The stock should reprice upward on the massive earnings beat and raised guidance trajectory. Watch for potential analyst upgrades and increased institutional interest given the 46.6% Q4 revenue growth and fully-booked production schedule through Dec 2026. The capacity expansion (first phase +15% by end of CY2026) supports continued growth into FY2027.
Price Chart
Executive Summary
Jerash Holdings reported a strong fiscal Q4 2026 with revenue surging 46.6% to $42.9M, well above the $36.2M consensus estimate. Net income swung to $1.7M ($0.12 diluted EPS) vs a year-ago loss of $0.1M. Guidance for Q1 FY2027 calls for 20-22% revenue growth to ~$47.5-48.3M, implying continued momentum from new customer wins and capacity expansion.
Key Financial Metrics
Key Facts
- Q4 FY2026 revenue grew 46.6% YoY to $42.9M, beating consensus of $36.2M
- GAAP diluted EPS of $0.12 vs consensus $0.00 (estimate) — a >100% beat
- Full-year FY2026 revenue reached a record $166.3M, up 14.0% YoY
- Full-year net income of $3.6M vs a net loss of $840K in FY2025
- Q1 FY2027 revenue guidance of 20-22% growth over $39.6M prior-year quarter (~$47.5-48.3M)
- Operating income rose more than fivefold to $2.3M in Q4
- Production facilities fully booked through December 2026
- Quarterly dividend maintained at $0.05/share
Financial Impact
EPS beat of 1276.5% vs consensus; revenue beat of ~18.5% vs consensus; FY2026 record revenue $166.3M
Risk Factors
- Customer concentration remains a risk despite progress on diversification
- Gross margin slipped to 17.1% in Q4 from 17.9% a year ago, due to product mix shift
- Operating cash flow turned positive at $2.5M in FY2026 vs $1.4M prior year but capex of $5.1M was a cash drag
- Geopolitical risk from Jordan/Middle East supply chain disruptions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-068770 |
| Document: ea0294646-8k_jerash.htm | 0001213900-26-068770 |
| Document: 0001213900-26-068770-index-headers.html | 0001213900-26-068770 |
| Document: 0001213900-26-068770-index.html | 0001213900-26-068770 |
| Document: 0001213900-26-068770.txt | 0001213900-26-068770 |
| 8-K Data (Synthetic) | 0001213900-26-068770 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 6w ago | 8-K | $5.30 $6.15 | ▲ +16.04% | ▲ +14.17% | $5.97 (+12.64%) |
Aug 10, 2026 11w ago | 8-K | $5.17 $5.36 | ▲ +3.67% | ▲ +4.59% | $5.97 (+15.47%) |
Aug 7, 2026 11w ago | 8-K | $5.00 $5.53 | ▲ +10.60% | ▲ +11.00% | $5.97 (+19.40%) |
Jul 28, 2026 13w ago | DEFA14A | $4.53 $5.50 | ▲ +21.41% | ▲ +18.03% | $5.97 (+31.79%) |
Jul 21, 2026 14w ago | 8-K | $4.56 $5.38 | ▲ +17.98% | ▲ +15.42% | $5.97 (+30.92%) |
Jun 15, 2026 19w ago | 8-K | $4.20 $4.52 | ▲ +7.75% | ▲ +7.55% | $5.97 (+42.31%) |
May 4, 2026 25w ago | 8-K | $3.51 $3.44 | ▼ −1.99% | ▼ −7.64% | $5.97 (+70.09%) |
US Market Status
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