Jakks Pacific (JAKK) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 29, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.13

Last Year’s EPS

0.03

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 1 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 30, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a mixed picture: meaningful strategic and operational positives (notably strong international growth, healthy gross margin, stable cash and inventory, multiple successful product tie-ins, and a major new anime/manga initiative with higher-margin potential) were offset by near-term pressures (6% revenue decline, a 16% drop in North America, a quarterly adjusted EBITDA loss, higher tariff costs and a worse adjusted EPS). Management emphasized cautious optimism, disciplined cost control, and multi-year investments to position the company for growth in 2027 and beyond.

Company Guidance

Management's guidance was cautiously constructive: Q1 net sales were $107.0M (−6% YoY) with Toy & Consumer Products down 7%; North America totaled $78M (−$15M, −16%) while International was $29M (+38%), and >70% of North American shipments were FOB (about 25% of the NA decline was reduced low‑margin closeouts). Q1 gross profit was $36M (−9%), gross margin held at 33.4% (down 100 bps from 34.4%), adjusted EBITDA was a loss of $0.371M versus a $0.354M gain a year ago (trailing‑12‑month adjusted EBITDA $34.6M, −2%), adjusted EPS was a loss of $0.17 (vs. −$0.03), diluted shares ~11.4M, cash $64M (up from $59M), inventory ~$53M (flat). Management expects SG&A to grow at least in line with sales for the year, aims to keep G&A growth no greater than revenue growth while funding 2027 launches (including a major anime platform), warned of tariff and oil/shipping cost risks (paid $1–2M in U.S. tariffs this quarter vs. < $0.1M last year and has filed for refunds), and the Board approved a $0.25 Q2 dividend (record May 29, payable June 29); overall they said the near‑term outlook is better than 12 months ago and they remain on track for 2026 goals while investing for 2027–28.

Solid International Revenue Growth

International net sales of $29.0 million in Q1, up 38% year-over-year, driving geographic diversification and representing approximately 27% of total net sales (increase versus prior year). Management noted EMEA delivered its best quarter since 2015 with particularly strong performance in France and Spain.

Healthy Gross Margin and Gross Profit

Gross margin remained strong at 33.4% in Q1 (only down 100 basis points from 34.4% a year ago) with gross profit of $36 million (down 9% YoY) — described as a robust number for the business.

Cash Position and Inventory Stability

Cash balance increased to $64 million (from $59 million a year ago). Inventory remained essentially flat at $53 million year-over-year, indicating controlled inventory levels despite a dynamic environment.

Operating Expense Discipline

SG&A expenses declined 4% in the quarter and management is targeting G&A spending to grow no more than revenue on a full-year basis while funding new product and 2027 initiatives.

Strong Retail/Brand Momentum and Product Wins

Multiple product and licensing successes: Super Mario Galaxy theatrical tie-in generated significant retail promotional space and strong sell-throughs; Sonic-DC crossover expanded to all accounts; Disney Princess, Style Collection, ily and Frozen lines showing strong sell-throughs; refreshed 6-inch doll line selling extremely well; expansion of Action Sports and costume wins (KPop Demon Hunters, Pokémon 30th anniversary).

Strategic Long-Term Initiative — Anime/Manga/Digital Platform

Announced a large-scale, multi-year Anime, Manga and Digital Creator platform developed over 2+ years with premier partners (e.g., Aniplex, VIZ, KODANSHA, Cover Corp, Crunchyroll). Initial launch planned for 2027 (some product in 2026). Management expects slightly higher price points and incremental margin enhancement for these products and a multi-channel distribution approach (DTC, specialty, venue).

High FOB Penetration and Flexible Sourcing

FOB model remains strong — over 70% of Q1 North American business shipped FOB — allowing longer planning horizons and retailer exclusivity/customization opportunities.

Dividend and Capital Allocation Discipline

Board approved a Q2 dividend payment of $0.25 per common share (record May 29, payable June 29). Management is prioritizing cash deployment for accretive uses (tooling, marketing, M&A opportunities) while retaining capital discipline.

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

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JAKK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 29, 2026	2026 (Q2)	0.13 / -	0.03	―	―	―
Apr 30, 2026	2026 (Q1)	-0.43 / -0.17	-0.03	-466.67% (-0.14)
Feb 19, 2026	2025 (Q4)	-1.01 / -0.18	-0.67	73.13% (+0.49)
Oct 30, 2025	2025 (Q3)	2.12 / 1.80	4.79	-62.42% (-2.99)
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)

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
Apr 30, 2026	$21.76	$24.06	+10.57%
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%

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.