JAKKS Pacific, Inc. (JAKK) Earnings
JAKKS Pacific, Inc. is expected to report next earnings on July 23, 2026 (in NaN days), with a consensus EPS estimate of $-0.06. JAKK has beaten EPS estimates in 8 of its last 12 reported quarters (average surprise +55.1% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 30, 2026 | $-0.43 | $-0.17 | +60.9% | $107M | +2.8% |
| Feb 19, 2026 | $-1.01 | $-0.18 | +82.2% | $127M | +6.9% |
| Oct 30, 2025 | $2.60 | $1.80 | -30.8% | $211M | +80.0% |
| Jul 24, 2025 | $-0.38 | $0.03 | +107.9% | $119M | -55.1% |
| Apr 29, 2025 | $-0.72 | $-0.03 | +95.8% | $113M | +21.4% |
| Feb 20, 2025 | $-0.05 | $-0.67 | -1240.0% | $131M | -0.2% |
| Jul 31, 2024 | $0.86 | $0.65 | -24.4% | $149M | +10.2% |
| Feb 29, 2024 | $-0.60 | $-1.04 | -73.3% | $127M | -1.0% |
| Nov 1, 2023 | $3.43 | $4.75 | +38.5% | $310M | +119.2% |
| Jul 27, 2023 | $0.47 | $1.26 | +168.1% | $167M | -1.2% |
| Apr 27, 2023 | $-0.65 | $-0.40 | +38.5% | $107M | +7.2% |
| Mar 9, 2023 | $-1.49 | $-1.44 | +3.4% | $132M | +38.8% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 30, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Product drivers: Positive reaction to Super Mario Galaxy movie, Sonic DC crossover product expanded, Disney Princess lines selling well, six-inch doll line refreshed, action sports portfolio expanded, disguise business launched K-pop Demon Hunters, European costume business growing, new anime, manga, and digital creator cultural platform initiative with broad product portfolio and global distribution infrastructure. - Operational: Q1 financial results roughly in line with expectations, near-term outlook better than 12 months ago, U.S. accounts cautious, industry monitors oil prices, invested in new initiatives for 2027 and 2028.
Guidance
- Confident of being on track to achieve goals for 2026, setting up for better 2027 and beyond. - Anime platform initial launch expected in 2027, will roll out partnerships and product lines through 2026.
Segment performance
Globally, net sales in Q1 were $170 million, down 6% from prior year. Toy and consumer product net sales down 7%, with North America down 15 million (16%) due to lower low-margin closeout sales. International business grew to $29 million (38% increase). Gross margin 33.4%, down 100 basis points from Q1 2025. SG&A expenses down 4%, resulting in quarterly adjusted EBITDA loss of $371,000 vs gain of $354,000 in Q1 2025. Q1 gross profit $36 million, down 9% from last year. Cash at end of quarter $64 million, inventory $53 million. Dividend of 25 cents per common share approved for Q2.
Risks & headwinds
- Actual results could differ materially from forward-looking statements due to certain risks and uncertainties, need to consult SEC filings for details.
Analyst Q&A
Q: High level comments on anime product line success, margin.
A: Initiative over two years, broad product launch in 2027, some in 2026, margin slightly higher.
Q: Timing of new product rollouts and holding back due to market challenges.
A: Market challenges are worked through, product rollouts coincide with movie premieres and have evergreen business, excited for year ahead.
Q: Thoughts on AI and licensing.
A: Licensors pick and choose AI use, Jax good at quick go-to-market.
Q: Anime manga in international, worldwide rights.
A: IP selective by territory, fan base, content holder considered.
Q: International growth goal.
A: Growth per area, dissective approach per territory.
Q: Leveraging cash, capital allocation.
A: Investing in anime initiatives, looking at acquisition opportunities, using cash accretively