JAKKS Pacific Exceeds Expectations in 2025 Financial Report
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy JAKK?
Source: Fool
- Strong Sales Performance: JAKKS Pacific reported net sales of over $127 million in Q4 2025, which, despite a 3% year-over-year decline, surpassed analyst expectations of $117 million, demonstrating the company's resilience in the market.
- Significant Loss Reduction: The company narrowed its net loss from $7.4 million in Q4 2024 to $2 million ($0.18 per share) not in accordance with GAAP, far exceeding the consensus estimate of a $0.94 loss per share, reflecting effective cost control measures.
- Divergent Product Line Performance: While costume sales plummeted by 28% to just over $9 million, the toys and consumer products segment remained stable with $118 million in sales, indicating the stability of the company's core business.
- Tariff Policy Impact: CEO Stephen Berman addressed the
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Analyst Views on JAKK
Wall Street analysts forecast JAKK stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 18.160
Low
27.00
Averages
27.00
High
27.00
Current: 18.160
Low
27.00
Averages
27.00
High
27.00
About JAKK
JAKKS Pacific, Inc. is a designer, manufacturer and marketer of toys and consumer products sold throughout the world. The Company’s segments include Toys/Consumer Products and Costumes. The Toys/Consumer Products segment includes action figures, vehicles, play sets, plush products, dolls, electronic products, construction toys, infant and pre-school toys, child-sized and hand-held role-play toys and everyday costume play, foot-to-floor ride-on vehicles, wagons, novelty toys, seasonal and outdoor products, kids’ indoor and outdoor furniture, and related products. The Costumes segment, under its Disguise branding, designs, develops, markets, and sells a range of every-day and special occasion dress-up costumes and related accessories in support of Halloween, Carnival, Children’s Day, Book Day/Week, and every-day/any-day costume play. Its brands include: AirTitans, Ami Amis, Disguise, Fly Wheels, JAKKS Wild Games, Moose Mountain, Perfectly Cute, ReDo Skateboard Co., Sky Ball, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JAKKS Pacific Reports Narrower Loss, Stock Surges
- Earnings Surprise: JAKKS Pacific reported fourth-quarter net sales exceeding $127 million, which, despite a 3% year-over-year decline, surpassed analyst expectations of $117 million, demonstrating the company's resilience in the market.
- Significant Loss Reduction: The company narrowed its net loss to $2 million ($0.18 per share), a substantial improvement from a $7.4 million loss in Q4 2024, far exceeding the market consensus of a $0.94 loss per share, reflecting effective cost management.
- Sales Structure Shift: Although costume sales dropped by 28%, contributing only $9 million in revenue, the toys and consumer products segment remained stable with $118 million in sales, indicating the core business's robustness.
- Favorable Tariff Policy: With improvements in federal tariff policies, investor sentiment towards JAKKS has turned positive; while analysts remain cautious about long-term growth opportunities, the recent tariff news undoubtedly fueled the stock's rise.
See More
JAKKS Pacific Exceeds Expectations in 2025 Financial Report
- Strong Sales Performance: JAKKS Pacific reported net sales of over $127 million in Q4 2025, which, despite a 3% year-over-year decline, surpassed analyst expectations of $117 million, demonstrating the company's resilience in the market.
- Significant Loss Reduction: The company narrowed its net loss from $7.4 million in Q4 2024 to $2 million ($0.18 per share) not in accordance with GAAP, far exceeding the consensus estimate of a $0.94 loss per share, reflecting effective cost control measures.
- Divergent Product Line Performance: While costume sales plummeted by 28% to just over $9 million, the toys and consumer products segment remained stable with $118 million in sales, indicating the stability of the company's core business.
- Tariff Policy Impact: CEO Stephen Berman addressed the
See More
JAKKS Pacific Reports Q4 2025 Earnings with Significant Declines
- Revenue Decline: JAKKS Pacific reported net sales of $570.7 million for FY 2025, a 17% decrease from the previous year, primarily driven by weak demand in toys and consumer products, indicating a significant market contraction.
- Gross Margin Improvement: Although gross profit fell to $185.1 million, down 13% from $213.0 million last year, the gross margin improved from 30.8% to 32.4%, suggesting progress in cost management despite declining sales.
