Form 8-K

8-K — JAKKS PACIFIC INC

Accession: 0001185185-26-003108

Filed: 2026-07-24

Period: 2026-07-22

CIK: 0001009829

SIC: 3944 (GAMES, TOYS & CHILDREN'S VEHICLES (NO DOLLS & BICYCLES))

Item: Results of Operations and Financial Condition

Item: Other Events

Item: Financial Statements and Exhibits

Documents

8-K — jakk8k072226.htm (Primary)

EX-10.1 — EXHIBIT 10.1 (jakkex10-1.htm)

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8-K (Primary)

Filename: jakk8k072226.htm · Sequence: 1

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0001009829

2026-07-22

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of

The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported):

July 22, 2026

JAKKS

PACIFIC, INC.

(Exact name of registrant as specified in its charter)

Delaware

001-35448

95-4527222

(State or other jurisdiction

(Commission File Number)

(IRS Employer

of incorporation)

Identification No.)

2951

28th Street, Santa

Monica, California

90405

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including

area code: (424) 268-9444

Securities registered or to be registered

pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol

Name of each exchange on which registered

Common Stock, $.001 par value

JAKK

NASDAQ Global Select Market

Check the appropriate box below if the Form 8-K filing is intended

to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth

company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities

Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant

has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant

to Section 13(a) of the Exchange Act. ☐

Item

2.02. Results of Operations and Financial Condition.

On July

23, 2026, we issued a press release announcing our second quarter results for 2026. Following the issuance of the press release, on July

23, 2026 at 5:00 p.m. ET / 2:00 p.m. PT, we hosted a teleconference and webcast for analysts, investors, media and others to discuss

the results and other business topics. Such financial information included in the Exhibit attached hereto, shall not be deemed "filed"

for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall it be deemed incorporated by reference in any filing under

the Securities Act of 1933, except as shall be expressly set forth by specific reference in such filing. A copy of such release

is annexed hereto as Exhibit 10.1.

Item

8.01. Other Events.

On July 22, 2026, our Board of Directors declared

a quarterly cash dividend of $0.25 per common share. The dividend will be payable on August 28, 2026 to shareholders of record at the

close of business on September 28, 2026.

Item

9.01. Financial Statements and Exhibits

(d) Exhibits

Exhibit

Description

10.1

July 23, 2026 Press Release

104

Cover Page Interactive Data File (formatted as Inline XBRL)

SIGNATURES

Pursuant

to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by

the undersigned hereunto duly authorized.

JAKKS PACIFIC, INC.

Dated:

July 24, 2026

By:

/s/ JOHN L. KIMBLE

John L. Kimble, CFO

EX-10.1 — EXHIBIT 10.1

EX-10.1

Filename: jakkex10-1.htm · Sequence: 2

Exhibit 10.1

JAKKS PACIFIC REPORTS SECOND QUARTER 2026 FINANCIAL

RESULTS

Net sales up 17% in Q2

Highest first-half International sales in 10+

years

Santa Monica, California, July 23, 2026

– JAKKS Pacific, Inc. (Nasdaq: JAKK) today reported financial results for the second quarter ended June 30, 2026.

Second Quarter 2026

● Net sales were $139.2 million, a year-over-year

increase of 17%

o Toys/Consumer Products net sales were $97.5 million, up 21% from $80.4 million last year

o Costumes net sales were $41.7 million, a year-over-year increase of 8%

● Gross margin of 32.3%, down 50 basis points vs.

Q2 2025

● Gross profit of $45.0 million, up 15% compared

to $39.0 million in Q2 2025

● Operating loss of $0.1 million in Q2 2026, compared

to a loss of $2.8 million in Q2 2025

● Net income attributable to common stockholders

of $5.9 million or $0.49 per diluted share, compared to net loss attributable to common stockholders of $2.3 million or $0.21 per diluted

share in Q2 2025, driven by refunded tariff expenditures reflected in Non-Operating Income

● Adjusted net income attributable to common stockholders

(a non-GAAP measure) of $2.9 million or $0.25 per diluted share, compared to adjusted net income attributable to common stockholders of

$0.4 million or $0.03 per diluted share in Q2 2025

● Adjusted EBITDA (a non-GAAP measure) of $5.4

million vs. $2.3 million in Q2 2025

● Trailing-twelve-month Adjusted EBITDA of $37.8

million, up from $34.6 million as of Q1 2026

Management Commentary

“We finished the second quarter with good momentum heading into

the second half of the year. The year is developing as we had planned,” said Stephen Berman, Chairman and CEO of JAKKS Pacific.

