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Funko, Inc.（FNKO）与JAKKS PACIFIC INC（JAKK）财务数据对比。点击上方公司名可切换其他公司
Funko, Inc.的季度营收约是JAKKS PACIFIC INC的2.1倍（$273.1M vs $127.1M）。Funko, Inc.净利率更高（-0.1% vs -4.2%，领先4.1%）。JAKKS PACIFIC INC同比增速更快（-2.8% vs -7.0%）。JAKKS PACIFIC INC自由现金流更多（$31.5M vs $19.2M）。过去两年JAKKS PACIFIC INC的营收复合增速更高（18.8% vs 12.5%）
Funko是一家美国知名流行文化周边收藏品牌，主打获得IP授权的限量收藏商品，以 vinyl 搪胶收藏人偶和摇头公仔闻名，同时也生产授权毛绒玩具、可动玩偶、服饰、配件及周边桌游。该品牌由迈克·贝克尔与克劳迪娅·贝克尔于1998年创立，最初只是主打复古怀旧风的小型手工玩具项目。
杰克太平洋（JAKKS PACIFIC INC）是1995年1月成立的美国玩具制造商，最为人熟知的业务是生产品牌授权的可动人偶、玩具套装、玩偶、毛绒玩具和换装套装，另外该企业在2000年代推出的即插即用电视游戏机系列也广受消费者欢迎。
FNKO vs JAKK — 直观对比
营收规模更大
FNKO
是对方的2.1倍
$127.1M
营收增速更快
JAKK
高出4.3%
-7.0%
净利率更高
FNKO
高出4.1%
-4.2%
自由现金流更多
JAKK
多$12.3M
$19.2M
两年增速更快
JAKK
近两年复合增速
12.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $273.1M | $127.1M |
| 净利润 | $-183.0K | $-5.3M |
| 毛利率 | — | 31.0% |
| 营业利润率 | 2.2% | -6.8% |
| 净利率 | -0.1% | -4.2% |
| 营收同比 | -7.0% | -2.8% |
| 净利润同比 | 87.8% | 41.6% |
| 每股收益（稀释后） | $0.00 | $-0.46 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收FNKOJAKK
| Q4 25 | $273.1M | $127.1M | ||
| Q3 25 | $250.9M | $211.2M | ||
| Q2 25 | $193.5M | $119.1M | ||
| Q1 25 | $190.7M | $113.3M | ||
| Q4 24 | $293.7M | $130.7M | ||
| Q3 24 | $292.8M | $321.6M | ||
| Q2 24 | $247.7M | $148.6M | ||
| Q1 24 | $215.7M | $90.1M |
净利润FNKOJAKK
| Q4 25 | $-183.0K | $-5.3M | ||
| Q3 25 | $901.0K | $19.9M | ||
| Q2 25 | $-40.5M | $-2.3M | ||
| Q1 25 | $-27.6M | $-2.4M | ||
| Q4 24 | $-1.5M | $-9.1M | ||
| Q3 24 | $4.3M | $52.3M | ||
| Q2 24 | $5.1M | $5.3M | ||
| Q1 24 | $-22.7M | $-14.5M |
毛利率FNKOJAKK
| Q4 25 | — | 31.0% | ||
| Q3 25 | — | 32.0% | ||
| Q2 25 | — | 32.8% | ||
| Q1 25 | — | 34.4% | ||
| Q4 24 | — | 27.2% | ||
| Q3 24 | 40.9% | 33.8% | ||
| Q2 24 | 42.0% | 32.0% | ||
| Q1 24 | 40.0% | 23.4% |
营业利润率FNKOJAKK
| Q4 25 | 2.2% | -6.8% | ||
| Q3 25 | 2.6% | 13.9% | ||
| Q2 25 | -18.0% | -2.3% | ||
| Q1 25 | -12.2% | -3.3% | ||
| Q4 24 | 1.8% | -11.3% | ||
| Q3 24 | 4.0% | 21.2% | ||
| Q2 24 | 4.3% | 5.1% | ||
| Q1 24 | -6.9% | -23.7% |
净利率FNKOJAKK
| Q4 25 | -0.1% | -4.2% | ||
| Q3 25 | 0.4% | 9.4% | ||
| Q2 25 | -20.9% | -1.9% | ||
| Q1 25 | -14.5% | -2.1% | ||
| Q4 24 | -0.5% | -7.0% | ||
| Q3 24 | 1.5% | 16.3% | ||
| Q2 24 | 2.1% | 3.5% | ||
| Q1 24 | -10.5% | -16.1% |
每股收益（稀释后）FNKOJAKK
| Q4 25 | $0.00 | $-0.46 | ||
| Q3 25 | $0.02 | $1.74 | ||
| Q2 25 | $-0.74 | $-0.21 | ||
| Q1 25 | $-0.52 | $-0.21 | ||
| Q4 24 | $-0.01 | $-0.70 | ||
| Q3 24 | $0.08 | $4.64 | ||
| Q2 24 | $0.10 | $0.47 | ||
| Q1 24 | $-0.45 | $-1.27 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $42.1M | $52.2M |
| 总债务越低越好 | $100.3M | — |
| 股东权益账面价值 | $185.8M | $249.1M |
| 总资产 | $685.2M | $442.2M |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势，按日历期对齐
现金及短期投资FNKOJAKK
| Q4 25 | $42.1M | $52.2M | ||
| Q3 25 | $39.2M | $25.9M | ||
| Q2 25 | $49.2M | $38.2M | ||
