MAT earnings / call / takeaways

MAT earnings call: key takeaways

What MAT said on its earnings call of November 5, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 5, 2026·AI-generated from the call transcript and Lician data

Mattel reported EPS of $1.30, beating the $0.94 consensus estimate (11:28)
The company raised full-year guidance, citing improved execution and brand strength. (18:46)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$0.94	–	–
Revenue	$1.83B	–	–

What changed since last quarter

Full-year net sales growth guidance was raised to 1-4% from previous expectations. (18:46)
Adjusted earnings per share guidance was lowered to $1.05-$1.20 from earlier projections. (18:46)
Roger Lynch emphasized a focus on core toy business and brand execution as key priorities. (5:54)

Guidance

Metric	This call	Previous call
Revenue	Full-year net sales growth of 1-4% in constant currency (18:46)	not captured
Margin	Adjusted gross margin of roughly 48% (18:46)	not captured
Operating income	Adjusted operating income of $500 million to $570 million (18:46)	not captured
EPS	Adjusted earnings per share of $1.05 to $1.20 (18:46)	not captured

What analysts pressed on

Whether the deceleration in point-of-sale trends is industry-wide or specific to Mattel. (27:34)
Concerns about the performance of Barbie and whether it will improve in the fourth quarter. (28:25)
Questions about the impact of lower retailer inventory levels on future sales. (43:33)

In their words

We have the products available for our customers so we don't expect any issues in the supply chain at the levels of demand that we have. Arpine Kucharian (34:14)
All good things flow from great execution. Roger Lynch (46:42)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.