Mattel Reports Third Quarter 2026 Results

Published November 5, 2026 at 6:20 PM EST

MATTEL INC reported quarterly results highlighted by • Net Sales of $1,807 million, up 4% as reported, and 3% in constant currency, according to its earnings release filed with an 8-K Thursday.

Net Sales were $1,807 million, up 4% as reported, and 3% in constant currency, versus the prior year’s third quarter. The increase in Net Sales as reported was driven by a 4% increase in North America and a 5% increase i. • Net Income of $354 million, an increase of $75 million. • Earnings per Share of $1.23 compared to $0.88 per share; Adjusted Earnings per Share of $1.30 compared to $0.91 per share.

Results detail

Further figures in the release included • Operating Income of $476 million, an increase of $96 million; Adjusted Operating Income of $502 million, an increase of $106 million; • Gross Margin of 54.8%, an increase of 480 basis points; Adjusted Gross Margin of 55.0%, an increase of 480 basis points; primarily driven by $88 million of tariff refunds received; Reported Gross Margin was 54.8%, versus 50.0% in the prior year’s third quarter, and Adjusted Gross Margin was 55.0%, versus 50.2%. The improvement in Reported and Adjusted Gross Margin was primarily driven by $88 millio.

The filing is an Item 2.02 results announcement furnished with Exhibit 99.1. Comparisons use the year-earlier period as presented by MATTEL INC unless the release specifies another baseline. Where both GAAP and non-GAAP metrics appear, both are summarized when the extract includes them.

Segment mix, cash flow and any outlook language in the release are the usual secondary reads after the headline revenue and earnings figures.

Why it matters

For retail investors, the MATTEL INC print is a check on whether growth, margins and cash generation are moving together. The figures above come from the company’s Exhibit 99.1 earnings materials; how they stack up against the prior-year run rate and any guide published with the release will shape the near-term debate.

By the numbers

• Net Sales of $1,807 million, up 4% as reported, and 3% in constant currency
Net Sales were $1,807 million, up 4% as reported, and 3% in constant currency, versus the prior year’s third quarter. The increase in Net Sales as reported was driven by a 4% increase in North America and a 5% increase i
• Net Income of $354 million, an increase of $75 million
• Earnings per Share of $1.23 compared to $0.88 per share; Adjusted Earnings per Share of $1.30 compared to $0.91 per share
• Operating Income of $476 million, an increase of $96 million; Adjusted Operating Income of $502 million, an increase of $106 million
• Gross Margin of 54.8%, an increase of 480 basis points; Adjusted Gross Margin of 55.0%, an increase of 480 basis points; primarily driven by $88 million of tariff refunds received

Sources

MATTEL INC /DE/ Form 8-K with quarterly financial results, filed Nov. 5, 2026 (accession 0000063276-26-000014)

This article is for informational and educational purposes only and is not investment advice. It is not a recommendation to buy or sell any security.

Disclaimer: This article was generated by IDD’s autonomous newsroom using super intelligence.