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Jakks Pacific Inc (JAKK) stock

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NASDAQ: JAKK Nasdaq Leisure Products Next results ~January 20, 2027

C Fundamentals grade

Jakks Pacific Inc is a US-listed company in the leisure products industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$60

Valuation models combined (2)

Base case. Range ~$42–$96. Weighted average of 2 models (price-to-earnings vs peers, justified price-to-book), the price-to-earnings vs peers counting double.

Price vs value

No Buy/Hold/Sell rating is issued: only 2 valuation models apply; a rating needs 3.

Jakks Pacific Inc valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Funds46 adding, 47 cuttingOf 20 active managers that changed their stake, 6 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Jakks Pacific files

Where Jakks Pacific stands after its latest 10-Q

Revenue for the twelve months to September 2026 was $170m, down 70.4% on a year earlier, a smaller fall than the 81.5% decline a quarter earlier. That puts it 18 of 18 for growth among the leisure products companies we cover. Free-cash-flow margin rose to 21.0% from 3.1% a year earlier. Operating margin widened to 13.6% from 1.4%. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 3 of our 3 financial-health checks.

Source: 10-Q filed October 27, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 20, 2027 (estimated)

Jakks Pacific Inc's trailing-twelve-month revenue fell 70.4% year on year, with a free-cash-flow margin of 21.0%. Where it stands out: net margin of 15.4% ranks 2 of 29 leisure products companies we cover. Where it lags: revenue growth of -70.4% ranks 29 of 29 leisure products companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 102.8% while net income grew 330.4%: a 228pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Margins widening. Operating margin is up 12.2 points on a year ago.
  • Strong cash generation. 21.0% of revenue turned into free cash flow, against a median of 6.1% for leisure products companies we cover.
  • Net cash. Cash exceeds long-term debt by $0.0bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 15.6% over 90 days.

Things to watch

  • Revenue shrinking. Revenue fell 70.4% over the last 12 months.
  • Share dilution. Diluted shares rose 51.2% in a year.
  • Below peers: days sales outstanding. Days sales outstanding of 516 days ranks 27 of 27 leisure products companies we cover (median 42 days).
  • Below peers: stock pay as % of revenue. Stock pay as % of revenue of 7.0% ranks 25 of 27 leisure products companies we cover (median 1.3%).

Latest results: FY2026 Q3

Filed October 27, 2026
Earnings per share
$2.68 against an average estimate of $2.33: beat by 14.8%
Revenue
$254m, up 20.4% on a year earlier
Share reaction
+8.4% in the first session after the results on October 23, 2026, against +0.2% for the S&P 500
Next report
October 22, 2026; average EPS estimate -$0.46

Jakks Pacific's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.7%
  • 1 week-1.3%
  • 1 month+16.4%
  • This year+93.3%
  • 1 year+94.8%
  • 5 years+189.8%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$170M
Operating margin
13.6%
Net margin
15.4%
EPS (TTM, diluted)
$2.29

Growth

Revenue growth
−70.4%
Change in growth rate
+11.1 pts

Cash

Free cash flow (TTM)
$35.7M
FCF margin
21.0%
Stock pay % of revenue
7.0%

Earnings

Last results
October 23, 2026
Next results (est.)
January 20, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Jakks Pacific Inc valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 2 valuation models apply; a rating needs 3.

Valuation models

We value Jakks Pacific Inc as an operating company, with every model that fits that kind of business. Cost of equity 9.4%: the 10-year Treasury yield (4.9%) plus a beta of 0.99 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. ~$42 ~$33–$56 Primary model, counts double
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$170 ~$120–$240 Left out: out of range vs price (5.25x)
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$96 ~$83–$110 Included
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. — Does not apply: earnings are positive: price-to-earnings is the better measure
Combined value Weighted average of the models that apply: the primary model (price-to-earnings vs peers) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$60 ~$42–$96 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Jakks Pacific Inc with Leisure Products in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025
Share price$73.30$47.43$21.64$13.54$9.49$4.59$9.36$16.11$32.74$25.92$16.35
Market value$635m$158m$92m$63m$49m$33m$70m$164m$347m$291m$188m
+ Net debt (− = net cash)$112m−$86m−$38m$141m$117m−$48m$56m$9m−$72m−$70m−$52m
Enterprise value$748m$72m$54m$203m$166m−$15m$126m$173m$274m$221m$136m
Multiples
Price / sales 0.9x0.2x0.2x0.1x0.1x0.1x0.1x0.2x0.5x0.4x1.7x
Price / earnings 27.3x127.2x—————1.8x9.0x8.6x19.0x
Price / free cash flow 13.2x80.7x——4.0x0.9x—2.2x6.0x10.5x—
EV / EBITDA 15.1x1.8x———n/m2.6x2.4x4.1x4.4x5.5x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