“Many retailers in the US are recalibrating their pricing and where they have done so, we see consumers responding positively to

our compelling product offering. Our first half new product introductions were broadly well received and sold through. Our Action Play

& Collectibles business was up by over 40% in the quarter and reached $97 million in net sales for the first half, our highest level

in over 15 years. Our Dolls, Role-Play and Dress-Up business was up over 11% in the quarter despite a lack of new entertainment properties

in that division. Our evergreen businesses are rebounding from last year and setting us up well for the quarters ahead”.

Second Quarter & First-Half 2026 Highlights

Net Sales in North America were up 20% in the quarter to $115 million

compared to the previous year and 3% for the first-half of the year. International Sales were $24 million in the quarter -- up from $23

million last year (a 3% increase) and $53 million in the first-half compared to $44 million in 2025 and $33 million in 2024 for the comparable

time periods. Globally, Action Play & Collectibles net sales were $42 million in the quarter, up from $30 million and $37 million

in 2025 and 2024, respectively. Dolls, Role-Play, Dress-Up net sales were $52 million, compared to $46 million and $64 million in 2025

and 2024, respectively. Costumes net sales were $42 million, compared to $39 million (an 8% increase) and $44 million in 2025 and 2024,

respectively. Costumes were up 8% for the quarter and 9% for the first-half.

Inventory was $58.3 million as of June 30, 2026, compared to $71.8

million as of June 30, 2025, and $59.8 million as of December 31, 2025.

Cash (including restricted cash and cash equivalents) was $60.6 million

as of June 30, 2026, compared to $43.1 million as of June 30, 2025, and $54.1 million as of December 31, 2025.

The Board of Directors declared a quarterly dividend of $0.25 per share

on the company’s common stock, payable September 28, 2026, to shareholders of record August 28, 2026.

Use of Non-GAAP Financial Information and Reconciliation of GAAP

to Non-GAAP measures:

In addition to the preliminary results reported in accordance with U.S. GAAP included in this release, the Company has provided certain

non-GAAP financial information including Adjusted EBITDA and Adjusted Net Income (Loss) that exclude various items that are detailed in

the financial tables and accompanying footnotes reconciling GAAP to non-GAAP results contained in this release. The non-GAAP financial

measures included in the press release are reconciled to the corresponding GAAP financial measures below, as required under the rules

of the Securities and Exchange Commission regarding the use of non-GAAP financial measures.

We define Adjusted EBITDA as income (loss) from operations before depreciation,

amortization and adjusted for certain non-recurring and non-cash charges, such as reorganization expenses and restricted stock compensation

expense Net income (loss) is similarly adjusted and tax-effected to arrive at Adjusted Net Income (Loss). Adjusted EBITDA and Adjusted

Net Income (Loss) are not recognized financial measures under GAAP, but we believe that they are useful in measuring our operating performance,

enhance an overall understanding of the Company’s past financial performance, and provides useful information to the investor by

comparing our performance across reporting periods on a consistent basis. Investors should not consider these measures in isolation or

as a substitute for net income, operating income, or any other measure for determining the Company’s operating performance that

is calculated in accordance with GAAP. In addition, because these measures are not calculated in accordance with GAAP, they may not necessarily

be comparable to similarly titled measures employed by other companies.

The non-GAAP financial measures included in the press release are reconciled

to the corresponding GAAP financial measures below, as required under the rules of the Securities and Exchange Commission regarding the

use of non-GAAP financial measures. See “Use of Non-GAAP Financial Information” for additional disclosures with respect to

the use of non-GAAP financial information.

