JAKKS PACIFIC (JAKK) Company Report

JAKKS Pacific, Inc. reported Q3 2025 net sales of $211.2 million, a 34% year-over-year decrease, primarily due to a reduction in direct-import sales driven by anticipated lower consumer demand from tariff-driven price increases and a lack of new theatrical release-related products.
The company's Q3 2025 adjusted net income attributable to common stockholders was $20.6 million (or $1.80 per diluted share), significantly down from $54.0 million (or $4.79 per diluted share) in Q3 2024.
The Board of Directors declared a quarterly cash dividend of $0.25 per common share, payable on December 29, 2025, to shareholders of record on November 28, 2025.

Oct 31, 2025, 1:26 PM

JAKKS Pacific Reports Q3 2025 Results Amidst Tariff Challenges

JAKK

Earnings

Demand Weakening

Dividends

JAKKS Pacific reported a significant decline in Q3 2025 financial results, with Toys and Consumer Products sales down 41% to $156.1 million and Costumes sales down 4% to $55.1 million, leading to a 21% year-to-date net sales decrease.
The company's Q3 2025 adjusted diluted EPS was $1.80 (down from $4.79 last year) and adjusted EBITDA was $36.5 million (down from $74.4 million last year), primarily due to tariff uncertainty and delayed retailer purchase orders that caused retail price increases and negatively impacted unit sell-throughs.
Despite top-line challenges, JAKKS maintained a Q3 gross margin of 32% and reduced SG&A by 6%, while ending the quarter with $27.8 million in cash.
Management is focusing on international expansion, investing in a 2026-2027 product pipeline, and exploring new business pillars and M&A opportunities, anticipating a more stable environment in 2026. The board also approved a Q4 cash dividend of $0.25 per share.

Oct 30, 2025, 9:00 PM

JAKK Reports Q3 2025 Financial Results

JAKK

Earnings

Demand Weakening

Profit Warning

Net sales for Q3 2025 were $211.2 million, representing a 34% year-over-year decrease, while year-to-date net sales for the nine months ended September 30, 2025, were $443.6 million, down 21% from the prior year.
Adjusted EBITDA for Q3 2025 was $36.5 million, a decrease from $74.4 million in Q3 2024, and year-to-date Adjusted EBITDA was $39.2 million, down from $69.4 million in the first nine months of 2024.
Adjusted net income attributable to common stockholders in Q3 2025 was $20.6 million (or $1.80 per diluted share), compared to $54.0 million (or $4.79 per diluted share) in Q3 2024.
The gross margin for Q3 2025 decreased to 32.0% from 33.8% in Q3 2024.
Inventory as of September 30, 2025, increased to $71.5 million from $63.5 million in 2024, and cash flows used in operating activities for the nine months ended September 30, 2025, were $(24.753) million.

Oct 30, 2025, 9:00 PM

JAKKS Pacific Reports Third Quarter 2025 Financial Results

JAKK

Earnings

Dividends

Demand Weakening

JAKKS Pacific reported net sales of $211.2 million for the third quarter ended September 30, 2025, a 34% year-over-year decrease. This decline was largely attributed to a reduction in direct-import sales due to anticipated lower consumer demand in response to tariff-driven price increases and the absence of new theatrical release-related products compared to the prior year.
Adjusted net income attributable to common stockholders for Q3 2025 was $20.6 million, or $1.80 per diluted share, compared to $54.0 million, or $4.79 per diluted share, in Q3 2024.
Adjusted EBITDA for the third quarter of 2025 was $36.5 million, down from $74.4 million in Q3 2024.
For the first nine months of 2025, net sales were $443.6 million, representing a 21% decrease from $560.3 million in the same period last year.
The Board of Directors declared a quarterly dividend of $0.25 per share on the company’s common stock, payable December 29, 2025.

Oct 30, 2025, 8:05 PM

JAKKS Pacific Completes Debt Refinancing

JAKK

Debt Issuance

JAKKS Pacific completed the refinancing of its debt on June 24, 2025, securing a new $70 million cash flow based first lien secured revolving credit facility with BMO Bank NA.
This new facility has a term ending in 2030 and an interest rate equal to the Secured Overnight Financing Rate (SOFR) plus 150 basis points.
It replaces the existing $67.5 million revolving credit facility that was set to mature in June 2026, with no indebtedness outstanding on the prior facility.
The company's CFO, John Kimble, stated that the new agreement provides improved covenants and increased liquidity, supporting the company's strategy to increase margins and cash flow, grow EBITDA, and drive shareholder value.

Jun 25, 2025, 12:00 AM

JAKKS Pacific Q1 2025 Earnings & Financial Results

JAKK

Earnings

Revenue Acceleration/Inflection

Dividends

Net sales reached $113.3 million in Q1 2025, marking a 26% year-over-year increase with an improved gross margin of 34.4% (up from 23.4% in Q1 2024)
Improved profitability with a reduced operating loss of $3.8 million and an adjusted net loss of $0.4 million, alongside nearly breakeven Adjusted EBITDA of $400K and an EPS improvement from a loss of $1.09 to $0.03
The Board declared a quarterly cash dividend of $0.25 per share (payment scheduled for June 27, 2025, for shareholders of record on May 30, 2025) and will host a teleconference/webcast on April 29, 2025
Company remains debt free with an unrestricted cash balance of $59.2 million (up from $35.3 million last year)
Strategic initiatives include addressing tariff-driven challenges with lower-priced product lines and inventory holding strategies, while aggressively expanding in Latin America, EMEA, and Asia

Apr 29, 2025, 9:00 PM

JAKKS PACIFIC Announces Board Restructuring and 2025 Annual Meeting Date

JAKK

Board Change

Director Resignation: Matthew Winkler has resigned from the Board effective immediately before the 2025 annual meeting, with his departure marking a key change in board composition.
Board Restructuring: The Board approved reducing its size from seven to six directors and nominated two new candidates for Class II, with the 2025 annual meeting scheduled for June 20, 2025.

Mar 28, 2025, 12:00 AM