BTOC
Armlogi Holding Corp.0.6417
-0.0169-2.57%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
29.16MP/E (TTM)
-Basic EPS (TTM)
-0.41Dividend Yield
0%Recent Filings
10-Q
Q2 FY2026 results
Armlogi Holding posted Q2 revenue of $51.5M, flat y/y but with warehousing up 30% to offset an 11% transportation dip from Temu/TikTok shifts, yielding a -1.5% gross margin versus 0.9% last year as new low-margin warehouses weighed in. Six-month topline climbed 7.9% y/y to $101.0M on 27% warehousing growth, yet operating loss widened to $10.8M from higher temp labor and leases; diluted EPS fell to -$0.24 on 44M shares, matching the net loss of $10.4M. Cash burned $3.4M in operations but investing netted $1.6M from loan repayments, leaving $5.0M cash plus $4.4M restricted against $15.8M net current liabilities and $122.5M operating leases. Debt-free post-SEPA conversions. Warehousing efficiencies are taking hold.
8-K
Stockholders elect directors, ratify auditors
Armlogi Holding Corp. stockholders at the December 4, 2025 annual meeting elected Aidy Chou, Tong Wu, Russel Morgan, Maxwell E. Lin, and David Chiu as directors until the 2026 meeting, with votes for ranging 27.4M-27.5M amid 5K-39K withheld and 1.7M broker non-votes. They ratified ZH CPA, LLC as auditors for the year ending June 30, 2026, with 29M for, 97K against. Board continuity locked in.
8-K
Nasdaq bid price deficiency notice
Armlogi Holding Corp. received a Nasdaq notice on November 7, 2025, for failing to maintain a $1.00 minimum bid price over 30 consecutive business days, violating Listing Rule 5450(a)(1). Shares continue trading under BTOC with 180 days until May 6, 2026, to hit $1.00 for 10 straight days. No immediate delisting. Company eyes reverse split if needed.
10-Q
Q1 FY2026 results
Armlogi Holding Corp. posted Q1 FY2026 revenue of $49.5M for the quarter ended September 30, 2025, up 16.5% y/y from $42.5M, driven by 12.6% transportation services growth to $32.1M and 24.4% warehousing surge to $17.4M from new locations. Gross loss narrowed to $2.5M (-5.0% margin) from $3.6M (-8.5%), yet operating loss hit $6.7M and net loss $6.5M ($0.15/share) versus $4.6M ($0.11/share) prior year, widened by higher G&A and absent deferred tax recovery. Cash burned $1.9M in operations; investing netted $1.3M from loan repayments, offset by $2.1M financing outflows settling convertible notes now at zero. Cash sits at $6.5M, restricted $4.4M, with $11.1M net current liabilities and heavy $123.6M operating leases. Losses mount. Going concern weighs heavy.
8-K
Revenue up, but gross loss
Armlogi Holding Corp. reported fiscal 2025 results on September 25, with revenue up 14.0% to $190.4 million from strong demand, yet gross profit flipped to a $3.0 million loss as costs surged 29.9% on freight hikes and warehouse expansion. Net loss hit $15.3 million, or $0.37 per share, versus $7.4 million profit last year. Cash rose to $13.6 million. Expansion strained margins.
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