Jerash Holdings (US) 과거 순이익 실적
과거 기준 점검 2/6
Jerash Holdings (US)의 수입은 연평균 -46.7%의 비율로 감소해 온 반면, Luxury 산업은 수입이 연평균 0.5% 증가했습니다. 매출은 연평균 5%의 비율로 증가해 왔습니다. Jerash Holdings (US)의 자기자본이익률은 5.6%이고 순이익률은 2.1%입니다.
핵심 정보
-46.73%
순이익 성장률
-48.33%
주당순이익(EPS) 성장률
| Luxury 산업 성장률 | 12.25% |
| 매출 성장률 | 5.02% |
| 자기자본이익률 | 5.59% |
| 순이익률 | 2.13% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
새로운 내러티브 • Jun 30
Capacity Expansion And Long-Term Orders Will Support Stronger Future Earnings Power
Catalysts About Jerash Holdings (US) Jerash Holdings (US) manufactures apparel in Jordan for global brands, serving large retailers through export driven production. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Jun 26
None
Analysts have lifted their price target on Jerash Holdings (US) from $4.50 to $6.00, citing updated assumptions that include a slightly lower discount rate, adjusted revenue growth expectations, a higher projected profit margin, and a reduced future P/E multiple. What's in the News No recent company specific news items for Jerash Holdings (US) were identified in the provided sources.
새로운 내러티브 • Jun 16
Trade Risks From Capacity Expansion And Customer Concentration Will Shape Long Term Prospects
Catalysts About Jerash Holdings (US) Jerash Holdings (US) is an apparel manufacturer with production facilities in Jordan that supplies global brands and retailers. What are the underlying business or industry changes driving this perspective?분석 기사 • Feb 12
Results: Jerash Holdings (US), Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
It's been a pretty great week for Jerash Holdings (US), Inc. ( NASDAQ:JRSH ) shareholders, with its shares surging 11...분석 기사 • Feb 10
Some Investors May Be Worried About Jerash Holdings (US)'s (NASDAQ:JRSH) Returns On Capital
When researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...분석 기사 • May 13
Is Jerash Holdings (US) (NASDAQ:JRSH) Using Debt Sensibly?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Apr 05
At US$3.08, 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...분석 기사 • Nov 15
Jerash Holdings (US), Inc. Just Recorded A 7.5% Revenue Beat: Here's What Analysts Think
Shareholders of Jerash Holdings (US), Inc. ( NASDAQ:JRSH ) will be pleased this week, given that the stock price is up...분석 기사 • Nov 13
Does Jerash Holdings (US) (NASDAQ:JRSH) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Aug 08
Jerash Holdings (US) (NASDAQ:JRSH) Has Affirmed Its Dividend Of $0.05
The board of Jerash Holdings (US), Inc. ( NASDAQ:JRSH ) has announced that it will pay a dividend of $0.05 per share on...분석 기사 • Jun 30
Jerash Holdings (US), Inc. Just Missed Earnings With A Surprise Loss - Here Are Analysts Latest Forecasts
As you might know, Jerash Holdings (US), Inc. ( NASDAQ:JRSH ) recently reported its annual numbers. Revenues came in at...분석 기사 • May 23
Jerash Holdings (US) (NASDAQ:JRSH) Has Affirmed Its Dividend Of $0.05
Jerash Holdings (US), Inc.'s ( NASDAQ:JRSH ) investors are due to receive a payment of $0.05 per share on 7th of June...분석 기사 • Feb 08
Jerash Holdings (US) (NASDAQ:JRSH) Is Due To Pay A Dividend Of $0.05
The board of Jerash Holdings (US), Inc. ( NASDAQ:JRSH ) has announced that it will pay a dividend on the 23rd of...분석 기사 • Nov 06
Jerash Holdings (US) (NASDAQ:JRSH) Is Due To Pay A Dividend Of $0.05
The board of Jerash Holdings (US), Inc. ( NASDAQ:JRSH ) has announced that it will pay a dividend of $0.05 per share on...분석 기사 • Aug 12
Jerash Holdings (US) (NASDAQ:JRSH) Is Due To Pay A Dividend Of $0.05
Jerash Holdings (US), Inc.'s ( NASDAQ:JRSH ) investors are due to receive a payment of $0.05 per share on 23rd of...분석 기사 • Feb 07
Jerash Holdings (US) (NASDAQ:JRSH) Will Pay A Dividend Of $0.05
The board of Jerash Holdings (US), Inc. ( NASDAQ:JRSH ) has announced that it will pay a dividend on the 21st of...분석 기사 • Nov 07
Jerash Holdings (US) (NASDAQ:JRSH) Has Announced A Dividend Of $0.05
Jerash Holdings (US), Inc. ( NASDAQ:JRSH ) has announced that it will pay a dividend of $0.05 per share on the 28th of...Seeking Alpha • Sep 21
Jerash: The Coming Months Could Be Challenging But The Company Is Cheap
