The strong Q3 beat and raised TTM Adjusted EBITDA trajectory suggest accelerating demand ahead of the holiday season. Monitor the Q4 earnings call for 2027 guidance and any tariff-related commentary that could impact margins.
Price Chart
Executive Summary
JAKKS Pacific reported Q3 2026 net sales of $254.2M (+20% YoY) and GAAP diluted EPS of $2.48, significantly beating consensus estimates of $-0.44. Operating income rose 27% to $37.4M, and the Board declared a $0.25/share quarterly dividend. The strong top-line growth and profitability improvement signal sustained operational momentum heading into the holiday season.
Key Financial Metrics
Key Facts
- Q3 2026 net sales of $254.2M, up 20% YoY from $211.2M
- GAAP diluted EPS of $2.48 vs $1.74 in Q3 2025, a 43% increase
- Operating income of $37.4M, up 27% from $29.4M in Q3 2025
- Gross margin improved 10 bps to 32.1%
- Adjusted EBITDA of $44.4M, up 22% from $36.5M in Q3 2025
- Trailing-twelve-month Adjusted EBITDA of $45.7M, up from $37.8M as of Q2 2026
- Board declared a quarterly cash dividend of $0.25 per share, payable Dec 28, 2026
- Cash and restricted cash of $45.1M as of Sep 30, 2026, up from $27.8M a year ago
Financial Impact
Net sales increased $43.0M YoY to $254.2M; GAAP net income rose $10.0M to $29.9M
Risk Factors
- International sales declined 4% YoY in Q3, signaling potential geographic headwinds
- Inventory turnover improved but accounts receivable DSO increased to 87 days from 85
- Forward-looking statements caution about tariff policy and competitive pricing pressures
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-033328 |
| Document: jakk20261021_8k.htm | 0001437749-26-033328 |
| Document: 0001437749-26-033328-index-headers.html | 0001437749-26-033328 |
| Document: 0001437749-26-033328-index.html | 0001437749-26-033328 |
| Document: 0001437749-26-033328.txt | 0001437749-26-033328 |
| 8-K Data (Synthetic) | 0001437749-26-033328 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | 8-K | $30.30 | awaiting T+60 | — | $32.01 (+5.64%) |
Oct 22, 2026 4d ago | Press Release | $31.50 | awaiting T+60 | — | $32.01 (+1.62%) |
Oct 1, 2026 24d ago | Press Release | $27.15 | awaiting T+60 | — | $32.01 (+17.90%) |
Jul 24, 2026 13w ago | 8-K | $24.50 $28.37 | ▼ −15.80% | ▼ −12.07% | $32.01 (−30.65%) |
Jul 23, 2026 13w ago | Press Release | $24.50 $28.37 | ▲ +15.80% | ▲ +12.07% | $32.01 (+30.65%) |
Jun 11, 2026 19w ago | Institutional Cluster | $22.35 $24.58 | ▲ +9.98% | ▲ +5.58% | $32.01 (+43.22%) |
May 12, 2026 23w ago | Press Release | $21.89 $25.47 | ▲ +16.35% | ▲ +11.97% | $32.01 (+46.23%) |
May 7, 2026 24w ago | Press Release | $23.28 $26.08 | ▲ +12.03% | ▲ +8.19% | $32.01 (+37.50%) |
May 6, 2026 24w ago | EFFECT | $23.03 $26.33 | ▲ +14.33% | ▲ +12.27% | $32.01 (+38.99%) |
Apr 30, 2026 25w ago | Press Release | $24.06 $26.63 | ▼ −10.68% | ▼ −7.61% | $32.01 (−33.04%) |
US Market Status
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