JAKK

MKT CAP:$257M

JAKKS Pacific, Inc.

Market Cap

$257M

Consumer Cyclical·Leisure·🇺🇸 United States·NASDAQ

Consumer Cyc.·Leisure·🇺🇸·NASDAQ

Stock Price

$22.55+$5.33 (+30.95%)

Apr 21, 2026

Company Details

JAKKS Pacific, Inc. develops, produces, markets, sells, and distributes toys, consumables, and electronics and related products worldwide. It operates in two segments, Toys/Consumer Products and Costumes. The company offers action figures a...

CEO

Stephen G. Berman

IPO Date

May 2, 1996

Website

www.jakks.com

Key Metrics TTM

Revenue

$574M

-16.5% YoY

Net Income

$6M

EPS (Diluted)

$0.49

Free Cash Flow

$18M

Revenue / Share

$50.28

Gross Margin

31.5%

Operating Margin

1.4%

Net Margin

1.1%

FCF Margin

3.1%

P/S

0.4x

P/E

42.3x

Earnings Reports

Q4 2025

May 5, 2026

PENDING

Q3 2025

Oct 31, 2025

$211M-34.3%EPS $1.74

Q2 2025

Aug 1, 2025

$119M-19.9%EPS -$0.21

Q1 2025

Apr 30, 2025

$113M+25.7%EPS -$0.21

FY 2024

Mar 6, 2025

$691M-2.9%EPS $3.14

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q4 20	$128M	$42M	$1M
Q1 21	$84M	$26M	-$3M
Q2 21	$112M	$32M	-$2M
Q3 21	$237M	$75M	$37M
Q3 22	$323M	$92M	$54M
Q4 22	$132M	$29M	-$16M
Q1 23	$107M	$31M	-$4M
Q3 23	$310M	$107M	$62M
Q4 23	$127M	$34M	-$15M
Q1 24	$90M	$21M	-$21M
Q2 24	$149M	$47M	$8M
Q3 24	$322M	$109M	$68M
Q4 24	$131M	$36M	-$15M
Q1 25	$113M	$39M	-$4M
Q2 25	$119M	$39M	-$3M
Q3 25	$211M	$68M	$29M

Valuation

Quarter	P/S	P/E
Q4 20	0.5x	—
Q1 21	0.5x	—
Q2 21	0.5x	—
Q3 21	0.5x	—
Q3 22	0.3x	9.2x
Q4 22	0.3x	2.9x
Q1 23	0.3x	2.6x
Q3 23	0.3x	2.3x
Q4 23	0.4x	3.7x
Q1 24	0.4x	14.8x
Q2 24	0.4x	9.2x
Q3 24	0.4x	8.0x
Q4 24	0.4x	7.6x
Q1 25	0.4x	5.6x
Q2 25	0.4x	6.7x
Q3 25	0.4x	42.3x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q4 20	$28M	$26M
Q1 21	-$7M	-$8M
Q2 21	-$12M	-$14M
Q3 21	-$8M	-$11M
Q3 22	$39M	$36M
Q4 22	$11M	$9M
Q1 23	-$4M	-$8M
Q3 23	$67M	$66M
Q4 23	-$21M	-$24M
Q1 24	-$13M	-$15M
Q2 24	-$15M	-$17M
Q3 24	$12M	$10M
Q4 24	$54M	$50M
Q1 25	-$2M	-$4M
Q2 25	-$14M	-$17M
Q3 25	-$9M	-$12M

Capital Expenditures

Quarter	CapEx
Q4 20	$2M
Q1 21	$1M
Q2 21	$2M
Q3 21	$3M
Q3 22	$3M
Q4 22	$2M
Q1 23	$3M
Q3 23	$795.0K
Q4 23	$3M
Q1 24	$2M
Q2 24	$2M
Q3 24	$3M
Q4 24	$4M
Q1 25	$2M
Q2 25	$2M
Q3 25	$3M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q4 20	-54.2%	-48.0%
Q1 21	+26.0%	+4.9%
Q2 21	+42.7%	+29.0%
Q3 21	-2.2%	-2.2%
Q3 22	+151.8%	+111.8%
Q4 22	+57.3%	+70.5%
Q1 23	-4.3%	-2.0%
Q3 23	+30.7%	+23.5%
Q4 23	-60.6%	-47.0%
Q1 24	-31.7%	-24.5%
Q2 24	+38.3%	+26.0%
Q3 24	+3.8%	+2.5%
Q4 24	+2.6%	+1.9%
Q1 25	+25.7%	+5.0%
Q2 25	-19.9%	-13.5%
Q3 25	-34.3%	-28.3%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q4 20	$797.0K	0.6%
Q1 21	$382.0K	0.5%
Q2 21	$383.0K	0.3%
Q3 21	$615.0K	0.3%
Q3 22	$1M	0.4%
Q4 22	$2M	1.2%
Q1 23	$2M	1.9%
Q3 23	$2M	0.7%
Q4 23	$2M	1.6%
Q1 24	$3M	2.9%
Q2 24	$3M	1.7%
Q3 24	$2M	0.7%
Q4 24	$2M	1.7%
Q1 25	$3M	2.3%
Q2 25	$3M	2.7%
Q3 25	$2M	1.1%

