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Jakks Pacific (JAKK)
NASDAQ:JAKK
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.45Last Year’s EPS
-0.03Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a balanced picture: management highlighted meaningful operational and margin improvements (record-level gross margin, improved Q4 EBITDA, stronger international growth, disciplined SG&A, dividend continuity and a debt-free balance sheet) and positive product/brand momentum (Super Mario Galaxy, Sonic, Disney Darlings). However, material top-line pressure from tariff-driven demand disruption led to a significant full-year decline in Toys/Consumer Products sales (−19%), lower EPS and compressed EBITDA versus the prior year. Tariffs and sales volatility remain the primary near-term headwinds even as the company positions for low-to-mid single-digit revenue growth and margin expansion in 2026 and strategic launches in 2027.Company Guidance
Gross Margin Expansion to Multi-Year High
Full year gross margin improved to 32.4% (highest in over 15 years), up from 30.8% in prior year and 31.4% in 2023; Q4 gross margin dollars increased ~11% year-over-year driven by better costing and improved inventory management.
Reduced Quarterly Adjusted EBITDA Loss
Q4 adjusted EBITDA loss narrowed to $3.8 million from a $10.2 million loss in Q4 2024; trailing 12-month adjusted EBITDA finished at $35.4 million.
Positive Cash Flow and Dividend Continuation
Generated over $8 million in cash from operations in 2025, returned $1.00 per share to shareholders during the year, funded $11.2 million in common dividends, and Board approved a Q1 2026 dividend of $0.25 per share.
Debt-Free Balance Sheet with Solid Cash Position
Ended year with $54 million in cash and a debt-free balance sheet (cash down from $70 million year-over-year but company remains unlevered).
International Growth — Rest of World Strength
Q4 Rest of World sales increased 9.9% to $41.0 million; full year Rest of World sales were $154.1 million, up 5.5% year-over-year, led by a 14% increase in Europe to $81.4 million.
Category/Brand Wins and Product Momentum
Action Play & Collectibles grew 19% year-over-year in Q4 driven by FOB shipments tied to the Super Mario Galaxy film; successful product debuts and expanded distribution for Sonic and Disney Darlings with positive retailer feedback (Nuremberg Toy Fair showroom debut).
Inventory Discipline in the U.S.
U.S.-held inventory declined 18% year-over-year to the lowest year-end level in over 10 years, reflecting tighter inventory management and targeted replenishment.
Operating Efficiency Gains
Full year SG&A declined ~1% with selling expense down 8% and G&A roughly flat, contributing to margin preservation while funding product development and new initiatives.
JAKK Earnings History
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 |
|---|---|---|---|
Feb 19, 2026 | $17.95 | $22.22 | +23.73% |
Oct 30, 2025 | $17.45 | $16.56 | -5.13% |
Jul 24, 2025 | $18.25 | $18.33 | +0.42% |
Apr 29, 2025 | $18.47 | $18.31 | -0.87% |
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 Apr 29, 2026, Before Open (Confirmed).
What is Jakks Pacific (JAKK) earnings time?
Jakks Pacific (JAKK) earnings time is at Apr 29, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JAKK EPS forecast?
JAKK EPS forecast for the fiscal quarter 2026 (Q1) is -0.45.
