HASBRO, INC. (HAS) Earnings History

HASBRO, INC. - Q4 FY2025 EarningsBeat

Filed at: Feb 10, 2026, 6:35 AM EST|Read from source

EXECUTIVE SUMMARY

Hasbro returned to growth in 2025, driven by strong performance in its Wizards of the Coast and Digital Gaming segment, particularly Magic: The Gathering. The company demonstrated operational execution and cost savings, leading to improved adjusted profitability and a significant increase in revenue year-over-year. Management is confident in carrying this momentum into 2026 with a focus on continued investment and shareholder returns.

POSITIVE HIGHLIGHTS

  • •

    Full year Hasbro revenue increased 14% driven by record 45% growth in the Wizards of the Coast and Digital Gaming segment.

    positive
  • •

    MAGIC: THE GATHERING finished its strongest year ever, up 59% vs. PY with a successful Q4 Avatar: The Last Airbender set and ongoing strength in backlist and Secret Lair.

    positive
  • •

    Adjusted operating profit of $1,140 million (+36% vs. PY) and adjusted operating margin of 24.2% (+3.9 points vs. PY), driven by favorable business mix and benefits from cost transformation efforts.

    positive
  • •

    Fourth Quarter 2025 revenues increased 31% vs. PY, with growth in Wizards and Digital Gaming (+86%) and Consumer Products (+7%) partially offset by a decline in Entertainment (-5%).

    positive
  • •

    Announced a new share repurchase program of up to $1.0 billion.

    positive

CONCERNS & RISKS

  • •

    Consumer Products segment revenue decreased 4% year-over-year, and Entertainment segment revenue declined 4%.

    attention
  • •

    Reported net loss of $322.4 million for the full year 2025, compared to net earnings of $385.6 million in the prior year.

    negative
  • •

    Operating profit of $11.1 million and operating margin of 0.2% for the full year 2025 reflects the second quarter 2025 non-cash goodwill impairment of $1,021.9 million.

    negative
  • •

    Consumer Products adjusted operating profit was down 26% versus last year behind lower revenues and tariff costs.

    attention
  • •

    Entertainment adjusted operating margin was down versus PY due to lower revenues.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$1.45B
+31.3%
Prior year: $1.10B
Annual (YTD)
$4.70B
N/A
Prior year: $4.14B
Net Income
Quarterly
$201.60M
-686.3%
Prior year: $-34.30M
Annual (YTD)
$-322.40M
N/A
Prior year: $385.60M
EPS (Diluted)
Quarterly
$1.41
-664.0%
Prior year: $-0.25
Annual (YTD)
$-2.30
N/A
Prior year: $2.75
Operating Income
Quarterly
$297.50M
+397.5%
Prior year: $59.80M
Annual (YTD)
$11.10M
N/A
Prior year: $690.00M
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Operating Margin
Current Quarter
20.6%
Prior Year
5.4%
YoY Change
+1520 bps
Net Margin
Current Quarter
13.9%
Prior Year
-3.1%
YoY Change
+1700 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Wizards of the Coast and Digital Gaming
0.0%
N/A
Consumer Products
0.0%
N/A
Entertainment
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Wizards of the Coast and Digital Gaming
N/A———
Consumer Products
N/A———
Entertainment
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

revenue
"up 3%-5% in constant currency"
adjusted operating margin
24.0%—25.0%
Mid-point: 24.5%
adjusted EBITDA
1,400,000,000—1,450,000,000
Mid-point: 1,425,000,000

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

FY2025
Non-cash goodwill impairment charge
Recorded in Consumer Products segment.
+$1,021.9M
$7.17 per share
FY2025
Loss on disposal of business
Related to the sale of the eOne Film and TV business.
+$25M
$0.18 per share
FY2025
eOne Film and TV business divestiture related costs
As a result of the sale of the eOne Film and TV business and certain retained liabilities.
+$1.4M
$0.01 per share
Total Impact
+$1,048.3M$7.36 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

We returned the company to growth, engaged one billion fans, secured new partnerships, and made progress in our evolution into a digital-first play and IP company. We expect that momentum to carry into 2026.

— HASBRO, INC., Q4 FY2025 2025 Earnings Call

2025 reflected strong operational execution, driven by progress on our transformation and cost savings initiatives. Wizards was a standout, anchored by record MAGIC revenue.

— HASBRO, INC., Q4 FY2025 2025 Earnings Call

Looking ahead, we will continue to balance investment in the business with shareholder returns, including through a $1.0 billion share repurchase program.

— HASBRO, INC., Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Hasbro Total Gaming revenue
2788.2M
+33.3% YoY
Prior year: 2092.1M
dollars
MAGIC: THE GATHERING revenue
1720.1M
+59.5% YoY
Prior year: 1078.6M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.