JAKKS Pacific swings to $5.9M profit on tariff refunds; revenue up 16.9%

Filed July 31, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 1, 2025 · ~1 min read

Key Changes

• high

  Net income expected to reach $5.9M ($0.49 diluted EPS) versus a loss a year ago, driven by a $7.0M tariff refund and higher sales.

  MD&A: Net income turnaround verify on EDGAR →
• high

  Future minimum royalty guarantees nearly tripled to $185.0M, with $60.7M due in the next twelve months.

  MD&A: Royalty guarantees verify on EDGAR →
• medium

  Walmart concentration rose to 34.3% of quarterly sales (from 25.7%), reflecting revised aggregation of subsidiaries.

  Notes: Major customer concentration view on EDGAR →