Playboy Inc. (NASDAQ:PLBY) shares raced higher in Monday's extended trading after the company released its fourth-quarter earnings report, beating estimates on the top and bottom lines.

The Details: Playboy reported quarterly earnings of three cents per share, which beat the consensus estimate of one cent.

Quarterly revenue came in at $34.91 million, which beat the Street estimate of $33.52 million and was up from $33.49 million in the same period last year.

Playboy reported the following fourth quarter highlights:

  • Licensing revenue remains predictable and recurring, with 90% of FY2025 licensing revenue supported by contractual guarantees and over $343 million in unrecognized future revenue.
  • Honey Birdette posted quarterly sales growth of 9%, with gross product margin expanding to 77.8%. The brand’s new loyalty program has reached ~80,000 members since its mid-October launch.

“Our strong 2025 results reflect a successful transformation into a focused, asset-light platform,” said CEO Ben Kohn.

“We delivered revenue growth and further streamlined our balance sheet, all while advancing each of our four strategic pillars, with a clear path to pay down a further $52 million in debt through our licensing partnership with UTG,” Kohn added.

PLBY Stock Price: According to data from Benzinga Pro, Playboy stock rallied 12.99% to $2 in Monday's extended trading.  

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