10-K · March 2, 2026
JAKKS reported full-year net sales of $570.0 million in 2025 (quarterly revenues: $113.0M, $119.0M, $211.0M, $127.0M) with an aggregate gross margin of ~32.4% (quarterly gross rates: 34.5%, 32.8%, 32.0%, 31.0%) and…
Earnings analysis · 10-Q
JAKK earnings analysis
Filed May 1, 2026 · Our reading of the company's report
The latest report
JAKKS Pacific reported strong Q1 2026 results with revenue of $106.68 million and an EPS of -$0.17, both surpassing analyst expectations. The Toys/Consumer Products segment faced a decline, whereas the Costumes segment…
Read full summary
JAKKS Pacific reported strong Q1 2026 results with revenue of $106.68 million and an EPS of -$0.17, both surpassing analyst expectations. The Toys/Consumer Products segment faced a decline, whereas the Costumes segment grew significantly, leading to an overall increase in revenue despite some margin pressures.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $-0.17
- Segment
- Toys/Consumer Products
- Segment
- Costumes
What stood out
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Revenue Growth vs Expectations
Revenue increased to $106.68 million, surpassing expectations of $102.76 million by 3.8%.
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EPS Outperformance
Reported EPS was -$0.17, beating the consensus estimate of -$0.46 by 63.04%.
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Operating Cash Flow Improvement
Operating cash flow was $21.8 million, a notable increase from a cash outflow of $1.7 million a year ago.
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Segment Growth in Costumes
Costumes segment revenue grew 13.8% to $6.6 million from $5.8 million in the prior year.
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Working Capital Decrease
Working capital decreased to $111.8 million from $121.0 million, reflecting strategic cash management.
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Higher Cash Reserves
Cash and cash equivalents increased to $64.0 million from $54.1 million quarter-over-quarter.
What to watch
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Decline in Toys Segment Revenue
Toys/Consumer Products segment revenue declined by 6.8% to $100.1 million from $107.4 million last year.
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GPM and OPM Pressures
Gross margin decreased to 33.4% from 34.4% year-over-year, alongside a higher operating loss percentage.
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Operational Costs Increase
General and administrative expenses rose to 30.8% of sales compared to 29.9% in the prior year.
Management's outlook
Management's forward outlook remains positive; guidance to be provided in future earnings calls.
Earlier filings 4
10-Q · October 31, 2025
JAKKS reported net sales of $211,210,000 and net income of $19,892,000 for the three months ended September 30, 2025, with diluted EPS of $1.74. Revenue declined sharply versus the prior-year quarter ($321,606,000), but…
10-Q · May 8, 2024
JAKKS reported Q1 net sales of $90,076,000, down from $107,484,000 a year earlier, with gross profit falling to $21,052,000 and gross margin to 23.4%. Operating loss widened to $(21,324,000) (‑23.7% operating margin)…
10-Q · August 14, 2023
JAKKS reported Q2 net sales of $166,933,000, down 24.3% YoY from $220,422,000, with gross profit of $51,198,000 (gross margin ~30.7%, up ~310 bps YoY). Operating income fell to $16,448,000 (operating margin ~9.9%) and…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.