JRSH Stock Forecast & Price Target

Jerash Holdings (US) Inc. has demonstrated a significant year-over-year performance improvement, as evidenced by a 36% increase in revenues for 4Q25, bringing total revenues to $29.3 million, despite external challenges such as shipping delays impacting expectations. The company's gross margins have also seen a notable increase to 17.9%, a positive shift from last year's performance which suffered from lower sales due to logistical issues. Furthermore, the company is benefiting from a strategic increase in customer demand, driven by manufacturing shifts from Asia, with notable client commitments from major retailers like Walmart's Sam’s Club, enhancing its growth prospects.

Jerash Holdings (US) Inc. has a negative outlook due to conservative financial guidance, projecting a year-over-year revenue decline of 2% to 7% for the first quarter of fiscal year 2026, attributed to ongoing geopolitical uncertainties and timing delays. Furthermore, recent port disruptions in Haifa have resulted in an estimated sales loss of $3 million to $4 million, compounding the company's struggles. As the company transitions shipping routes to Aqaba in Jordan, the immediate financial impact remains uncertain, contributing to concerns regarding its operational stability and future revenue generation prospects.