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Kura Sushi USA (KRUS) earnings and revenue breakdown

Latest: Q4 FY26 · 10-K filed Nov 5, 2026 · Kura Sushi USA (KRUS) Q4 FY26 earnings results →

Q4 FY26 Revenue up 12% year over year to $88.9M · 0¢ of every $1 of revenue lost · operating margin -0.7%

Kura Sushi USA made $88.9M in Q4 FY26 (+12% Y/Y). Operating margin -0.7%, net loss $296K. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-K filed Nov 5, 2026.

Revenue$88.9M
Year over year+12%
Operating margin-0.7%
Net earnings−$296K
Operating cash flow$13.4M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $88.9M in Q4 FY26, up 12% year over year and up 3% from the previous quarter.

Operating costs exceeded revenue by $643K, an operating margin of -0.7%. Total costs grew 15% against revenue growth of 12%. The fastest-growing cost line was Other operating costs (+16%). The quarter ended with a net loss of $296K, after a profit of $423K the previous quarter. Non-operating items added $433K, -206% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $13.4M (up 43% year over year). Non-cash charges added back $5.0M of depreciation and amortization and $1.3M of share-based compensation. Working capital and other items added $7.5M. Capital expenditures of $13.7M exceeded it, leaving free cash flow of −$244K.

Quarterly history

Kura Sushi USA revenue by quarterKura Sushi USA revenue by quarter$64.9MQ2 FY25$74.0MQ3 FY25$79.4MQ4 FY25$73.5MQ1 FY26$80.0MQ2 FY26$85.9MQ3 FY26$88.9MQ4 FY26
Kura Sushi USA net earnings by quarterKura Sushi USA net earnings by quarter−$3.8MQ2 FY25$565KQ3 FY25$2.3MQ4 FY25−$3.1MQ1 FY26−$1.7MQ2 FY26$423KQ3 FY26−$296KQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY2610-KNov 5, 2026$88.9M+12%-0.7%−$296K$13.4M
Q3 FY2610-QJul 7, 2026$85.9M+16%0.0%$423K$10.3M
Q2 FY2610-QApr 7, 2026$80.0M+23%-2.8%−$1.7M$7.6M
Q1 FY2610-QJan 7, 2026$73.5M+14%-5.0%−$3.1M$529K
Q4 FY2510-KNov 6, 2025$79.4M+20%1.8%$2.3M$9.4M
Q3 FY2510-QJul 8, 2025$74.0M+17%-0.2%$565K$6.7M
Q2 FY2510-QApr 8, 2025$64.9M+13%-7.1%−$3.8M$4.3M

Charts

Kura Sushi USA: revenue growth, year over year and quarter over quarterKura Sushi USA: revenue growth, year over year and quarter over quarterY/YQ/Q+13%Q2 FY25+17%+14%Q3 FY25+20%+7%Q4 FY25+14%-8%Q1 FY26+23%+9%Q2 FY26+16%+7%Q3 FY26+12%+3%Q4 FY26
Latest (Q4 FY26): Y/Y +12%, Q/Q +3%.
Kura Sushi USA: where the cash came from (+) and went (−), FY26Kura Sushi USA: where the cash came from (+) and went (−), FY26Capital spending−$57.0MOperating cash flow$31.9MCash drawn (+) / kept (−)$19.1MOther investing$5.5MShares issued$958KTaxes on employees’ shares−$361KNet borrowing (+) / repaid (−)−$97K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Kura Sushi USA: profit against cash, quarter by quarterKura Sushi USA: profit against cash, quarter by quarterNet incomeOperating cash flow−$961K$4.4MQ1 FY25−$3.8M$4.3MQ2 FY25$565K$6.7MQ3 FY25$2.3M$9.4MQ4 FY25−$3.1M$529KQ1 FY26−$1.7M$7.6MQ2 FY26$423K$10.3MQ3 FY26−$296K$13.4MQ4 FY26
Latest (Q4 FY26): Net income −$296K, Operating cash flow $13.4M.
Kura Sushi USA: diluted shares by fiscal yearKura Sushi USA: diluted shares by fiscal year9MFY2110MFY2211MFY2311MFY2412MFY2512MFY26
+42.3% since FY21: more shares outstanding (issuance, stock pay).
Kura Sushi USA in its industry: growth against margin (41 companies, SIC 5812)Kura Sushi USA in its industry: growth against margin (41 companies, SIC 5812)revenue growth, year over year →↑ operating marginmedian +4%median 6%MCDARMKYUMCCMGDRIQSRQSPYUMTXRHEATCAKEBLMNCBRLPLAYPZZABJRICAVAFWRGRRGBJACKDINJMKEPTLOWINGSTKSSGNDLSLOCOBH-ARICKBDLGENKNATHARKRGTIMLVOREBNNROMBTBDBABBKRUS (+12%, -1%)
Retail-Eating Places; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Kura Sushi USA

