Jerash Holdings (US), Inc. (JRSH) Earnings Call Transcripts

Jerash Holdings (US), Inc.'s Latest Earnings Call - Q4 FY2026

In the fiscal 2026 fourth quarter, Jerash Holdings (JRSH:US) reported a significant revenue increase of 46.6% year-over-year, reaching $42.9 million, driven by strong demand from both long-standing and new customers. The company also achieved a net income of $1.7 million, or $0.12 per diluted share, compared to a net loss in the prior year, signaling a robust turnaround. Management guided for a revenue increase of 20% to 22% in the first quarter of fiscal 2027, indicating continued growth momentum.

Reported metrics

Guidance from management

For Q1 FY 2027, management expects revenue to increase by 20% to 22% year-over-year, with a gross margin target of 15% to 17%. This guidance indicates a continuation of growth momentum.

What management said

No, it's not 100% purchase order. Usually, our customers will project out 6 months to 9 months worth of what they need from our production facilities. And then we will do our pricing, we will do our sample development and I think it will be probably 30 to 60 days out, then we will receive the purchase order.

Sorry, Gilbert., Allow me to say 2 words. Okay. The reason why we say we are booked through the end of December production means we are planned according to what the customer's requirement because we received projection. and 80% already confirmed order and the balance -- the customer will confirm in the coming 1 or 2 months. According to our experience, okay, so for so many years running the production 99% -- okay, t...

What analysts pressed on

Analysts expressed concerns about the sustainability of the 20% to 22% growth rate given potential tougher comparisons in the second half of the fiscal year. There were also questions regarding the nature of customer orders and how much of the booked capacity is based on firm purchase orders versus projections.

Main topics on the call

• Record Revenue Growth — Jerash Holdings achieved record revenue of $42.9 million in Q4 2026, a 46.6% increase from $29.3 million in Q4 2025. CEO Sam Choi noted that this growth was driven by 'increasing demand from the company's long-standing k...
• Improved Profitability — The company reported a net income of $1.7 million for Q4 2026, a significant recovery from a net loss of $144,000 in the same quarter last year. This improvement reflects 'robust top line growth and a meaningful improvem...
• Expansion Plans — Jerash is expanding its production capacity by approximately 15% by the end of 2026 and aims for an additional 20% to 25% increase by mid-2027. Management emphasized that this expansion is 'strategically optimizing capac...
• Operational Efficiency — Operating expenses as a percentage of revenue fell to 11.7% from 16.4% year-over-year, indicating improved cost control. CFO Gilbert Lee highlighted 'improved control over export logistics costs and lower stock-based com...

Read the full Jerash Holdings (US), Inc. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Jerash Holdings (US), Inc. earnings call transcripts on record, spanning February 13, 2020 to August 10, 2026. Based on this history, Jerash Holdings (US), Inc. reports quarterly. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

JRSH

Exchange

NasdaqCM

Country

US

Sector

Consumer Discretionary

Industry

Textiles, Apparel and Luxury Goods

Calls on record

27

First call

February 13, 2020

Most recent

August 10, 2026

Reporting cadence

quarterly