Strong Q3 beat with no guidance update leaves the stock reacting to the reported beat and holiday positioning commentary. Monitor the Dec 2026 quarter (seasonally important) and any tariff-related margin commentary for sustained momentum.
Price Chart
Executive Summary
JAKKS Pacific reported Q3 2026 net sales of $254.2M (+20% YoY) and GAAP diluted EPS of $2.48 (+43% YoY), beating consensus EPS of $2.33 by 14.8%. Revenue also exceeded the $226.6M consensus estimate. The company declared a $0.25 quarterly dividend, but provided no formal forward guidance, limiting the bullish read-through.
Key Financial Metrics
Key Facts
- Q3 2026 net sales $254.2M, up 20% YoY from $211.2M
- GAAP diluted EPS $2.48 vs $1.74 YoY, a 43% increase
- Adjusted diluted EPS (non-GAAP) $2.68, beating consensus $2.33 by 14.8%
- Operating income $37.4M, up 27% YoY from $29.4M
- Gross margin 32.1%, up 10 bps YoY
- North America sales up 28% YoY; International sales down 4% YoY
- Board declared $0.25 per share quarterly dividend payable Dec 28, 2026
- No formal forward guidance provided in the release
Financial Impact
EPS beat of 14.8% on consensus $2.33; revenue beat of $27.6M vs $226.6M consensus
Risk Factors
- International sales declined 4% YoY, signaling geographic concentration risk
- No formal forward guidance limits visibility into Q4 and 2027
- Tariff policy remains a stated risk factor per management commentary
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3386876 |
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
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers