US Companies Deliver Strongest Earnings Growth Since 2021, Overcoming Trade War Concerns with Impressive Q3 Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
0mins
Should l Buy JAKK?
Source: Benzinga
Strong Earnings Growth: The U.S. corporate sector has seen a significant earnings growth rate of 11% in Q3, the highest since 2021, despite trade war concerns, with six out of eleven S&P 500 sectors reporting positive growth.
Mixed Impact of Tariffs: While some companies like Ford express concerns over tariffs affecting investments, others like General Motors have adjusted their tariff expectations positively, indicating varied impacts across sectors.
Tech Sector Challenges: The tech sector is experiencing profit growth driven by AI and efficiency improvements, but this has led to job losses and concerns about a potential AI stock bubble, alongside warnings of a possible market correction.
Market Performance: Over the past six months, major ETFs tracking the S&P 500 and Nasdaq have seen significant gains, with increases of 15.09% and 20.06%, respectively, reflecting strong market performance despite underlying concerns.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy JAKK?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on JAKK
Wall Street analysts forecast JAKK stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 17.730
Low
27.00
Averages
27.00
High
27.00
Current: 17.730
Low
27.00
Averages
27.00
High
27.00
About JAKK
JAKKS Pacific, Inc. is a designer, manufacturer and marketer of toys and consumer products sold throughout the world. The Company’s segments include Toys/Consumer Products and Costumes. The Toys/Consumer Products segment includes action figures, vehicles, play sets, plush products, dolls, electronic products, construction toys, infant and pre-school toys, child-sized and hand-held role-play toys and everyday costume play, foot-to-floor ride-on vehicles, wagons, novelty toys, seasonal and outdoor products, kids’ indoor and outdoor furniture, and related products. The Costumes segment, under its Disguise branding, designs, develops, markets, and sells a range of every-day and special occasion dress-up costumes and related accessories in support of Halloween, Carnival, Children’s Day, Book Day/Week, and every-day/any-day costume play. Its brands include: AirTitans, Ami Amis, Disguise, Fly Wheels, JAKKS Wild Games, Moose Mountain, Perfectly Cute, ReDo Skateboard Co., Sky Ball, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JAKKS Pacific to Announce Q4 Earnings on February 19
- Earnings Announcement Date: JAKKS Pacific is set to release its Q4 earnings on February 19 after market close, with a consensus EPS estimate of -$1.01, reflecting a significant 50.7% year-over-year decline, indicating substantial profitability challenges for the company.
- Revenue Decline Forecast: The anticipated revenue for Q4 is $117.35 million, representing a 10.2% year-over-year decrease, which highlights the company's struggles amid competitive pressures and weak demand, potentially impacting investor confidence moving forward.
- Historical Performance Review: Over the past two years, JAKKS Pacific has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, although recent estimate revisions indicate a lack of upward momentum, which may affect market perceptions of its future performance.
- Estimate Revision Status: In the last three months, JAKKS Pacific has seen no upward revisions to its EPS estimates and one downward revision, suggesting a cautious outlook from analysts regarding the company's future performance, thereby increasing market uncertainty.
See More
JAKKS Pacific Reports Q4 2025 Earnings with Significant Declines
- Revenue Decline: JAKKS Pacific reported net sales of $570.7 million for FY 2025, a 17% decrease from the previous year, primarily driven by weak demand in toys and consumer products, indicating a significant market contraction.
- Gross Margin Improvement: Although gross profit fell to $185.1 million, down 13% from $213.0 million last year, the gross margin improved from 30.8% to 32.4%, suggesting progress in cost management despite declining sales.
- Net Income Plummet: The net income attributable to common stockholders dropped to $9.9 million from $35.3 million in 2024, reflecting a severe deterioration in profitability that could impact investor confidence moving forward.
- Shareholder Returns: The company returned $11.2 million to shareholders in FY 2025, equating to $1 per common share, despite a decrease in cash and cash equivalents to $54.1 million, highlighting pressure on cash flow management.
See More
JAKKS Pacific Renews Partnership with Nintendo for New Toy Line
- New Toy Line Launch: JAKKS Pacific announced the renewal of its partnership with Nintendo and Illumination to launch a new toy line inspired by The Super Mario Galaxy Movie, set to hit theaters on April 1, 2026, with pre-orders now available at Walmart and Smyths Toys, further solidifying its position in the toy market.
- Successful Continuation: The toy line based on the 2023 film, The Super Mario Bros. Movie, performed exceptionally well in 2023 and 2024, becoming a top seller and driving double-digit growth in JAKKS Pacific's action figures and collectibles business, indicating strong market demand and brand influence.
