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JAKKS Pacific (JAKK) investor relations material
JAKKS Pacific Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 net sales were $211.2 million, a 34% year-over-year decrease, driven by tariff volatility, delayed retailer orders, and fewer new theatrical releases, with Toys/Consumer Products and Costumes both declining.
Year-to-date net sales were $443.6 million, down 21% year-over-year, with Toys/Consumer Products down 24% and Costumes down 8%.
Gross margin for Q3 was 32.0%, down from 33.8% last year, impacted by tariffs and higher royalty expenses.
Adjusted net income attributable to common stockholders was $20.6 million ($1.80 per diluted share), down from $54.0 million ($4.79 per diluted share) in Q3 2024.
The company is investing in a robust 2026-2027 product pipeline, expanding licensing agreements, and focusing on international growth.
Financial highlights
Q3 gross profit was $67.6 million, down $41.2 million year-over-year; Q3 operating income was $29.4 million, compared to $68.1 million in Q3 2024.
Adjusted EBITDA for Q3 was $36.5 million, down from $74.4 million last year; trailing 12-month EBITDA is $29 million.
Cash and cash equivalents at quarter-end were $27.8 million, up from $22.3 million last year but down from $70.1 million at year-end 2024.
Working capital at September 30, 2025, was $133.8 million, up from $119.3 million at year-end 2024.
Inventory increased to $71.5 million from $63.5 million a year ago.
Outlook and guidance
Management expects continued seasonality, with highest sales in Q2 and Q3, and is preparing for a more normalized FOB order environment.
2026 and 2027 are expected to be strong years, with new IP, licensing extensions, and product launches planned.
Emphasis on operational efficiency, cash generation, and product innovation, with ongoing supply chain cost reduction initiatives.
New business pillar: how does it diversify?
Tariff impact on licensor royalty rates & retailer margins?
China tariff drop: impact on supply chain strategy?
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Next JAKKS Pacific earnings date
Q4 202523 Feb, 2026
Next JAKKS Pacific earnings date
Q4 202523 Feb, 2026
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Frequently asked questions
JAKKS Pacific Inc is a toy and consumer products company that designs, manufactures, and markets a wide range of toys, costumes, and related products. The company holds licenses with entertainment brands and also develops proprietary brands across various age categories. Its products are sold through retailers and distributors in domestic and international markets. The company is headquartered in Santa Monica, California, and its shares are listed on the NASDAQ.
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