Conference Call Live Webcast

JAKKS Pacific, Inc. invites analysts, investors and media to listen

to the teleconference scheduled for 5:00 p.m. ET / 2:00 p.m. PT on July 23, 2026. 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 (2Q26 Registration link), and you will be provided with dial-in details. To avoid delays, we encourage

participants to dial into the conference call fifteen 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, costumes 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).

Forward Looking Statements

This press release may contain “forward-looking statements”

(within the meaning of the Private Securities Litigation Reform Act of 1995) that are based on current expectations, estimates and projections

about JAKKS Pacific’s business based partly on assumptions made by its management. These statements are not guarantees of future performance

and involve risks, uncertainties and assumptions that are difficult to predict. Therefore, actual outcomes and results may differ materially

from what is expressed or forecasted in such statements due to numerous factors, including, but not limited to, those described above,

changes in demand for JAKKS Pacific’s products, product mix, the timing of customer orders and deliveries, the impact of competitive products,

tariff policy and pricing, or any future transactions will result in future growth or success of JAKKS. The “forward-looking statements”

contained herein speak only as of the date on which they are made, and JAKKS undertakes no obligation to update any of them to reflect

events or circumstances after the date of this release.

CONTACT:

JAKKS Pacific Investor Relations

(424) 268-9567

Lucas Natalini

investors@jakks.net

JAKKS Pacific, Inc. and Subsidiaries

Condensed Consolidated Balance Sheets

(Unaudited)

June 30,

December 31,

2026

2025

(In thousands)

Assets

Current assets:

Cash and cash equivalents

$ 59,513

$ 38,195

$ 52,197

Restricted cash

1,132

4,861

1,869

Accounts receivable, net

141,272

124,489

138,341

Inventory, net

58,272

71,811

59,805

Prepaid expenses and other assets

17,899

22,575

16,873

Total current assets

278,088

261,931

269,085

Property and equipment

159,938

146,661

152,224

Less accumulated depreciation and amortization

136,725

126,890

133,216

Property and equipment, net

23,213

19,771

19,008

Operating lease right-of-use assets, net

40,890

49,931

46,776

Deferred income tax assets, net

69,587

70,401

69,569

Goodwill

34,964

34,950

35,077

Other long-term assets

1,751

1,734

2,682

Total assets

$ 448,493

$ 438,718

$ 442,197

Liabilities and Stockholders’ Equity

Current liabilities:

Accounts payable

$ 69,737

$ 65,422

$ 55,558

Accrued expenses

47,145

45,890

43,076

Reserve for sales returns and allowances

30,849

29,116

33,569

Income taxes payable

2,119

Short-term operating lease liabilities

14,406

12,405

13,784

Total current liabilities

162,137

152,833

148,106

Long-term operating lease liabilities

32,218

43,881

39,578

Accrued expenses, long term

5,288

3,222

4,463

Income taxes payable

975

2,045

945

Total liabilities

200,618

201,981

193,092

Stockholders’ equity:

Common stock, $.001 par value

Additional paid-in capital

307,218

299,110

302,408

Accumulated deficit

(45,160 )

(49,965 )

(41,021 )

Accumulated other comprehensive loss

(14,194 )

(12,919 )

(12,293 )

Total JAKKS Pacific, Inc. stockholders’ equity

247,875

236,237

249,105

Non-controlling interests

500

Total stockholders’ equity

247,875

236,737

249,105

Total liabilities and stockholders’ equity

$ 448,493

$ 438,718

$ 442,197

Supplemental Balance Sheet and Cash Flow Data (Unaudited)

June 30,

Key Balance Sheet Data:

2026

2025

Accounts receivable days sales outstanding (DSO)

Inventory turnover (DSI)

Six Months Ended

June 30,

Trailing Twelve Months (*) Ended

June 30,

Condensed Cash Flow Data:

2026

2025

2026

2025

Cash flows from (used in) operating activities

$ 26,149

$ (15,931 )

$ 50,572

$ 50,682

Cash flows used in investing activities

(10,532 )

(6,015 )

(16,861 )

(12,730 )

Cash flows used in financing activities and other

(9,038 )

(5,135 )

(16,122 )

(12,798 )

Net increase (decrease) in cash, cash equivalents and restricted cash

$ 6,579

$ (27,081 )

$ 17,589

$ 25,154

Capital expenditures

$ (10,104 )

$ (4,470 )

$ (15,197 )

$ (11,089 )

(*) Trailing twelve months (TTM) amounts are calculated as the

sum of the most recent four quarters, derived from reported GAAP results.

