PLBY · Playboy, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 10, 2026TL;DR. Playboy reported Q2 FY2026 revenue of $31.2M (up 11% YoY) with $7.0M Adjusted EBITDA (up 100% YoY, including $0.7M litigation expenses) and a swing to positive net income, while announcing a $17M share repurchase at $1.05 (~14-15% of shares outstanding) and progress on deleveraging, with total debt at $144.9M.
- + Revenue grew 11% YoY to $31.2M, driven by Honey Birdette's 18% growth
- + Adjusted EBITDA doubled YoY to $7.0M, marking the sixth consecutive quarter of positive adjusted EBITDA
- + Company swung to positive net income of $0.2M and positive operating income of $3.0M
- + Operating costs reduced 12% YoY while revenue grew 11%
- + Honey Birdette delivered 18% revenue growth with 15% comparable store sales growth and 65.1% gross margin
- + Licensing revenue of $11.2M supported by ~91% contractual guarantees and $320M+ in unrecognized future revenue
- − Q2 results included $0.7M+ of litigation expenses that suppressed Adjusted EBITDA
- − Licensing revenue grew only ~2% YoY, weighed by a step-down in China during JV transition
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $7M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss) 198K
+2.22M Interest expense
+1.06M Expense from income taxes
+707K Depreciation and amortization
+155K Transaction expenses
+0K Licensing commissions settlement
+0K Transition expenses
+4K Severance
+2.5M Stock-based compensation
+0K Impairments
+127K Adjustments
= Adjusted EBITDA 6.97M
|
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| Adjusted EBITDA excluding litigation expenses non-GAAP | $7.7M | Q2 2026 | — |
| Adjusted operating income (loss) non-GAAP | $6.47M | Three Months Ended June 30, 2026 filing | — |
| Comparable store sales growth | 15% | Q2 2026 | — |
| EBITDA non-GAAP | $4.18M | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss) 198K
+2.22M Interest expense
+1.06M Expense from income taxes
+707K Depreciation and amortization
= EBITDA 4.18M
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| Honey Birdette gross margin | 65.1% | Q2 2026 | — |
| Honey Birdette year-over-year sales growth | 18.2% | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Apparel Manufacturing — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PLBY
this stock
Playboy, Inc.
|
$123.40M | -44.7% | +4.1% | — | 2.5% |
|
HMRZF
H&M Hennes & Mauritz AB
|
$29.63B | -7.7% | — | — | 1.3% |
|
RL
Ralph Lauren Corp
|
$21.28B | +2.8% | +14.6% | 22.5 | 4.7% |
|
MONRF
Moncler S.p.A./ADR
|
$13.29B | -22.6% | — | — | 1.0% |
|
LEVI
Levi Strauss & Co
|
$7.59B | -4.2% | +4.1% | 12.3 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PLBY | +1.0% | -11.9% | -35.4% | +1.5% | -44.7% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +1.2% | -11.4% | -47.6% | +0.5% | -57.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.