HA

Hasbro, Inc. stock research

Sep 28, 2025

FY2025 Q3

Hasbro (HAS) Gross Margin — Quarter Ended Sep 28, 2025

Revenue rose from both the prior quarter and the same quarter last year, while cost of revenue also increased. Gross profit improved sequentially but was largely stable versus the year-ago period, causing gross margin to weaken compared to the prior quarter but remain similar to the year-ago quarter.

Gross margin takeaway

Quarter ended Sep 28, 2025 · FY2025 Q3

Revenue rose from both the prior quarter and the same quarter last year, while cost of revenue also increased. Gross profit improved sequentially but was largely stable versus the year-ago period, causing gross margin to weaken compared to the prior quarter but remain similar to the year-ago quarter.

  • Gross profit increased sequentially on higher revenue despite a proportionally larger rise in cost of revenue, which weighed on margin. The year-over-year comparison shows gross profit and revenue both higher, with cost of revenue also up, leaving gross margin essentially unchanged.
  • Relative to the immediately preceding quarter, revenue was higher and gross profit was higher, but gross margin was lower due to cost of revenue increasing more than proportionally. Compared to the same quarter one year ago, revenue and gross profit were higher while gross margin was slightly lower, reflecting a similar relationship between cost growth and revenue growth.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

70.1%

Gross profit

$973.2M

Revenue

$1.4B

Cost of revenue

$414.3M

Quarter-over-quarter change

-6.9 pts

Year-over-year change

-0.3 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Dec 29, 2024$1.1B$742.9M$358.7M67.4%
Mar 30, 2025$887.1M$682.6M$204.5M76.9%
Jun 29, 2025$980.8M$755.5M$225.3M77.0%
Sep 28, 2025$1.4B$973.2M$414.3M70.1%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 29, 2025

-6.9 pts

Year-over-year change

Sep 29, 2024

-0.3 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Gross profit increased sequentially on higher revenue despite a proportionally larger rise in cost of revenue, which weighed on margin. The year-over-year comparison shows gross profit and revenue both higher, with cost of revenue also up, leaving gross margin essentially unchanged.

Relative to the immediately preceding quarter, revenue was higher and gross profit was higher, but gross margin was lower due to cost of revenue increasing more than proportionally. Compared to the same quarter one year ago, revenue and gross profit were higher while gross margin was slightly lower, reflecting a similar relationship between cost growth and revenue growth.

Monitor the trajectory of cost of revenue relative to revenue, as the current quarter saw cost growth outpacing revenue growth on a sequential basis.