JAKKS Pacific Q2 Sales Surge 17%, Crush Estimates as Collectibles Boom
JAKK sits 76% above its 52-week low of $14.865 on elevated volume (1.8× avg).
Summary
JAKKS Pacific delivered a standout Q2, with sales jumping 17% to $139.2M, well above the $123M consensus. Adjusted EPS of $0.25 trounced the $0.18 estimate, and adjusted EBITDA of $5.4M was nearly 20x the $272K consensus. The Action Play & Collectibles segment was the star, surging over 40% to its highest first-half level in over 15 years. This follows a weak Q1 where sales fell 6% and the company posted a loss, making the sharp rebound and broad-based beat a significant positive surprise. Gross margin held at 32.3%, and management noted positive retailer pricing recalibrations and strong new product sell-through. With shares already near a 52-week high, this report reinforces the turnaround narrative and could drive further multiple expansion from the current 9x forward P/E.
At the time of this announcement, JAKK was trading at $26.22 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $272.5M. The 52-week trading range was $14.87 to $25.25. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Reuters.