
Q1 2025-0.6%+0.8%+20.5%
Q4 2024+15.3%+17.9%+16.2%
Q3 2024+2.5%+8.9%+3.2%
Q2 2024+1.3%+2.6%+2.9%
Q1 2024+3.0%-1.4%-5.9%
Q4 2023+1.9%+3.5%+6.9%
Q3 2023-8.1%-7.1%-7.1%
Q2 2023+0.3%+0.6%+3.3%
Q1 2023+7.4%+5.2%+6.9%
Q4 2022-11.8%-11.1%-19.5%
Q3 2022-2.3%-5.1%-8.0%
Q2 2022-4.5%-6.5%+3.0%
Q1 2022+11.6%+11.8%+11.8%
Q4 2021+11.8%+10.5%+3.3%
Q3 2021+2.9%+3.3%+13.9%
Q2 2021+3.6%+4.5%+4.7%
Q1 2021+1.0%+4.6%-3.5%
Q4 2020+0.1%+1.4%+13.8%
Q3 2020+13.7%+14.6%+20.8%
Q2 2020-0.2%-0.4%-1.9%
Q1 2020-1.0%+2.8%+18.1%
Q4 2019-3.9%-8.3%-43.1%
Q3 2019+16.7%+15.4%+14.7%
Q2 2019+13.5%+15.9%-24.4%
Q1 2019-3.2%-2.8%-12.8%
Q4 2018+21.9%+31.9%+16.0%
Q3 2018+0.1%+2.6%+0.0%
Q2 2018-5.3%-5.6%-6.6%
Q1 2018+5.1%+4.3%+13.0%
Q4 2017+4.4%+6.4%+4.6%
Q3 2017-9.4%-8.6%+19.8%
Q2 2017-6.1%-5.7%-21.3%
Q1 2017-13.2%-11.9%-11.8%
Q4 2016-16.7%-15.6%-17.4%
Q3 2016+5.7%+7.7%-0.6%
Q2 2016+1.1%+1.3%+1.5%
Q1 2016-8.2%
Q4 2015+10.4%
Q3 2015+6.1%
Q2 2015-5.0%
Q1 2015+5.4%
Q4 2014+3.8%
Q3 2014-5.8%
Q2 2014-7.3%
Q1 2014+0.3%
Q4 2013-16.2%
Q3 2013+2.1%
Q2 2013-5.9%
Q1 2013+2.3%
Q4 2012+3.1%
Q3 2012+5.6%
Q2 2012+10.3%
Q1 2012-6.8%
Q4 2011+0.5%
Q3 2011+4.4%
Q2 2011-0.7%
Q1 2011+1.1%
Q4 2010+0.2%
Q3 2010-0.7%
Q2 2010-1.1%
Q1 2009+1.6%
Q1 2010-2.2%
Q4 2007+1.3%
Q4 2009+1.3%
Q3 2008-0.3%
Q3 2009-0.3%
Q4 2008+1.8%
Q2 2008+1.8%
Q2 2009+1.8%

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