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Armlogi
Armlogi (BTOC) investor relations material
Armlogi Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary13 Nov, 2025
Executive summary
Revenue increased 16.5% year-over-year to $49.5 million for the quarter ended September 30, 2025, driven by growth in transportation and warehousing services and the addition of new warehouse locations.
Net loss widened to $6.5 million from $4.6 million in the prior year quarter, primarily due to higher operating and warehouse costs.
Gross loss margin improved to (5.0%) from (8.5%) year-over-year, reflecting expanded shipping options and lower shipping costs.
The company serves 607 active customers, with 83% of revenue from PRC-based clients.
Financial highlights
Transportation services revenue rose 12.6% to $32.1 million; warehousing services revenue grew 24.4% to $17.4 million.
Costs of services increased 12.7% to $52.0 million, mainly due to new warehouse openings and higher freight costs.
General and administrative expenses increased 14.9% to $4.2 million, driven by higher rental and repair costs.
Basic and diluted net loss per share was $(0.15), compared to $(0.11) in the prior year quarter.
Cash and cash equivalents and restricted cash totaled $10.8 million at quarter-end, down from $13.6 million at June 30, 2025.
Outlook and guidance
Management is focused on expanding service offerings, optimizing warehouse utilization, and developing higher-margin logistics solutions to improve profitability.
Cost optimization initiatives include delaying non-essential capital expenditures and reducing third-party service costs.
The company is seeking additional credit facilities and financing to strengthen working capital, but there is no assurance of success.
New warehouse profitability strategy?
SEPA conversion impact on future financing?
Leopard acquisition rationale and related party loans?
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Next Armlogi earnings date
Q2 202613 Feb, 2026
Armlogi
Next Armlogi earnings date
Q2 202613 Feb, 2026
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Frequently asked questions
Armlogi Holding Corp. operates as a third-party logistics service provider in the United States, specializing in multi-modal transportation, warehousing, and supply chain management solutions. The company offers a variety of services, including shipment arrangements for small parcels, truck dispatching, leasing, and value-added logistics like materials management, distribution, and customs brokerage. Armlogi serves a diverse clientele, including e-commerce businesses, particularly those engaged in cross-border trade looking to establish a presence in the U.S. market. The company is headquartered in Walnut, California, and its shares are listed on the NASDAQ.
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