JAKKS PACIFIC INC — Form 8-K
Filed July 24, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
JAKKS Pacific reported Q2 2026 net sales of $139.2M (up 17% YoY), with Toys/Consumer Products up 21% to $97.5M and Costumes up 8% to $41.7M. Operating loss narrowed to $0.1M (vs. $2.8M loss in Q2 2025). Net income of $5.9M ($0.49/diluted share) was boosted by $6.8M in refunded tariff expenditures; adjusted net income was $2.9M ($0.25/share). Adjusted EBITDA rose to $5.4M from $2.3M. Cash increased to $60.6M; board declared $0.25/share quarterly dividend.
Why this rating
Strong 17% sales growth and return to profitability are constructive for a $185M market-cap company; tariff refunds are one-time. Modest core adjusted margins and reliance on non-GAAP adjustments temper impact.
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