Mattel (MAT) reported $1.77 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.3%. EPS of $0.39 for the same period compares to $0.35 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.84 billion, representing a surprise of -3.93%. The company delivered an EPS surprise of -26.18%, with the consensus EPS estimate being $0.53.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Mattel performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Worldwide Gross Billings by Top 3 Power Brands- Barbie: $415.7 million versus $442.21 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.4% change.
- Worldwide Gross Billings by Top 3 Power Brands- Hot Wheels: $576.4 million versus $553.84 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +19.7% change.
- Worldwide Gross Billings by Top 3 Power Brands- Fisher-Price: $208.9 million versus the two-analyst average estimate of $236.01 million. The reported number represents a year-over-year change of +1.4%.
- Worldwide Gross Billings by Top 3 Power Brands- Other: $836.6 million versus $846.85 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.1% change.
- Worldwide Gross Billings by Categories- Infant, Toddler, and Preschool: $254 million versus $301.96 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -8% change.
- Worldwide Gross Billings by Categories- Vehicles: $652.4 million versus the two-analyst average estimate of $627.93 million. The reported number represents a year-over-year change of +20%.
- Worldwide Gross Billings by Categories- Action Figures, Building Sets, Games and Other: $380.9 million compared to the $391.88 million average estimate based on two analysts. The reported number represents a change of +16.5% year over year.
- Worldwide Gross Billings by Categories- Dolls: $750.3 million versus $773.36 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.1% change.
View all Key Company Metrics for Mattel here>>>
Shares of Mattel have returned +0.4% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Mattel, Inc. (MAT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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