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Funko (FNKO) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Funko (FNKO) Q3 2026 earnings results →

Q3 2026 Revenue up 3% year over year to $258M · 3¢ of every $1 of revenue kept as net profit · operating margin 5.8%

Funko made $258M in Q3 2026 (+3% Y/Y): Core Collectible $210M, Loungefly $40.3M, Other $8.0M. Operating margin 5.8%, net earnings $7.5M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.

Revenue$258M
Year over year+3%
Operating margin5.8%
Net earnings$7.5M
Operating cash flow$30.5M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $258.3M in Q3 2026, up 3% year over year and up 24% from the previous quarter. Core Collectible was the largest line at 81% of revenue. Core Collectible added $9.7M year over year (up 5%), 130% of the total change. Loungefly declined 10%.

Operating profit was $15.0M, a 5.8% margin (up 3.2 points year over year). Of the extra revenue versus Q3 2025, 115% reached operating profit, above the 3% margin then. Total costs fell 0% while revenue rose 3%. Net earnings were $7.5M, up 731% year over year. The effective tax rate was 14.7%.

Operating cash flow was $30.5M (up 172% year over year), 406% of net earnings. Non-cash charges added back $15.0M of depreciation and amortization and $2.6M of share-based compensation. Working capital and other items added $5.4M. Capital expenditures of $5.8M left free cash flow of $24.7M.

Quarterly history

Funko revenue by quarterFunko revenue by quarter$191MQ1 2025$193MQ2 2025$251MQ3 2025$273MQ4 2025$201MQ1 2026$208MQ2 2026$258MQ3 2026
Funko net earnings by quarterFunko net earnings by quarter−$28.1MQ1 2025−$41.0MQ2 2025$901KQ3 2025−$180KQ4 2025−$18.1MQ1 2026$15.4MQ2 2026$7.5MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 5, 2026$258M+3%5.8%$7.5M$30.5M
Q2 202610-QAug 6, 2026$208M+7%10.7%$15.4M$13.5M
Q1 202610-QMay 7, 2026$201M+5%-4.8%−$18.1M$10.2M
Q4 202510-KMar 12, 2026$273M-7%2.2%−$180K$28.1M
Q3 202510-QNov 6, 2025$251M-14%2.6%$901K$11.2M
Q2 202510-QAug 7, 2025$193M-22%-18.0%−$41.0M−$22.2M
Q1 202510-QMay 8, 2025$191M-12%-12.2%−$28.1M−$22.3M

Charts

Funko: revenue growth, year over year and quarter over quarterFunko: revenue growth, year over year and quarter over quarterY/YQ/Q-12%Q1 2025-22%+1%Q2 2025-14%+30%Q3 2025-7%+9%Q4 2025+5%-26%Q1 2026+7%+3%Q2 2026+3%+24%Q3 2026
Latest (Q3 2026): Y/Y +3%, Q/Q +24%.
Funko: where the cash came from (+) and went (−), TTM to Q3 2026Funko: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$82.3MNet borrowing (+) / repaid (−)−$43.0MCapital spending−$33.7MCash drawn (+) / kept (−)−$2.4MOther financing−$2.0MExchange rates−$1.2MOther investing$21K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Funko: profit against cash, quarter by quarterFunko: profit against cash, quarter by quarterNet incomeOperating cash flow−$1.4M$59.8MQ4 2024−$28.1M−$22.3MQ1 2025−$41.0M−$22.2MQ2 2025$948K$11.2MQ3 2025−$180K$28.1MQ4 2025−$18.1M$10.2MQ1 2026$15.4M$13.5MQ2 2026$7.5M$30.5MQ3 2026
Latest (Q3 2026): Net income $7.5M, Operating cash flow $30.5M.
Funko: diluted shares by fiscal yearFunko: diluted shares by fiscal year36MFY202041MFY202145MFY202248MFY202352MFY202454MFY2025
+52.0% since FY2020: more shares outstanding (issuance, stock pay).
Funko in its industry: growth against margin (4 companies, SIC 3944)Funko in its industry: growth against margin (4 companies, SIC 3944)revenue growth, year over year →↑ operating marginmedian +20%median 15%HASJAKKNNUPFNKO (+3%, 6%)
Games, Toys & Children's Vehicles (No Dolls & Bicycles); dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Funko

Funko is a leading pop culture consumer products company . Our business is built on the belief that everyone is a fan of something. We create whimsical, fun and unique products that enable fans to express who they are, which allows them to find their community and generate a sense of belonging and joy. We achieve this through products people display, wear or carry of their favorite “something”—whether it is a movie, TV show, video game, musician or sports team. We infuse our distinct designs and aesthetic sensibility into our extensive portfolio of licensed content over a wide variety of product categories, including figures, bags, wallets, apparel, plush, accessories, homewares, vinyl records and limited-edition posters, which we make available at highly accessible price points under our Funko, Loungefly and Mondo brands.

In its own words, from its 10-K, filed Mar 12, 2026.

Funko against its Games, Toys & Children's Vehicles (No Dolls & Bicycles) peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +3% against the peers' median +20%. Operating margin: 5.8% against the peers' median 14.7%.

CompanyQuarterRevenueY/YOp. margin
FNKO FunkoQ3 2026$258M+3%5.8%
HAS HasbroQ3 2026$1.6B+0.3%32.4%
JAKK Jakks PacificQ3 2026$254M+20%14.7%
NNUP Nocopi TechnologiesQ2 2026$961K+167%-59.1%

Source: Funko 10-Q on SEC EDGAR · CIK 1704711 · Games, Toys & Children's Vehicles (No Dolls & Bicycles)

Guidance and outlook

Funko: what its forward-looking statements are about (10-Q filed 2026-11-05)Funko: what its forward-looking statements are about (10-Q filed 2026-11-05)Other8Costs2Financing1Margins1Legal & regulation1Supply chain1
14 statements; tone -0.14 (−1 all cautious, +1 all confident); 7 hedged.
Funko: outlook statements against the filing beforeFunko: outlook statements against the filing beforeConfident1Cautious3

13F: who owns FNKO and who is buying

Largest holders of FNKO (13F)Largest holders of FNKO (13F)TCG Capital Management, LP$67.7MFund 1 Investments, LLC$31.1MBlackRock$18.4MArarat Capital Management LP$12.4MVanguard Capital Management LLC$10.4MDimensional Fund Advisors LP$9.9MNomura Holdings$9.5MVanguard Group$7.8MHosking Partners LLP$7.1MJacobs Levy Equity Management$6.6M
Funds' net buying of FNKO by quarter (13F)Funds' net buying of FNKO by quarter (13F)−$42.0M2024-09$33.3M2024-12$38.1M2025-03−$7.4M2025-06−$8.8M2025-09−$8.1M2025-12$17.1M2026-03−$4.2M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on FNKO

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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