- Net Income Plummet: The net income attributable to common stockholders dropped to $9.9 million from $35.3 million in 2024, reflecting a severe deterioration in profitability that could impact investor confidence moving forward.
- Shareholder Returns: The company returned $11.2 million to shareholders in FY 2025, equating to $1 per common share, despite a decrease in cash and cash equivalents to $54.1 million, highlighting pressure on cash flow management.
See More
JAKKS Pacific to Announce Q4 Earnings on February 19
- Earnings Announcement Date: JAKKS Pacific is set to release its Q4 earnings on February 19 after market close, with a consensus EPS estimate of -$1.01, reflecting a significant 50.7% year-over-year decline, indicating substantial profitability challenges for the company.
- Revenue Decline Forecast: The anticipated revenue for Q4 is $117.35 million, representing a 10.2% year-over-year decrease, which highlights the company's struggles amid competitive pressures and weak demand, potentially impacting investor confidence moving forward.
- Historical Performance Review: Over the past two years, JAKKS Pacific has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, although recent estimate revisions indicate a lack of upward momentum, which may affect market perceptions of its future performance.
- Estimate Revision Status: In the last three months, JAKKS Pacific has seen no upward revisions to its EPS estimates and one downward revision, suggesting a cautious outlook from analysts regarding the company's future performance, thereby increasing market uncertainty.
See More
JAKKS Pacific Renews Partnership with Nintendo for New Toy Line
- New Toy Line Launch: JAKKS Pacific announced the renewal of its partnership with Nintendo and Illumination to launch a new toy line inspired by The Super Mario Galaxy Movie, set to hit theaters on April 1, 2026, with pre-orders now available at Walmart and Smyths Toys, further solidifying its position in the toy market.
- Successful Continuation: The toy line based on the 2023 film, The Super Mario Bros. Movie, performed exceptionally well in 2023 and 2024, becoming a top seller and driving double-digit growth in JAKKS Pacific's action figures and collectibles business, indicating strong market demand and brand influence.
- Product Diversification: The new series includes various movie-inspired toys such as highly articulated 5-inch figures, 1.5-inch mini figures, a double-sided Yoshi Egg playset, and a deluxe Bowser Castle playset, enriching consumer choices and appealing to fans of all ages.
- Optimistic Market Outlook: JAKKS Pacific's Global Commercial Officer stated that the new series will provide fans with a more immersive experience, expected to enhance brand loyalty and market share, particularly among younger consumers, driving future sales growth.
See More
JAKKS Pacific to Announce 2025 Financial Results
- Earnings Announcement: JAKKS Pacific is set to release its fourth quarter and full-year 2025 financial results on February 19, 2026, after market close, which is expected to provide critical performance data and future outlook for investors.
- Teleconference Invitation: The company invites analysts, investors, and media to join a teleconference scheduled for 5:00 p.m. ET / 2:00 p.m. PT on February 19, 2026, to discuss the financial results and future plans, enhancing transparency.
- Live Webcast Availability: The teleconference will be available via a live webcast on the company's
See More
JAKKS Pacific Reports Narrower Loss, Stock Surges
- Earnings Surprise: JAKKS Pacific reported fourth-quarter net sales exceeding $127 million, which, despite a 3% year-over-year decline, surpassed analyst expectations of $117 million, demonstrating the company's resilience in the market.
- Significant Loss Reduction: The company narrowed its net loss to $2 million ($0.18 per share), a substantial improvement from a $7.4 million loss in Q4 2024, far exceeding the market consensus of a $0.94 loss per share, reflecting effective cost management.
- Sales Structure Shift: Although costume sales dropped by 28%, contributing only $9 million in revenue, the toys and consumer products segment remained stable with $118 million in sales, indicating the core business's robustness.
- Favorable Tariff Policy: With improvements in federal tariff policies, investor sentiment towards JAKKS has turned positive; while analysts remain cautious about long-term growth opportunities, the recent tariff news undoubtedly fueled the stock's rise.
