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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Hasbro (HAS) is 8/10.
Hasbro delivered a strong Q1 2026 with revenue up 13% to $1 billion, driven by Wizards of the Coast where segment revenue surged 26% to $582 million on record Magic: The Gathering Premier set sales and a quarterly backlist record. Adjusted operating margins expanded 360 basis points to 28.7% as cost transformation delivered $37 million in savings, translating to adjusted EPS of $1.47, up 41% year-over-year. Consumer Products was essentially flat but showed positive POS trends through April with a strong entertainment slate ahead including Mandalorian & Grogu, Toy Story 5, and Avengers Doomsday. Management maintained full-year guidance despite absorbing a cyber incident that will delay $40-60 million of CP revenue from Q2 to the back half and roughly $30 million in oil-related input cost headwinds.
Scored from Hasbro’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.10B | -14.5% | $-0.25 | +96.7% | 5.4% | -3.1% | $209M |
| FY2025 Q1 | $887M | +17.1% | $0.70 | +66.7% | 19.2% | 11.1% | $124M |
| FY2025 Q2 | $981M | -1.5% | $-6.10 | -716.2% | 22.8% | -87.3% | $55M |
| FY2025 Q3 | $1.39B | +8.3% | $1.64 | +3.1% | 24.6% | 16.8% | $261M |
| FY2025 Q4 | $1.45B | +31.3% | $1.41 | +664.0% | 22.3% | 13.9% | $390M |
| FY2026 Q1 | $1.00B | +12.7% | $1.39 | +98.6% | 27.0% | 19.9% | $316M |
| FY2026 Q2 | $1.14B | +16.2% | $1.12 | +118.4% | 22.2% | 14.1% | $248M |
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On July 27, 2026, Hasbro and John Hight, President of Wizards of the Coast, entered a Transitional Advisory Services Agreement. Hight remains President through September 1, 2026, then continues as an Advisor reporting to the CEO through September 2, 2027, assisting the transition and the onboarding of a successor. His base salary stays at $800,000 and he remains eligible for a fiscal 2026 bonus, but not a fiscal 2027 bonus or further equity grants.