JAKK earnings analysis
What we found in JAKK's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
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.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue Growth vs Expectations
- Revenue increased to $106.68 million, surpassing expectations of $102.76 million by 3.8%.
- EPS Outperformance
- Reported EPS was -$0.17, beating the consensus estimate of -$0.46 by 63.04%.
- 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.
- Segment Growth in Costumes
- Costumes segment revenue grew 13.8% to $6.6 million from $5.8 million in the prior year.
- Working Capital Decrease
- Working capital decreased to $111.8 million from $121.0 million, reflecting strategic cash management.
- Higher Cash Reserves
- Cash and cash equivalents increased to $64.0 million from $54.1 million quarter-over-quarter.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Decline in Toys Segment Revenue
- Toys/Consumer Products segment revenue declined by 6.8% to $100.1 million from $107.4 million last year.
- GPM and OPM Pressures
- Gross margin decreased to 33.4% from 34.4% year-over-year, alongside a higher operating loss percentage.
- Operational Costs Increase
- General and administrative expenses rose to 30.8% of sales compared to 29.9% in the prior year.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $-0.17
- Gross margin
- 33.4%
- Operating margin
- -5.2%
- Segment
- Toys/Consumer Products
- Segment
- Costumes
What they said about what is next.
Management's forward outlook remains positive; guidance to be provided in future earnings calls.
The filing reads better than the one before it.
What came before.
- 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…
- 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. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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