What is the 13F Pro Quality Score for KRT?

13F Pro ranks Karat Packaging Inc. (KRT) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View KRT's current score at https://13fpro.ai/company/KRT (free sign-up required for the full ranking).

Where does 13F Pro source KRT data?

All Karat Packaging Inc. fundamentals and ownership data come directly from SEC EDGAR. Karat Packaging Inc. files with the SEC under CIK 1758021. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is KRT in?

Karat Packaging Inc. (KRT) is classified in the Materials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/materials.

What drives KRT's revenue?

Per Karat Packaging Inc.'s latest 10-Q filed with the SEC on 2026-08-07, the biggest revenue drivers are: Chains and distributors ($105.9M, +9.0% YoY); Online ($25.8M, +23.6% YoY); Retail ($4.5M, -23.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/KRT.

What are KRT's largest expenses?

Karat Packaging Inc.'s latest 10-Q reports these as the largest expense items: Cost of goods sold ($59.1M, -21.0% YoY); General and administrative expenses ($22.0M, +14.8% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is KRT research updated on 13F Pro?

KRT's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Karat Packaging Inc.(KRT)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Materials →Nasdaqsmall

Institutional-grade research for retail investors

SEC EDGAR: CIK 1758021 KRT stock profile & AI dashboard →

13F Pro Quality Score

60.0/100

Rank #896 of 2,962 stocksTOP 50%

View Materials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

53.8/100

Profitability

69.9/100

Balance Sheet

93.7/100

Earnings Quality

42.7/100

Free Cash Flow

58.2/100

Institutional Flow

60.4/100

Revenue Scale

37.0/100

Dilution Risk

83.8/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why KRT Scores 60/100

exact factor attribution · 2026-09-11

KRT's composite is driven by capital efficiency and profitability, held back by scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+4.4 pts

94th pct

Profitability

+3.0 pts

70th pct

Shareholder dilution

+1.7 pts

84th pct

Free cash flow

+1.2 pts

58th pct

Earnings growth

+1.1 pts

73th pct

Revenue growth

+0.8 pts

54th pct

Institutional flow

+0.5 pts

60th pct

Earnings quality

-0.7 pts

43th pct

Scale

-1.9 pts

37th pct

Latest change (2026-08-11): 58 → 58 · ↑ Earnings growth 32→49

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

KRT Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Karat Packaging Inc. (KRT), a Materials sector company. 13F Pro's AI-powered ranking engine scores KRT at 60.0/100 on a 32-signal composite quality model, placing it at rank #896 of 2,962 stocks — the top half of the AI-ranked universe. KRT scores in the top quartile across balance sheet strength (93.7). Areas of concern include revenue scale (37.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Karat Packaging Inc. reports quarterly revenue of $136.3M, net income of $29.3M, free cash flow of $33.1M. Top institutional holders of KRT by reported 13-F value include BlackRock, ACADIAN ASSET MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. KRT trades on the Nasdaq exchange and files with the SEC under CIK 1758021. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate KRT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Karat Packaging Inc. directly from SEC EDGAR. Karat Packaging Inc.'s 13F Pro composite quality score has ranged between 48 and 62 since 2022, currently 60.0 — an improving long-term trajectory across 64 quarterly and live scoring snapshots.

What's Driving KRT's Business? Latest 10-Q Breakdown

AI-extracted from Karat Packaging Inc.'s 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net sales rose 9.9% YoY to $136.3M and net income more than doubled to $29.6M, but the surge was heavily boosted by a one-time $25.8M IEEPA tariff refund that cut cost of goods sold and lifted gross margin 1,700bps to 56.6%.

