JAKKS Pacific, Inc. (JAKK)
NASDAQConsumer DiscretionaryLeisureSnapshot 2026-09-04
NASDAQConsumer DiscretionaryLeisureSnapshot 2026-09-04
QuarterlyIQ Insights · JAKK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue paying a quarterly cash dividend of $0.25 per common share as declared by the Board of Directors.
Maintained as a priority in 5 of last 5 quarters. The Board declared a consistent quarterly cash dividend of $0.25 per share from 2025-Q2 through 2026-Q2. This steady dividend payment aligns with management's stated commitment and shows consistent delivery on capital allocation.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 53% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Board declared a quarterly cash dividend of $0.25 per common share payable August 28, 2026.”
“Board declared a quarterly cash dividend of $0.25 per common share payable June 29, 2026.”
“Board declared a quarterly cash dividend of $0.25 per common share payable March 30, 2026.”
“Board declared a quarterly cash dividend of $0.25 per common share payable December 2025.”
“Board declared a quarterly cash dividend of $0.25 per common share payable September 2025.”
Management emphasizes improving earnings performance including net income and operating income across quarters.
Stated in 5 of last 5 quarters. Net income improved from a loss of $4.3 million in 2026-Q1 to a profit of $5.9 million in 2026-Q2, and operating income improved from a loss of $5.6 million to a loss of $0.14 million in the same period. This shows management is delivering improved earnings performance recently after prior losses.
“Reported net income of $5.9 million and operating income of -$0.14 million.”
“Reported net loss of $4.3 million and operating loss of $5.6 million.”
“Reported net income of $19.9 million and operating income of $29.4 million.”
“Reported net loss of $2.3 million and operating loss of $2.8 million.”
“Reported net loss of $2.4 million and operating loss of $3.8 million.”
Management expects full-year 2026 revenue to reach about $245.9 million, indicating a growth target for the year.
Newly stated in 2026-Q2. Management provided full-year 2026 revenue guidance of approximately $245.9 million. Compared to 2025 full-year revenue (not provided), this guidance sets a growth target. The trajectory is newly stated and pending delivery.
“We expect full-year revenue of $245.914 million in 2026.”
Over the trailing year it converted -0.00x of net income into operating cash flow. Historically, Consumer Discretionary names rated fragile grew net income 40% of the time over the next year (vs 53% for the rest of the cohort, n=3652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 53% for the rest of the cohort, n=2538).
Not investment advice. As of 2026-09-04.