Kura Sushi USA, Inc. is a leading technology-enabled Japanese restaurant concept with 98 locations across 25 U.S. states and Washington DC. The Company offers guests a distinctive dining experience built on authentic Japanese cuisine and an engaging revolving sushi service model. Kura Sushi USA, Inc. was established in 2008 as a subsidiary of Kura Sushi, Inc., a Japan-based revolving sushi chain with more than 700 restaurants internationally and 49 years of brand history. For more information, please visit www.kurasushi.com .

In its own words, from its 8-K, filed Nov 5, 2026.

Kura Sushi USA against its Retail-Eating Places peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +12% against the peers' median +8%. Operating margin: -0.7% against the peers' median 13.0%.

CompanyQuarterRevenueY/YOp. margin
KRUS Kura Sushi USAQ4 FY26$88.9M+12%-0.7%
MCD McDonald'sQ3 2026$7.2B+1%50.2%
ARMK AramarkQ3 FY26$5.1B+9%4.3%
YUMC Yum China HoldingsQ3 2026$3.5B+8%13.0%
CMG Chipotle Mexican GrillQ3 2026$3.3B+10%13.7%
DRI Darden RestaurantsQ1 FY27$3.2B+5%10.0%
QSR Restaurant Brands InternationalQ3 2026$2.5B+3%27.6%
YUM Yum BrandsQ3 2026$2.1B+4%112.8%
TXRH Texas RoadhouseQ3 2026$1.6B+10%6.5%

Source: Kura Sushi USA 10-K on SEC EDGAR · CIK 1772177 · Retail-Eating Places

Guidance and outlook

Kura Sushi USA Revenue: guidance against what was reportedKura Sushi USA Revenue: guidance against what was reportedguided rangereported (above / within / below)FY26$328MFY27
Met or beat 0 of 1 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Kura Sushi USA: what its forward-looking statements are about (10-K filed 2026-11-05)Kura Sushi USA: what its forward-looking statements are about (10-K filed 2026-11-05)Other5Demand4Costs4Margins1Capital spending1
15 statements; tone +0.47 (−1 all cautious, +1 all confident); 0 hedged.
Kura Sushi USA: outlook statements against the filing beforeKura Sushi USA: outlook statements against the filing beforeNew3Updated3Dropped5Confident7

13F: who owns KRUS and who is buying

Largest holders of KRUS (13F)Largest holders of KRUS (13F)Stephens$63.5MFMR LLC$47.1MGranahan Investment Management, L…$46.2MBlackRock$45.6MJane Street Group, LLC$20.0MVanguard Group$20.0MTwo Sigma Investments, LP$19.3MPortolan Capital Management, LLC$17.4MVanguard Capital Management LLC$15.7MUBS Group AG$11.7M
Funds' net buying of KRUS by quarter (13F)Funds' net buying of KRUS by quarter (13F)$51.5M2024-09$29.5M2024-12−$11.0M2025-03$37.7M2025-06$14.7M2025-09−$18.3M2025-12$67.4M2026-03−$38.4M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on KRUS

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

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