JAKKS Pacific, Inc. and Subsidiaries

Condensed Consolidated Statements

of Operations (Unaudited)

Three Months Ended

June 30,

Six Months Ended

June 30,

2026

2025

Δ (%)

2026

2025

Δ (%)

(In thousands, except per share data)

Net sales

$ 139,238

$ 119,094

17 %

$ 245,914

$ 232,347

6 %

Less: Cost of sales

Cost of goods

68,773

58,784

120,960

113,410

Royalty expense

23,072

19,509

39,985

37,677

Amortization of tools and molds

2,432

1,778

4,402

3,224

Cost of sales

94,277

80,071

165,347

154,311

Gross profit

44,961

39,023

80,567

78,036

Direct selling expenses

8,500

6,710

16,664

15,406

General and administrative expenses

36,442

34,974

69,306

68,935

Depreciation and amortization

161

122

313

235

Selling, general and administrative expenses

45,103

41,806

86,283

84,576

Loss from operations

(142 )

(2,783 )

(95 )

(5,716 )

(6,540 )

(13 )

Other income (expense):

Other income (expense), net

6,976

7,001

Loss on debt extinguishment

(417 )

Interest income

788

395

1,268

757

Interest expense

(55 )

(145 )

(62 )

(115 )

(300 )

(62 )

Income (loss) before provision for (benefit from) income taxes

7,567

(2,925 )

2,438

(6,470 )

Provision for (benefit from) income taxes

1,704

(606 )

855

(1,769 )

Net income (loss)

5,863

(2,319 )

1,583

(4,701 )

Earnings (loss) per share - basic

$ 0.51

$ (0.21 )

$ 0.14

$ (0.42 )

Shares used in earnings (loss) per share - basic

11,445

11,146

11,444

11,146

Earnings (loss) per share - diluted

$ 0.49

$ (0.21 )

$ 0.13

$ (0.42 )

Shares used in earnings (loss) per share - diluted

11,872

11,146

11,803

11,146

Three Months Ended

June 30,

Six Months Ended

June 30,

2026

2025

Δ bps

2026

2025

Δ bps

Fav/(Unfav)

Net sales

100.0 %

Less: Cost of sales

Cost of goods

49.4

49.3

(10 )

49.2

48.8

(40 )

Royalty expense

16.6

16.4

(20 )

16.3

16.2

(10 )

Amortization of tools and molds

1.7

1.5

(20.0 )

1.7

1.4

(30 )

Cost of sales

67.7

67.2

(50 )

67.2

66.4

(80 )

Gross profit

32.3

32.8

(50 )

32.8

33.6

(80 )

Direct selling expenses

6.1

5.6

(50 )

6.8

6.6

(20 )

General and administrative expenses

26.2

29.4

320

28.2

29.7

150

Depreciation and amortization

0.1

Selling, general and administrative expenses

32.4

35.1

270

35.1

36.4

130

Loss from operations

(0.1 )

(2.3 )

220

(2.3 )

(2.8 )

Other income (expense):

Other income (expense), net

5.0

2.8

Loss on debt extinguishment

(0.4 )

(0.2 )

Interest income

0.6

0.3

0.5

0.3

Interest expense

(0.1 )

Income (loss) before provision for (benefit from) income taxes

5.4

(2.5 )

0.9

(2.8 )

Provision for (benefit from) income taxes

1.2

(0.6 )

0.3

(0.8 )

Net income (loss)

4.2 %

(1.9 )

0.6

(2.0 )%

JAKKS Pacific, Inc. and Subsidiaries

Reconciliation of Non-GAAP Financial Information (Unaudited)

