Armlogi Holding Reports Q3 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 13 2026
0mins
Source: seekingalpha
- Earnings Report: Armlogi Holding's Q3 GAAP EPS stands at -$0.11, indicating challenges in profitability that reflect ongoing market pressures and operational efficiency issues.
- Revenue Decline: The company reported revenues of $41.7 million for Q3, a 9% year-over-year decrease, suggesting sluggish sales growth in a competitive market environment, which may impact future investor confidence.
- Cash Flow Situation: As of March 31, 2026, Armlogi's cash and restricted cash totaled $7.1 million, significantly down from $13.6 million as of June 30, 2025, indicating increased liquidity risks that could limit operational and expansion capabilities.
- Historical Financial Data: Historical earnings data for Armlogi Holding shows that while the company has experienced growth in the past, its current financial performance may raise investor concerns about future prospects, especially against the backdrop of declining revenues.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BTOC?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BTOC
About BTOC
Armlogi Holding Corp. and its subsidiaries operate as a third-party logistics company, providing multimodal transportation and logistics services primarily in the United States. The Company’s primary transportation services involve arranging shipments, on behalf of its customers, of materials that are generally larger than shipments handled by integrated carriers of primarily small parcels, such as FedEx, and UPS, including arranging and monitoring all aspects of material flow activity utilizing advanced information technology systems. The Company also provides other value-added logistics services, including warehousing services, materials management and distribution services, and customs house brokerage services, to complement its core transportation service offering. The Company also provides third-party distribution coordination and kitting and repackaging, inventory management, and order assembly and load consolidation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Armlogi Enhances Internal Financial Management Initiatives
- Standardized Financial Reporting: Armlogi has implemented standardized internal cash flow reporting templates, increased reporting frequency, and shortened turnaround times, thereby enhancing management visibility into cash flow trends and supporting more effective decision-making.
- Workforce Allocation Analysis: The company is building a headcount utilization analysis framework and conducting a labor allocation review across functions, leveraging financial planning tools to improve resource planning accuracy and ensure disciplined budgeting.
- Operational Scale Expansion: Armlogi currently operates 12 warehouses across California, Texas, Illinois, New Jersey, and Georgia, totaling approximately 3.9 million square feet and serving over 600 active clients, thereby strengthening its competitive position in the cross-border e-commerce logistics market.
- Investment in Management Infrastructure: The company views strengthening its internal financial reporting and management infrastructure as a core component of its development as a public company, expecting deeper operational benefits as processes mature.
See More
Armlogi Holding Reports Q3 Earnings
- Earnings Report: Armlogi Holding's Q3 GAAP EPS stands at -$0.11, indicating challenges in profitability that reflect ongoing market pressures and operational efficiency issues.
- Revenue Decline: The company reported revenues of $41.7 million for Q3, a 9% year-over-year decrease, suggesting sluggish sales growth in a competitive market environment, which may impact future investor confidence.
- Cash Flow Situation: As of March 31, 2026, Armlogi's cash and restricted cash totaled $7.1 million, significantly down from $13.6 million as of June 30, 2025, indicating increased liquidity risks that could limit operational and expansion capabilities.
- Historical Financial Data: Historical earnings data for Armlogi Holding shows that while the company has experienced growth in the past, its current financial performance may raise investor concerns about future prospects, especially against the backdrop of declining revenues.
See More
Applied Optoelectronics Reports Strong Q4, Shares Surge
- Earnings Beat: Applied Optoelectronics reported a fourth-quarter loss of only $0.01 per share, significantly better than the analyst consensus estimate of a $0.11 loss, indicating improvements in cost management and market demand, which boosts investor confidence.
- Strong Sales Performance: The company achieved quarterly sales of $134.274 million, surpassing the analyst consensus estimate of $134.120 million, suggesting that its products continue to gain competitive traction in the market, potentially driving future revenue growth.
- Stock Surge: Following the earnings report, Applied Optoelectronics shares jumped 20.4% to $64.69 in pre-market trading, reflecting market optimism about the company's future performance and likely attracting more investor interest.
