Every material Form 8-K Funko, Inc. has filed with the SEC since May 07, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Funko reported third-quarter 2026 results, with net sales up 3.0% to $258.3 million and net income of $7.5 million, or $0.13 per diluted share, compared with $0.9 million, or $0.02, a year earlier. The company reiterated its full-year 2026 guidance for net sales, gross margin and adjusted EBITDA, so shareholders have no change to the outlook.
Q3 net sales rose 3.0% to $258.3 million; Core Collectibles rose 4.8%, while Loungefly fell 9.8%
Adjusted EBITDA was $32.1 million, up from $24.4 million; gross margin was 45.2%, up from 40.2%
Full-year 2026 guidance reiterated: net sales flat to up 3%, gross margin 46% to 47%, adjusted EBITDA $100 million to $110 million, including a $25.4 million second-quarter tariff-related benefit
Funko reported second-quarter 2026 net sales of $207.7 million, up 7.4% from $193.5 million a year earlier, and net income of $15.4 million, or $0.27 per diluted share, compared with a net loss of $40.5 million a year earlier. The company raised its full-year 2026 adjusted EBITDA outlook to $100 million to $110 million and gross margin outlook to 46% to 47%, both including a $25.4 million pre-tax tariff-related benefit, while reiterating its full-year net sales outlook of flat to up 3%.
Q2 2026 net income was $15.4 million, or $0.27 per diluted share, versus a net loss of $40.5 million, or $(0.74) per diluted share, in Q2 2025; results include a $25.4 million pre-tax tariff-related benefit.
Full-year 2026 adjusted EBITDA guidance raised to $100 million-$110 million from $70 million-$80 million; gross margin guidance raised to 46%-47% from 41%-43%.
Full-year 2026 net sales guidance reiterated at flat to up 3%.
Third-quarter 2026 guidance: net sales approximately flat year over year, gross margin approximately 43%-44%, adjusted EBITDA $25 million to $30 million.
Funko reported first-quarter 2026 net sales of $200.9 million, up 5.3% from a year earlier, with gross margin rising to 44.2% and the net loss narrowing to $18.1 million, or $0.33 per share. The company reiterated its full-year 2026 outlook and gave second-quarter guidance of $5 million to $10 million in adjusted EBITDA, which matters to shareholders because it shows the top line and profitability both improved while the company kept its full-year targets.
Net sales were $200.9 million versus $190.7 million; Core Collectible sales rose 16.8%, while Loungefly sales fell 23.1%.
Gross margin was 44.2% versus 40.3%, which the company said is its highest reported gross margin.
Net loss was $18.1 million, or $0.33 per share, versus $28.1 million, or $0.52 per share; adjusted EBITDA was $11.3 million versus negative $4.7 million.
Full-year 2026 outlook reiterated: net sales flat to up 3% and adjusted EBITDA $70 million to $80 million. Second-quarter guidance: net sales $195 million to $205 million and adjusted EBITDA $5 million to $10 million.
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