JAKKS Pacific Q3 2026 10-Q: Net Sales Rise to $254.2M

JAKKS Pacific, Inc. filed its quarterly report on Form 10-Q with the SEC on October 27, 2026, covering the three and nine months ended September 30, 2026, and reporting significant increases in net sales and net income compared to the prior-year period.

Key Highlights

  • Third-quarter net sales: JAKKS Pacific reported net sales of $254,222 thousand for the three months ended September 30, 2026, up from $211,210 thousand in the same period of 2025, according to the filing.
  • Third-quarter net income: The company reported net income of $29,899 thousand for the three months ended September 30, 2026, compared to $19,892 thousand in the prior-year quarter.
  • Diluted earnings per share: Diluted EPS for the third quarter was $2.48, versus $1.74 in the three months ended September 30, 2025.
  • Nine-month net sales: For the nine months ended September 30, 2026, net sales totaled $500,136 thousand, compared to $443,557 thousand in the same period of 2025.
  • Total assets: Total assets stood at $528,789 thousand at September 30, 2026, up from $442,197 thousand at December 31, 2025.
  • Accumulated deficit: The accumulated deficit was $(18,122) thousand at September 30, 2026, compared to $(41,021) thousand at December 31, 2025, per the balance sheet.
  • Shares issued and outstanding: 11,467,105 shares of common stock were issued and outstanding at September 30, 2026, as reported in the filing.

JAKKS Pacific Reports Third-Quarter 2026 Financial Results

According to the Form 10-Q filed for the quarterly period ended September 30, 2026, JAKKS Pacific, Inc. (NASDAQ:JAKK), a Santa Monica, California-based toy and consumer products company, reported net sales of $254,222 thousand for the third quarter, an increase from $211,210 thousand in the same quarter a year earlier. Cost of sales for the three-month period totaled $172,722 thousand, yielding a gross profit of $81,500 thousand, compared to gross profit of $67,643 thousand in the prior-year third quarter. Royalty expense, which is included in cost of sales, was $41,287 thousand for the third quarter of 2026 versus $34,099 thousand in the third quarter of 2025, the filing disclosed.

For the nine months ended September 30, 2026, the filing reported net sales of $500,136 thousand and net income of $31,482 thousand, compared to $443,557 thousand and $15,191 thousand, respectively, in the prior-year nine-month period. Income from operations for the nine-month period was $31,657 thousand, up from $22,823 thousand a year earlier. Selling, general and administrative expenses for the nine months totaled $130,410 thousand versus $122,856 thousand in the comparable period of 2025.

On the balance sheet as of September 30, 2026, the company reported accounts receivable, net, of $240,294 thousand, compared to $138,341 thousand at December 31, 2025, reflecting the seasonal pattern common to consumer toy businesses. Total stockholders' equity was $277,308 thousand at September 30, 2026, up from $249,105 thousand at year-end 2025. The filing also noted that a cash dividend of $0.25 per share was declared during both the first and second quarters of 2026.

What Was Disclosed

JAKKS Pacific's Form 10-Q for the quarter ended September 30, 2026, disclosed third-quarter net sales of $254,222 thousand, net income of $29,899 thousand, diluted EPS of $2.48, and total assets of $528,789 thousand, with comparisons to the prior-year period and December 31, 2025 balance sheet figures.