The earnings call highlighted significant sales growth and financial improvements, supported by strong international expansion efforts. However, the ongoing tariff issues pose challenges, particularly affecting high-priced items and potentially impacting consumer prices. The company's proactive approach to mitigating these challenges, including expanding international sales and maintaining a strong cash position, contributes to a cautiously optimistic outlook.

Company Guidance -

Q1 2025

During the JAKKS Pacific First Quarter 2025 Earnings Conference Call, the company reported strong financial performance with a 26% increase in sales, driven by successful toy releases from films like Sonic the Hedgehog 3 and Disney Moana 2, and growth in evergreen product lines. The Dolls, Role Play/Dress-Up division shipped $55.5 million, a 37% rise, while Action Play & Collectibles reached $42.9 million, a 30% increase. North America sales were up 25%, and international sales rose by 29%. The gross margin stood at 34.4%, and adjusted EBITDA was $400,000, marking only the second positive first quarter EBITDA in 15 years. SG&A expenses increased by 1%, or less than $500,000. Adjusted EPS improved to a loss of $0.03 per share from a loss of $1.09 the previous year. The company declared a $0.25 per share dividend for the second quarter, payable on June 27, 2025. Despite tariff concerns, JAKKS is focusing on international growth, particularly in Latin America and Europe, and exploring alternative sourcing outside China to mitigate potential impacts. The company remains debt-free with an unrestricted cash balance of $59.2 million, positioning itself for long-term growth and strategic opportunities.

Strong Quarterly Sales Growth

Sales were up 26% in the quarter, with significant contributions from toys related to films like Sonic the Hedgehog 3 and Disney Moana 2. The Dolls, Role Play/Dress-Up business grew by 37%, and Action Play & Collectibles increased by 30%.

International Growth

International sales were up 29%, with notable growth in Latin America and EMEA regions. The company is focusing on expanding its international market to offset U.S. tariff impacts.

Improved Financial Metrics

Gross margin was 34.4%, with adjusted EBITDA improving to $400,000 from a $17.2 million loss last year. The unrestricted cash balance increased to $59.2 million from $35.3 million last year.

Dividend Announcement

The Board approved a $0.25 per share dividend for the second quarter, indicating a strong financial position.

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
Jul 23, 2025	2025 (Q2)	-0.17 / -	0.65	―	―	―
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)
Apr 27, 2023	2023 (Q1)	-0.94 / -0.40	-0.28	-42.86% (-0.12)

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 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%
Jul 31, 2024	$20.59	$23.85	+15.83%

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.