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Spin Master Earnings Calls
| Release date | Oct 30, 2025 |
| EPS estimate | $0.621 |
| EPS actual | $1.55 |
| EPS Surprise | 149.60% |
| Revenue estimate | 626.863M |
| Revenue actual | 1.034B |
| Revenue Surprise | 65.01% |
| Release date | Jul 31, 2025 |
| EPS estimate | $1.53 |
| EPS actual | -$0.606 |
| EPS Surprise | -139.62% |
| Revenue estimate | 876.456M |
| Revenue actual | 545.926M |
| Revenue Surprise | -37.71% |
| Release date | Apr 30, 2025 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.120 |
| EPS Surprise | 25.00% |
| Revenue estimate | 326.875M |
| Revenue actual | 511.683M |
| Revenue Surprise | 56.54% |
| Release date | Feb 26, 2025 |
| EPS estimate | $1.01 |
| EPS actual | $0.550 |
| EPS Surprise | -45.54% |
| Revenue estimate | 659.9M |
| Revenue actual | 933.464M |
| Revenue Surprise | 41.46% |
Last 4 Quarters for Spin Master
Below you can see how TOY.TO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 26, 2025 |
| Price on release | $27.00 |
| EPS estimate | $1.01 |
| EPS actual | $0.550 |
| EPS surprise | -45.54% |
| Date | Price |
|---|---|
| Feb 20, 2025 | $31.02 |
| Feb 21, 2025 | $31.09 |
| Feb 24, 2025 | $31.29 |
| Feb 25, 2025 | $28.02 |
| Feb 26, 2025 | $27.00 |
| Feb 27, 2025 | $27.30 |
| Feb 28, 2025 | $27.41 |
| Mar 03, 2025 | $27.26 |
| Mar 04, 2025 | $26.45 |
| 4 days before | -12.96% |
| 4 days after | -2.04% |
| On release day | 1.11% |
| Change in period | -14.73% |
| Release date | Apr 30, 2025 |
| Price on release | $24.38 |
| EPS estimate | -$0.160 |
| EPS actual | -$0.120 |
| EPS surprise | 25.00% |
| Date | Price |
|---|---|
| Apr 24, 2025 | $23.41 |
| Apr 25, 2025 | $24.14 |
| Apr 28, 2025 | $24.33 |
| Apr 29, 2025 | $23.99 |
| Apr 30, 2025 | $24.38 |
| May 01, 2025 | $22.38 |
| May 02, 2025 | $22.94 |
| May 05, 2025 | $22.63 |
| May 06, 2025 | $22.50 |
| 4 days before | 4.14% |
| 4 days after | -7.71% |
| On release day | -8.20% |
| Change in period | -3.89% |
| Release date | Jul 31, 2025 |
| Price on release | $22.80 |
| EPS estimate | $1.53 |
| EPS actual | -$0.606 |
| EPS surprise | -139.62% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $25.53 |
| Jul 28, 2025 | $25.01 |
| Jul 29, 2025 | $25.13 |
| Jul 30, 2025 | $24.93 |
| Jul 31, 2025 | $22.80 |
| Aug 01, 2025 | $22.10 |
| Aug 05, 2025 | $21.75 |
| Aug 06, 2025 | $21.35 |
| Aug 07, 2025 | $21.17 |
| 4 days before | -10.69% |
| 4 days after | -7.15% |
| On release day | -3.07% |
| Change in period | -17.08% |
| Release date | Oct 30, 2025 |
| Price on release | $21.22 |
| EPS estimate | $0.621 |
| EPS actual | $1.55 |
| EPS surprise | 149.60% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $20.52 |
| Oct 27, 2025 | $20.01 |
| Oct 28, 2025 | $20.13 |
| Oct 29, 2025 | $19.32 |
| Oct 30, 2025 | $21.22 |
| Oct 31, 2025 | $20.83 |
| Nov 03, 2025 | $20.68 |
| Nov 04, 2025 | $19.93 |
| Nov 05, 2025 | $20.37 |
| 4 days before | 3.41% |
| 4 days after | -4.01% |
| On release day | -1.84% |
| Change in period | -0.731% |
Spin Master Earnings Call Transcript Summary of Q3 2025
Key points for investors: Spin Master reported softer Q3 2025 financials driven by Toys ordering shifts related to tariffs. Consolidated revenue declined ~17% y/y; Toy gross product sales (GPS) fell ~20% (~$180M), while Point-of-Sale (POS) performance was much stronger (Toy POS down ~1% vs. industry TAM down ~2.5%), indicating demand resilience despite revenue timing/FOB-to-domestic replenishment changes. Melissa & Doug underperformed due to higher China sourcing exposure, tariff impacts and low-price competition; management plans product innovation and international distribution to return it to growth in 2026. Entertainment and Digital Games were bright spots: multiple PAW Patrol specials (including a Black Friday CBS airing), a theatrical screening rollout, greenlit original IP film, and continued investment in content; Digital Games showed growth driven by Toca Boca monetization, Piknik subscriber gains and $10M of partnership revenue recognized in Q3. Operational actions: inventories reduced, cash conversion cycle improved (down ~11 days), ongoing supply-chain diversification (China expected to be ~30% of U.S. COGS in 2026 vs. 64% in 2024), CapEx elevated (~$175M expected for 2025 but below prior budget), continued IT and enterprise software investments, and a small acquisition (~$20M preliminary) to bolster Piknik. Management did not reinstate full-year guidance due to unresolved tariff uncertainty but expects Q4 year-over-year financial improvement vs Q3 and is focused on returning to profitable growth, disciplined capital allocation and unlocking cross-center IP value.