- Product Diversification: The new series includes various movie-inspired toys such as highly articulated 5-inch figures, 1.5-inch mini figures, a double-sided Yoshi Egg playset, and a deluxe Bowser Castle playset, enriching consumer choices and appealing to fans of all ages.
- Optimistic Market Outlook: JAKKS Pacific's Global Commercial Officer stated that the new series will provide fans with a more immersive experience, expected to enhance brand loyalty and market share, particularly among younger consumers, driving future sales growth.
See More
JAKKS Pacific to Announce 2025 Financial Results
- Earnings Announcement: JAKKS Pacific is set to release its fourth quarter and full-year 2025 financial results on February 19, 2026, after market close, which is expected to provide critical performance data and future outlook for investors.
- Teleconference Invitation: The company invites analysts, investors, and media to join a teleconference scheduled for 5:00 p.m. ET / 2:00 p.m. PT on February 19, 2026, to discuss the financial results and future plans, enhancing transparency.
- Live Webcast Availability: The teleconference will be available via a live webcast on the company's
See More
Amazon Q3 Revenue Up 11%, Operating Income Soars 28%
- Amazon's Strong Performance: Amazon (AMZN) reported an 11% increase in North American revenue and a 28% surge in adjusted operating income in Q3, demonstrating robust operating leverage in e-commerce despite tariff pressures.
- Chewy's Stable Growth: Chewy (CHWY) derives most of its sales from auto-shipped pet food, with revenue growth exceeding 8% in recent quarters, and its forward P/E ratio stands at just 21, making it an attractive defensive stock.
- Philip Morris International's Strong Growth: Philip Morris International (PM) saw a 37% increase in shipments of its smoke-free product Zyn and over 15% growth in Iqos sales in Q3, with a forward P/E of 18, indicating successful transformation in the tobacco industry.
- Dutch Bros' Expansion Potential: Dutch Bros (BROS) plans to increase its store count from 1,100 to over 2,000 by 2029, and after testing hot food items, sales at those locations rose by about 4%, showcasing strong growth potential.
See More
Amazon Q3 Revenue Up 11%, Operating Income Soars 28%
- Amazon's Strong Performance: Amazon (NASDAQ: AMZN) reported an 11% increase in North American revenue and a 28% surge in adjusted operating income in Q3, demonstrating robust operating leverage from investments in robotics and AI, maintaining stable sales despite tariff pressures.
- Chewy's Steady Growth: Chewy (NYSE: CHWY) has seen revenue growth exceeding 8%, primarily from auto-shipped pet food and essentials, with a forward P/E of just 21 times, highlighting its appeal in a stable business model while enhancing gross margins through paid memberships and sponsored ads.
- Philip Morris International's Strong Growth: Philip Morris International (NYSE: PM) benefits from a smoke-free portfolio driving significant growth, with U.S. shipments of Zyn up 37% and Iqos sales climbing over 15%, trading at a forward P/E of 18, showcasing its competitive edge in a rapidly evolving market.
- Dutch Bros' Expansion Potential: Dutch Bros (NYSE: BROS) plans to increase its store count from 1,100 to over 2,000 by 2029, and locations testing food items have seen a 4% sales lift, indicating strong growth potential in its rapid expansion strategy.
See More
JAKKS Pacific to Announce Q4 Earnings on February 19
- Earnings Announcement Date: JAKKS Pacific is set to release its Q4 earnings on February 19 after market close, with a consensus EPS estimate of -$1.01, reflecting a significant 50.7% year-over-year decline, indicating substantial profitability challenges for the company.
- Revenue Decline Forecast: The anticipated revenue for Q4 is $117.35 million, representing a 10.2% year-over-year decrease, which highlights the company's struggles amid competitive pressures and weak demand, potentially impacting investor confidence moving forward.
- Historical Performance Review: Over the past two years, JAKKS Pacific has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, although recent estimate revisions indicate a lack of upward momentum, which may affect market perceptions of its future performance.
- Estimate Revision Status: In the last three months, JAKKS Pacific has seen no upward revisions to its EPS estimates and one downward revision, suggesting a cautious outlook from analysts regarding the company's future performance, thereby increasing market uncertainty.
See More
JAKKS Pacific Reports Q4 2025 Earnings with Significant Declines
- Revenue Decline: JAKKS Pacific reported net sales of $570.7 million for FY 2025, a 17% decrease from the previous year, primarily driven by weak demand in toys and consumer products, indicating a significant market contraction.
