Mattel, Inc. Reports Q3 2026 Financial Results and Updates Annual Guidance

Mattel reported Q3 2026 revenue of $1.81 billion, up 4% in reported sales, adjusted EPS of $1.30, and adjusted operating income of $502 million. Margin expansion was significantly supported by $88 million in tariff refunds. The company updated its 2026 adjusted EPS outlook to $1.05–$1.20, below the FactSet consensus of $1.29; the guidance excludes the third-quarter tariff refunds.