26 /100

Weak moat

How hard Jakks Pacific's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 2 / 20

    Cash operating profit has been a median 3.4% of total assets over 10 years.

  • Pricing power 10 / 20

    Gross margin has been a median 29.5%, moving by 3.2 percentage points (standard deviation) across 10 years.

  • Durability 0 / 20

    Operating margin has been a median 3.5%; its worst year was -9.5%.

  • Cash conversion 9 / 20

    Free cash flow was positive in 8 of 10 years, at a median 2.5% of revenue.

  • Discipline 10 / 20

    The diluted share count rose 436.3% over five years; stock-based pay has been a median 0.5% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (31 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $2.38 +47% $627m +10%
Next $3.77 +59% $676m +8%

Next year's EPS estimate has moved +15.6% in 90 days, across 2 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +19.3% on 90 days ago. In the last 30 days, 1 analyst raised Jakks Pacific Inc's forecast and 0 cut it.

Consensus EPS forecast Jakks Pacific Inc, last 90 days
$1.50 $2.00 $2.50 $3.00 $3.50 $4.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.99 Current fiscal year, 60 days ago: $1.99 Current fiscal year, 30 days ago: $1.99 Current fiscal year, 7 days ago: $1.99 Current fiscal year, Now: $2.38 $2.38 Next fiscal year, 90 days ago: $3.27 Next fiscal year, 60 days ago: $3.27 Next fiscal year, 30 days ago: $3.27 Next fiscal year, 7 days ago: $3.27 Next fiscal year, Now: $3.77 $3.77

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.99$3.27
60 days ago $1.99$3.27
30 days ago $1.99$3.27
7 days ago $1.99$3.27
Now $2.38$3.77

Earnings against estimates

Quarter toEstimateActualSurprise
Sept 2026 $2.33 $2.68 +14.8%
Jun 2026 −$0.06 $0.25 +554.5%
Mar 2026 −$0.43 −$0.17 +60.9%
Dec 2025 −$1.01 −$0.18 +82.3%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

2 analysts, Oct 2026
Buy2100%
Hold00%
Sell00%

Monthly trend

  1. Oct 2026112
  2. Sep 2026112
  3. Aug 2026112
  4. Jul 2026112

Counts of recommendations published by analysts covering Jakks Pacific Inc, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
3.6%
of tradable shares
Days to cover
4.3
at average volume
Short interest, 1 month
−15%
to October 15, 2026
Held by institutions
65%
of shares
Held by insiders
21.4%
of shares
Employees
652
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +94.8%

$16.22 on October 31, 2025 to $31.60

ThenNowEffect
Revenue (last 12 months) $685m $127m −81.5%
Net margin 5.6% 12.7% +126.8%
P/E multiple 4.8x 22.4x +366.8%
Share count 11m 11m −0.6%

Biggest factor: revenue.

Last 3 years +40.3%

$22.53 on November 3, 2023 to $31.60

ThenNowEffect
Revenue (last 12 months) $729m $127m −82.6%
Net margin 9.6% 12.7% +33.1%
P/E multiple 3.3x 22.4x +589.5%
Share count 10m 11m −12.1%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
JAKK+104%+72%+103%−21%−37%+93%
Industry peers (median)+14%−40%−8%−26%−4%+3%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
JAKK58%42%42%42%50%82%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
JAKK−38%−42%−36%−52%−56%−14%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 97% from August 9, 2016 to March 27, 2020. Getting back needed a 2994% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$14.32 – $32.49
From 52-week high
−2.7%
vs 50-day average
+18.0%
vs 200-day average
+38.4%
Volatility (1 year)
41%
Beta vs S&P 500
0.91

