JRSH earnings / call / takeaways

JRSH Q2 FY27 earnings call: key takeaways

What JRSH said on its earnings call of November 10, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 10, 2026·AI-generated from the call transcript and Lician data

JRSH reported revenue of $50.3 million, beating the $49.95 million consensus (22:20)
EPS of $0.16 beat the $0.11 consensus (24:22)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$0.11	–	–
Revenue	$50.0M	–	–

What changed since last quarter

The company raised its Q3 revenue guidance to $49 million to $51 million, up from previous expectations. (26:26)
Gross margin guidance was lowered to 16%-17% due to increased logistics costs and new employee onboarding. (26:26)
The CEO emphasized ongoing capacity expansion and new customer orders as key growth drivers. (33:27)

Guidance

Metric	This call	Previous call
Revenue	Third-quarter revenue expected between $49 million and $51 million. (26:26)	not captured
Margin	Gross margin projected between 16% and 17% for the third quarter. (26:26)	not captured

What analysts pressed on

How much of the gross margin improvement was due to permanent efficiency gains versus raw material purchases. (29:35)
Whether the facilities booked through June 2027 include confirmed orders or projections. (31:56)
How much of the revenue growth is from new customers versus existing ones. (33:27)

In their words

Customer interest continues to build with increasing order volumes... Eric Tang (16:59)
We believe Jordan's favorable trade environment will continue to support our growth... Lin Choi (15:27)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.