Spin Master (TSE:TOY) Announces Quarterly Earnings Results

Spin Master (TSE:TOY) released its earnings results on Thursday. The company reported C$0.56 EPS for the quarter, FiscalAI reports. Spin Master had a net margin of 2.60% and a return on equity of 4.03%. The firm had revenue of C$818.82 million for the quarter.

Here are the key takeaways from Spin Master’s conference call:

• Tariff‑driven disruption weighed on toys—toy gross product sales fell ~8% in 2025 as retailers cut inventories (channel down ~12%) and shifted to domestic replenishment, leaving a volatile cadence and a significant year‑over‑year Q1 2026 decline risk.
• Content and digital are growth engines: the global PAW Patrol movie (Aug 2026) should drive entertainment revenue (an initial contractual distribution payment of $20 million is expected in Q3) while digital games (Toca Boca, Piknik) saw strong growth and are receiving UX, content and partnership investments to boost subscriptions and monetization.
• Melissa & Doug was materially impacted by the tariff environment and the company took a non‑cash goodwill impairment, though management is pursuing a turnaround via inventory optimization, international expansion, innovation and pricing/value adjustments.
• Cash and capital allocation remain constructive—Spin Master generated $308 million of operating cash flow in 2025, kept net debt roughly flat with ~1.0x net leverage, returned ~$80 million to shareholders, and plans ~$150 million CapEx while maintaining the dividend and renewing its buyback program.

Spin Master Trading Up 0.2%

Shares of Spin Master stock opened at C$18.61 on Friday. Spin Master has a 1 year low of C$17.88 and a 1 year high of C$26.81. The company’s fifty day simple moving average is C$19.39 and its 200-day simple moving average is C$20.23. The company has a market cap of C$1.87 billion, a price-to-earnings ratio of 34.46, a PEG ratio of 0.57 and a beta of 0.75. The company has a current ratio of 1.13, a quick ratio of 2.06 and a debt-to-equity ratio of 39.76.

Spin Master Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 9th. Stockholders of record on Friday, January 9th were given a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend was Wednesday, December 24th. Spin Master’s dividend payout ratio is currently 63.22%.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on TOY shares. TD Securities decreased their target price on Spin Master from C$30.00 to C$26.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. National Bank Financial lowered their price target on Spin Master from C$27.00 to C$25.00 and set an “outperform” rating on the stock in a report on Tuesday, January 13th. Royal Bank Of Canada decreased their price objective on shares of Spin Master from C$29.00 to C$27.00 and set an “outperform” rating for the company in a report on Tuesday, February 3rd. Finally, Seaport Research Partners upgraded Spin Master to a “strong-buy” rating in a report on Monday, November 10th. Four equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Spin Master presently has an average rating of “Moderate Buy” and a consensus target price of C$26.63.

Spin Master Company Profile

Spin Master is a children’s entertainment company operating in the roughly $100 billion global toy industry. The company creates, designs, manufactures, and markets a portfolio of products, brands, and entertainment properties across four key categories (outdoor, boys, preschool and girls, and activities games and puzzles and plush). Spin Master has increased brand awareness via homegrown brands including Paw Patrol, Rusty Rivets, and Bakugan but has leaned on a robust acquisition strategy to reach adjacent markets through tie-ups like Rubik’s, Swimways, and Cardinal Games.