| Q1 25 | $25.9M | $59.2M | ||
| Q4 24 | $34.7M | $69.9M | ||
| Q3 24 | $28.5M | $22.1M | ||
| Q2 24 | $41.6M | $17.7M | ||
| Q1 24 | $26.1M | $35.3M |
总债务FNKOJAKK
| Q4 25 | $100.3M | — | ||
| Q3 25 | $106.0M | — | ||
| Q2 25 | $111.6M | — | ||
| Q1 25 | $117.2M | — | ||
| Q4 24 | $122.8M | — | ||
| Q3 24 | $128.4M | — | ||
| Q2 24 | $133.9M | — | ||
| Q1 24 | $139.4M | — |
股东权益FNKOJAKK
| Q4 25 | $185.8M | $249.1M | ||
| Q3 25 | $182.7M | $255.9M | ||
| Q2 25 | $181.2M | $236.2M | ||
| Q1 25 | $212.8M | $234.5M | ||
| Q4 24 | $233.0M | $240.3M | ||
| Q3 24 | $236.5M | $249.6M | ||
| Q2 24 | $223.5M | $195.4M | ||
| Q1 24 | $212.5M | $187.7M |
总资产FNKOJAKK
| Q4 25 | $685.2M | $442.2M | ||
| Q3 25 | $699.3M | $485.3M | ||
| Q2 25 | $694.9M | $438.7M | ||
| Q1 25 | $648.4M | $405.9M | ||
| Q4 24 | $707.3M | $444.9M | ||
| Q3 24 | $783.6M | $523.9M | ||
| Q2 24 | $737.8M | $378.3M | ||
| Q1 24 | $725.5M | $324.3M |
负债/权益比FNKOJAKK
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.58× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.55× | — | ||
| Q4 24 | 0.53× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.60× | — | ||
| Q1 24 | 0.66× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $28.1M | $33.2M |
| 自由现金流经营现金流 - 资本支出 | $19.2M | $31.5M |
| 自由现金流率自由现金流/营收 | 7.0% | 24.8% |
| 资本支出强度资本支出/营收 | 3.3% | 1.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-38.1M | $-1.1M |
8季度趋势，按日历期对齐
经营现金流FNKOJAKK
| Q4 25 | $28.1M | $33.2M | ||
| Q3 25 | $11.2M | $-8.8M | ||
| Q2 25 | $-22.2M | $-14.2M | ||
| Q1 25 | $-22.3M | $-1.7M | ||
| Q4 24 | $59.8M | $54.1M | ||
| Q3 24 | $3.3M | $12.5M | ||
| Q2 24 | $45.9M | $-14.8M | ||
| Q1 24 | $14.5M | $-12.9M |
自由现金流FNKOJAKK
| Q4 25 | $19.2M | $31.5M | ||
| Q3 25 | $3.4M | $-12.2M | ||
| Q2 25 | $-31.8M | $-16.6M | ||
| Q1 25 | $-28.8M | $-3.8M | ||
| Q4 24 | $47.8M | $50.2M | ||
| Q3 24 | $-4.2M | $9.8M | ||
| Q2 24 | $36.8M | $-17.2M | ||
| Q1 24 | $10.3M | $-15.1M |
自由现金流率FNKOJAKK
| Q4 25 | 7.0% | 24.8% | ||
| Q3 25 | 1.3% | -5.8% | ||
| Q2 25 | -16.5% | -14.0% | ||
| Q1 25 | -15.1% | -3.3% | ||
| Q4 24 | 16.3% | 38.4% | ||
| Q3 24 | -1.4% | 3.0% | ||
| Q2 24 | 14.9% | -11.6% | ||
| Q1 24 | 4.8% | -16.8% |
资本支出强度FNKOJAKK
| Q4 25 | 3.3% | 1.3% | ||
| Q3 25 | 3.1% | 1.6% | ||
| Q2 25 | 5.0% | 2.0% | ||
| Q1 25 | 3.4% | 1.8% | ||
| Q4 24 | 4.1% | 3.0% | ||
| Q3 24 | 2.6% | 0.8% | ||
| Q2 24 | 3.7% | 1.6% | ||
| Q1 24 | 1.9% | 2.5% |
现金转化率FNKOJAKK
| Q4 25 | — | — | ||
| Q3 25 | 12.47× | -0.44× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.77× | 0.24× | ||
| Q2 24 | 8.97× | -2.81× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
FNKO
| Core Collectibles | $221.0M | 81% |
| Loungefly LLC | $43.1M | 16% |
| Other Products Excluding Core Collectibles And Loungefly Brands | $9.0M | 3% |
JAKK
| Toys Consumer Products | $118.0M | 93% |
| Costumes | $9.1M | 7% |
