JAKKS Pacific Q2 sales rise 17%, beat estimates

JAKKS Pacific

23/07/2026 21:24

    

    Overview
  
Toy and consumer products maker's Q2 net sales rose 17% yr/yr
Adjusted EPS for Q2 was $0.25, up from $0.03 last year
Growth driven by new product introductions and strong Action Play & Collectibles sales

    

    Outlook
  
JAKKS Pacific says the year is developing as planned and sees good momentum for H2
Company notes positive consumer response where retailers recalibrate pricing
JAKKS Pacific expects evergreen businesses to rebound and set up well for coming quarters

    

    Result Drivers
  
ACTION PLAY & COLLECTIBLES - Sales in this segment rose over 40% in the quarter, reaching their highest first-half level in more than 15 years
NEW PRODUCT INTRODUCTIONS - First-half new product launches were broadly well received and sold through, supporting sales growth
RETAILER PRICING - U.S. retailers recalibrated pricing, which the company said led to positive consumer response to its product offerings

    
Company press release: ID:nGNXXLM3K

    

    Key Details
  

            Metric
          

            Beat/Miss
          

            Actual
          

            Consensus Estimate
          
Q2 Sales
 
$139.2 mln
$123.02 mln (2 Analysts)
Q2 Adjusted EPS
 
$0.25
$0.18 (2 Analysts)
Q2 Adjusted Net Income
 
$2.9 mln
$2.02 mln (2 Analysts)
Q2 Adjusted EBITDA
 
$5.4 mln
$272,500 (2 Analysts)
Q2 Gross Margin
 
32.3%
 
Q2 Gross Profit
 
$45 mln
 

    

    Analyst Coverage
  
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the toys & children's products peer group is "buy"
Wall Street's median 12-month price target for JAKKS Pacific Inc is $28.50, about 16.5% above its July 22 closing price of $24.47
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 6 three months ago

    

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July 21 - Snacks maker Utz Brands to be taken private in $2.9 billion deal

    
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)