Filing Flows

Filing Flows › Consumer Discretionary › Playboy (PLBY)

Playboy (PLBY) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Playboy (PLBY) Q3 2026 earnings results →

Q3 2026 Revenue up 9% year over year to $31.7M · 5¢ of every $1 of revenue kept as net profit · operating margin 12.6%

Playboy made $31.7M in Q3 2026 (+9% Y/Y): Consumer products $18.5M, Trademark licensing $12.6M, Digital subscriptions and products $326K. Operating margin 12.6%, net earnings $1.7M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.

Revenue$31.7M
Year over year+9%
Operating margin12.6%
Net earnings$1.7M
Operating cash flow$946K

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $31.7M in Q3 2026, up 9% year over year and up 2% from the previous quarter. Consumer products was the largest line at 58% of revenue. Consumer products added $2.1M year over year (up 13%), 78% of the total change. Digital subscriptions and products declined 46%.

Gross margin was 76.6%, up 0.6 points from Q3 2025. Operating profit was $4.0M, a 12.6% margin (up 7.9 points year over year). Of the extra revenue versus Q3 2025, 97% reached operating profit, above the 5% margin then. Operating expenses fell 2% while revenue rose 9%. Net earnings were $1.7M, up 259% year over year. The effective tax rate was 9.8%.

Operating cash flow was $946K (down 91% year over year), 51% of net income including minority interests. Non-cash charges added back $729K of depreciation and amortization and $2.2M of share-based compensation. Working capital and other items used $3.9M.

Quarterly history

Playboy revenue by quarterPlayboy revenue by quarter$28.9MQ1 2025$28.1MQ2 2025$29.0MQ3 2025$34.9MQ4 2025$30.2MQ1 2026$31.2MQ2 2026$31.7MQ3 2026
Playboy net earnings by quarterPlayboy net earnings by quarter−$9.0MQ1 2025−$7.7MQ2 2025$460KQ3 2025$3.6MQ4 2025−$4.0MQ1 2026$198KQ2 2026$1.7MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 5, 2026$31.7M+9%12.6%$1.7M$946K
Q2 202610-QAug 10, 2026$31.2M+11%9.5%$198K−$414K
Q1 202610-QMay 11, 2026$30.2M+5%-5.4%−$4.0M−$8.1M
Q4 202510-KMar 16, 2026$34.9M+4%7.9%$3.6M$1.4M
Q3 202510-QNov 12, 2025$29.0M-2%4.7%$460K$10.1M
Q2 202510-QAug 12, 2025$28.1M+13%-20.9%−$7.7M−$3.9M
Q1 202510-QMay 15, 2025$28.9M+2%-21.7%−$9.0M−$7.6M

Charts

Playboy: revenue growth, year over year and quarter over quarterPlayboy: revenue growth, year over year and quarter over quarterY/YQ/Q+2%Q1 2025+13%-3%Q2 2025-2%+3%Q3 2025+4%+20%Q4 2025+5%-13%Q1 2026+11%+3%Q2 2026+9%+2%Q3 2026
Latest (Q3 2026): Y/Y +9%, Q/Q +2%.
Playboy: where the cash came from (+) and went (−), TTM to Q3 2026Playboy: where the cash came from (+) and went (−), TTM to Q3 2026Other financing−$21.1MShares issued$15.6MOther investing$14.1MOperating cash flow−$6.1MCash drawn (+) / kept (−)−$2.6MNot reconciled$187K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Playboy: profit against cash, quarter by quarterPlayboy: profit against cash, quarter by quarterNet incomeOperating cash flow−$12.5M$161KQ4 2024−$9.0M−$7.6MQ1 2025−$7.7M−$3.9MQ2 2025$460K$10.1MQ3 2025$3.6M$1.4MQ4 2025−$4.0M−$8.1MQ1 2026$198K−$414KQ2 2026$1.9M$946KQ3 2026
Latest (Q3 2026): Net income $1.9M, Operating cash flow $946K.
Playboy: diluted shares by fiscal yearPlayboy: diluted shares by fiscal year22MFY202038MFY202147MFY202271MFY202376MFY2024100MFY2025
+351.7% since FY2020: more shares outstanding (issuance, stock pay).
Playboy in its industry: growth against margin (10 companies, SIC 5900)Playboy in its industry: growth against margin (10 companies, SIC 5900)revenue growth, year over year →↑ operating marginmedian +19%median 10%FCFSSVVEZPWSPHREALTMSLIVEWINACIMGPLBY (+9%, 13%)
Retail-Miscellaneous Retail; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

