)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Spin Master
Spin Master (TOY) investor relations material
Spin Master Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue was $732.7M, down 0.3% YoY; adjusted EBITDA was $194.7M versus $195.5M. YTD revenue rose 0.2% to $1,497.6M and adjusted EBITDA increased 7.2% to $263.5M.
Entertainment growth, including PAW Patrol: The Dino Movie, offset declines in Toys and Digital Games; PAW Patrol, Melissa & Doug, and Toca Boca World each delivered double-digit growth.
Operating cash flow more than doubled YTD, supporting investment, debt repayment, dividends, and share repurchases.
Financial highlights
Q3 operating income was $112.5M versus $151.0M; adjusted operating income was $148.4M versus $162.4M.
Q3 net income was $79.0M versus $106.8M; adjusted net income was $106.2M versus $115.2M. Diluted EPS was $0.77 versus $1.03; adjusted diluted EPS was $1.03 versus $1.11.
YTD operating income was $123.9M versus $76.5M; adjusted operating income was $143.8M versus $155.6M. Net income was $76.7M versus $35.8M; adjusted net income was $90.7M versus $95.8M.
Q3 operating cash flow was $102.2M versus $62.6M and free cash flow was $64.9M versus $21.6M; YTD operating cash flow was $262.9M versus $113.5M and free cash flow was $155.2M versus negative $4.4M.
Outlook and guidance
FY26 guidance reiterated: revenue growth expected to be stable to low-single-digit, with adjusted EBITDA growth in the mid- to upper-single digits.
Q4 targets modest revenue growth and similar adjusted EBITDA growth; visibility remains limited, with 50% of POS in the quarter and most orders expected to be domestic replenishment.
Direct movie-related revenue and EBITDA contribution is expected to be ~$25M in 2026 and is not expected to recur in 2027.
Hapiko plans wider Stickerbox distribution in H2 2027, with expanded reach and its install base expected to support recurring revenue.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Spin Master
- Brand innovation and digital growth offset near-term cost and Q3 margin pressure.TOY
CIBC Eastern Institutional Investor Conference - Q2 2026 revenue up 8.9%, toy sales strong, margin gains from tariff refund, outlook stable.TOYQ2 2026
- Growth driven by innovation, digital expansion, and strong licensing, with robust financial outlook.TOYTD Cowen 10th Annual Future of the Consumer Conference
- All agenda items, including board elections and plan amendments, passed with strong support.TOYAGM 2025
- All agenda items, including director elections and auditor reappointment, were approved by shareholders.TOYAGM 2026
- Revenue fell 8.6% and net loss widened, but cash flow and liquidity improved.TOYQ1 2026
- 2026 outlook targets stable revenue and EBITDA growth, led by PAW Patrol and digital expansion.TOYQ4 2025
- Q3 revenue up 25% with Toys and Melissa & Doug strength; 2024 outlook reaffirmed.TOYQ3 2024
- Q2 revenue fell 2.1% to $412M, but 2024 outlook and synergy targets remain unchanged.TOYQ2 2024
Next Spin Master earnings date
Q4 202624 Feb, 2027
Spin Master
Next Spin Master earnings date
Q4 202624 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Spin Master Corp. engages in the creation, design, manufacture, and marketing of children's toys, games, and entertainment products. Its products include action figures and collectibles, role play toys, radio-controlled vehicles to its portfolio of boys brands; and dolls/fashion accessories and developmental plush products for its girls brands. The company was founded by Ronnen Harary, Anton Rabie, Ben Varadi, and Johnny Vacanti on January 6, 1994 and is headquartered in Toronto, Canada.