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±11.9%
After a week
6 up, 6 down
typical move ±13.4%
After a month
6 up, 5 down
typical move ±13.3%
Results releasedNext dayS&P 500 next day5 days21 days
October 23, 2026 +8.4% +0.2% +6.3% —
July 24, 2026 +8.9% +0.1% +10.6% +7.1%
May 1, 2026 +5.8% −0.1% +6.7% +1.2%
February 20, 2026 +24.0% −0.3% +21.7% +11.3%
October 31, 2025 −6.5% +0.5% −6.4% −8.1%
July 25, 2025 −7.0% +0.4% −9.8% −4.5%
April 29, 2025 −1.3% +0.7% −8.4% +5.9%
February 20, 2025 −14.1% −2.1% −24.4% −28.9%
October 31, 2024 +9.0% −1.5% +10.7% +7.5%
August 1, 2024 +6.5% −3.3% +0.4% +17.1%
April 25, 2024 −18.7% +0.6% −18.8% −20.4%
March 1, 2024 −33.0% +0.8% −36.3% −34.7%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Jakks Pacific Inc in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Jakks Pacific Inc
$0 $200M $400M $600M $800M FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $711.6M Revenue (TTM), FY24 Q1: $694.1M Revenue (TTM), FY24 Q2: $675.8M Revenue (TTM), FY24 Q3: $687.7M Revenue (TTM), FY24 Q4: $691M Revenue (TTM), FY25 Q1: $714.2M Revenue (TTM), FY25 Q2: $684.7M Revenue (TTM), FY25 Q3: $574.3M Revenue (TTM), FY25 Q4: $113.3M Revenue (TTM), FY26 Q1: $106.7M Revenue (TTM), FY26 Q2: $126.8M Revenue (TTM), FY26 Q3: $169.8M $169.8M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $711.6M
FY24 Q1 $694.1M
FY24 Q2 $675.8M
FY24 Q3 $687.7M
FY24 Q4 $691M
FY25 Q1 $714.2M
FY25 Q2 $684.7M
FY25 Q3 $574.3M
FY25 Q4 $113.3M
FY26 Q1 $106.7M
FY26 Q2 $126.8M
FY26 Q3 $169.8M
Revenue growth, TTM YoY Jakks Pacific Inc
-100% -50% 0% 50% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -10.6% Revenue growth, TTM YoY, FY24 Q1: -11.3% Revenue growth, TTM YoY, FY24 Q2: -7.3% Revenue growth, TTM YoY, FY24 Q3: -4.0% Revenue growth, TTM YoY, FY24 Q4: -2.9% Revenue growth, TTM YoY, FY25 Q1: 2.9% Revenue growth, TTM YoY, FY25 Q2: 1.3% Revenue growth, TTM YoY, FY25 Q3: -16.5% Revenue growth, TTM YoY, FY25 Q4: -83.6% Revenue growth, TTM YoY, FY26 Q1: -85.1% Revenue growth, TTM YoY, FY26 Q2: -81.5% Revenue growth, TTM YoY, FY26 Q3: -70.4% -70.4%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -10.6%
FY24 Q1 -11.3%
FY24 Q2 -7.3%
FY24 Q3 -4.0%
FY24 Q4 -2.9%
FY25 Q1 2.9%
FY25 Q2 1.3%
FY25 Q3 -16.5%
FY25 Q4 -83.6%
FY26 Q1 -85.1%
FY26 Q2 -81.5%
FY26 Q3 -70.4%
Operating margin (TTM) Jakks Pacific Inc
0% 5% 10% 15% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: 8.3% Operating margin (TTM), FY24 Q1: 6.1% Operating margin (TTM), FY24 Q2: 4.9% Operating margin (TTM), FY24 Q3: 5.7% Operating margin (TTM), FY24 Q4: 5.7% Operating margin (TTM), FY25 Q1: 8.0% Operating margin (TTM), FY25 Q2: 6.8% Operating margin (TTM), FY25 Q3: 1.4% Operating margin (TTM), FY25 Q4: 12.6% Operating margin (TTM), FY26 Q1: 11.6% Operating margin (TTM), FY26 Q2: 11.9% Operating margin (TTM), FY26 Q3: 13.6% 13.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 8.3%
FY24 Q1 6.1%
FY24 Q2 4.9%
FY24 Q3 5.7%
FY24 Q4 5.7%
FY25 Q1 8.0%
FY25 Q2 6.8%
FY25 Q3 1.4%
FY25 Q4 12.6%
FY26 Q1 11.6%
FY26 Q2 11.9%
FY26 Q3 13.6%
FCF margin (TTM) Jakks Pacific Inc