- Gross Margin Improvement: Although gross profit fell to $185.1 million, down 13% from $213.0 million last year, the gross margin improved from 30.8% to 32.4%, suggesting progress in cost management despite declining sales.
- Net Income Plummet: The net income attributable to common stockholders dropped to $9.9 million from $35.3 million in 2024, reflecting a severe deterioration in profitability that could impact investor confidence moving forward.
- Shareholder Returns: The company returned $11.2 million to shareholders in FY 2025, equating to $1 per common share, despite a decrease in cash and cash equivalents to $54.1 million, highlighting pressure on cash flow management.
See More
JAKKS Pacific Renews Partnership with Nintendo for New Toy Line
- New Toy Line Launch: JAKKS Pacific announced the renewal of its partnership with Nintendo and Illumination to launch a new toy line inspired by The Super Mario Galaxy Movie, set to hit theaters on April 1, 2026, with pre-orders now available at Walmart and Smyths Toys, further solidifying its position in the toy market.
- Successful Continuation: The toy line based on the 2023 film, The Super Mario Bros. Movie, performed exceptionally well in 2023 and 2024, becoming a top seller and driving double-digit growth in JAKKS Pacific's action figures and collectibles business, indicating strong market demand and brand influence.
- Product Diversification: The new series includes various movie-inspired toys such as highly articulated 5-inch figures, 1.5-inch mini figures, a double-sided Yoshi Egg playset, and a deluxe Bowser Castle playset, enriching consumer choices and appealing to fans of all ages.
- Optimistic Market Outlook: JAKKS Pacific's Global Commercial Officer stated that the new series will provide fans with a more immersive experience, expected to enhance brand loyalty and market share, particularly among younger consumers, driving future sales growth.
See More
JAKKS Pacific to Announce 2025 Financial Results
- Earnings Announcement: JAKKS Pacific is set to release its fourth quarter and full-year 2025 financial results on February 19, 2026, after market close, which is expected to provide critical performance data and future outlook for investors.
- Teleconference Invitation: The company invites analysts, investors, and media to join a teleconference scheduled for 5:00 p.m. ET / 2:00 p.m. PT on February 19, 2026, to discuss the financial results and future plans, enhancing transparency.
- Live Webcast Availability: The teleconference will be available via a live webcast on the company's
See More
Amazon Q3 Revenue Up 11%, Operating Income Soars 28%
- Amazon's Strong Performance: Amazon (AMZN) reported an 11% increase in North American revenue and a 28% surge in adjusted operating income in Q3, demonstrating robust operating leverage in e-commerce despite tariff pressures.
- Chewy's Stable Growth: Chewy (CHWY) derives most of its sales from auto-shipped pet food, with revenue growth exceeding 8% in recent quarters, and its forward P/E ratio stands at just 21, making it an attractive defensive stock.
- Philip Morris International's Strong Growth: Philip Morris International (PM) saw a 37% increase in shipments of its smoke-free product Zyn and over 15% growth in Iqos sales in Q3, with a forward P/E of 18, indicating successful transformation in the tobacco industry.
- Dutch Bros' Expansion Potential: Dutch Bros (BROS) plans to increase its store count from 1,100 to over 2,000 by 2029, and after testing hot food items, sales at those locations rose by about 4%, showcasing strong growth potential.
See More
Amazon Q3 Revenue Up 11%, Operating Income Soars 28%
- Amazon's Strong Performance: Amazon (NASDAQ: AMZN) reported an 11% increase in North American revenue and a 28% surge in adjusted operating income in Q3, demonstrating robust operating leverage from investments in robotics and AI, maintaining stable sales despite tariff pressures.
- Chewy's Steady Growth: Chewy (NYSE: CHWY) has seen revenue growth exceeding 8%, primarily from auto-shipped pet food and essentials, with a forward P/E of just 21 times, highlighting its appeal in a stable business model while enhancing gross margins through paid memberships and sponsored ads.
- Philip Morris International's Strong Growth: Philip Morris International (NYSE: PM) benefits from a smoke-free portfolio driving significant growth, with U.S. shipments of Zyn up 37% and Iqos sales climbing over 15%, trading at a forward P/E of 18, showcasing its competitive edge in a rapidly evolving market.
- Dutch Bros' Expansion Potential: Dutch Bros (NYSE: BROS) plans to increase its store count from 1,100 to over 2,000 by 2029, and locations testing food items have seen a 4% sales lift, indicating strong growth potential in its rapid expansion strategy.
See More