Three Months Ended

June 30,

Six Months Ended

June 30,

2026

2025

Δ ($)

2026

2025

Δ ($)

(In thousands)

EBITDA and Adjusted EBITDA

Net income (loss)

$ 5,863

$ (2,319 )

$ 8,182

$ 1,583

$ (4,701 )

$ 6,284

Interest expense

145

(90 )

115

300

(185 )

Interest income

(788 )

(395 )

(393 )

(1,268 )

(757 )

(511 )

Provision for (benefit from) income taxes

1,704

(606 )

2,310

855

(1,769 )

2,624

Depreciation and amortization

2,593

1,900

693

4,715

3,459

1,256

EBITDA

9,427

(1,275 )

10,702

6,000

(3,468 )

9,468

Adjustments:

Other (income) expense, net

(6,976 )

(25 )

(6,951 )

(7,001 )

(30 )

(6,971 )

Restricted stock compensation expense

2,998

3,188

(190 )

6,079

5,740

339

Loss on debt extinguishment

417

(417 )

417

(417 )

Adjusted EBITDA

$ 5,449

$ 2,305

$ 3,144

$ 5,078

$ 2,659

$ 2,419

Adjusted EBITDA/Net sales %

3.9 %

1.9 %

200 bps

2.1 %

1.1 %

100 bps

Trailing Twelve Months Ended

June 30,

2026

2025

Δ ($)

(In thousands)

TTM EBITDA and TTM Adjusted EBITDA

TTM net income

$ 16,155

$ 38,458

$ (22,303 )

Interest expense

286

996

(710 )

Interest income

(1,506 )

(1,134 )

(372 )

Provision for income taxes

7,518

8,210

(692 )

Depreciation and amortization

11,489

9,857

1,632

TTM EBITDA

33,942

56,387

(22,445 )

Adjustments:

Other (income) expense, net

(7,421 )

(122 )

(7,299 )

Restricted stock compensation expense

11,252

10,181

1,071

Loss on debt extinguishment

417

(407 )

TTM Adjusted EBITDA

$ 37,783

$ 66,863

$ (29,080 )

TTM Adjusted EBITDA/TTM Net sales %

6.5 %

9.8 %

-330 bps

Three Months Ended

June 30,

Six Months Ended

June 30,

2026

2025

Δ ($)

2026

2025

Δ ($)

(In thousands, except per share data)

Adjusted net income

Net income (loss)

$ 5,863

$ (2,319 )

$ 8,182

$ 1,583

$ (4,701 )

$ 6,284

Restricted stock compensation expense

2,998

3,188

(190 )

6,079

5,740

339

Loss on debt extinguishment

417

(417 )

417

(417 )

Refunded tariff expenditure

(6,772 )

Tax impact of additional charges

855

(896 )

1,751

142

(1,420 )

1,562

Adjusted net income

$ 2,944

$ 390

$ 2,554

$ 1,032

$ 36

$ 996

Adjusted earnings per share - basic

$ 0.26

$ 0.03

$ 0.23

$ 0.09

$ -

$ 0.09

Shares used in adjusted earnings per share - basic

11,445

11,146

299

11,444

11,146

298

Adjusted earnings per share - diluted

$ 0.25

$ 0.03

$ 0.22

$ 0.09

$ -

$ 0.09

Shares used in adjusted earnings per share - diluted

11,872

11,397

475

11,803

11,487

316

JAKKS Pacific, Inc. and Subsidiaries

Net Sales by Division and Geographic Region

(In thousands)

QTD Q2

(In thousands)

