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JAKKS Pacific, Inc. Announces Fourth Quarter and Full-Year 2025 Earnings Call

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JAKKS Pacific (NASDAQ: JAKK) will report fourth-quarter and full-year 2025 financial results on Thursday, February 19, 2026, after market close. A teleconference and live webcast are scheduled for 5:00 p.m. ET / 2:00 p.m. PT on February 19, 2026 to discuss results and outlook.

Investors can join via webcast on the company Investor Relations page or register for phone dial‑in; a replay will be available for a limited time.

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Positive

  • None.

Negative

  • None.

News Market Reaction

+0.61%
1 alert
+0.61% News Effect

On the day this news was published, JAKK gained 0.61%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q3 2025 net sales: $211.2M Q3 2025 gross margin: 32.0% Q3 adjusted net income: $20.6M +5 more
8 metrics
Q3 2025 net sales $211.2M Quarter ended September 30, 2025; down 34% year-over-year
Q3 2025 gross margin 32.0% Quarter ended September 30, 2025; below prior-year 33.8%
Q3 adjusted net income $20.6M Quarter ended September 30, 2025; down substantially year-over-year
Q3 adjusted EBITDA $36.5M Quarter ended September 30, 2025; down substantially year-over-year
9M 2025 net sales $443.6M First nine months 2025; down 21% year-over-year
Cash balance $27.8M Cash and equivalents at September 30, 2025
Quarterly dividend $0.25 per share Cash dividend declared for payment on December 29, 2025
Shelf registration size $150,000,000 S-3 shelf filed October 29, 2025; includes $75,000,000 ATM capacity

Market Reality Check

Price: $17.73 Vol: Volume 110,478 vs 20-day ...
normal vol
$17.73 Last Close
Volume Volume 110,478 vs 20-day average 107,546, showing trading close to typical activity ahead of earnings. normal
Technical Shares at $17.99 are trading below the 200-day MA of $18.55 and about mid-range between the 52-week high and low.

Peers on Argus

JAKK’s modest -0.11% move contrasted with mixed peer action: SRM sharply higher ...

JAKK’s modest -0.11% move contrasted with mixed peer action: SRM sharply higher while PLBY, DOGZ, and FNKO declined and ESCA was nearly flat, suggesting stock-specific positioning rather than a unified sector trend.

Historical Context

5 past events · Latest: Dec 04 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Dec 04 Licensing partnership Positive -2.2% New Hershey-branded Charming line with collectibles debuting at CVS.
Nov 10 Licensing expansion Positive +1.3% Disguise extended Demon Slayer costume rights across multiple regions.
Nov 05 Product launch Positive +5.5% Launch of Big Kid Shopping Cart in Target’s role-play product line.
Nov 03 Partnership renewal Positive -1.4% Renewed global Sonic the Hedgehog toy partnership through 2029.
Oct 30 Earnings release Negative +0.5% Q3 2025 sales and earnings declined year over year despite profitability.
Pattern Detected

Recent history shows several positive licensing and product announcements, with the stock sometimes selling off on good news and only occasionally rising on strong product catalysts.

Recent Company History

Over the past few months, JAKKS reported softer Q3 2025 results but maintained profitability and dividends while expanding partnerships and products. Key events included a renewed Sonic licensing deal through 2029, a Hershey-themed Charming line launching in late 2025, and Demon Slayer costume rights extending into 2026. A new Target-branded Big Kid Shopping Cart supported the role-play line. Against this backdrop, the upcoming Q4/full-year 2025 earnings call follows a mix of brand-building wins and top-line pressure.

Regulatory & Risk Context

Active S-3 Shelf · $150,000,000
Shelf Active
Active S-3 Shelf Registration 2025-10-29
$150,000,000 registered capacity

An effective S-3 shelf filed on 2025-10-29 allows JAKKS to issue up to $150,000,000 of securities, including an at-the-market program of up to $75,000,000 of common stock, providing flexibility to raise capital over the shelf’s term.