- Positive Guidance: The company issued first-quarter sales guidance above market expectations, further solidifying its market position in the optoelectronics sector and indicating stable growth potential for the upcoming quarters.
See More
Armlogi Reports Q2 Fiscal 2026 Financial Results with Increased Revenue but Higher Losses
- Revenue Growth: For the three months ending December 31, 2025, Armlogi's total revenue increased by 0.8% to $51.5 million, indicating stable market demand despite a modest rise compared to $51.1 million in the prior year.
- Gross Loss Worsening: Service costs rose to $52.3 million, resulting in a gross loss of $0.8 million, contrasting with a gross profit of $0.5 million in the previous year, reflecting significant pressure from operational costs.
- Net Loss Expansion: The net loss for Q2 2025 was $3.9 million, or $0.08 per share, which is a substantial increase from a net loss of $1.7 million and $0.04 per share in the same quarter last year, indicating challenges in profitability.
- Liquidity Position: As of December 31, 2025, Armlogi had a cash and restricted cash balance of $9.4 million, and during the six months, it raised $3.8 million by issuing 3,192,145 shares under its SEPA to support operations and growth initiatives, demonstrating proactive financial management.
See More
Armlogi Reports Q2 2026 Financial Results with Increased Revenue but Higher Losses
- Revenue Growth: For the three months ending December 31, 2025, Armlogi reported a total revenue increase of 0.8% to $51.5 million, indicating stability in the company's market performance despite limited growth.
- Gross Loss Intensifies: During the same period, service costs rose to $52.3 million, resulting in a gross loss of $0.8 million, with gross margin declining from 0.9% last year to -1.5%, reflecting pressure from operational costs.
- Net Loss Widening: The net loss for Q2 2025 was $3.9 million, or $0.08 per share, significantly higher than the $1.7 million loss and $0.04 per share from the previous year, highlighting the financial challenges faced by the company.
- Liquidity Position: As of December 31, 2025, Armlogi had a cash and restricted cash balance of $9.4 million, and during the six months, it raised $3.8 million by issuing 3,192,145 shares under its SEPA to support operations and growth initiatives.
See More
Armlogi Reports GAAP EPS of -$0.15 and Revenue of $49.5 Million
Q1 Financial Performance: Armlogi Holding Corp. (BTOC) reported a Q1 GAAP EPS of -$0.15 and revenue of $49.5 million.
Debt Repayment Announcement: The company announced the full repayment of its outstanding debt obligations.
Earnings Call Transcript: Details from Armlogi's Q4 2025 earnings call were made available, providing insights into the company's financial status.
Quant Rating: Seeking Alpha has provided a Quant Rating for Armlogi Holding, reflecting its financial analysis and outlook.
See More
Armlogi Enhances Internal Financial Management Initiatives
- Standardized Financial Reporting: Armlogi has implemented standardized internal cash flow reporting templates, increased reporting frequency, and shortened turnaround times, thereby enhancing management visibility into cash flow trends and supporting more effective decision-making.
- Workforce Allocation Analysis: The company is building a headcount utilization analysis framework and conducting a labor allocation review across functions, leveraging financial planning tools to improve resource planning accuracy and ensure disciplined budgeting.
- Operational Scale Expansion: Armlogi currently operates 12 warehouses across California, Texas, Illinois, New Jersey, and Georgia, totaling approximately 3.9 million square feet and serving over 600 active clients, thereby strengthening its competitive position in the cross-border e-commerce logistics market.
- Investment in Management Infrastructure: The company views strengthening its internal financial reporting and management infrastructure as a core component of its development as a public company, expecting deeper operational benefits as processes mature.
See More
Armlogi Holding Reports Q3 Earnings
- Earnings Report: Armlogi Holding's Q3 GAAP EPS stands at -$0.11, indicating challenges in profitability that reflect ongoing market pressures and operational efficiency issues.
