Mattel Q4 sales rise 7%; 2026 adjusted EPS guidance of $1.18-$1.30 is below 2025's $1.41
Mattel reported fourth-quarter 2025 net sales of $1,766 million, up 7% as reported, while reported EPS fell to $0.34 from $0.42. For full year 2025, net sales were $5,348 million, down 1%, and reported EPS was $1.24 versus $1.58. The company guided 2026 adjusted EPS to $1.18-$1.30, below the 2025 actual of $1.41, and its board authorized a new $1.5 billion share repurchase program.
Key points
- Q4 2025 net sales $1,766 million, up 7% as reported; reported operating income $141 million, down $17 million
- FY2025 net sales $5,348 million, down 1%; reported EPS $1.24 vs. $1.58 a year earlier
- 2026 guidance: adjusted operating income $550-$600 million vs. $620 million in 2025; adjusted EPS $1.18-$1.30 vs. $1.41
- Board authorized a $1.5 billion share repurchase, expected to be completed by 2028; Mattel repurchased $600 million of shares in 2025
The filing
Written by AI on Nov 8, 2026, 1:00 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 10, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.