KRUS · NASDAQ · Restaurants

Kura Sushi USA (KRUS)

Operates U.S. revolving sushi restaurants with conveyor service, touchscreen ordering, and small-plate Japanese menus.

$37.22
vs last close+1.49 (+4.16%)
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Kura Sushi USA, Inc.KRUS
Consumer Discretionary

Operates company-owned revolving sushi restaurants across the United States, earning food and beverage sales from sushi, noodles, sides, desserts, and drinks. The service model combines revolving and express belts with touchscreen ordering, while Kura Japan supplies the licensed brand and restaurant-system technology.

Operates company-owned revolving sushi restaurants across the United States, selling sushi, noodles, sides, desserts, and beverages through a single reportable segment. Guests take small plates from a revolving belt or order items to arrive on an express belt, with touchscreen ordering, drink-delivery robots, and Bikkura-Pon rewards shaping the dining format.

Growth comes from opening restaurants in existing and new markets, supported by centralized site selection, traveling opening teams, and remote monitoring from Irvine. Conveyor and kitchen systems help manage food freshness, demand, labor, and service consistency.

The format depends on Kura Japan, the majority voting shareholder, for licensed trademarks, patents, proprietary food-management technology, equipment, supplies, and operational support.

Company facts

CEOHajime Uba
ListedAug 1, 2019
ExchangeNASDAQ
HeadquartersIrvine, CA
CountryUnited States
Employees3,900
CIK0001772177
ISINUS5012701026

Market cap$434.1M
EPS (ttm)−$0.1800
P/E (ttm)−198.50
ROE-0.9%
P/B1.88
P/S1.36
Dividend yieldDiv yield
Beta1.02vs XLY 1.15

Price target$68.50+91.7%Average of 13 analysts
ConsensusBuy7 of 13 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 9, 2026D.A. DavidsonTarget
Target: $70
Target: $65
Jul 8, 2026Lake StreetReiterate
Rating: Target: $83
Rating: BuyTarget: $72
Jul 1, 2026DA DavidsonReiterate
Rating: Target:
Rating: BuyTarget: $70
Apr 8, 2026Lake StreetTarget
Target: $70
Target: $83
Jan 20, 2026RBC CapitalTarget
Target:
Target: $85

Next report
Nov 5, 26
in 44 days
EPS estimate
$0.21
Revenue estimate
$91.3M
Fiscal quarter
Q4 FY26

EPSReportedEstimate

Jan '25Apr '25Jul '25Nov '25Jan '26Apr '26Jul '26Nov '26
Reported−$0.08−$0.31$0.05$0.20−$0.23−$0.14$0.03Pending
Estimate−$0.20−$0.08−$0.01$0.12−$0.17−$0.17−$0.05$0.21
Surprise+59.4%−287.5%+590.2%+68.2%−35.3%+18.7%+160.0%

RevenueReportedEstimate

Jan '25Apr '25Jul '25Nov '25Jan '26Apr '26Jul '26Nov '26
Reported$64.5M$64.9M$74.0M$79.4M$73.5M$80.0M$85.9MPending
Estimate$66.6M$64.9M$78.1M$75.4M$73.0M$77.5M$86.5M$91.3M
Surprise−3.2%0.0%−5.3%+5.4%+0.6%+3.2%−0.6%
Estimate$0.21
ReportedDue Nov 5, 2026
Estimate$91.3M
ReportedDue Nov 5, 2026
View details

Debt to equity90.10%
Current ratio125.60%

ProfitabilityRevenueNet incomeNet margin

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$66.0M$64.5M$64.9M$74.0M$79.4M$73.5M$80.0M$85.9M
Net income−$5.2M−$961.0K−$3.8M$565.0K$2.3M−$3.1M−$1.7M$423.0K
Net margin0.0%0.0%0.0%0.8%2.9%0.0%0.0%0.5%

GrowthOperating income

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Operating income−$5.8M−$1.5M−$4.6M−$162.0K$1.5M−$3.7M−$1.0M$70.0K
YoY growthTurned lossLoss narrowedLoss widenedLoss narrowedTurned profitLoss widenedLoss narrowedTurned profit

Balance sheet, May 31, 2026Cash & short-term investments $44.3M · Total debt $207.9M · Total assets $471.6M · Shareholders' equity $230.8M

Revenue
$85.9M
Operating income
$70.0K
Net income
$423.0K
View details

No dividends on record.

Institutions≈ 75.19%9.14M shares
148 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders0.40%48.3K shares
12 holders · as of Feb 4, 2026
Other≈ 24.41%2.97M shares
remainder

12.15M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Stephens Inc /AR/Institution
9.08%1.10M Aas of Jun 30, 2026
FMR LLCInstitution
6.74%818,917 Aas of Jun 30, 2026
Granahan Investment Management, LLCInstitution
6.60%801,969 Aas of Jun 30, 2026
BlackRock, Inc.Institution
6.52%792,458 Aas of Jun 30, 2026
Hood River Capital Management LLCInstitution
4.85%589,511filed Feb 17, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jan 16, 2026Hajime Ubadirector, officer: SEE REMARKS (a)−9,874$72.93
View details

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