- Revenue Decline: The company reported revenues of $41.7 million for Q3, a 9% year-over-year decrease, suggesting sluggish sales growth in a competitive market environment, which may impact future investor confidence.
- Cash Flow Situation: As of March 31, 2026, Armlogi's cash and restricted cash totaled $7.1 million, significantly down from $13.6 million as of June 30, 2025, indicating increased liquidity risks that could limit operational and expansion capabilities.
- Historical Financial Data: Historical earnings data for Armlogi Holding shows that while the company has experienced growth in the past, its current financial performance may raise investor concerns about future prospects, especially against the backdrop of declining revenues.
See More
Applied Optoelectronics Reports Strong Q4, Shares Surge
- Earnings Beat: Applied Optoelectronics reported a fourth-quarter loss of only $0.01 per share, significantly better than the analyst consensus estimate of a $0.11 loss, indicating improvements in cost management and market demand, which boosts investor confidence.
- Strong Sales Performance: The company achieved quarterly sales of $134.274 million, surpassing the analyst consensus estimate of $134.120 million, suggesting that its products continue to gain competitive traction in the market, potentially driving future revenue growth.
- Stock Surge: Following the earnings report, Applied Optoelectronics shares jumped 20.4% to $64.69 in pre-market trading, reflecting market optimism about the company's future performance and likely attracting more investor interest.
- Positive Guidance: The company issued first-quarter sales guidance above market expectations, further solidifying its market position in the optoelectronics sector and indicating stable growth potential for the upcoming quarters.
See More
Armlogi Reports Q2 Fiscal 2026 Financial Results with Increased Revenue but Higher Losses
- Revenue Growth: For the three months ending December 31, 2025, Armlogi's total revenue increased by 0.8% to $51.5 million, indicating stable market demand despite a modest rise compared to $51.1 million in the prior year.
- Gross Loss Worsening: Service costs rose to $52.3 million, resulting in a gross loss of $0.8 million, contrasting with a gross profit of $0.5 million in the previous year, reflecting significant pressure from operational costs.
- Net Loss Expansion: The net loss for Q2 2025 was $3.9 million, or $0.08 per share, which is a substantial increase from a net loss of $1.7 million and $0.04 per share in the same quarter last year, indicating challenges in profitability.
- Liquidity Position: As of December 31, 2025, Armlogi had a cash and restricted cash balance of $9.4 million, and during the six months, it raised $3.8 million by issuing 3,192,145 shares under its SEPA to support operations and growth initiatives, demonstrating proactive financial management.
See More
Armlogi Reports Q2 2026 Financial Results with Increased Revenue but Higher Losses
- Revenue Growth: For the three months ending December 31, 2025, Armlogi reported a total revenue increase of 0.8% to $51.5 million, indicating stability in the company's market performance despite limited growth.
- Gross Loss Intensifies: During the same period, service costs rose to $52.3 million, resulting in a gross loss of $0.8 million, with gross margin declining from 0.9% last year to -1.5%, reflecting pressure from operational costs.
- Net Loss Widening: The net loss for Q2 2025 was $3.9 million, or $0.08 per share, significantly higher than the $1.7 million loss and $0.04 per share from the previous year, highlighting the financial challenges faced by the company.
- Liquidity Position: As of December 31, 2025, Armlogi had a cash and restricted cash balance of $9.4 million, and during the six months, it raised $3.8 million by issuing 3,192,145 shares under its SEPA to support operations and growth initiatives.
See More
Armlogi Reports GAAP EPS of -$0.15 and Revenue of $49.5 Million
Q1 Financial Performance: Armlogi Holding Corp. (BTOC) reported a Q1 GAAP EPS of -$0.15 and revenue of $49.5 million.
Debt Repayment Announcement: The company announced the full repayment of its outstanding debt obligations.
Earnings Call Transcript: Details from Armlogi's Q4 2025 earnings call were made available, providing insights into the company's financial status.
Quant Rating: Seeking Alpha has provided a Quant Rating for Armlogi Holding, reflecting its financial analysis and outlook.
See More