Biggest Revenue Drivers

Chains and distributors$105.9M+9.0% YoY

Derived from national/regional chain restaurants, supermarkets, and distributors reselling to restaurants and other businesses

Online$25.8M+23.6% YoY

Growth from the Company's online storefront, mobile app, and e-commerce platforms serving small businesses

Biggest Revenue Drivers

Total revenue: $136.3M+9.9% YoY

Chains and distributors$105.9M+9.0% YoY

Derived from national/regional chain restaurants, supermarkets, and distributors reselling to restaurants and other businesses

Online$25.8M+23.6% YoY

Growth from the Company's online storefront, mobile app, and e-commerce platforms serving small businesses

Retail$4.5M-23.4% YoY

Derived from regional/local restaurants and small businesses; includes logistics services revenue

Largest Expense Items

Cost of goods sold$59.1M-21.0% YoY

Driven primarily by $25.8M of IEEPA tariff refunds, partially offset by $6.9M higher product costs and $3.5M higher import costs including duty, tariffs and ocean freight

General and administrative expenses$22.0M+14.8% YoY

Includes higher salaries and benefits and bad debt expense

Margins: Gross margin rose 1,700bps YoY to 56.6%, with IEEPA tariff refunds contributing a 1,890bps benefit; this was partially offset by product costs rising to 49.2% of net sales and import costs rising to 11.1% of net sales.

Watch Items from the Filing

The $25.8M IEEPA tariff refund recognized as a COGS reduction is explicitly described by the Company as 'a one-time benefit' to Q2 results, inflating gross margin and net income for the period.
Related party Keary Global Group supplied $13.3M of purchases in Q2 2026, with a related party payable balance of $7.4M outstanding as of June 30, 2026, indicating meaningful supplier concentration.
The Company maintains a $1.3M liability reserve for a CBP anti-dumping/countervailing duty investigation into thermal paper transshipment, but discloses 'the amount of the final payments could vary significantly from the estimated liability reserve.'
Domestic purchases rose to 19.5% of sourcing (from 14.6%) and Taiwan sourcing fell to 45.9% (from 58.0%) as the Company diversified into Indonesia, South America, and Singapore amid tariff volatility.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$136.3M

Net Income

Q2 2026

$29.3M

Free Cash Flow

Q2 2026

$33.1M

D/E Ratio

Q2 2026

0.07

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+10.7% YoY

$467.7MFY 2025

FY22 $423.0MFY23 $405.7MFY24 $422.6MFY25 $467.7M

Net Income

+5.0% YoY

$31.5MFY 2025

FY22 $23.6MFY23 $32.5MFY24 $30.0MFY25 $31.5M

Operating Income

+9.7% YoY

$41.4MFY 2025

FY22 $30.0MFY23 $42.1MFY24 $37.8MFY25 $41.4M

EPS (Diluted)

+4.7% YoY

$1.56FY 2025

FY22 $1.19FY23 $1.63FY24 $1.49FY25 $1.56

Total Assets

-2.3% YoY

$287.7MFY 2025

FY22 $252.2MFY23 $276.4MFY24 $294.5MFY25 $287.7M

Total Debt

+997.6% YoY

$12.9MFY 2025

FY22 $1.2MFY23 $1.3MFY24 $1.2MFY25 $12.9M

Op. Cash Flow

-29.5% YoY

$33.8MFY 2025

FY22 $29.5MFY23 $53.4MFY24 $48.0MFY25 $33.8M

Free Cash Flow

-29.7% YoY

$33.1MFY 2025

FY22 $26.8MFY23 $50.5MFY24 $47.0MFY25 $33.1M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$467.7M +10.7%	$422.6M +4.2%	$405.7M -4.1%	$423.0M +16.1%	$364.2M +23.3%	$295.5M
Net Income	$31.5M +5.0%	$30.0M -7.7%	$32.5M +37.3%	$23.6M +13.8%	$20.8M +18.6%	$17.5M
Operating Income	$41.4M +9.7%	$37.8M -10.3%	$42.1M +40.2%	$30.0M +29.7%	$23.1M -16.4%	$27.7M
EPS (Diluted)	$1.56 +4.7%	$1.49 -8.6%	$1.63 +37.0%	$1.19 +6.2%	$1.12 -0.9%	$1.13
Total Assets	$287.7M -2.3%	$294.5M +6.6%	$276.4M +9.6%	$252.2M +21.5%	$207.6M +14.6%	$181.1M
Total Debt	$12.9M +997.6%	$1.2M -11.0%	$1.3M +13.0%	$1.2M -14.9%	$1.4M -88.0%	$11.5M
Operating Cash Flow	$33.8M -29.5%	$48.0M -10.1%	$53.4M +81.1%	$29.5M +239.6%	$8.7M -40.3%	$14.5M
Free Cash Flow	$33.1M -29.7%	$47.0M -6.9%	$50.5M +88.5%	$26.8M +495.4%	$4.5M +130.0%	$-15.0M