See More
JAKKS Pacific Exceeds Expectations in 2025 Financial Report
- Strong Sales Performance: JAKKS Pacific reported net sales of over $127 million in Q4 2025, which, despite a 3% year-over-year decline, surpassed analyst expectations of $117 million, demonstrating the company's resilience in the market.
- Significant Loss Reduction: The company narrowed its net loss from $7.4 million in Q4 2024 to $2 million ($0.18 per share) not in accordance with GAAP, far exceeding the consensus estimate of a $0.94 loss per share, reflecting effective cost control measures.
- Divergent Product Line Performance: While costume sales plummeted by 28% to just over $9 million, the toys and consumer products segment remained stable with $118 million in sales, indicating the stability of the company's core business.
- Tariff Policy Impact: CEO Stephen Berman addressed the
See More
JAKKS Pacific Reports Q4 2025 Earnings with Significant Declines
- Revenue Decline: JAKKS Pacific reported net sales of $570.7 million for FY 2025, a 17% decrease from the previous year, primarily driven by weak demand in toys and consumer products, indicating a significant market contraction.
- Gross Margin Improvement: Although gross profit fell to $185.1 million, down 13% from $213.0 million last year, the gross margin improved from 30.8% to 32.4%, suggesting progress in cost management despite declining sales.
- Net Income Plummet: The net income attributable to common stockholders dropped to $9.9 million from $35.3 million in 2024, reflecting a severe deterioration in profitability that could impact investor confidence moving forward.
- Shareholder Returns: The company returned $11.2 million to shareholders in FY 2025, equating to $1 per common share, despite a decrease in cash and cash equivalents to $54.1 million, highlighting pressure on cash flow management.
See More
JAKKS Pacific to Announce Q4 Earnings on February 19
- Earnings Announcement Date: JAKKS Pacific is set to release its Q4 earnings on February 19 after market close, with a consensus EPS estimate of -$1.01, reflecting a significant 50.7% year-over-year decline, indicating substantial profitability challenges for the company.
- Revenue Decline Forecast: The anticipated revenue for Q4 is $117.35 million, representing a 10.2% year-over-year decrease, which highlights the company's struggles amid competitive pressures and weak demand, potentially impacting investor confidence moving forward.
- Historical Performance Review: Over the past two years, JAKKS Pacific has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, although recent estimate revisions indicate a lack of upward momentum, which may affect market perceptions of its future performance.
- Estimate Revision Status: In the last three months, JAKKS Pacific has seen no upward revisions to its EPS estimates and one downward revision, suggesting a cautious outlook from analysts regarding the company's future performance, thereby increasing market uncertainty.
See More
JAKKS Pacific Renews Partnership with Nintendo for New Toy Line
- New Toy Line Launch: JAKKS Pacific announced the renewal of its partnership with Nintendo and Illumination to launch a new toy line inspired by The Super Mario Galaxy Movie, set to hit theaters on April 1, 2026, with pre-orders now available at Walmart and Smyths Toys, further solidifying its position in the toy market.
- Successful Continuation: The toy line based on the 2023 film, The Super Mario Bros. Movie, performed exceptionally well in 2023 and 2024, becoming a top seller and driving double-digit growth in JAKKS Pacific's action figures and collectibles business, indicating strong market demand and brand influence.
- Product Diversification: The new series includes various movie-inspired toys such as highly articulated 5-inch figures, 1.5-inch mini figures, a double-sided Yoshi Egg playset, and a deluxe Bowser Castle playset, enriching consumer choices and appealing to fans of all ages.
- Optimistic Market Outlook: JAKKS Pacific's Global Commercial Officer stated that the new series will provide fans with a more immersive experience, expected to enhance brand loyalty and market share, particularly among younger consumers, driving future sales growth.
See More
JAKKS Pacific to Announce 2025 Financial Results
- Earnings Announcement: JAKKS Pacific is set to release its fourth quarter and full-year 2025 financial results on February 19, 2026, after market close, which is expected to provide critical performance data and future outlook for investors.
- Teleconference Invitation: The company invites analysts, investors, and media to join a teleconference scheduled for 5:00 p.m. ET / 2:00 p.m. PT on February 19, 2026, to discuss the financial results and future plans, enhancing transparency.
- Live Webcast Availability: The teleconference will be available via a live webcast on the company's
See More
