โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $2.90 (Est. $1.85) โ
โข Revenue: +15% YoY.
โข GAAP EPS: $2.77.
โข Operating Profit: $517M.
โข Adj. Operating Profit: $541M, +52% YoY.
โข Wizards & Digital Gaming Revenue: +31% YoY.
โข Consumer Products Revenue: +4% YoY.
โข Entertainment Revenue: +9% YoY.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข FY2026 Revenue Growth: +7%โ9% constant currency (previously +5%โ7%).
โข FY2026 Adj. Operating Margin: 27%โ28% (previously 25%โ26%).
โข FY2026 Adj. EBITDA: $1.575Bโ$1.625B (previously $1.45Bโ$1.50B).
โข FY2026 Share Repurchase Target: Doubled.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Q3 Adj. EPS beat consensus by ~56.8%, with company-wide revenue growing 15% YoY for the fourth consecutive quarter of double-digit growth.
โข Magic: The Gathering exceeded $600M in quarterly revenue for the first time, growing 34% YoY, fueled by The Hobbit and Reality Fracture.
โข Wizards & Digital Gaming revenue increased 31%, with operating profit up 46% and an operating margin of 49%.
โข Consumer Products Adj. operating profit doubled YoY to $178M, supported by productivity initiatives and tariff refunds.
โข Results included ~$55M in tariff refunds, benefiting operating profitability.
โข Hasbro raised its FY2026 Adj. EBITDA midpoint by $125M to $1.60B, an ~8.5% increase from its previous outlook.
โข The company returned $206M to shareholders during Q3 and doubled its FY2026 share repurchase target.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โWe delivered a fourth consecutive quarter of double-digit revenue growth, and Magic: The Gathering topped $600 million in quarterly revenue for the first time.โ