Get alerted when KRT's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for Karat Packaging Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of KRT

BlackRock, Inc.
$19.8M592,941 sh
ACADIAN ASSET MANAGEMENT LLC
$13.9M414,238 sh
VANGUARD CAPITAL MANAGEMENT LLC
$13.1M390,162 sh
Ranger Investment Management, L.P.
$11.1M332,596 sh
GEODE CAPITAL MANAGEMENT, LLC
$9.8M291,927 sh
AMERICAN CENTURY COMPANIES INC
$8.8M263,499 sh
DIMENSIONAL FUND ADVISORS LP
$8.0M240,131 sh
Russell Investments Group, Ltd.
$7.7M231,713 sh
BANK OF MONTREAL /CAN/
$7.7M230,794 sh
TWO SIGMA INVESTMENTS, LP
$7.6M228,316 sh

Fund	Value	Shares
BlackRock, Inc.	$19.8M	592,941
ACADIAN ASSET MANAGEMENT LLC	$13.9M	414,238
VANGUARD CAPITAL MANAGEMENT LLC	$13.1M	390,162
Ranger Investment Management, L.P.	$11.1M	332,596
GEODE CAPITAL MANAGEMENT, LLC	$9.8M	291,927
AMERICAN CENTURY COMPANIES INC	$8.8M	263,499
DIMENSIONAL FUND ADVISORS LP	$8.0M	240,131
Russell Investments Group, Ltd.	$7.7M	231,713
BANK OF MONTREAL /CAN/	$7.7M	230,794
TWO SIGMA INVESTMENTS, LP	$7.6M	228,316

Companies Similar to KRT

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

NWPX

NWPX Infrastructure, Inc.

AI score

Similar quality profile · 6 shared holders

CWA Asset Management Group, LLC ZACKS INVESTMENT MANAGEMENT GLOBEFLEX CAPITAL L P

CMCL

Caledonia Mining Corp Plc

AI score

Similar quality profile · 3 shared holders

JACOBS LEVY EQUITY MANAGEMENT, INC SEGALL BRYANT & HAMILL, LLC GLOBEFLEX CAPITAL L P

MYE

MYERS INDUSTRIES INC

AI score

Similar quality profile · 4 shared holders

Boston Partners CWA Asset Management Group, LLC BAILARD, INC.

GIC

GLOBAL INDUSTRIAL Co

AI score

Similar quality profile · 7 shared holders

JACOBS LEVY EQUITY MANAGEMENT, INC PDT Partners, LLC Odyssean, LLC

FRD

FRIEDMAN INDUSTRIES INC

AI score

Similar quality profile · 1 shared holders

De Lisle Partners LLP

IIIN

INSTEEL INDUSTRIES INC

AI score

Similar quality profile · 3 shared holders

JACOBS LEVY EQUITY MANAGEMENT, INC Boston Partners Point72 Europe (London) LLP

IBEX

IBEX Ltd

AI score

Similar quality profile · 7 shared holders

Boston Partners SEGALL BRYANT & HAMILL, LLC PDT Partners, LLC

CSTM

CONSTELLIUM SE

AI score

Similar quality profile · 7 shared holders

SEGALL BRYANT & HAMILL, LLC Boston Partners ZACKS INVESTMENT MANAGEMENT

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Materials Companies

View all Materials →

Alcoa Corp

AAUC

Allied Gold Corp

ABAT

AMERICAN BATTERY TECHNOLOGY Co

AEC

ANFIELD ENERGY INC.

AEM

AGNICO EAGLE MINES LTD

FIRST MAJESTIC SILVER CORP

AGI

ALAMOS GOLD INC

ALB

ALBEMARLE CORP

Put KRT on your watchlist

Track score changes the day Karat Packaging Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is KRT a good stock to buy?

13F Pro's AI-powered analysis of Karat Packaging Inc. (KRT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for KRT are available on the KRT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. KRT is classified as a small company.

Which hedge funds own KRT?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling KRT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Karat Packaging Inc.'s investment landscape.