Market Pulse Summary

This announcement sets the timetable for JAKKS’ Q4 and full-year 2025 earnings discussion, following...
Analysis

This announcement sets the timetable for JAKKS’ Q4 and full-year 2025 earnings discussion, following a quarter of lower net sales but continued profitability and dividends. Recent licensing wins and product launches show ongoing brand investment, while the $150,000,000 shelf registration provides capital-raising flexibility. Investors may watch the call for updates on demand trends, margin trajectory, and any potential use of the shelf or changes to capital return policies.

AI-generated analysis. Not financial advice.

SANTA MONICA, Calif., Feb. 06, 2026 (GLOBE NEWSWIRE) -- JAKKS Pacific, Inc. (NASDAQ: JAKK) will announce its fourth quarter and full-year 2025 financial results on Thursday, February 19, 2026 after the close of the stock market.

The Company invites analysts, investors and media to listen to a teleconference scheduled for 5:00 p.m. ET / 2:00 p.m. PT on February 19, 2026 to discuss the results, and potentially future plans and prospects. A live webcast of the call will be available on the “Investor Relations” page of the Company’s website at www.jakks.com/investors. To access the call by phone, please go to this link (4Q25 Registration link), and you will be provided with dial-in details. To avoid delays, we encourage participants to dial into the conference call ten minutes ahead of the scheduled start time. A replay of the webcast will also be available for a limited time at (www.jakks.com/investors).

About JAKKS Pacific, Inc.:

JAKKS Pacific, Inc. is a leading designer, manufacturer and marketer of toys and consumer products sold throughout the world, with its headquarters in Santa Monica, California. JAKKS Pacific’s popular proprietary brands include Disguise®, Fly Wheels®, Charming®, KidTopia®, Moose Mountain®, Maui®, ReDo® Skateboard Co., Sky Ball®, and Xtreme Power Dozer® as well as a wide range of entertainment-inspired products featuring premier licensed properties. Through their products and charitable donations, JAKKS is helping to make a positive impact on the lives of children. Visit us at www.jakks.com and follow us on Instagram (@jakkspacific.toys), X (@jakkstoys), YouTube (@JAKKSPacific), Facebook (@jakkspacific.toys) and LinkedIn (JAKKS Pacific).

©2026 JAKKS Pacific, Inc. All rights reserved

JAKKS Pacific, Inc.
Investor Relations
Lucas Natalini
(424) 268-9567
investors@jakks.net


FAQ

When will JAKK announce its Q4 and full-year 2025 earnings and how can investors listen?

JAKK will announce results after market close on February 19, 2026; a teleconference/webcast follows at 5:00 p.m. ET. According to JAKKS Pacific, the live webcast is on the company Investor Relations page and phone registration provides dial‑in details.

What time is the JAKKS Pacific (JAKK) earnings call on February 19, 2026 and where is the replay posted?

The earnings call is scheduled for 5:00 p.m. ET / 2:00 p.m. PT on February 19, 2026. According to JAKKS Pacific, a replay of the webcast will be available for a limited time on the company Investor Relations website.

How can analysts register for the JAKK February 19, 2026 teleconference by phone?

Analysts can register using the provided 4Q25 registration link to receive dial‑in details ahead of the call. According to JAKKS Pacific, registrants should dial in ten minutes early to avoid delays.

Will JAKKS Pacific discuss future plans on the February 19, 2026 call and who is the intended audience?

Yes; the company expects to discuss results and potentially future plans during the call, aimed at analysts, investors and media. According to JAKKS Pacific, the session will cover financial results and possible near‑term prospects.

Where can investors find JAKKS Pacific investor contact information for questions about the February 19, 2026 call?

Investor relations contact details are provided on the company website and press release contact list. According to JAKKS Pacific, Lucas Natalini and the investor relations email/phone are available for inquiries about the call.
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199.81M
8.88M
Leisure
Games, Toys & Children's Vehicles (no Dolls & Bicycles)
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United States
SANTA MONICA