-10% 0% 10% 20% 30% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 8.1% FCF margin (TTM), FY24 Q1: 7.2% FCF margin (TTM), FY24 Q2: 1.4% FCF margin (TTM), FY24 Q3: -6.8% FCF margin (TTM), FY24 Q4: 4.0% FCF margin (TTM), FY25 Q1: 5.5% FCF margin (TTM), FY25 Q2: 5.8% FCF margin (TTM), FY25 Q3: 3.1% FCF margin (TTM), FY25 Q4: -0.9% FCF margin (TTM), FY26 Q1: 17.7% FCF margin (TTM), FY26 Q2: 27.9% FCF margin (TTM), FY26 Q3: 21.0% 21.0%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 8.1%
FY24 Q1 7.2%
FY24 Q2 1.4%
FY24 Q3 -6.8%
FY24 Q4 4.0%
FY25 Q1 5.5%
FY25 Q2 5.8%
FY25 Q3 3.1%
FY25 Q4 -0.9%
FY26 Q1 17.7%
FY26 Q2 27.9%
FY26 Q3 21.0%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 804 747 384 667 633 810 746 707 613 568 599 516 621 796 712 691 113 170
Gross profit 203 245 194 198 156 236 229 223 156 156 159 150 183 211 223 213 185 201
EBITDA −416 75 24 8 −23 50 49 40 −43 −15 −0 24 49 72 68 50 24 28
Operating income −452 50 1 −13 −45 31 31 17 −64 −32 −18 13 39 61 59 40 14 23
Net income −386 47 8 −105 −54 22 23 1 −83 −42 −56 −14 −6 91 38 34 10 26
Diluted EPS −$70.10 $7.60 $1.60 −$21.85 −$12.15 $3.50 $3.55 $0.35 −$1.95 −$9.15 −$10.79 −$2.13 −$0.98 $8.86 $3.48 $3.14 $0.86 —
Growth (year on year)
Revenue — −7.0% −48.6% +73.7% −5.1% +28.0% −7.9% −5.2% −13.2% −7.4% +5.4% −13.8% +20.4% +28.2% −10.6% −2.9% −83.6% −70.4%
EBITDA — — −68.5% −65.0% — — −1.8% −18.9% −207.8% — — — +105.6% +46.0% −5.4% −26.5% −50.8% +124.8%
Operating income — — −97.5% — — — −2.5% −44.0% −475.1% — — — +200.3% +57.3% −3.1% −32.9% −64.2% —
Net income — — −82.0% <−999% — — +8.1% −94.7% — — — — — — −58.0% −11.7% −70.9% —
Diluted EPS — — −78.9% <−999% — — +1.4% −90.1% — — — — — — −60.7% −9.8% −72.6% —
Margins
Gross margin 25.2% 32.8% 50.5% 29.7% 24.6% 29.1% 30.6% 31.6% 25.4% 27.4% 26.6% 29.0% 29.5% 26.5% 31.4% 30.8% — —
EBITDA margin −51.8% 10.1% 6.2% 1.2% −3.7% 6.2% 6.6% 5.7% −7.0% −2.7% −0.0% 4.6% 7.9% 9.0% 9.5% 7.2% 21.6% 16.2%
Operating margin −56.3% 6.7% 0.3% −2.0% −7.0% 3.9% 4.1% 2.4% −10.5% −5.7% −3.0% 2.5% 6.2% 7.7% 8.3% 5.7% 12.6% 13.6%
Net margin −48.0% 6.3% 2.2% −15.7% −8.5% 2.7% 3.1% 0.2% −13.6% −7.5% −9.3% −2.8% −1.0% 11.5% 5.4% 4.9% 8.7% 15.4%
Free-cash-flow margin 10.3% 7.5% 8.3% 1.7% −5.1% −11.1% 6.4% 0.3% −0.6% −2.2% 2.1% 6.8% −2.3% 9.5% 8.1% 4.0% −0.9% 21.0%
Cash flow
Cash from operations 99 67 44 24 −22 −79 66 17 11 −1 22 44 −6 86 66 39 8 51
Capital spending 16 12 12 13 10 11 18 15 15 12 9 8 8 10 9 11 10 15
Free cash flow 82 56 32 11 −33 −90 48 2 −4 −12 12 35 −14 76 57 28 −1 36
Stock-based pay 4 4 2 1 1 1 2 2 3 2 3 2 2 5 8 10 11 12
Free cash flow after stock pay 78 51 30 10 −34 −91 46 0 −7 −15 10 33 −16 71 49 18 −12 24
Balance sheet
Cash 255 278 257 189 117 72 103 86 65 53 62 88 45 85 72 70 52 44
Total debt 0 0 — 171 215 215 215 — 27 194 179 40 101 94 — 0 0 0
Net debt (negative = net cash) −255 −278 −257 −19 98 143 112 −86 −38 141 117 −48 56 9 −72 −70 −52 −44
Diluted shares 6m 7m 5m 5m 4m 8m 9m 3m 4m 5m 5m 7m 7m 10m 11m 11m 11m —
Returned to shareholders
Dividends — — 5 10 3 — — — — — — — — — 0 0 11 11
Buybacks — 10 24 80 — 24 13 14 0 0 — — — — — — — —
Total returned — 10 30 90 3 24 13 14 0 0 — — — — 0 0 11 11

