earnings
confidence high
sentiment neutral
materiality 0.80
Mattel Q4 net sales up 7% but FY25 EPS down to $1.24; announces $1.5B buyback, 2026 guidance below 2025
MATTEL INC /DE/
2025-FY EPS reported
$1.24
revenue$5,347,623,000
- Q4 net sales $1,766M (+7% as reported); adjusted EPS $0.39 vs $0.35 prior year.
- FY25 net sales $5,348M (-1%); adjusted EPS $1.41 vs $1.62; operating income $546M.
- Board authorizes new $1.5B share repurchase program expected completed by 2028.
- Signed agreement to acquire full ownership of Mattel163 mobile games studio; $150M strategic investments announced.
- FY26 guidance: net sales +3-6% CC, adjusted EPS $1.18-$1.30, adjusted gross margin approx 50%.