YTD Q2

Divisions

2024

2025

2026

% Change

2025 v 2026

CAGR%

2024 - 2026

Divisions

2024

2025

2026

% Change

2025 v 2026

CAGR%

2024 - 2026

Toys/Consumer Products

$ 104,570

$ 80,379

$ 97,507

21.3 %

-3.4 %

Toys/Consumer Products

$ 187,480

$ 187,817

$ 197,602

5.2 %

2.7 %

Dolls, Role-Play/Dress-Up

63,608

46,164

51,629

11.8 %

-9.9 %

Dolls, Role-Play/Dress-Up

104,182

101,627

89,126

-12.3 %

-7.5 %

Action Play & Collectibles

36,555

29,902

42,063

40.7 %

7.3 %

Action Play & Collectibles

69,563

72,783

97,332

33.7 %

18.3 %

Outdoor/Seasonal Toys

4,407

4,313

3,815

-11.5 %

-7.0 %

Outdoor/Seasonal Toys

13,735

13,407

11,144

-16.9 %

-9.9 %

Costumes

$ 44,049

$ 38,715

$ 41,731

7.8 %

-2.7 %

Costumes

$ 51,215

$ 44,530

$ 48,312

8.5 %

-2.9 %

Total

$ 148,619

$ 119,094

$ 139,238

16.9 %

-3.2 %

Total

$ 238,695

$ 232,347

$ 245,914

5.8 %

1.5 %

(In thousands)

QTD Q2

(In thousands)

YTD Q2

Regions

2024

2025

2026

% Change

2025 v 2026

CAGR%

2024 - 2026

Regions

2024

2025

2026

% Change

2025 v 2026

CAGR%

2024 - 2026

United States

$ 125,837

$ 86,990

$ 108,251

24.4 %

-7.3 %

United States

$ 196,267

$ 175,934

$ 182,887

4.0 %

-3.5 %

Europe

10,264

14,657

16,021

9.3 %

24.9 %

Europe

15,999

26,467

33,400

26.2 %

44.5 %

Latin America

3,239

6,047

4,137

-31.6 %

13.0 %

Latin America

11,235

13,506

11,099

-17.8 %

-0.6 %

Canada

6,288

8,826

7,080

-19.8 %

6.1 %

Canada

9,658

12,105

10,072

-16.8 %

2.1 %

Australia & New Zealand

1,607

886

1,533

73.0 %

-2.3 %

Australia & New Zealand

2,953

1,499

4,002

167.0 %

16.4 %

Asia

1,268

1,448

2,216

53.0 %

32.2 %

Asia

2,233

2,199

4,151

88.8 %

36.3 %

Middle East & Africa

116

240

-100.0 %

Middle East & Africa

350

637

303

-52.4 %

-7.0 %

Total

$ 148,619

$ 119,094

$ 139,238

16.9 %

-3.2 %

Total

$ 238,695

$ 232,347

$ 245,914

5.8 %

1.5 %

(In thousands)

QTD Q2

(In thousands)

YTD Q2

Regions

2024

2025

2026

% Change

2025 v 2026

CAGR%

2024 - 2026

Regions

2024

2025

2026

% Change

2025 v 2026

CAGR%

2024 - 2026

North America

$ 132,125

$ 95,816

$ 115,331

20.4 %

-6.6 %

North America

$ 205,925

$ 188,039

$ 192,959

2.6 %

-3.2 %

International

16,494

23,278

23,907

2.7 %

20.4 %

International

32,770

44,308

52,955

19.5 %

27.1 %

Total

$ 148,619

$ 119,094

$ 139,238

16.9 %

-3.2 %

Total

$ 238,695

$ 232,347

$ 245,914

5.8 %

1.5 %

(In thousands)

QTD Q2

(In thousands)

YTD Q2

Regions

2024

2025

2026

% Change

2025 v 2026

CAGR%

2024 - 2026

Regions

2024

2025

2026

% Change

2025 v 2026

CAGR%

2024 - 2026

United States

$ 125,837

$ 86,990

$ 108,251

24.4 %

-7.3 %

United States

$ 196,267

$ 175,934

$ 182,887

4.0 %

-3.5 %

Rest of World

22,782

32,104

30,987

-3.5 %

16.6 %

Rest of World

42,428

56,413

63,027

11.7 %

21.9 %

Total

$ 148,619

$ 119,094

$ 139,238

16.9 %

-3.2 %

Total

$ 238,695

$ 232,347

$ 245,914

5.8 %

1.5 %

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Cover

Jul. 22, 2026

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JAKKS

PACIFIC, INC.

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Santa

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