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

3 of 3 checks passed · September 30, 2026
What it owns · $529m
Short-term assets $363mLonger-term assets $166m
What it owes, and who funded it · $529m
Short-term liabilities $217mLonger-term liabilities $35mShareholders' equity $277m
  • Short-term assets cover short-term liabilities $363m of assets due within a year against $217m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $363m short-term assets against $35m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of $23m against $244,000 of interest.

From Jakks Pacific Inc's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Dividends (TTM)
$11.4M
Total shareholder yield
3.1%
dividends 3.1% + buybacks 0.0% of market value
Dividend payout ratio
44%
of net income paid out
R&D spending
8.5%
of revenue
Sales & admin spending
105.1%
of revenue
Days sales outstanding
516 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in leisure products
Last 12 months unless stated JAKK AOUT ESCA CLAR BYRN MCFT Median
Revenue, last 12 months $170m $198m $242m $253m $96m $349m $349m
Revenue growth, last 12 months −70.4% −5.8% 0.0% −0.5% −13.4% 22.8% 7.6%
Revenue growth, 3-year average −38.1% 1.2% −3.7% 5.5% 30.7% −19.2% −2.5%
Revenue growth, latest quarter 20.4% 25.4% −3.2% 1.6% −45.7% 63.4% 10.9%
Gross margin 31.6% 46.0% 28.5% 36.7% 54.6% 22.9% 40.1%
Operating margin 13.6% −2.2% 13.1% −17.2% −11.4% −0.3% 1.0%
Operating margin, 3-year average 6.9% −3.3% 9.5% −18.6% 0.6% 4.1% 0.9%
Net margin 15.4% −2.0% 10.0% −12.4% −9.2% −0.5% −0.5%
Cash from operations / revenue 29.8% 10.6% 18.5% 1.7% 6.7% 8.7% 8.7%
Free-cash-flow margin 21.0% 9.7% 17.0% −0.2% 3.6% 6.4% 6.1%
Free-cash-flow margin, 3-year average 5.8% 5.1% 14.9% −2.1% 2.4% 5.4% 5.3%
Stock pay / revenue 7.0% 1.6% 0.6% 1.7% 2.8% 1.2% 1.3%
Change in share count 51.2% −1.8% −0.7% 0.1% −0.8% 3.9% 0.5%

Median of all 29 companies we cover in leisure products. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

29 leisure products companies
Measure Company Peer median Rank
Revenue growth Growth -70.4% 7.6% 29 of 29
Change in growth rate Growth +11.0pp +3.1pp 4 of 29
Gross margin Profitability 31.6% 39.7% 16 of 27
Operating margin Profitability 13.6% 1.0% 4 of 29
Net margin Profitability 15.4% -0.5% 2 of 29
Free-cash-flow margin Cash generation 21.0% 6.1% 3 of 29
Stock pay as % of revenue Cash generation 7.0% 1.3% 25 of 27
Days sales outstanding Balance sheet 516 days 42 days 27 of 27