Loading the interactive chart…

🌏Named in Asian annual reportsinteractive

Loading the interactive chart…

🔄Rotation against the market and its industry (RRG)interactive

Loading the interactive chart…

🔍Earnings qualityinteractive

Loading the interactive chart…

⚖️Fair value by methodinteractive

Loading the interactive chart…

🔭Outlook & guidanceinteractive

Loading the interactive chart…

📈Investments: gains and what it boughtinteractive

Loading the interactive chart…

🏭Its industry’s money flow (input-output)interactive

Loading the interactive chart…

About Playboy

Unless otherwise indicated or the context otherwise requires, references to the “Company”, “we”, “us”, “our” and other similar terms refer to Playboy, Inc. and its consolidated subsidiaries. Playboy, Inc. (formerly known as PLBY Group, Inc. from February 10, 2021 through June 24, 2025), together with its subsidiaries through which it conducts business, is a pleasure and leisure company. We provide consumers around the world with products, content and experiences that help them lead happier, healthier and more fulfilling lives. Our flagship consumer brand, Playboy, is one of the most recognizable brands in the world, with Playboy-branded products and content available in approximately 180 countries. We also own and operate the brand Honey Birdette, which specializes in luxury lingerie that it sells online and at physical stores in Australia, the United States and the United Kingdom.

In its own words, from its 10-K, filed Mar 16, 2026.

Playboy against its Retail-Miscellaneous Retail peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +9% against the peers' median +18%. Operating margin: 12.6% against the peers' median 9.8%.

CompanyQuarterRevenueY/YOp. margin
PLBY PlayboyQ3 2026$31.7M+9%12.6%
FCFS FirstCash HoldingsQ3 2026$1.1B+18%12.6%
SVV Savers Value VillageQ3 2026$463M+8%9.8%
EZPW EzcorpQ3 FY26$419M+35%13.1%
SPH Suburban Propane Partners LPQ3 FY26$261M+0.5%0.9%
REAL TheRealRealQ3 2026$206M+19%0.7%
TMS TeamsharesQ2 2026$149M+20%2.0%
LIVE Live VenturesQ3 FY26$109M-3%4.9%
WINA WinmarkQ3 2026$27.9M+23%56.6%

Source: Playboy 10-Q on SEC EDGAR · CIK 1803914 · Retail-Miscellaneous Retail

Guidance and outlook

Playboy: what its forward-looking statements are about (10-Q filed 2026-11-05)Playboy: what its forward-looking statements are about (10-Q filed 2026-11-05)Other3The economy2Costs2Demand1Deals1Capital spending1
10 statements; tone -0.10 (−1 all cautious, +1 all confident); 1 hedged.
Playboy: outlook statements against the filing beforePlayboy: outlook statements against the filing beforeCautious1

13F: who owns PLBY and who is buying

Largest holders of PLBY (13F)Largest holders of PLBY (13F)Fortress Investment Group LLC$17.9MRizvi Traverse Management, LLC$17.5MCrcm LP$14.0MVanguard Group$5.2MBlackRock$3.8MVanguard Capital Management LLC$3.7MGeode Capital Management, LLC$1.9MBbfit Investments PTE$1.5MMarshall Wace, LLP$1.1MSfmg, LLC$915K
Funds' net buying of PLBY by quarter (13F)Funds' net buying of PLBY by quarter (13F)$58K2024-09$4.7M2024-12$3.7M2025-03−$2.2M2025-06$16.2M2025-09$9.7M2025-12$3.8M2026-03$7.4M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on PLBY

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

Compare PLBY with

中文版:Playboy(PLBY)财报

Español · Français