Seeking Alpha·Jun 15, 2026
Jerash Holdings (US), Inc. (JRSH) Q4 2026 Earnings Call TranscriptJerash Holdings (US), Inc. (JRSH) Q4 2026 Earnings Call Transcript
Jerash Holdings (US), Inc.(JRSH)Earnings, Financials & Key Ratios
JRSH•NASDAQ
$4.56
16.9× P/E·Price updated Jul 7, 2026
SectorConsumer CyclicalIndustryApparel ManufacturingSub-IndustryApparel manufacturing, sourcing and textiles
AboutJerash Holdings (US), Inc., through its subsidiaries, manufactures and exports customized and readymade sport and outerwear. The company offers t-shirts; jackets and pullover; pants and shorts; crew neck, polo shirts, and tank tops made from knitted fabric, as well as personal protective equipment. It serves various brand-name retailers in the United States, Jordan, and internationally. The company was incorporated in 2016 and is headquartered in Fairfield, New Jersey.Show more
- Revenue$166M+14.0%
- EBITDA$10M+111.6%
- Net Income$4M+517.0%
- EPS (Diluted)0.27+492.4%
- Gross Margin16.11%+5.2%
- EBITDA Margin6.01%+85.6%
- Operating Margin3.81%+283.5%
- Net Margin2.13%+465.7%
- ROE5.54%+515.4%
JRSH Price & Volume
Jerash Holdings (US), Inc. (JRSH) stock price & volume — 10-year historical chart
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Volatile Revenue Growth Masks Structural Margin Constraints
Investment Thesis • Updated 2025Q4
VerdictNeutral
Growth:Accelerating
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Geopolitical and Trade Concentration
Key Thesis Takeaways
- Jerash Holdings leverages its duty-free manufacturing status in Jordan to capture significant order volume, evidenced by a 46.6% year-over-year revenue surge in 2025Q4.
- However, the firm faces persistent challenges in achieving consistent profitability, as evidenced by operating margins that have fluctuated between -14.0% and 5.4% over the last ten quarters.
- Investors should remain cautious regarding the company's binary geopolitical risk profile and its inability to translate top-line growth into stable, predictable free cash flow.
Verdict Logic
while the company maintains a healthy current ratio of 2.70, the inconsistent net income and reliance on volatile working capital cycles suggest that the 4.2% dividend yield may be difficult to sustain without more stable cash generation.
JRSH Growth Metrics
Jerash Holdings (US), Inc. (JRSH) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years12.21%
5 Years13.01%
3 Years6.39%
TTM14.03%
Profit CAGR
10 Years-8.99%
5 Years-3.14%
3 Years13.5%
TTM516.99%
EPS CAGR
10 Years-8.96%
5 Years-6.11%
3 Years12.43%
TTM482.62%
Return on Capital
10 Years16.78%
5 Years6.64%
3 Years3.57%
Last Year9.49%
JRSH Recent Earnings
Jerash Holdings (US), Inc. (JRSH) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 3/12 qtrs (25%)●Beat Revenue 5/12 qtrs (42%)
Q3 2026Latest
Jun 15, 2026Metric
Actual
Est
EPS
$0.12+1300.0%
$0.01
Rev
$43M+18.5%
$36M
Q1 2026
Feb 9, 2026Metric
Actual
Est
EPS
$0.09+500.0%
$0.01
Rev
$42M-1.3%
$42M
Q4 2025
Nov 12, 2025Metric
Actual
Est
EPS
$0.04-60.0%
$0.10
Rev
$42M-0.8%
$42M
Q3 2025
Aug 12, 2025Metric
Actual
Est
EPS
$0.03-78.6%
$0.14
Rev
$40M-3.3%
$41M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 15, 2026 | $0.12vs $0.01+1300.0% | $43Mvs $36M+18.5% |
| Q1 2026 | Feb 9, 2026 | $0.09vs $0.01+500.0% | $42Mvs $42M-1.3% |
| Q4 2025 | Nov 12, 2025 | $0.04vs $0.10-60.0% | $42Mvs $42M-0.8% |
| Q3 2025 | Aug 12, 2025 | $0.03vs $0.14-78.6% | $40Mvs $41M-3.3% |
Based on last 12 quarters of dataView full earnings history →
Latest JRSH News
Recent stock market news and headlines for Jerash Holdings (US), Inc. (JRSH)
Peers Comparison
Key metrics vs top competitors for Jerash Holdings (US), Inc. (JRSH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.56 | $57.91M | 16.89 | 14.03% | 2.13% | 5.54% | 4.22% | |
| $33.92 | $1.43B | 22.46 | -7.04% | 4.34% | 7.12% | — | |
| $3.31 | $59.28M | -10.68 | 0.62% | 0.4% | 1.56% | — | |
| $0.62 | $34.44M | -0.94 | -6.85% | -9.22% | -32.66% | — | |
| $11.84 | $116.85M | -4.50 | 15.21% | -10.88% | -15.54% | — | |
| $39.84 | $300.45M | 13.46 | 6.22% | 3.78% | 7.51% | — |
Compare JRSH vs Peers
Jerash Holdings (US), Inc. (JRSH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
JRSH SEC Filings & Documents
Jerash Holdings (US), Inc. (JRSH) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Jun 15, 2026·SEC
Material company update
May 4, 2026·SEC
Material company update
Feb 9, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
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JRSH Frequently Asked Questions
Jerash Holdings (US), Inc. (JRSH) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Jerash Holdings (US), Inc.'s revenue?
Jerash Holdings (US), Inc. (JRSH) reported $166.3M in revenue for fiscal year 2025. This represents a 288% increase from $42.9M in 2014.
How fast is Jerash Holdings (US), Inc. growing?
Jerash Holdings (US), Inc. (JRSH) grew revenue by 14.0% over the past year. This is steady growth.
Is JRSH profitable?
Yes, Jerash Holdings (US), Inc. (JRSH) is profitable, generating $3.5M in net income for fiscal year 2025 (2.1% net margin).
Dividend & Returns
Does JRSH pay dividends?
Yes, Jerash Holdings (US), Inc. (JRSH) pays a dividend with a yield of 4.22%. This makes it attractive for income-focused investors.
What is JRSH's return on equity?
Jerash Holdings (US), Inc. (JRSH) has a return on equity (ROE) of 5.5%. This is below average, suggesting room for improvement.
What is Jerash Holdings (US), Inc.'s free cash flow?
Jerash Holdings (US), Inc. (JRSH) had negative free cash flow of $2.6M in fiscal year 2025, likely due to heavy capital investments.