Armlogi Holding (BTOC) Company Report

Armlogi Holding Corp. reported total revenue of $49.5 million for the first quarter of fiscal year 2026, marking a 16.5% increase compared to the first quarter of fiscal year 2025.
The company's net loss for the first quarter of fiscal year 2026 was $6.5 million, or $(0.15) per basic and diluted share.
Gross loss improved to $2.5 million, or (5.0%) of revenue, in Q1 FY2026, compared to a gross loss of $3.6 million, or (8.5%) of revenue, in Q1 FY2025.
The active customer base expanded to 607 customers as of September 30, 2025, an increase from 505 as of June 30, 2025.

Nov 13, 2025, 9:44 PM

Armlogi Holding Corp. Announces Fiscal 2025 Full-Year Financial Results

BTOC

Earnings

Profit Warning

New Projects/Investments

Armlogi Holding Corp. reported a 14.0% increase in total revenue to $190.4 million for the fiscal year ended June 30, 2025, compared to $167.0 million in the prior fiscal year.
The company experienced a significant decline in profitability, reporting a gross loss of $3.0 million and a net loss of $15.3 million, or $0.37 per basic and diluted share, for fiscal year 2025, compared to a gross profit of $18.1 million and net income of $7.4 million in fiscal year 2024.
Management attributed the decline in profitability to a 29.9% rise in cost of service, primarily due to higher freight, rental, labor, and warehouse expenses associated with the expansion of its operational footprint and increased third-party carrier costs.
Cash and cash equivalents and restricted cash at year-end were $13.6 million as of June 30, 2025, an increase from $10.0 million as of June 30, 2024.

Sep 25, 2025, 9:15 PM

Armlogi Holding Corp. Reports Strong FY 2025 Revenue Growth Amidst Net Loss

BTOC

Earnings

Guidance Update

New Projects/Investments

Armlogi Holding Corp. reported total revenue of $190.4 million for fiscal year 2025, a 14% increase from fiscal year 2024, driven by continued demand for transportation and warehousing services and a four-fold increase in its active customer base to 505.
Despite the revenue growth, the company recorded a net loss of $15.3 million, or $0.37 per basic and diluted share, primarily due to a 29.9% increase in cost of sales and a 47.2% rise in general and administrative expenses.
The company expanded its operational footprint to 10 warehouses across the U.S., totaling approximately 3.9 million square feet, and maintained a 99.64% inventory accuracy rate.
Management is implementing measures for operational optimization and cost management, anticipating gradual improvement in margins and progress towards consistent profitability and positive free cash flow in coming fiscal years.
Armlogi is focused on diversifying its customer base, with one customer accounting for approximately 10% of revenue in fiscal year 2025, down from higher concentrations in the prior year, and aims to reduce reliance on PRC-based clients who represented 84% of FY 2025 revenue.