Summary The company’s Q1 FY23 revenues rose by 12% to $31.4 million, and the gross margin stood at 19.8%. However, major customers are placing smaller orders, and this means that the product mix has to shift to lower-margin items. Jerash is bracing for flat sales growth in FY23 and the gross margin goal for the period is 16-18%. Yet, I think the stock is cheap as the annual gross income at a 16% margin is about $23 million. Jerash had a net cash position of $5.8 million at the end of June and its enterprise value is only $40.3 million. Introduction Jerash Holdings (JRSH) is a Jordan-focused apparel company which I covered on SA in early July. It's still on my shortlist and I think the Q1 FY23 results were strong as revenues grew by 12% and the gross margin increased to 19.8%. However, revenues for Q2 FY23 are expected to decline year on year and the gross margin goal for FY23 is 16-18%. In addition, there are expectations for flat sales growth for the full fiscal year. In my view, Jerash looks cheap even without revenue growth as the annual gross income at a 16% margin is about $23 million. The company had a net cash position of $5.8 million at the end of June, and its enterprise value stands at only $40.3 million as of the time of writing. Let's review. Overview of the Q1 FY23 financials In case you haven't read my first article about Jerash, here's a short description of the business and the reason it's manufacturing facilities are based in Jordan. The company produces t-shirts, polo shirts, pants, shorts, and jackets for major U.S. brands such as The North Face, Calvin Klein, and American Eagle and its annual capacity is about 14 million pieces per year. Capacity was boosted by about 20% in October 2021 when Jerash acquired its sixth factory in Jordan. USA and Jordan have had a free trade agreement for 20 years now and this means that the company's exports are exempt from customs duties and import quotas. Jordan also has a similar agreement with the EU and Jerash thus has a strong competitive advantage over competitors from Asia. Turning our attention to the Q1 FY23 financial results, revenues increased by 12% year on year to $31.4 million thanks to the addition of its sixth factory. This helped Jerash trim the concentration of its sales to the USA a bit as a significant part of the revenue growth comes from domestic orders. Jerash The gross margin increased by 100 basis points, mainly thanks to a lower average cost basis as a result of economies of scale. However, the net income declined to $1.7 million from $1.9 million a year earlier due to a 24% increase in operating expenses to $4.4 million following higher stock-based payments, delivery, and foreign worker travelling expenses. Jerash Looking ahead, Jerash will start working on initial orders for Skechers and Timberland in Q2 FY23, which represent an estimated 700,000 pieces annually. However, the 500,000 pieces order for Skechers is for women's polos, while the 200,000 pieces order for Timberland is for four fleece styles of outerwear and the company said in its Q1 FY23 earnings call that these products have lower margins compared to the current mix. Jerash added that its major customers are now placing smaller purchase orders due to high inventory levels and inflationary pressures around the world. This means that the company will have to rely more on local orders to keep operating at full capacity, and this will shift the product mix to things like shorts, crew neck and pullover shirts that have lower average selling prices. In light of this, Jerash now expects FY23 revenue growth to be basically flat, with a decline in Q2 to $41-$43 million compared to $45.7 million a year earlier. The company should have good visibility for the quarter considering its manufacturing capacity is fully booked through December 2022. Overall, it seems the contract apparel manufacturing sector in Jordan is facing significant headwinds at the moment due to deteriorating global macroeconomic conditions, but the silver lining is that Jerash seems to be navigating through this situation well for now. At the Q1 FY23 earnings call, the management said that this is the only local company