8-K Announcements
6Material company update
Jun 12, 2026·SEC
Material company update
Mar 27, 2026·SEC
Material company update
Feb 20, 2026·SEC
JAKKS Pacific, Inc.(JAKK)Earnings, Financials & Key Ratios
JAKK•NASDAQ
$22.76
26.5× P/E·Price updated Jul 7, 2026
AboutJAKKS Pacific, Inc. develops, produces, markets, sells, and distributes toys, consumables, and electronics and related products worldwide. It operates in two segments, Toys/Consumer Products and Costumes. The company offers action figures and accessories, such as licensed characters; toy vehicles and accessories; dolls and accessories, including small, large, fashion, and baby dolls based on licenses, as well as infant and pre-school products; private label products; and foot-to-floor ride-on products, inflatable environments, tents, and wagons. The company also provides role play, dress-up, pretend play, and novelty products for boys and girls based on brands and entertainment properties, as well as on its own proprietary brands; and indoor and outdoor kids' furniture, activity trays and tables, room décor, kiddie pools, and seasonal and outdoor products. In addition, it offers Halloween and everyday costumes for various ages based on licensed and proprietary non-licensed brands, and related Halloween accessories; outdoor activity toys; and junior sports toys, including hyper-charged balls, sport sets, and toy hoops. The company sells its products through in-house sales staff and independent sales representatives to toy and mass-market retail chain stores, department stores, office supply stores, drug and grocery store chains, club stores, value-oriented dollar stores, toy specialty stores, and wholesalers. JAKKS Pacific, Inc. was incorporated in 1995 and is headquartered in Santa Monica, California.Show more
- Revenue$571M-17.4%
- EBITDA$24M-50.8%
- Net Income$10M-70.9%
- EPS (Diluted)0.86-72.6%
- Gross Margin32.43%+5.2%
- EBITDA Margin4.28%-40.5%
- Operating Margin2.49%-56.6%
- Net Margin1.73%-64.8%
- ROE4.03%-74.0%
JAKK Price & Volume
JAKKS Pacific, Inc. (JAKK) stock price & volume — 10-year historical chart
Loading chart...
Seasonal Volatility Challenges JAKKS Pacific Profitability Outlook
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Contracting
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Seasonal Working Capital Volatility
Key Thesis Takeaways
- JAKKS Pacific faces significant headwinds as its reliance on third-party licensing and seasonal retail cycles creates extreme revenue volatility, evidenced by a 34.3% year-over-year revenue decline in 2025Q3.
- While the company has successfully deleveraged its balance sheet to a 0.21 debt-to-equity ratio, the lack of proprietary intellectual property leaves operating margins vulnerable to sharp contractions, as seen in the -23.7% operating margin recorded in 2024Q1.
- Investors should remain cautious as the company's erratic cash flow conversion and dependence on big-box inventory cycles suggest that long-term terminal value remains highly speculative.
Verdict Logic
while the forward P/E of 10.79 appears attractive, the extreme sensitivity of operating income to seasonal revenue shifts and the inconsistent OCF/NI relationship suggest that the current valuation may not fully account for underlying operational risks.
JAKK Growth Metrics
JAKKS Pacific, Inc. (JAKK) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-2.64%
5 Years2.04%
3 Years-10.51%
TTM-21.02%
Profit CAGR
10 Years-8.21%
5 Years-
3 Years-52.38%
TTM-82.68%
EPS CAGR
10 Years-19.03%
5 Years-
3 Years-54.04%
TTM-83.13%
Return on Capital
10 Years6%
5 Years18.89%
3 Years14.72%
Last Year4.82%
JAKK Recent Earnings
JAKKS Pacific, Inc. (JAKK) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.17+60.9%
$0.43
Rev
$107M+2.8%
$104M
Q1 2026
Feb 19, 2026Metric
Actual
Est
EPS
$0.18+82.2%
$1.01
Rev
$127M+8.3%
$117M
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$1.80-30.8%
$2.60
Rev
$211M+80.0%
$117M
Q3 2025
Jul 24, 2025Metric
Actual
Est
EPS
$0.03+107.9%
$0.38
Rev
$119M-55.1%
$265M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.17vs $0.43+60.9% | $107Mvs $104M+2.8% |
| Q1 2026 | Feb 19, 2026 | $0.18vs $1.01+82.2% | $127Mvs $117M+8.3% |
| Q4 2025 | Oct 30, 2025 | $1.80vs $2.60-30.8% | $211Mvs $117M+80.0% |
| Q3 2025 | Jul 24, 2025 | $0.03vs $0.38+107.9% | $119Mvs $265M-55.1% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for JAKKS Pacific, Inc. (JAKK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $22.76 | $260.47M | 26.47 | -17.42% | 1.73% | 4.03% | 4.31% | |
| $76.73 | $10.86B | -33.36 | 13.68% | -4.6% | -45.59% | — | |
| $13.42 | $4.06B | 10.82 | -0.59% | 9.27% | 22.75% | — | |
| $10.73 | $373.28M | -7.66 | -1.4% | -3.09% | -53.05% | — | |
| $5.40 | $301.53M | -4.35 | -13.49% | -6.3% | -32.08% | — | |
| $1.28 | $49.95M | -0.98 | 0.96% | -4.17% | -26.17% | — |
Compare JAKK vs Peers
JAKKS Pacific, Inc. (JAKK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
JAKK SEC Filings & Documents
JAKKS Pacific, Inc. (JAKK) SEC filings — annual & quarterly reports (10-K, 10-Q)
Get notified when JAKK posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
JAKK Frequently Asked Questions
JAKKS Pacific, Inc. (JAKK) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is JAKKS Pacific, Inc.'s revenue?
JAKKS Pacific, Inc. (JAKK) reported $564.1M in revenue for fiscal year 2025. This represents a 4562% increase from $12.1M in 1996.
How fast is JAKKS Pacific, Inc. growing?
JAKKS Pacific, Inc. (JAKK) saw revenue decline by 17.4% over the past year.
Is JAKK profitable?
Yes, JAKKS Pacific, Inc. (JAKK) is profitable, generating $8.0M in net income for fiscal year 2025 (1.7% net margin).
Dividend & Returns
Does JAKK pay dividends?
Yes, JAKKS Pacific, Inc. (JAKK) pays a dividend with a yield of 4.31%. This makes it attractive for income-focused investors.
What is JAKK's return on equity?
JAKKS Pacific, Inc. (JAKK) has a return on equity (ROE) of 4.0%. This is below average, suggesting room for improvement.
What is JAKKS Pacific, Inc.'s free cash flow?
JAKKS Pacific, Inc. (JAKK) generated $18.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.