The earnings call highlighted strong international growth and strategic financial management, but these were overshadowed by significant challenges in the U.S. market due to high tariffs and increased operational costs. The company also faced declines in key business segments and adjusted EBITDA, reflecting a challenging business environment.

Company Guidance -

Q3 2025

In the JAKKS Pacific Second Quarter 2025 Earnings Conference Call, the company provided insights into its financial performance and strategic adjustments amid challenging market conditions. Sales in the quarter were down 20% compared to the previous year, with U.S. sales declining by 10%, while international markets saw a 33% increase. The company highlighted the impact of tariffs on its operations, noting that the uncertainty around tariffs led to hesitancy among U.S. customers. Despite these challenges, JAKKS reported a strong gross margin of 32.8% for the quarter and an adjusted EBITDA of $2.3 million, although this was down from $12.3 million the previous year. The company's balance sheet showed cash reserves at $43 million, reflecting an increase from $18 million the previous year, following a refinancing of its credit facility. JAKKS emphasized its strategic focus on international growth, with sales in Europe up 65% in the first half of the year, and discussed its diversified manufacturing approach to mitigate risks. The company also announced a $0.25 per share dividend for the third quarter, maintaining its commitment to shareholder returns amidst ongoing market uncertainties.

Strong International Growth

International sales were up 33% in total, led by Europe which grew by 65% in the first half of the year.

Improved Cash Position

Cash, inclusive of restricted cash, at the end of the quarter was $43 million, up significantly from $18 million at this time last year.

Successful Product Launches

The Disney ily and Sonic the Hedgehog product lines performed well, contributing to strong sales in the top three U.S. accounts, which were up double digits in the first half of the year.

New Credit Facility

Refinanced credit facility with a new agreement with BMO Bank N.A., providing a 5-year $70 million cash flow revolver.

Jakks Pacific (JAKK) Earnings, Revenues Date & History

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JAKK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	2.83 / -	4.79	―	―	―
Jul 24, 2025	2025 (Q2)	-0.17 / 0.03	0.65	-95.38% (-0.62)
Apr 29, 2025	2025 (Q1)	-1.29 / -0.03	-1.09	97.25% (+1.06)
Feb 20, 2025	2024 (Q4)	-0.73 / -0.67	-1.04	35.58% (+0.37)
Oct 30, 2024	2024 (Q3)	3.87 / 4.79	4.75	0.84% (+0.04)
Jul 31, 2024	2024 (Q2)	0.33 / 0.65	1.26	-48.41% (-0.61)
Apr 24, 2024	2024 (Q1)	-0.85 / -1.09	-0.4	-172.50% (-0.69)
Feb 29, 2024	2023 (Q4)	-1.14 / -1.04	-1.44	27.78% (+0.40)
Nov 01, 2023	2023 (Q3)	3.38 / 4.75	3.8	25.00% (+0.95)
Jul 27, 2023	2023 (Q2)	0.51 / 1.26	2.1	-40.00% (-0.84)

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
Jul 24, 2025	$19.00	$19.08	+0.42%
Apr 29, 2025	$19.22	$19.06	-0.83%
Feb 20, 2025	$34.08	$29.37	-13.82%
Oct 30, 2024	$26.88	$30.88	+14.88%

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.