10-Q · May 1, 2026
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…
Earnings analysis · 10-Q
JAKK earnings analysis
Filed October 27, 2026 · Our reading of the company's report
The latest report
JAKKS Pacific delivered a strong Q3, with revenue of $254.222 million and diluted EPS of $2.68, up substantially from both Q2 2026 and Q3 2025 and above consensus estimates. The supplied filing text does not disclose…
Read full summary
JAKKS Pacific delivered a strong Q3, with revenue of $254.222 million and diluted EPS of $2.68, up substantially from both Q2 2026 and Q3 2025 and above consensus estimates. The supplied filing text does not disclose current-quarter gross margin, operating margin, free cash flow, balance-sheet amounts, segment results, or quantitative guidance, limiting assessment of earnings quality and cash conversion. No material risk-factor changes were reported versus the 2025 10-K, although floating-rate debt and unhedged foreign-currency exposure remain relevant risks.
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.
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
- $2.68
What stood out
-
Revenue Accelerated Sharply
Q3 revenue was $254.222 million, up $115.222 million, or 82.9%, from $139 million in Q2 2026 and up $43.222 million, or 20.5%, from $211 million in Q3 2025.
-
EPS Improved Materially
Diluted EPS was $2.68 versus $0.49 in Q2 2026 and $1.74 in Q3 2025, increases of $2.19 and $0.94, respectively.
-
Beat Revenue and EPS Estimates
Q3 revenue exceeded the $230.0912 million consensus estimate by $24.1308 million, or 10.49%, while EPS of $2.68 exceeded the $2.31 estimate by $0.37, or 16.02%.
-
Controls Remained Effective
The company states that its disclosure controls and procedures were effective as of the end of the reporting period, with no change in internal control over financial reporting that materially affected, or was reasonably likely to materially affect, controls.
What to watch
-
Floating-Rate Debt Exposure
The filing reports no material changes to the risk factors in the December 31, 2025 Form 10-K. Borrowings under the Revolving Facility carry SOFR-based margins of 1.50% to 2.00% or Base Rate margins of 0.50% to 1.00%, exposing results to changes in interest rates.
-
Unhedged Currency Exposure
Foreign-exchange exposure remains unhedged: the company has subsidiaries in 9 countries, while inventory purchases and operating expenses are denominated in local currencies. Management says near-term changes are not expected to have a material effect, but does not assure that this approach would succeed after a significant and sudden currency move.
-
Potential Future Insider Selling
The CEO adopted a Rule 10b5-1 arrangement covering sales of up to 161,760 shares, expiring March 3, 2028; no trades had been executed as of the filing date, and transactions could begin February 25, 2027.
Management's outlook
The filing does not provide explicit quantitative revenue or EPS guidance; no change to prior outlook can be determined from the disclosed 10-Q text.
Earlier filings 4
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)…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.