running at full capacity and that some of its competitors are running at 30% below full capacity. I think that a lot of the negative investor expectations are already priced in Jerash' market valuation as the share price is down by almost 40% over the past 12 months. In my view, gross margins of 16% sound compelling even without growth and I continue to think that the company should be trading above $7.00. There don't seem to be any potential catalysts here in the near term, but the downside risk could be limited as Jerash has a $3 million share repurchase program. Looking at the risks for the bull case, the main ones that I mentioned in July included a reliance on a limited number of customers and suppliers and rising social unrest across the Middle East due to high global food prices. In Q1 FY23, VF Corporation accounted for 66% of revenues but this share should decrease somewhat over the coming months due to the shift to local orders. Yet, the potential loss of such a large client would still have a devastating impact on the business of Jerash. Looking at global food prices, the FAO Food Price Index has declined significantly over the past two months, and I no longer think that we could see another Arab Spring in the near future.Seeking Alpha • Aug 11
Jerash Holdings GAAP EPS of $0.14 beats by $0.02, revenue of $33.4M misses by $0.69M
Jerash Holdings press release (NASDAQ:JRSH): FQ1 GAAP EPS of $0.14 beats by $0.02. Revenue of $33.4M (+11.7% Y/Y) misses by $0.69M. FY2023 Outlook: Revenue: $41M to $43M vs. consensus of $160.36M; Gross margin: 16% to 18%. "We continue to focus on enhancing our ESG efforts in everything we do, including the construction of a high-quality, energy-efficient, contemporary living space, which is expected to be completed this fall. We plan to move approximately 1,500 of our multi-national workers to this new dormitory at the end of 2022, which, in turn, will save our company about $500,000 in rental expenses next year."매출 및 비용 세부 내역
매출 및 비용 세부 내역
Jerash Holdings (US)가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 166 | 4 | 20 | 0 |
| 31 Dec 25 | 153 | 2 | 20 | 0 |
| 30 Sep 25 | 146 | 1 | 20 | 0 |
| 30 Jun 25 | 145 | 1 | 21 | 0 |
| 31 Mar 25 | 146 | -1 | 21 | 0 |
| 31 Dec 24 | 138 | -4 | 21 | 0 |
| 30 Sep 24 | 130 | -4 | 20 | 0 |
| 30 Jun 24 | 123 | -4 | 19 | 0 |
| 31 Mar 24 | 117 | -2 | 18 | 0 |
| 31 Dec 23 | 119 | -1 | 17 | 0 |
| 30 Sep 23 | 135 | 0 | 18 | 0 |
| 30 Jun 23 | 139 | 1 | 18 | 0 |
| 31 Mar 23 | 138 | 2 | 17 | 0 |
| 31 Dec 22 | 145 | 4 | 18 | 0 |
| 30 Sep 22 | 139 | 5 | 18 | 0 |
| 30 Jun 22 | 147 | 8 | 18 | 0 |
| 31 Mar 22 | 143 | 8 | 17 | 0 |
| 31 Dec 21 | 136 | 9 | 16 | 0 |
| 30 Sep 21 | 120 | 7 | 14 | 0 |
| 30 Jun 21 | 101 | 5 | 12 | 0 |
| 31 Mar 21 | 90 | 4 | 11 | 0 |
| 31 Dec 20 | 81 | 3 | 9 | 0 |
| 30 Sep 20 | 86 | 5 | 9 | 0 |
| 30 Jun 20 | 89 | 6 | 10 | 0 |
| 31 Mar 20 | 93 | 6 | 10 | 0 |
| 31 Dec 19 | 93 | 7 | 11 | 0 |
| 30 Sep 19 | 86 | 7 | 11 | 0 |
| 30 Jun 19 | 89 | 8 | 10 | 0 |
| 31 Mar 19 | 85 | 5 | 12 | 0 |
| 31 Dec 18 | 79 | 4 | 11 | 0 |
| 30 Sep 18 | 72 | 5 | 11 | 0 |
| 30 Jun 18 | 66 | 6 | 10 | 0 |
| 31 Mar 18 | 69 | 10 | 6 | 0 |
| 31 Dec 17 | 73 | 14 | 6 | 0 |
| 30 Sep 17 | 74 | 14 | 6 | 0 |
| 30 Jun 17 | 65 | 11 | 5 | 0 |
| 31 Mar 17 | 62 | 11 | 5 | 0 |
| 31 Dec 16 | 57 | 8 | 5 | 0 |
| 31 Mar 16 | 53 | 9 | 4 | 0 |
양질의 수익: JRSH는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: JRSH는 과거에 흑자전환했습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: JRSH의 수익은 지난 5년 동안 연평균 46.7% 감소했습니다.
성장 가속화: JRSH는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.
수익 대 산업: JRSH는 지난해 흑자전환하여 지난 해 수익 성장률을 Luxury 업계(18.9%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: JRSH의 자본 수익률(5.6%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/06 17:29 |
| 종가 | 2026/07/02 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
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산업 및 섹터 지표
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분석가 소스
Jerash Holdings (US), Inc.는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Baker | D.A. Davidson & Co. |
| Ryan Meyers | Lake Street Capital Markets, LLC |
| David King | Roth Capital Partners |