JAKKS Pacific, Inc. (JAKK) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call highlights strong financial performance, with revenue and net income showing significant growth, and margin improvements. The strategic product launches, particularly the Super Mario Galaxy line, are expected to drive sales. While risks are noted, the overall positive financial metrics and upcoming product launches suggest a positive stock price movement, likely in the range of 2% to 8%.
Key Financial Performance
Revenue Revenue for Q1 2026 was $120 million, a 5% increase year-over-year, driven by strong sales in the action figures and dolls categories.
Gross Margin Gross margin improved to 35%, up from 33% in Q1 2025, due to better product mix and cost efficiencies.
Net Income Net income was $10 million, compared to $8 million in Q1 2025, reflecting a 25% increase, attributed to higher revenue and improved margins.
Operating Cash Flow Operating cash flow was $15 million, up from $12 million in the prior year, a 25% increase due to better working capital management.
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Operating Highlights
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Risk or Challenges
Market Trends and Conditions: The company's future performance is subject to risks and uncertainties based on current market trends and conditions, which could cause actual results to differ materially from projections.
Regulatory Risks: Forward-looking statements are subject to safe harbor protection under federal security laws, indicating potential regulatory hurdles.
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Beder Small
CEO President
CFO Forte
Cap Consumer
Chairman CEO
Co Founder
Division Eric
EDT afternoon
Eric Beder
Executive VP
Forte Maxim
Founder Chairman
Group LLC
LLC PM
LLC Research
Maxim Group
Officer Stephen
PM EDT
Pacific Conference
Pacific financials
President Secretary
Research Division
Research LLC
Secretary Executive
Stephen Chairman
Stephen Co
Stephen overview
VP CFO
afternoon Stephen
financials result
question statement
JAKK Transcript
JAKKS Pacific, Inc. (JAKK) Q1 2026 Earnings Call Transcript
Positive4-30
The earnings call highlights strong financial performance, with revenue and net income showing significant growth, and margin improvements. The strategic product launches, particularly the Super Mario Galaxy line, are expected to drive sales. While risks are noted, the overall positive financial metrics and upcoming product launches suggest a positive stock price movement, likely in the range of 2% to 8%.
JAKKS Pacific, Inc. (JAKK) Q4 2025 Earnings Call Transcript
Unknown2-19
The earnings call reflects mixed signals. Financial performance is weak, with declining sales and margins, but cost control and improved gross margins are positives. The Q&A reveals management's focus on strategic growth and margin improvement, yet the lack of specific guidance raises concerns. The company's strong financial position and licensing expansions are positive, but the uncertain market conditions and tariff impacts temper expectations. Overall, the sentiment is neutral, with no strong catalysts to significantly shift the stock price.
JAKKS Pacific, Inc. (JAKK) Q3 2025 Earnings Call Transcript
Unknown10-30
The earnings call highlights several challenges: declining sales, margin pressures, and tariff impacts. Despite some positive aspects like new product launches and international expansion, the overall sentiment is negative due to significant revenue declines, uncertain U.S. market conditions, and increased costs. The Q&A section reveals management's cautious outlook and lack of clear guidance, contributing to a negative sentiment. The dividend announcement is a minor positive, but not enough to offset other concerns. The lack of market cap information limits the ability to assess the stock's potential volatility.
JAKKS Pacific, Inc. (JAKK) Q2 2025 Earnings Call Transcript
Unknown7-24
The earnings call reveals mixed results: strong international growth and stable gross margins, but declining EBITDA and EPS, and challenges due to tariffs. Positive aspects include cash position improvement and dividend declaration. However, cautious guidance, lack of specific future plans, and tariff impacts create uncertainty. The Q&A section highlights flexibility in manufacturing but lacks clear future strategies. With no new partnerships or guidance changes, the overall sentiment remains neutral, predicting a stock price movement within -2% to 2%.
JAKK Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
