JAKKS Pacific Earnings Calls

Mar 31, 2025
-$0.0300 (95.83%)
Release date Apr 29, 2025
EPS estimate -$0.720
EPS actual -$0.0300
EPS Surprise 95.83%
Revenue estimate 93.254M
Revenue actual 113.253M
Revenue Surprise 21.45%
Dec 31, 2024
-$0.670 (-1,240.00%)
Release date Feb 20, 2025
EPS estimate -$0.0500
EPS actual -$0.670
EPS Surprise -1,240.00%
Revenue estimate 131.067M
Revenue actual 130.741M
Revenue Surprise -0.249%
Sep 30, 2024
$4.79 (18.86%)
Release date Oct 30, 2024
EPS estimate $4.03
EPS actual $4.79
EPS Surprise 18.86%
Revenue estimate 133.265M
Revenue actual 321.606M
Revenue Surprise 141.33%
Jun 30, 2024
$0.650 (-24.42%)
Release date Jul 31, 2024
EPS estimate $0.86
EPS actual $0.650
EPS Surprise -24.42%
Revenue estimate 134.92M
Revenue actual 148.619M
Revenue Surprise 10.15%

Last 4 Quarters for JAKKS Pacific

Below you can see how JAKK performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.

Jun 30, 2024 Missed
Release date Jul 31, 2024
Price on release $21.04
EPS estimate $0.86
EPS actual $0.650
EPS surprise -24.42%
Date Price
Jul 25, 2024 $20.30
Jul 26, 2024 $21.04
Jul 29, 2024 $20.73
Jul 30, 2024 $20.75
Jul 31, 2024 $21.04
Aug 01, 2024 $24.37
Aug 02, 2024 $22.41
Aug 05, 2024 $21.21
Aug 06, 2024 $21.03
4 days before 3.65%
4 days after -0.0475%
On release day 15.83%
Change in period 3.60%
Sep 30, 2024 Beat
Release date Oct 30, 2024
Price on release $27.46
EPS estimate $4.03
EPS actual $4.79
EPS surprise 18.86%
Date Price
Oct 24, 2024 $24.94
Oct 25, 2024 $26.20
Oct 28, 2024 $26.58
Oct 29, 2024 $27.43
Oct 30, 2024 $27.46
Oct 31, 2024 $31.55
Nov 01, 2024 $29.93
Nov 04, 2024 $30.50
Nov 05, 2024 $30.41
4 days before 10.10%
4 days after 10.74%
On release day 14.89%
Change in period 21.93%
Dec 31, 2024 Missed
Release date Feb 20, 2025
Price on release $34.82
EPS estimate -$0.0500
EPS actual -$0.670
EPS surprise -1,240.00%
Date Price
Feb 13, 2025 $34.03
Feb 14, 2025 $34.07
Feb 18, 2025 $33.95
Feb 19, 2025 $34.93
Feb 20, 2025 $34.82
Feb 21, 2025 $30.01
Feb 24, 2025 $28.83
Feb 25, 2025 $27.75
Feb 26, 2025 $27.33
4 days before 2.32%
4 days after -21.51%
On release day -13.83%
Change in period -19.69%
Mar 31, 2025 Beat
Release date Apr 29, 2025
Price on release $19.46
EPS estimate -$0.720
EPS actual -$0.0300
EPS surprise 95.83%
Date Price
Apr 23, 2025 $19.08
Apr 24, 2025 $20.09
Apr 25, 2025 $19.96
Apr 28, 2025 $19.54
Apr 29, 2025 $19.46
Apr 30, 2025 $19.29
May 01, 2025 $18.42
May 02, 2025 $18.74
May 05, 2025 $18.17
4 days before 1.99%
4 days after -6.63%
On release day -0.87%
Change in period -4.77%

JAKKS Pacific Earnings Call Transcript Summary of Q1 2025

JAKKS Pacific First Quarter 2025 Earnings Call Summary for Investors

Financial Performance:

  • Sales Growth: JAKKS Pacific reported a 26% increase in sales for Q1 2025, driven by successful toy launches related to films like Sonic the Hedgehog 3 and Disney Moana 2.
  • Gross Margin: The gross margin reached 34.4%, an improvement driven by successful new releases and increased product margins. Doll sales increased by 37%, while Action Play & Collectibles grew by 30%.
  • Positive Adjusted EBITDA: The company achieved an adjusted EBITDA of $400,000, marking the second positive first quarter EBITDA in 15 years, a significant recovery from a loss of $17.2 million in the same quarter last year.
  • Cash Position: JAKKS ended the quarter with $59.2 million in unrestricted cash, compared to $35.3 million a year ago, bolstered by a previous preferred share buyback.

Operational Insights:

  • International Growth Focus: The company is aggressively pursuing opportunities in international markets to offset risks in the U.S. due to tariff issues.
  • Inventory Management: JAKKS is holding inventory selectively as it anticipates tariff resolutions and exploring international shipments to boost revenue.
  • Cost Control Measures: JAKKS remains disciplined in managing SG&A expenses, which increased modestly by 1%.

Tariff Concerns:

  • Impact of Tariffs: The management noted that the imposition of tariffs is effectively a consumer tax, leading to higher retail prices and potential decreases in consumer spending. Products priced above $29.99 may face the most significant sales challenges.
  • Adaptation Strategies: The company is adjusting its product offerings to emphasize lower-priced items to appeal to consumers' budget constraints amidst tariff pressures.

Strategic Initiatives:

  • International Sourcing Attempts: JAKKS is exploring alternative manufacturing outside of China, including investments in Vietnam and Indonesia. However, China remains central due to its manufacturing capabilities.
  • Licensing and M&A Opportunities: The challenging market is creating potential opportunities for JAKKS, both in licensing agreements and strategic acquisitions, as other companies face difficulties.

Dividends and Shareholder Returns:

  • Dividend Announcement: The Board approved a $0.25 per share dividend for Q2 2025, set to be paid on June 27, 2025.

Key Takeaways for Investors:

  • JAKKS Pacific demonstrates solid quarterly performance with significant growth, improved margins, and a strong cash position.
  • The company is proactively addressing challenges posed by tariffs by diversifying international opportunities and refocusing on lower-priced products.
  • There are potential growth avenues via licensing and acquisitions due to the competitive landscape shifting amid tariff-related pressures.
  • Investors should closely monitor how tariff adjustments may impact pricing strategies and overall consumer behavior in the toy market.

JAKKS Pacific Earnings History

Earnings Calendar

FAQ

When is the earnings report for JAKK?
JAKKS Pacific (JAKK) has scheduled its earnings report for Jul 30, 2025 before the markets open.

What is the JAKK price-to-earnings (P/E) ratio?
JAKK P/E ratio as of Jun 20, 2025 (TTM) is 5.06.

What is the JAKK EPS forecast?
The forecasted EPS (Earnings Per Share) for JAKKS Pacific (JAKK) for the first fiscal quarter 2025 is $0.480.

What are JAKKS Pacific's retained earnings?
On its balance sheet, JAKKS Pacific reported retained earnings of $113.25 million for the latest quarter ending Mar 31, 2025.

What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.

Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.

What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
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