JAKKS Pacific
Builds licensed toys, kids' products, and Disguise costumes for mass retail.
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Profile
Sells licensed and proprietary toys, kids' products, and Disguise costumes through mass and specialty retail channels. Revenue is anchored in Toys/Consumer Products, while the model depends on entertainment licenses, large retail customers, and third-party manufacturers mainly in China.
Designs, develops, produces, markets, and distributes children's toys and related consumer products worldwide. Toys/Consumer Products spans action figures, vehicles, play sets, plush, dolls, role play, ride-ons, outdoor toys, games, and kids' furniture; Costumes operates under the Disguise brand for dress-up costumes and accessories.
Turns licensed entertainment properties and owned challenger brands into retail programs. The portfolio includes Nintendo, Sonic the Hedgehog, Disney, Bluey, and other properties alongside proprietary names such as AirTitans, Fly Wheels, Perfectly Cute, ReDo Skateboard Co., Sky Ball, and JAKKS Wild Games.
Sales remain mostly North American with a meaningful international base. The business depends on renewed licenses, large retail buyers, cancellable purchase orders, and third-party manufacturers located principally in China.
Company facts
Categories
Key statistics
Year to date +47.3% · Average volume (30d) 125.1K
Analysts
Ratings
Target range
Latest analyst notes
No analyst notes in the last 24 months.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 23, 2026Q2 FY26 | −$0.06 | $0.25 | +554.5% | $123.0M | $139.2M | +13.2% | +2.90% |
| Apr 30, 2026Q1 FY26 | −$0.44 | −$0.17 | +60.9% | $103.8M | $106.7M | +2.8% | +10.57% |
| Feb 19, 2026Q4 FY25 | −$1.01 | −$0.18 | +82.2% | $117.3M | $127.1M | +8.3% | +23.73% |
| Oct 30, 2025Q3 FY25 | $2.60 | $1.80 | −30.8% | $117.4M | $211.2M | +80.0% | −5.13% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $113.3M | $119.1M | $211.2M | $127.1M | $106.7M | $139.2M | |
| Gross profit | $39.0M | $38.9M | $67.6M | $39.4M | $35.5M | $44.8M | |
| Operating income | −$3.8M | −$2.8M | $29.4M | −$8.6M | −$5.6M | −$142.0K | |
| Net income | −$2.4M | −$2.3M | $19.9M | −$5.3M | −$4.3M | $5.9M | |
| Diluted EPS | −$0.21 | −$0.21 | $1.74 | −$0.47 | −$0.37 | $0.49 | |
| Gross margin | 34.4% | 32.7% | 32.0% | 31.0% | 33.2% | 32.2% | |
| Operating margin | -3.3% | -2.3% | 13.9% | -6.8% | -5.2% | -0.1% |
Fiscal years (4-quarter sums)FY21 $621.1M · FY22 $796.2M · FY23 $711.6M · FY24 $691.0M · FY25 $570.7M
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $60.6M · Total debt $46.6M · Total assets $448.5M · Shareholders' equity $247.9M
Dividends
To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 28, 2026 | Aug 28 | Sep 28 | $0.25 | |
| May 29, 2026 | May 29 | Jun 29 | $0.25 | |
| Feb 27, 2026 | Feb 27 | Mar 30 | $0.25 | |
| Nov 28, 2025 | Nov 28 | Dec 29 | $0.25 | |
| Aug 29, 2025 | Aug 29 | Sep 30 | $0.25 | |
| May 30, 2025 | May 30 | Jun 27 | $0.25 | |
| Mar 3, 2025 | Mar 3 | Mar 31 | $0.25 |
Ownership
Shares outstanding 11.44M · Float 9.06M · 79.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Rosen Lawrence I · 10 percent owner | 1.89M | 16.48% | Form 4 | Mar 24, 2025 |
| Gate City Capital Management, LLC | 1.06M | 9.24% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 644.5K | 5.63% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 589.3K | 5.10% | 13G | Jul 14, 2026 |
| Pacific Ridge Capital Partners, LLC | 433.5K | 3.79% | 13F | Aug 12, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Mattel
Broad toy rival across dolls, vehicles, preschool, and licensed play.
- Hasbro
Large toy, games, IP, role-play, and licensed-products competitor.
- Funko
Licensed pop-culture products peer in figures, plush, and fan merchandise.
- Build-A-Bear Workshop
Plush and licensed-character retail competitor with narrower category overlap.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| JAKKS Pacific | $25.42 | +0.20% | $290.9M | 18.3 | — | 0.5 | +16.9% |
| Mattel | $15.14 | 0.00% | $4.40B | 11.3 | 11.2 | 0.8 | +10.5% |
| Hasbro | $94.23 | −0.01% | $13.29B | 16.9 | 15.4 | 2.7 | +16.2% |
| Funko | $6.96 | −1.90% | $396.5M | — | 61.7 | 0.4 | +7.4% |
| Build-A-Bear Workshop | $29.85 | +0.10% | $374.2M | 7.4 | 6.9 | 0.7 | −7.2% |
| Median | 11.3 | 13.3 | 0.8 | +8.9% |