Latest news with #JerashHoldings
Yahoo
25-06-2025
- Business
- Yahoo
Jerash Holdings (US) Inc (JRSH) Q4 2025 Earnings Call Highlights: Revenue Surge and Strategic ...
Release Date: June 23, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Jerash Holdings (US) Inc (NASDAQ:JRSH) reported a 35.6% increase in revenue for the fiscal 2025 fourth quarter, reaching $29.3 million. Gross profit surged nearly 250% to $5.2 million, with gross margin improving to 17.9% from 7.0% in the previous year. The company secured a major initial order from a large US-based multinational retail corporation through a strategic collaboration with Hansho, a leading South Korean apparel group. Jerash Holdings (US) Inc (NASDAQ:JRSH) is well-positioned to benefit from global brands seeking manufacturing alternatives outside of China and Southeast Asia due to geopolitical uncertainties. The company completed an expansion at its manufacturing facility in Amman, increasing production capacity by approximately 15%. Logistic disruptions at Israel's Haifa port, driven by geopolitical instability, impacted revenue by approximately $3 to $4 million. Operating expenses increased by $284,000 to $4.8 million, partly due to higher SGNA expenses and stock-based compensation. The company reported a net loss of $144,000 for the fiscal 2025 fourth quarter, although this was an improvement from the previous year's loss. Persistent regional geopolitical tensions continue to cause delays in export shipments, affecting the company's logistics. The dissolution of the joint venture with Brianna indicates challenges in achieving progress and growth through this partnership. Warning! GuruFocus has detected 5 Warning Signs with JRSH. Q: Can you help us understand the incremental costs associated with moving ports from Haifa to the Jordanian port, and is this built into the gross margin expectations for Q1? A: The cost to Aqaba is actually lower than transporting to Haifa. Each truckload to Aqaba is about $1,200 compared to $3,200 to Haifa. The shipping cost from the port to the destination is borne by our customers. The lead time from Haifa is shorter, which is why customers prefer it, but due to recent disruptions, they are now using Aqaba, which is more cost-effective for us. (Respondent: CFO Gilbert Lee) Q: Regarding the timing of orders, have you seen any cancellations, or is it just a timing issue? A: It's purely a timing issue. No orders have been canceled. There were congestions at Haifa, causing delays in shipments, but no cancellations. (Respondent: CFO Gilbert Lee) Q: Could you elaborate on the decision to dissolve the joint venture with Busan and the new opportunity with Hansel? A: The joint venture with Busan showed limited progress, and we can independently handle those customers. The dissolution is mutual, allowing us to engage directly with customers. Regarding Hansel, they are a major importer in South Korea, and Walmart introduced us to them. We have secured a significant initial order, marking a promising collaboration. (Respondent: CEO SAM Choi and Eric Tang) Q: How is the tariff situation impacting your business, and are more companies looking for alternatives due to tariffs from China? A: Since the announcement of tariffs, there's been urgency among customers to find alternatives. Jordan's competitive tariff rates make it an attractive option, leading to increased inquiries and potential new business. This trend is expected to continue, providing us opportunities to diversify our customer base. (Respondent: CFO Gilbert Lee) Q: With the geopolitical situation in the Middle East, how are you managing supply chain risks, and do you have alternatives? A: We've learned from past disruptions and now have multiple alternative routes for supplies from Asia. We've also strengthened sourcing within the region, such as Turkey and Egypt, to mitigate risks and ensure timely supply. (Respondent: CFO Gilbert Lee) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Washington Post
23-06-2025
- Business
- Washington Post
Jerash: Fiscal Q4 Earnings Snapshot
FAIRFIELD, N.J. — FAIRFIELD, N.J. — Jerash Holdings (US), Inc. (JRSH) on Monday reported a loss of $153,000 in its fiscal fourth quarter. The Fairfield, New Jersey-based company said it had a loss of 1 cent per share. The company posted revenue of $29.3 million in the period. For the year, the company reported a loss of $848,000, or 7 cents per share. Revenue was reported as $145.8 million.
San Francisco Chronicle
23-06-2025
- Business
- San Francisco Chronicle
Jerash: Fiscal Q4 Earnings Snapshot
FAIRFIELD, N.J. (AP) — FAIRFIELD, N.J. (AP) — Jerash Holdings (US), Inc. (JRSH) on Monday reported a loss of $153,000 in its fiscal fourth quarter. The Fairfield, New Jersey-based company said it had a loss of 1 cent per share. The company posted revenue of $29.3 million in the period. For the current quarter ending in June, Jerash said it expects revenue in the range of $38 million to $40 million. _____
Yahoo
23-06-2025
- Business
- Yahoo
Jerash: Fiscal Q4 Earnings Snapshot
FAIRFIELD, N.J. (AP) — FAIRFIELD, N.J. (AP) — Jerash Holdings (US), Inc. (JRSH) on Monday reported a loss of $153,000 in its fiscal fourth quarter. The Fairfield, New Jersey-based company said it had a loss of 1 cent per share. The company posted revenue of $29.3 million in the period. For the year, the company reported a loss of $848,000, or 7 cents per share. Revenue was reported as $145.8 million. For the current quarter ending in June, Jerash said it expects revenue in the range of $38 million to $40 million. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on JRSH at Sign in to access your portfolio
Yahoo
27-03-2025
- Business
- Yahoo
At US$3.45, Is Jerash Holdings (US), Inc. (NASDAQ:JRSH) Worth Looking At Closely?
Jerash Holdings (US), Inc. (NASDAQ:JRSH), is not the largest company out there, but it received a lot of attention from a substantial price movement on the NASDAQCM over the last few months, increasing to US$3.81 at one point, and dropping to the lows of US$3.32. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether Jerash Holdings (US)'s current trading price of US$3.45 reflective of the actual value of the small-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let's take a look at Jerash Holdings (US)'s outlook and value based on the most recent financial data to see if there are any catalysts for a price change. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. According to our valuation model, the stock is currently overvalued by about 22%, trading at US$3.45 compared to our intrinsic value of $2.82. This means that the buying opportunity has probably disappeared for now. Furthermore, Jerash Holdings (US)'s share price also seems relatively stable compared to the rest of the market, as indicated by its low beta. If you believe the share price should eventually reach its true value, a low beta could suggest it is unlikely to rapidly do so anytime soon, and once it's there, it may be hard to fall back down into an attractive buying range. See our latest analysis for Jerash Holdings (US) Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Buying a great company with a robust outlook at a cheap price is always a good investment, so let's also take a look at the company's future expectations. In Jerash Holdings (US)'s case, its revenues over the next few years are expected to grow by 39%, indicating a highly optimistic future ahead. If expense does not increase by the same rate, or higher, this top line growth should lead to stronger cash flows, feeding into a higher share value. Are you a shareholder? JRSH's optimistic future growth appears to have been factored into the current share price, with shares trading above its fair value. At this current price, shareholders may be asking a different question – should I sell? If you believe JRSH should trade below its current price, selling high and buying it back up again when its price falls towards its real value can be profitable. But before you make this decision, take a look at whether its fundamentals have changed. Are you a potential investor? If you've been keeping tabs on JRSH for some time, now may not be the best time to enter into the stock. The price has surpassed its true value, which means there's no upside from mispricing. However, the positive outlook is encouraging for JRSH, which means it's worth diving deeper into other factors in order to take advantage of the next price drop. So if you'd like to dive deeper into this stock, it's crucial to consider any risks it's facing. For example, Jerash Holdings (US) has 2 warning signs (and 1 which makes us a bit uncomfortable) we think you should know about. If you are no longer interested in Jerash Holdings (US), you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
