JAKKS Pacific Q2 Sales Surge 17% to $139M, Swings to Profit on Tariff Refunds
JAKK sits 77% above its 52-week low of $14.865 on elevated volume (2.0× avg).
Summary
JAKKS Pacific reported Q2 2026 net sales of $139.2M, up 17% year-over-year, with adjusted EPS of $0.25 versus a loss last year. A $7M tariff refund and strong toy sales drove the beat.
Key Events · Earnings and Guidance · JAKK
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Q2 Sales Beat Consensus
Net sales of $139.2M rose 17% YoY, well above the $123M consensus, driven by a 40.7% surge in Action Play and Collectibles (Super Mario Movie).
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Profit Swing on Tariff Refund
Adjusted EPS of $0.25 vs. a loss of $0.21 last year. Other income of $7.0M came from refunded import tariffs, with a portion reducing inventory costs.
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Cash Flow Turnaround
Operating cash flow swung to a $26.1M inflow from a $15.9M outflow a year ago, aided by the tariff refund and lower inventory costs.
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Strong Balance Sheet
No borrowings on the $70M revolving credit facility; $68.7M available. Cash and equivalents of $60.6M. Declared a $0.25 quarterly dividend.
Analysis · JAKK · Manufacturing
A standout quarter for JAKKS Pacific saw sales climb 17% to $139.2M, handily beating the $123M consensus. Adjusted EPS of $0.25 reversed a year-ago loss, fueled by robust demand for Super Mario Movie toys and a $7M tariff refund. Operating cash flow swung to a $26M inflow from a $16M outflow last year, and the company has zero debt drawn on its $70M revolver. The board also declared a $0.25 quarterly dividend. While the July 23 earnings preview hinted at this momentum, the 10-Q delivers the full financial picture and balance sheet strength.
At the time of this filing, JAKK was trading at $26.37 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $302M. The 52-week trading range was $14.87 to $26.82. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.