OpEx Breakdown

Quarter	G&A	S&M	SG&A
Q4 20	—	—	$41M
Q1 21	$21M	$7M	—
Q2 21	$23M	$6M	—
Q3 21	$27M	$11M	—
Q3 22	$29M	$8M	—
Q4 22	$31M	$13M	—
Q1 23	$28M	$8M	—
Q3 23	$34M	$11M	—
Q4 23	$34M	$15M	—
Q1 24	$34M	$8M	—
Q2 24	$34M	$6M	—
Q3 24	$33M	$8M	—
Q4 24	$32M	$18M	—
Q1 25	$34M	$9M	—
Q2 25	$35M	$7M	—
Q3 25	$32M	$6M	—

Revenue Segments

Quarter	Halloween Member	Toys Consumer Products Member	Costumes Member
Q1 21	$4M	$80M	—
Q2 21	—	$82M	$31M
Q3 21	—	$173M	$64M

Revenue by Geography

Quarter	Asia	Australia And New Zealand Member	Canada	Europe	Latin America	Middle East And Africa Member	United States
Q2 21	$2M	$1M	$2M	$10M	$1M	$371.0K	$95M
Q3 21	$3M	$1M	$8M	$21M	$5M	$263.0K	$199M
Q3 22	$4M	—	$13M	$38M	$10M	$526.0K	$254M
Q4 22	$2M	—	$5M	$19M	$3M	$601.0K	$101M
Q1 23	$1M	—	$4M	$10M	$9M	$633.0K	$80M
Q3 23	$3M	—	$11M	$32M	$15M	$481.0K	$245M
Q4 23	$2M	—	$5M	$18M	$4M	$358.0K	$96M
Q1 24	$965.0K	—	$3M	$6M	$8M	$234.0K	$70M
Q2 24	$1M	—	$6M	$10M	$3M	$116.0K	$126M
Q3 24	$2M	—	$7M	$30M	$23M	$910.0K	$255M
Q1 25	$751.0K	—	$3M	$12M	$7M	$397.0K	$89M
Q2 25	$1M	$886.0K	$9M	$15M	$6M	$240.0K	$87M
Q3 25	$2M	$2M	$9M	$29M	$14M	$362.0K	$155M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$39M	$0	$39M
Q2 22	$62M	$0	$62M
Q3 22	$76M	$0	$76M
Q4 22	$85M	$0	$85M
Q1 23	$38M	$0	$38M
Q2 23	$32M	$0	$32M
Q3 23	$96M	$0	$96M
Q4 23	$73M	$0	$73M
Q1 24	$35M	$0	$35M
Q2 24	$18M	$0	$18M
Q3 24	$22M	$0	$22M
Q4 24	$70M	$0	$70M
Q1 25	$59M	$0	$59M
Q2 25	$38M	$0	$38M
Q3 25	$26M	$4M	$29M
Q4 25	$52M	$0	$52M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q4 20	5M	+19.6%	+68.9%
Q1 21	5M	+17.6%	+78.1%
Q2 21	6M	+15.6%	+103.0%
Q3 21	9M	+45.9%	+137.3%
Q3 22	10M	+13.1%	+124.3%
Q4 22	10M	+0.0%	+90.8%
Q1 23	10M	-3.8%	+58.7%
Q3 23	10M	+1.5%	+10.4%
Q4 23	10M	+0.6%	-1.7%
Q1 24	10M	+2.7%	+0.9%
Q2 24	11M	+4.3%	+9.4%
Q3 24	11M	+4.4%	+12.5%
Q4 24	11M	-2.4%	+9.2%
Q1 25	11M	+1.3%	+7.6%
Q2 25	11M	0.0%	+3.2%
Q3 25	11M	+2.5%	+1.3%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q4 20	$204.9K	626
Q1 21	$133.9K	626
Q2 21	$179.5K	626
Q3 21	$378.5K	626
Q3 22	$554.0K	583
Q4 22	$212.0K	622
Q1 23	$172.8K	622
Q3 23	$498.0K	622
Q4 23	$193.3K	659
Q1 24	$136.7K	659
Q2 24	$225.5K	659
Q3 24	$488.0K	659
Q4 24	$192.3K	680
Q1 25	$166.5K	680
Q2 25	$175.1K	680
Q3 25	$310.6K	680

Revenue / Employee