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北京时间·🕒 发布 18:46:05时区推断·⟳ 抓取 18:46:05·⚡ 决策 07-21 18:47:26 +1m21s·98.1 天前
孩之宝二季度业绩超预期并上调全年指引
孩之宝二季度收入、调整后EPS和全年收入/利润率指引均高于预期，事件本身对孩之宝（HAS.US）为正面。
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HASBRO $HAS Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.14B (Est. $1.06B) 🟢; +16% YoY 🔹 Adj. EPS: $1.28 (Est. $1.13) 🟢 🔹 Ad…
不做 孩之宝（HAS.US）
近6小时已命中同一具体催化且18:45 BJT已有『孩之宝二季度收入和EBITDA超预期，并上调2026年利润率与EBITDA展望』推卡，本条为重复转述，不再交易。
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研究档案
🔎 新鲜度:最早出现 2026-07-21 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 孩之宝二季度收入、调整后EPS和全年收入/利润率指引均高于预期，事件本身对孩之宝（HAS.US）为正面。
主要风险
- 近6小时已命中同一具体催化且已有推卡，重复输出会造成重复交易提示。
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原文全文
展开原文 · 995 字
HASBRO $HAS Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.14B (Est. $1.06B) 🟢; +16% YoY
🔹 Adj. EPS: $1.28 (Est. $1.13) 🟢
🔹 Adj. Operating Profit: $282M; +14% YoY
🔹 Magic Revenue: >$500M for the first time; +32% YoY
Raises FY26 Guide:
🔹 Revenue: +5%-7% cc (Prior: +3%-5%) 🟢
🔹 Adj. Oper Margin: 25%-26% (Prior: 24%-25%) 🟢
🔹 Adj. EBITDA: $1.45B-$1.5B (Prior: $1.40B-$1.45B) 🟢
Segment Performance:
🔹 Wizards & Digital Gaming Revenue: +27% YoY
🔹 Consumer Products Revenue: +5% YoY
🔹 Entertainment Revenue: -20% YoY
🔹 Wizards Operating Profit: $270M; +12% YoY
🔹 Monopoly Go! Revenue: $44M
Other Q2 Metrics:
🔹 Shareholder Returns: $133M
🔹 Debt Reduction: $55M
🔹 Digital Games Impairment: $56M
Key Updates:
🔸 The network incident reduced revenue by approximately $25M and added $11M of expenses.
🔸 Hasbro plans to lean further into its $1B share repurchase authorization.
Comments:
🔸 “Magic: The Gathering eclipsed $500 million in quarterly revenue for the first time in its 30-plus year history.”
🔹 Revenue: $1.14B (Est. $1.06B) 🟢; +16% YoY
🔹 Adj. EPS: $1.28 (Est. $1.13) 🟢
🔹 Adj. Operating Profit: $282M; +14% YoY
🔹 Magic Revenue: >$500M for the first time; +32% YoY
Raises FY26 Guide:
🔹 Revenue: +5%-7% cc (Prior: +3%-5%) 🟢
🔹 Adj. Oper Margin: 25%-26% (Prior: 24%-25%) 🟢
🔹 Adj. EBITDA: $1.45B-$1.5B (Prior: $1.40B-$1.45B) 🟢
Segment Performance:
🔹 Wizards & Digital Gaming Revenue: +27% YoY
🔹 Consumer Products Revenue: +5% YoY
🔹 Entertainment Revenue: -20% YoY
🔹 Wizards Operating Profit: $270M; +12% YoY
🔹 Monopoly Go! Revenue: $44M
Other Q2 Metrics:
🔹 Shareholder Returns: $133M
🔹 Debt Reduction: $55M
🔹 Digital Games Impairment: $56M
Key Updates:
🔸 The network incident reduced revenue by approximately $25M and added $11M of expenses.
🔸 Hasbro plans to lean further into its $1B share repurchase authorization.
Comments:
🔸 “Magic: The Gathering eclipsed $500 million in quarterly revenue for the first time in its 30-plus year history.”
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