Logotype for JAKKS Pacific Inc

JAKKS Pacific (JAKK) investor relations material

JAKKS Pacific Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for JAKKS Pacific Inc
Q2 2025 earnings summary24 Jul, 2025

Executive summary

  • Q2 net sales declined 20% year-over-year to $119.1M, mainly due to reduced U.S. demand and higher import costs, while international sales grew 33–41%, led by Europe.

  • Gross margin improved to 32.8% from 32.0% year-over-year, supported by product mix and new launches.

  • Operating loss was $2.8M versus operating income of $7.6M last year; adjusted net income for Q2 was $0.4M ($0.03/share), down from $7.3M ($0.65/share).

  • Adjusted EBITDA for Q2 was $2.3M, down from $12.3M last year; H1 adjusted EBITDA was $2.7M, up from a $4.9M loss.

  • A new $70M revolving credit facility was established, replacing the prior JPMorgan facility.

Financial highlights

  • Q2 2025 net sales: $119.1M (Q2 2024: $148.6M); six-month sales: $232.3M (2024: $238.7M).

  • Q2 gross profit: $39.0M (32.8% margin); SG&A expenses: $41.8M (35.1% of sales).

  • Cash and equivalents at June 30, 2025: $43.1M, up from $17.9M a year ago.

  • Inventory at quarter-end: $71.8M, up from $51.3M last year.

  • First-half gross margin rose to 33.6% from 28.8% last year; gross profit increased 14% to $78.0M.

Outlook and guidance

  • Management remains cautious for H2, prioritizing profitability and cash generation over sales growth.

  • U.S. retail remains unpredictable due to tariff and cost uncertainties; international momentum expected to continue but not at current expansion rates.

  • New $70M credit facility provides enhanced liquidity and flexibility for working capital and growth.

  • No formal guidance provided; focus is on margin optimization and inventory discipline.

  • Q3 is historically the largest quarter, but full recovery depends on customer confidence and tariff clarity.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next JAKKS Pacific earnings date

Logotype for JAKKS Pacific Inc
Q3 202529 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next JAKKS Pacific earnings date

Logotype for JAKKS Pacific Inc
Q3 202529 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage