Jerash Holdings (US) Inc (JRSH)
NASDAQ:JRSH
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Earnings Data
Report Date
Aug 18, 2026TBA (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.1Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive picture: strong top-line growth (Q4 revenue +46.6%), material improvement in profitability (Q4 net income vs prior-year loss), large confirmed repeat orders, and clear phased capacity expansion plans that should support further growth. Offsetting issues are modest gross margin compression, elevated inventory/working capital, capacity limits that constrain near-term full-year visibility, and geopolitical/seasonal execution risks. Overall, the positive operational and financial momentum, backlog visibility, and planned capacity increases outweigh the challenges.Company Guidance
Strong Revenue Growth (Q4)
Revenue for fiscal 2026 Q4 grew 46.6% year-over-year to $42.9 million from $29.3 million, driven by increased shipments to long-standing customers and orders from newer customers including Hansel Group.
Record Full-Year Revenue and Profitability Improvement
Company closed fiscal 2026 with record full-year revenue and meaningful improvement in profitability, turning a prior-year net loss into Q4 net income of $1.7 million (or $0.12 diluted EPS) versus a net loss of $144,000 in Q4 last year; comprehensive income improved to $1.6 million from a loss of $49,000.
Gross Profit and Operating Income Expansion
Gross profit increased 40.4% to $7.4 million (Q4) from $5.2 million year-over-year. Operating income rose more than five times to $2.3 million in Q4 from $434,000 the prior year quarter, reflecting improved operating leverage.
Improved Operating Expense Efficiency
Operating expenses increased slightly in absolute terms to $5.0 million from $4.8 million, but fell materially as a percentage of revenue to 11.7% from 16.4% (nearly a five percentage-point improvement), aided by better export logistics control and lower stock-based compensation.
Large Repeat Orders and Backlog Visibility
Completed an initial 3 million-piece order for Hansel (gel shots) and secured two follow-up orders: a repeat ~3 million-piece seasonal order and an additional ~1.3 million-piece order. Management states facilities are fully booked through December 2026 with ~80% of production confirmed and historical confirmation rates ~99%.
Capacity Expansion and Job Creation
Phased expansion underway: Phase 1 expected to increase capacity ~15% and add ~700 workers by end of calendar 2026; Phase 2 expected to add an additional 20–25% capacity (mid-2027) with ~1,100 workers and 500 new sewing machines. Satellite factories expanding—one became operational March 2026 employing 130 workers and planned expansions targeting additional local employment.
Solid Liquidity and Cash Flow Improvement
Cash and restricted cash of $12.5 million as of March 31, 2026; net working capital $36.7 million. Net cash provided by operating activities improved to ~$2.5 million for the fiscal year end versus $1.4 million prior year.
Near-Term Guidance
Management expects fiscal 2027 Q1 revenue to grow 20–22% year-over-year with gross margin guidance of 15–17%, indicating continued near-term momentum.
JRSH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JRSH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 15, 2026 | $3.46 | $3.75 | +8.38% |
Feb 09, 2026 | $2.98 | $3.37 | +13.34% |
Nov 12, 2025 | $3.11 | $3.12 | +0.32% |
Aug 12, 2025 | $3.08 | $3.20 | +3.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Jerash Holdings (US) Inc (JRSH) report earnings?
Jerash Holdings (US) Inc (JRSH) is schdueled to report earning on Aug 18, 2026, TBA (Confirmed).
What is Jerash Holdings (US) Inc (JRSH) earnings time?
Jerash Holdings (US) Inc (JRSH) earnings time is at Aug 18, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is JRSH EPS forecast?
JRSH EPS forecast for the fiscal quarter 2027 (Q1) is 0.1.