JAKKS Pacific Inc

JAKKS Pacific reported second-quarter net sales of $139.2 million, a 17% increase from a year earlier, as the toymaker recovered from prior tariff-related order reductions. Year-to-date sales reached $245.9 million, up 6% and the company's best first half since 2023, with North America sales rising 20% in the quarter and international first-half shipments hitting a more than 10-year high of $53 million. Adjusted EBITDA was $5.4 million, up from $2.3 million in the prior-year period, and adjusted earnings per share reached $0.25 compared to $0.03 a year ago. The company also received $6.8 million in tariff refunds recognized as nonoperating other income, and its board approved a sixth consecutive quarterly cash dividend of $0.25 per share. Management highlighted a structural shift toward higher FOB shipments, which accounted for over 75% of first-half shipments, and outlined growth initiatives including new anime and manga product lines set for a wide launch in fall 2027.

Jakks Pacific reported second-quarter earnings of $0.25 per share, matching the Zacks Consensus Estimate and up from $0.03 a year ago. Revenue came in at $139.24 million, surpassing the consensus by 7.42% and exceeding the prior-year quarter's $119.09 million. The company has topped consensus revenue estimates three times over the last four quarters. Jakks shares have gained about 45% year to date, outperforming the S&P 500's 9.6% advance. The stock currently carries a Zacks Rank #1, or Strong Buy.