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HASBRO Q2 2026 REVENUE UP 16%

Hasbro said second-quarter 2026 revenue rose 16% from a year earlier, lifted by Wizards and digital gaming and a smaller gain in consumer products, while entertainment declined.

The company reported revenue of $1.10 billion, with Wizards and digital gaming up 27% and consumer products up 5%. Entertainment fell 20%.

Operating profit came in at $253 million, up from the prior year, while adjusted operating profit rose 14% to $282 million.

Net earnings were $1.12 per diluted share, compared with a lower result a year ago, and adjusted net earnings per diluted share were $1.28.

Wizards and digital gaming remained the main driver. Segment revenue jumped 27%, led by Magic: The Gathering, which increased 32%. Digital and licensed gaming rose 17%. The segment posted operating profit of $270 million, up 12%, on a 41% margin.

Hasbro said Magic: The Gathering generated more than $500 million in quarterly revenue for the first time, helped by Secrets of Strixhaven and Marvel Super Heroes. Monopoly Go! contributed $44 million in the quarter.

Consumer products revenue increased 5% despite disruption from the previously disclosed unauthorized network access. The segment posted an operating loss of $15 million, versus a smaller loss or profit a year earlier, while adjusted operating loss was $8 million.

Entertainment revenue fell 20%, with operating profit slipping 15% to $6 million and adjusted operating profit down to $9 million.

For the first six months of 2026, revenue rose 15%. Wizards and digital gaming again led the way, up 27%, while consumer products increased 2% and entertainment fell 22%.

Year to date, operating profit was $523 million, up 21%, and adjusted operating profit was $569 million. Net earnings per diluted share were $2.51, while adjusted net earnings per diluted share were $2.76.

In the first half, Hasbro returned $239 million to shareholders through dividends and share repurchases and deployed $147 million toward debt reduction. It also issued $400 million of new notes.

Hasbro raised its full-year outlook. It now expects revenue to rise 5% to 7% in constant currency, compared with prior guidance of 3% to 5%. It lifted its adjusted operating margin target to 25% to 26% from 24% to 25%, and increased adjusted EBITDA guidance to $1.45 billion to $1.50 billion from $1.40 billion to $1.45 billion.

During the quarter, Hasbro paid $99 million in cash dividends and declared a quarterly dividend of $0.70 per share, payable Sept. 2, 2026. The market has reacted to these announcements by moving the company's shares 10.94% to a price of $90.515. For the full picture, make sure to review HASBRO, INC.'s 8-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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