NASDAQ$KRT

Karat Packaging Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Karat Packaging reported Q1 2026 net sales of $116.9M (+13% YoY) and net income of $6.7M ($0.34 basic EPS).

Karat Packaging posted Q1 2026 net sales of $116.9 million (+12.9% YoY) and net income attributable to Karat Packaging Inc. of $6.7 million versus $6.4 million a year ago with basic EPS of $0.34. Growth was driven by volume/mix and favorable pricing in disposable foodservice packaging.

  • Net sales $116.9M (+12.9% YoY).
  • Net income to Karat $6.7M; basic EPS $0.34.
  • Volume/mix +$12.1M; pricing +$2.0M.
  • Chains, distributors, online, and retail channels.
  • Share repurchase program active.

Headline financials

Total Revenue

$117M

Previous: $104M+12.9%
EPS (adj)

$0.34

Previous: $0.32+6.3%
Capital Expenditures

-$565K

Previous: -$107K-428.0%
Net Income

$6.74M

Previous: $6.41M+5.2%
Operating Income

$8.46M

Previous: $7.82M+8.2%
Gross Profit

$41.5M

Previous: $40.8M+1.9%

Revenue & EPS history

Karat Packaging · Revenue · Quarterly

$117M

Q1 2026+12.9%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Karat Packaging · $82.1M total across 3 segments · Q3 2023

  • Chains and distributors
    $61M-4.0%
  • Online
    $14.3M+1.6%
  • Retail
    $6.81M-19.3%

Forward guidance

Management cites volume growth and pricing; monitors resin costs and logistics revenue.

Tailwinds

  • Double-digit sales growth.
  • Stable earnings trajectory.
  • Broad foodservice customer base.

Headwinds

  • Resin/raw material volatility.
  • Shipping/logistics revenue pressure.
  • Tariff and freight cost risk.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.7%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+0.8%

Avg return

30 days after

42%

10 / 24 earnings

Positive

+20.7%

Q4 2025

Best reaction

-18.6%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-7.5%-10.4%-6.3%
Q4 2025+20.7%+24.4%+33.5%
Q3 2025-6.1%-8.5%-8.5%
Q1 2025+10.9%+10.0%+14.2%
Q4 2024-2.1%+0.8%-14.7%
Q3 2024-0.1%+3.5%+5.3%
Q2 2024-14.6%-7.8%-13.2%
Q1 2024-9.0%-5.2%-7.7%
Q4 2023-11.8%-7.2%-5.7%
Q3 2023-18.6%-9.2%-5.5%
Q2 2023+3.8%+21.6%+0.8%
Q1 2023+3.6%+6.2%+12.5%
Q4 2022-1.6%-6.6%-6.2%
Q3 2022-2.8%-7.6%-5.8%
Q2 2022+1.2%+0.1%+1.2%
Q1 2022+11.6%+16.7%+10.0%
Q4 2021+13.3%+26.2%+24.5%
Q3 2020-10.6%-10.8%-9.7%
Q3 2021-7.5%-7.8%-7.6%
Q2 2020-3.7%-6.5%-6.1%
Q2 2021-2.6%-7.6%-6.2%
Q4 2020+6.1%+3.7%+6.2%
Q1 2020+6.1%+3.7%+6.2%
Q1 2021+3.5%+8.2%+8.2%
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q2 2018
Q1 2018
Q4 2017

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