PLBY Earnings

PLBY reported its FY2025Q3 earnings on 2025-11-12, showcasing a revenue of 29.00M against an estimate of 30.00M, resulting in a -1.76% surprise. The EPS was 0.02, surpassing the expected -0.02 by 200% . The stock experienced a 22.06% price change on the earnings day and a 24.26% change over the next five days, reflecting market reactions to the results.

Following PLBY's FY2025Q3 earnings announcement on 2025-11-12, the stock price moved by 22.06% on the day of the release. Over the subsequent five days, it saw a 24.26% change. Historically, PLBY's stock price tends to shift by an average of +1.46% in the 10 days leading up to earnings and -0.27% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate PLBY’s annual revenue to reach 34.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.02% and EPS estimates Revise Downward by -1.95% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between PLBY's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.02%, while EPS estimates moved Revise Downward by -1.95% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PLBY's stock price typically moves by +1.46% in the 10 days before its earnings and -0.27% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 34.00M.

The earnings call reveals strong financial performance with a 13% revenue increase and a significant EBITDA swing. The licensing business is thriving, and new ventures like paid voting show promise. While some risks exist, such as execution uncertainties in new ventures, the company's asset-light model and strategic partnerships are favorable. The Q&A highlighted management's cautious optimism and strategic focus, with potential growth in licensing and hospitality. The absence of specific guidance for 2026 is a minor concern, but overall, the positive financial metrics and strategic initiatives suggest a positive stock price reaction.