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Toys Consumer Products $462M 80.9% ▼ 19.0%
Costumes $109M 19.1% ▼ 10.2%
Geography
Region Revenue Share YoY
United States $417M 73.0% ▼ 23.6%
Europe $81.4M 14.3% ▲ 14.0%
Latin America $36.4M 6.4% ▼ 4.6%
Canada $24.4M 4.3% ▲ 16.4%
Australia and New Zealand $5M 0.9% ▼ 32.8%
Asia $5M 0.9% ▼ 18.8%
Middle East and Africa $1.9M 0.3% ▼ 4.0%

From Jakks Pacific Inc's 10-K filed March 2, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$161M
Institutions reporting
104
Shares held vs prior quarter
▼ 2.5%
Positions opened / closed
7 / 10

Top buyers and sellers, Q2 2026: 46 institutions bought and 47 sold ; the biggest buyer was Gate City Capital Management, LLC (+91K shares) and the biggest seller Anson Funds Management LP (−150K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Gate City Capital Management, LLC $24.6M 1.1M 15.3% ▲ 9.4%
Blackrock, Inc. $15M 645K 9.3% ▲ 9.6%
Dimensional Fund Advisors LP $13.7M 589K 8.5% ▲ 3.5%
Pacific Ridge Capital Partners, LLC $10.1M 433K 6.3% ▼ 0.8%
Vanguard Capital Management LLC $8.9M 384K 5.6% ▲ 5.9%
Hotchkis & Wiley Capital Management LLC $8M 343K 5.0% ▼ 4.5%
Thompson Siegel & Walmsley LLC $6.7M 288K 4.2% ▼ 10.8%
Geode Capital Management, LLC $5.7M 246K 3.6% ▲ 6.8%
Donald Smith & Co., Inc. $4.8M 205K 3.0% ▼ 6.8%
Gabelli Funds LLC $4.4M 188K 2.7% 0.0%
State Street Corp $3.9M 166K 2.4% ▲ 2.1%
Bridgeway Capital Management, LLC $3.4M 147K 2.1% ▲ 3.4%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Jakks Pacific Inc's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $0 net buying

No open-market insider trades reported in the last 12 months.

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around January 20, 2027 estimated from the company's past filing pattern, not announced

  • October 23, 2026
  • July 24, 2026
  • May 1, 2026
  • February 20, 2026
  • October 31, 2025
  • July 25, 2025

Recent SEC filings

Data status

When each part of this page on Jakks Pacific Inc was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Jakks Pacific Inc in brief

What does Jakks Pacific Inc do?
Jakks Pacific Inc is a US-listed company in the leisure products industry. Its financial year ends in December.
What is Jakks Pacific Inc's stock ticker?
Jakks Pacific Inc trades under the ticker JAKK on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Jakks Pacific Inc's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Jakks Pacific Inc reported revenue of $170M, 70.4% lower than a year earlier, according to its SEC filings.
What is Jakks Pacific Inc's free cash flow?
Jakks Pacific Inc's free-cash-flow margin is 21.0% of revenue over the trailing twelve months, ranking 3 of the 29 leisure products companies we cover.
Who are Jakks Pacific Inc's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Gate City Capital Management, LLC, Blackrock, Inc. and Dimensional Fund Advisors LP. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Jakks Pacific Inc's market cap?
On December 31, 2025, Jakks Pacific Inc's market capitalisation was about $188M, with a price-to-earnings ratio of 19.0 and net debt of -$52.2M. Market figures come from third-party market data and may be delayed.
Does Jakks Pacific Inc pay a dividend?
Yes: Jakks Pacific Inc paid $11.4M in dividends over the trailing twelve months, a dividend yield of 3.15% and a payout ratio of 43.6%.
Who are Jakks Pacific Inc's competitors?
In our Leisure Products peer group, the companies closest to Jakks Pacific Inc are American Outdoor Brands, Inc., Escalade Inc, Clarus Corp, Byrna Technologies Inc. and Mastercraft Boat Holdings, Inc. The side-by-side comparison below sets their revenue, margins and growth against Jakks Pacific Inc's.
When is Jakks Pacific Inc's next earnings date?
Around January 20, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Jakks Pacific Inc announces its own schedule.