The earnings call reveals a challenging fiscal quarter characterized by significant sales declines and a negative impact from tariffs. While the company has maintained a strong cash position and seen some international growth, the overall performance is hindered by decreased sales and profitability metrics. New product initiatives offer some optimism, but the current financial environment remains difficult.
Company Guidance
In the JAKKS Pacific Third Quarter 2025 Earnings Conference Call, management provided guidance emphasizing a cautious approach due to significant tariff fluctuations, which started at 10% and escalated to over 140%. These tariffs substantially impacted the company's sales performance, resulting in a 21% year-over-year decline in net sales, with a 41% drop in Toys/Consumer Products and a 4% decrease in Costumes. The company's gross margin was reported at 32%, down from 33.8% the previous year, while SG&A expenses decreased by 6% for the quarter and remained flat year-to-date. Adjusted EBITDA fell to $36.5 million from $74.4 million the prior year, reducing the trailing 12-month EBITDA to $29 million. Adjusted diluted EPS for the quarter was $1.80, down from $4.79, with year-to-date figures at $1.79 compared to the previous year's $4.50. The company ended the quarter with $27.8 million in cash, up from $22.3 million last year. Management projected a more stable fiscal 2026, focusing on international expansion, private label initiatives, and the development of new intellectual property.
International Business Growth
Despite challenges in other areas, the international business was roughly flat with a 0.3% decrease year-to-date. If Canada is excluded, non-U.S. markets would be up 4% year-to-date.
Cash Position Improvement
The company ended the quarter with $27.8 million in cash, up from $22.3 million last year, indicating a strong cash position despite lower sales.
New Product Initiatives
Exciting new product developments and collaborations, such as the Disney Darling baby doll line and the DC-Sonic mashup, show positive consumer response and retailer excitement.
Jakks Pacific (JAKK) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JAKK Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$17.92
$17.00
-5.13%
Jul 24, 2025
$18.74
$18.82
+0.43%
Apr 29, 2025
$18.96
$18.79
-0.90%
Feb 20, 2025
$33.61
$28.96
-13.84%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Jakks Pacific (JAKK) report earnings?
Jakks Pacific (JAKK) is schdueled to report earning on Feb 19, 2026, Before Open (Confirmed).
What is Jakks Pacific (JAKK) earnings time?
Jakks Pacific (JAKK) earnings time is at Feb 19, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.